Summary
Overview
Work History
Education
Skills
Timeline

Bhoomika G

Summary

Extremely motivated and passionate in whatever I choose to do. Strong Interpersonal skills and know how to handle and deal with different kinds of people circumstances. Equally effective working independently, quick learner and in co-operative with others.

Overview

1
1
year of professional experience

Work History

Sr. Transaction Processing Officer

Mphasis
Bengaluru
11.2022 - 03.2024
  • Transfer and Establish Standing Instruction (SLOA) using for future transactions Handling transactions of IRA and EFT.
  • Using three application to setup profile MYQ, CC and Ondemand.
  • MYQ to verify the SLOA, master firm name and number. (CC) Client central- To setup a profile requested by the customer in SLOA. Ondemand-to verify the signature (Ace MYQ, Swiss, IECMS, TDA inbound)
  • Adding the bank information, state and federal withholdings on client account.
  • Setup Contributions (IN) and Distribution (OUT)
  • Processing a transaction for different types of registration accounts like IRA's, Individual,Corporate, living trust, tenants accounts etc.
  • Checking properly the beneficiary instruction and processing a transaction and identifying account.
  • Restriction and fraudulent transaction for following various steps and scenarios Verifying documentation on file to ensure accuracy.
  • Handling tasks and providing a resolution within Turn around Time (TAT).

Education

B COM 72% -

BMS College For Women
03.2022

PU-63% -

BMS PU College For Women
03.2019

Skills

  • Conceptual understanding
  • Problem Solving
  • Time Management
  • Deadline Management
  • Communication

Timeline

Sr. Transaction Processing Officer - Mphasis
11.2022 - 03.2024
BMS College For Women - B COM 72% ,
BMS PU College For Women - PU-63%,
Bhoomika G