Denise Sleggs
Chicago
Summary
Adept at streamlining operations and enhancing compliance, my tenure at BNP Paribas Corporate & Investment Banking highlighted my proficiency in investment research and exceptional client relations. Leveraging Microsoft Office for efficiency, I implemented software systems that significantly improved trade management processes, demonstrating a keen ability to merge technical skills with a client-focused approach.
Knowledgeable [Desired Position] with proven track record in managing diverse investment portfolios and enhancing client satisfaction. Successfully coordinated complex administrative tasks, contributing to streamlined operations and improved financial performance. Demonstrated expertise in financial analysis and client communication.
Overview
19
19
years of professional experience
Work History
Portfolio Administrator
BNP Paribas Corporate & Investment Banking
01.2007 - 03.2017
- Served as liaison between loan operations, marketing, and credit analysis teams.
- Reduced operational risk through diligent adherence to compliance policies, industry regulations, and internal controls.
- Streamlined operations through the implementation of new software systems for trade order management and compliance monitoring.
- Resolved complex client inquiries regarding account transactions or holdings promptly and professionally, maintaining high levels of customer satisfaction.
- Evaluated existing portfolio management processes to identify areas for improvement and implement changes that increased overall efficiency.
- Optimized asset allocation strategies by conducting regular reviews of economic indicators, market trends, and individual security performance.
- Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
- Crafted loan summaries of syndicated Credit Agreements
Client Service Associate
The Alford Group
01.2005 - 04.2006
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
- Increased team efficiency by developing streamlined processes for client communication and account management.
- Collaborated with sales teams to onboard new clients, providing a smooth transition experience for all parties involved.
- Developed customized reports for clients that highlighted key performance indicators and facilitated informed decision-making processes.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Attended meetings for The Salvation Army, Miami Art Museum and other nonprofit clients to provide team recommendations
- Compiled information from meetings with clients in order to draft reports.
Software Trainer and Installation Specialist
Ameripay
03.2002 - 12.2004
- Coordinated software conversion and implementation processes for company customers.
- Listened to users, communicated training and translated technical information into easily understood terms.
- Installed hardware, software and digital components for customers.
- Adapted training style to meet the unique needs of various learning styles, fostering a positive learning environment.
Unit Investment Trust Sales Desk
Nuveen
01.2000 - 12.2001
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Organized and detail-oriented with a strong work ethic.
Mortgage Underwriter
Decision One Mortgage
06.1998 - 01.2000
- Approved or denied loans based on established criteria and underwriting guidelines.
- Identified possible fraud risks through meticulous evaluation of application materials, protecting both lenders and homebuyers from potential losses.
- Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines.
- Determined credit risks by reviewing files in advance and comparing data against internal checklists and guidelines.
- Worked with processing team members to communicate errors and obtain missing information for current applications.
- Supported the loan origination team by providing expert knowledge and guidance on complex underwriting scenarios, enabling well-informed decisions in challenging cases.
Education
Bachelor of Science - Business Economics
University of Kansas
Lawrence, KS12-1997
Skills
- Reconciliation
- Microsoft office
- Cash management
- Investment research
- Due diligence
- Asset allocation
- Client relations
- Presentation skills
Timeline
Portfolio Administrator
BNP Paribas Corporate & Investment Banking
01.2007 - 03.2017
Client Service Associate
The Alford Group
01.2005 - 04.2006
Software Trainer and Installation Specialist
Ameripay
03.2002 - 12.2004
Unit Investment Trust Sales Desk
Nuveen
01.2000 - 12.2001
Mortgage Underwriter
Decision One Mortgage
06.1998 - 01.2000
Bachelor of Science - Business Economics
University of Kansas
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