Servicing Manager Resume Sample

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Rosalee Pollich
221 Fisher Court,  Los Angeles,  CA
+1 (555) 429 1775

Work Experience

Asset Servicing Manager
06/2016 - PRESENT
Dallas, TX
  • Experience in the asset management industry
  • Good product knowledge in multi-asset class
  • Mature, strong communication skills and detailed-oriented
  • Leading a team to ensure the timeliness and accuracy of Corporate Action and Dividend Payments to Citi’s client base across multiple product lines (Global Custody, Direct Custody and Agency Securities Lending) whilst understanding risk management associated with Asset Servicing
  • Being accountable for driving the development of our Asset Servicing processing and reconciliation systems
  • Being able to efficiently interface and communicate with the IT Groups as well as with business operations is essential as is the requirement to lead on-going development, testing, implementation and de-bugging of new systems and systemic upgrades
  • Preparation of MIS to monitor the Teams performance vs. agreed KPI’s for distribution to senior management and monitor compliance of adherence to departmental and firm standards, procedures and policies
Client Servicing Manager
12/2009 - 01/2016
New York, NY
  • Troubleshooting operations related problems for dependent departments (Risk & Control, Product Management, Human Resources and Client Interfacing Teams)
  • Managing client expectations through seamless services delivery
  • Assist in the recruiting, hiring and training of employees, procedures and department goals
  • Utilizing applicable technologies to define & systematically organize the work flow
  • Organize monthly trends & past standard, exception and KRI reports & provide to staff in a regular and timely manner
  • Monitor daily workflow to ensure timely completion of tasks. Maintains daily, weekly and monthly reporting of departmental activity
  • Respond to monthly Quality Control assessments to ensure a compliance ratio of at least 90%
  • Perform regular reviews of accounts in applicable process to insure compliance with departmental policies & procedures & provide feedback & training to subordinates
  • Review & approve recommendations for key decisions and milestones (E.G.: Values, charge off, bidding instructions, contract prices, etc.)
Default & Special Servicing Manager
04/2007 - 11/2009
Los Angeles, CA
  • Ensure that processes & procedures support the minimization credit loss & out-of-pocket expenses
  • Providing support to local & outside counsel, internal and external customers: assist in litigation matters, attorney inquiries, & consult with counsel on escalated borrower issues
  • Assist with the development, enhancement & implementation of departmental policies & procedures; Identify and implement best practices for the Bank
  • Train & coach new & existing associates on advanced foreclosure topics on a monthly basis or as needed
  • Educate clients in respect of understanding Citi’s proprietary systems or market practices to reduce repeat enquiries
  • Solely Represent Citi Dublin Client Service team at client meetings and Due diligence visits
  • Liaise with Banking Division with respect to the daily reconciliation and processing of investor’s subscription monies, and then remittance of investor’s redemption proceeds


George Fox University - Salem Center
2001 - 2006
Bachelor's Degree in Management

Professional Skills

  • Proven Leadership and Employee Management skills - min. 5 years of experience in managing/coordinating/supervising team; great execution skills needed
  • Proven Leadership and Employee Management skills - min. 1-3 yearsof experience in managing/coordinating/supervising team; great execution skills needed
  • Strong focus on Client service/experience and organizational skills
  • Experience in financial services industry; hedge funds, investor serving experience strongly recommended
  • People oriented with tactful customer service skills and excellent problem-solving abilities
  • Excellent communication skills; team player
  • Strong interpersonal, communication and collaborative skills to lead the team work

How to write Servicing Manager Resume

Servicing Manager role is responsible for leadership, finance, credit, securities, training, litigation, trading, equities, reporting, travel.
To write great resume for servicing manager job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Servicing Manager Resume

The section contact information is important in your servicing manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Servicing Manager Resume

The section work experience is an essential part of your servicing manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous servicing manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular servicing manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Servicing Manager resume experience can include:

  • Parameterization of systems in line with valid information delivered by clients, broker, custodians, Citi teams
  • Very good knowledge of Capital Markets
  • Experience in a managerial position/ supervisor position
  • Min. 1-1,5 years’ experience as a manager/supervisor
  • Around 6-8 years' relevant work experience, preferably in provident funds operations (MPF & ORSO)
  • Around 2-3 years’ supervisory experience

Education on a Servicing Manager Resume

Make sure to make education a priority on your servicing manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your servicing manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Servicing Manager Resume

When listing skills on your servicing manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical servicing manager skills:

  • Work effectively both independently and collaboratively with a small team and individuals across all levels
  • Experience within a Custody and Lending Operation, including leading relevant teams in both products
  • Provide training and coaching to teammates to enhance teammates’ skill and knowledge to handle administration task and customer services
  • Strong technical understanding of Corporate Actions and the Lending Program
  • Relevant client servicing experience in B2B environment
  • Proven ability to meet deadlines, deliver results and manage multiple tasks without compromising quality

List of Typical Skills For a Servicing Manager Resume


Skills For Asset Servicing Manager Resume

  • Extensive people management experience preferably within Custody Operations
  • Extensive years Previous People management experience preferably within an operations environment
  • Mature and strong personal drive. Able to work independently and under pressure
  • Organizing workload of the accurate and timely processing of static set ups in the fund accounting systems
  • Acting as an intermediary and escalation point between processing staff and Department Manager
  • Taking ownership of the projects related to a team activity
  • Supporting Section manager in requested tasks
  • Proactive actions targeting at minimizing processing risk
  • Exposure to European markets for Corporate Action processing at both Custody and Lending product level

Skills For Client Servicing Manager Resume

  • Collate stats and attend weekly meeting with Department Manager to discuss previous week highlights, and forward planning for team
  • Possess a base understanding of fixed income and equities products and the flow of various operations functions
  • Reconcile trading positions and understand the trade flow effects on income entitlements
  • Self-motivated and have an active approach to problem solving
  • Day to day management of the Corporate actions lending team

Skills For Client & Country Servicing Manager Resume

  • Coordinate testing and review Manager’s Control Assessment, Flow Charts and Procedures for the team
  • Leader in Team Projects, and providing updates to the Ops Group Manager
  • Support colleagues and peersduring peak volume periods and other absence
  • Provide VIP clients one-stop administrative and service supports to ease their administrative burden in provident funds scheme
  • To build business relationship with customers and business partners on an on-going basis, including regular direct contact to follow up customers or support Customer Relation Team to client visit

Skills For Default & Special Servicing Manager Resume

  • Assist Manager to monitor and review service quality, identify service improvement need and implement enhancement action
  • Provide guidance and solutions to teammates to handle difficult situations for avoidance of potential complaint. Handle exception problem cases with good judgment. Support to resolve customers’ complaints with Complaint Team
  • Assist Manager to develop / review procedure and checklist, propose effective new method, suggest effective control measure and deliver training / briefing. Lead the implementation of procedure change smoothly
  • Support and coordinate ad-hoc assignment or project to improve operational efficiency and business initiatives
  • Financial Certificate such as CFA/ACCA/CISI/IOC would be an advantage
  • Knowledge and understand of Corporate Action events as an asset

Skills For Cdc-assistant Portfolio Servicing Manager Resume

  • Organize your own work and manage tasks within the team
  • Manage or lead team/departmental projects
  • Problem analysis & judgment
  • Self-motive, well organized and attentive to details
  • Proficient in both English and Chinese, both spoken and written
  • Dynamic and resourceful individual
  • Exposure to Pirum, Equilend and SLS

Skills For Institutional Client Servicing Manager Resume

  • Ensure all notifications/updates are reviewed within given deadlines
  • Effectively manage the team’s workload ensuring fair distribution of post and emails and execute key governance activities within the team, producing reports and reconciling activity whilst adhering to strict regulatory requirements
  • Delivering both a re-active service to handle customer’s enquiries and a proactive service to update clients on investment performance and future prospects
  • Exposure to a wide range of products
  • Exposure to all Operational areas
  • Supervise a suite of Asset Services functions that involve mandatory corporate actions; fixed income coupon/principal event payable-receivables inclusive of significant repo/margin coupon support. A staff of 6-10 Asset Services professionals report to this supervisor
  • Engage in activities overseen by the Client Management team or specific GBT project’s as required by leader

Skills For VP Investor Servicing Manager Resume

  • Travel Consultant with keen interests to explore Client Management role can be considered
  • Interact with corporate clients in a B2B environment
  • Manage client escalations and think out of the box to resolve issues
  • Verification of teams work, and release of instructions to the Market/Borrowers
  • Monitor transactions flow and perform root cause analysis of discrepancies

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