Usha Ganatra

Corona, CA, (626) 253-4419-koka_ganatra@yahoo.com


 









SR. OPERATIONS REPRESENTATIVE



Performance-driven, insightful Senior Operations Representative with proven ability to achieve and exceed


all revenue and business-development goals in high-pressure environments.



  • Skilled at consulting with clients to delineate and analyze financial situations while developing strategic solutions that strengthen investment goals.

  • Comprehensive knowledge of leveraging numerous investment instruments in a variety of complex scenarios.

  • Proven leadership and team-building skills, coupled with the ability to direct strong teams in managing customer relationships and proving investment services.

  • Skilled in BOA Research Resources Tools: VECTOR, IMAGEVIEW, COIN, DOCUMENT, DIRECT, BOSS, FDES, NW, FAST AND LEAN.

  • BCRC items research (DOCUMENT DIRECT-ULKRDB61 AND ULKRIC22).















 



 



 



 



WORK EXPERIENCE



Bank of America, Los Angeles, CA                                                                                    Jan 2001- Aug 2014


Sr. Operations Representative



  • Worked directly with domestic and international retail and wholesale bank customers

  • Processed financial transactions

  • Balanced the general ledgers

  • Called center customer service support for Hindi speaking customers

  • Adhered to internal operational and financial controls

  • Ensured policy compliance

  • Converted foreign currencies to U.S. Funds

  • Provided effective and efficient operations support for the entire department

  • Performed routine and/or various item processing functions under moderate supervision

  • Reviewed account adjustments for accuracy

  • Carried out other functions such as manual item sorting, reconciling bank statements, statement rendering, transaction research, information protection and etc.


 









EDUCATION



 


Bachelors of Science, Chemistry – Gujarat University, India


Business Office Applications Specialist – California Training Academy, CA 92507


(Microsoft Words 2013, Excel 2013, PowerPoint 2013, Access 2013, Outlook 2013, QuickBooks 2015)


 









SKILL



 


Typing speed 35 wpm to 40 wpm


10 key


 


 

  • ID#: 117664
  • Location: Corona, CA , 92880

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