Jeff Lo's Linkedin Analytics

Objective: Securing a challenging position within a progressive corporation that offers advancement and professional growth. Employment 2/1991 – 1/2008 SMBC Capital Markets, Inc., New York Operations Officer 1. Actively identified and resolved internal and settlement discrepancies; utilizing Lotus Notes, Windows XP, (Excel, Word, etc.), and various in-house proprietary programs for conducting Bank Reconciliations, processing Accounting entries and reviewing documentation issues. 2. Determined daily settlement funding requirements, processed wire transfers, negotiated with counterparties to reduce overdraft and back valuation costs. 9 /1987 – 2 /1991 Barclays Bank PLC, New York Administration Manager – International Capital Markets Division 1. Oversaw administration of daily operational activity, reviewing accounting entries, rate resettings/payment notifications, and processing of payments. 2. Documented Interest Rate and Currency Exchange agreements in accordance with the guidelines of the International Swaps and Derivatives Association (ISDA). 6/1982 – 9/1987 Manufacturers Hanover Trust Company, New York Investigation Specialist – Global Worldwide Electronics Funds Transfer 1. Investigated funds transfer of various currencies and denominations for SWIFT cable transfers, CHIPS, Fed wires, bank drafts and international money orders. Negotiated with both customers and bank correspondents to resolve settlement discrepancies. Specialties: Support Services in Derivative Operations, International Banking. Series 7 and Series 63 License.