Shawn F McGoogin - Resume
- 1. Shawn McGoogin 3964 Fernglen Drive Jacksonville, FL 32277 Cellular: 904-307-8632 Home: 904-743-1218 [email protected] SUMMARY OF QUALIFICATIONS Finance/Business professional with over 15 years of formal business experience that includes financial portfolio support, business process analysis and business process audit/ improvements. Proven track record of effectively utilizing knowledge and experience to contribute to corporate financial goals and objectives. Creative thinker whose additional talents include planning, developing, and implementing training courses focused on developing high performing teams and organizational development through individual and team growth. Excellent organizational and presentation skills. EMPLOYMENT HISTORY Merrill Lynch –Bank of America Corporate Action Specialist May 2011 – November 2015 Corporate Action Analyst - acts as the centralized repository for upcoming, current, and historical data pertaining to securities and client accounts. Supported Asia Pacific Region (APR), Europe, Middle East and Africa (EMEA) Responsible for monitoring security positions held in client portfolios and to ensure applicable corporate reorganization events are applied to these assets in a timely manner Read the reorganization notices correctly interpret the type of event(s) described, independently calculate the share impact on the client portfolio Complete and submit all related paperwork associated with mandatory events, proxies, and class actions to appropriate counterparties within necessary timeframes Research client inquiries, effectively communicate issues/resolutions with portfolio managers, client service officers and accounting staff Merrill Lynch – now Bank of America ATS Branch Processor November 2005 – May 2011 ATM Branch processor responsible for managing the financial accounts of high net worth clients Research and resolve problems that can result in monetary or integrity loss to the firm and other financial institutions Ensure transfer requests are initiated accurately for foreign and domestic accounts and in accordance with National Securities Clearing Corporation and other regulatory agencies, rules and regulations Responsible for monitoring of the Mutual Fund Exception email box, which includes approving or rejecting the Mutual Fund Exception transfer requests as appropriate Responsible for updating and maintaining Standard Operating Procedures (SOPs) for the training of new employees Blue Cross & Blue Shield of Florida Provider Liaison Service Associate April 2004 – November 2005 Provider Liaison Service Associate that focused on providing support to internal employees on different aspects such as benefit information, staffing and employment, performance management, and training development and facilitation Responsible for the coordination, organization and distribution of daily reports and tasks to the service associates Monitor call volume and call cue with the Centrevue systems Ensures that all work tasks are performed and maintained at the highest level of confidentiality Reprocess claims that were submitted or processed incorrectly
- 2. Convergys Corporation Quality Evaluator / Auditor September 2002 - April 2004 Quality Auditor tasked with facilitating internal quality audits, system reviews and overall applications of quality systems, which include payroll, benefits and other employee accounts utilizing PeopleSoft Design, monitor and evaluate adherence to the efficiency of methods and procedures related to the process of customer/employee leave of absences and time away from work guidelines Managed business operations with multifunctional responsibilities. Focus on key drivers, metrics and operational processes, including training that enhances client profitability goals Provided feedback and operational support to the clients of improvement initiatives Facilitated cross training sessions and supported training session for new hire employees Vistakon Companies Production and Maintenance Evaluator March 2001 – September 2002 Performed scheduled machine maintenance and evaluations Documented and corrected all functioning issues with machinery on a daily basis Packages contact lenses United States Army ( Honorable Discharge) Corporal – Communication August 1996 – August 2000 Responsible for managing communication equipment at various locations on base Performed scheduled and unscheduled inspections Instructed junior personnel on proper operating procedures associated with the equipment related to communication trade Assisted Non-Commissioned Officers daily EDUCATION: United States Army 1996 Signal & Communications School, Fort Gordon, GA Demonstrated proficiency in MS Office (MS Word, MS PowerPoint, MS Excel), PeopleSoft (HR and Benefit Administration, Payroll Inquiries), APEX, Trade Stock Record (TDSR), TRAQS, Swift