1. MELINDA M R MCMANUS 8555 BAYMEADOWS WAY # 115/ JACKSONVILLE FL
e-mail: Rayshell9@yahoo.com 980.333.3307
Professional Summary:
A highly collaborative and enthusiastic Sr Operational Analyst and Finance Business Support with excellent
Interpersonal and Organizational skills. Well rounded individual with more than 15 years’ experience
knowledge of the brokerage industry. Strong communication skills with extensive PC skills and software
knowledge; Able to interface with all levels of management. Well-versed in developing reports, creating
materials and delivering effective training. Strong problem solving and analytical skills.
Education: Dobyns-Bennett High School
Kingsport, TN
Related
Experience:
July 2010– Bank of America Merrill Lynch (Jacksonville, FL)
July 2016 Sr Operations Rep
 Researched/Responded to all incoming emails regarding various product lines from Worldwide
branches
 Approved Financial Advisor applications which allowed financial advisor can enroll the clients
account within a certain product that the client wishes to be enrolling into
 Assisted the “sister team” in India with notifying and terminating accounts for different products
per Audit findings
 Assisted various Financial Managers with enrolling and terminating accounts within products
 Served as liaison between Operations and Information Systems to identify and resolve technical
issues
 Generated and managed multiple reports for Internal purposes
November 2007 – Bank of America GWIM Operation Analyst (Charlotte, NC)
July 2010 Cashiering/Securities Processing
 Performed Retail Journal Requests, Interest Adjustments, Write off’s, Fee Reversal’s, ETF (Electronic
Funds Transfer), and EMM (Brokerage Account Earnings Disbursement)
 Processed different types of request from Full Service to Self-Direct request
 Ensured that all forms have been completed correctly along with the correct paperwork

2. October 2006 – Bank of America GWIM Compensation Admin (Boston, MS)
November 2007 Finance Business Support
 Managed and replied to all inquiries and request to the Private Bank Referrals and Private Bank
Outbound Forms mailboxes
 Assisted various Lines of Business by providing guidance and instructions regarding the Private
Bank Referral Process
 Provided direction and support to ensure associates understand the compensation process and
how it relates to referrals
 Research credit request, assist associates in receiving the correct incentive via the research and
adjustment process
 Processed credit adjustments and exceptions, respond to inquiries regarding the referral process
to and from the Private Bankers
 Managed and update outbound referral data for tracking, reporting and compensation purposes
 Provided monthly Outbound Report to LOB (Lines of Business) and PFG Representatives
 Assisted with the process of creating the 2007 BAI Sales Incentive Manual
August 2005 – Banc of America Investment (Boston, MA)
October 2006 Sales Incentive and Referral Administration
 Assisted and guided lines of business on how to read production reports and enter referrals
Ensured associates understood how referrals affected their compensation
 Relocated and trained all new associates in the Boston Office on Series 6 the Client Manager
Incentive Credit Process
 Trained Financial Advisors on the use of the MiComp application and on how to read their
production reports and how to review the responds to Cross Referral
 Trained Series 6 and Unlicensed Associates in BIL Application, Communicated the Business Rules
as it related to compensations and referrals
 Assisted with the process of creating the 2006 BAI Sales Incentive Manual
Qualifications:
 AssistedwithcreatinganInternal Manual
 Coach/TrainedassociatesanddifferentLinesof Businessonhow toprocessand understand
requestandcompensation.
 Strongcommunication skills
 Extensive PCskillsandsoftware knowledge
 Strongproblemssolvingandanalytical skills
 Over15 yearsof brokerage industryknowledge
References available upon request.