This curriculum vitae outlines Jamie Green's work experience and qualifications. It shows that Jamie has over 10 years of experience in customer service and administrative roles, including positions at Morgan Stanley, Capita Hartshead, Lomond Audi, Santander, and Asda. Jamie has a background in software engineering and holds various certificates related to oil storage, freight, and banking compliance.

1. CURRICULUM VITAE
PERSONAL DETAILS
NAME: Jamie Green
VISA &/OR WORK PERMIT: British Citizen
RESIDES: Glasgow
EDUCATION: University of Strathclyde 2007 - 2009
BSc Software Engineering (incomplete)
Gryffe High School
Higher Grades
SYSTEMS EXPERIENCE: Microsoft Office
Other: Princeton Oil Storage Certificate
Princeton Physical Freight Certificate
EMPLOYMENT HISTORY
October 2012 – November 2014
Morgan Stanley - Glasgow
Position – OTC Derivatives Analyst – Level 3 (Commodities Operations)
¨ Settling costs with counterparties worldwide
¨ Completing daily reconciliations for various trades such as; Physical Oil, Precious
Metals, Natural Gas, FX, Interest Rate Swaps, Equity Options and Internal Trades
¨ Remaining vigilant to any mistakes made and resolving these issues in a timely
manner
¨ Liaising with counterparties regularly by email and telephone
¨ Liaising with traders and executives to ensure trades are correctly booked and
settled
¨ Meeting target due dates without compromising quality of work
¨ Remaining compliant with EMIR regulations
¨ Keeping up to date with a forever changing environment
¨ Attending regular meetings both with my team in Glasgow, London and New York
¨ Using Microsoft Excel to a high level daily, including pivot tables and macros
¨ Regularly updating procedure documents and processes are changed / improved
and new procedures are introduced
¨ Working as part of a team to ensure that we all perform to a high standard
¨ Training new starts on top of usual workload
¨ Compiling end of day reports and completing KPI for directors
¨ Achievements – I began by setting up Morgan Stanley for adherence to the new
Dodd Frank Act. Upon completing this project I was offered a position in London
Settlements. Having performed very well, I was then offered a position in New York
Settlements. Following a successful time again, I was offered a more complex role in
Controls. As one of the most experienced members of the team and I was relied upon
often for problem solving and sharing knowledge. Due to my knowledge across all team
functions, a lot of my time was spent supporting colleagues on top of my daily tasks.

2. March 2012 – July 2012
Capita Hartshead – Glasgow
Position - Payments and Insurance Analyst (Fixed term 4 month contract)
¨ Reviewing and investigating payment records to ensure that refund monies have
been paid appropriately
¨ Entering data to spreadsheets to confirm the results of the review – this requires me
to collate information from several different sources
¨ Maintain needs and requirements of each case, ensuring all aspects are compliant
¨ Liaise with managers regarding the closing of cases – providing them with a concise
but descriptive review of the case
¨ Delivering a quality and speed of service to exceed the expectations of the client.
¨ Processing customer correspondence and providing other clerical support.
¨ Ensuring customer records are accurately maintained using a number of systems.
¨ Achieve targets to maintain productivity, quality and contractual service level
agreements
¨ To keep product, process and system knowledge up to date to satisfy the
requirements of Treating Customers Fairly,
¨ Manage own workload effectively and prioritise accordingly to meet targets and
deadlines
¨ To contribute as part of a team towards achievement of departments goals
¨ To understand and adhere to company compliance guidelines and complying with
all relevant regulatory policies including completion of mandatory training
¨ Achievements – One of two people given the responsibility of ensuring the
payments of cheques are correct and have been authorised. This requires a license which
I have been granted due to my outstanding performance during the first few weeks in this
position. In order to process this task as well as reviewing and investigating the payments
I have to multi-task throughout the day.
¨ Although I had only been in the role for a short time, I was given the responsibility of
training other colleagues. This was due to my high performance level and exceeding my
managers’ expectations. This shows that I am a quick learner, flexible and I am PC
literate.
October 2011 – December 2011
Lomond Audi - Hillington
Position - Valeter (Temporary contract)
¨ In my role as a Valeter I was responsible for the final interior and exterior
appearance of vehicles which had to be to a very high standard and assist delivery drivers
when required. I was responsible for prioritising the order the cars dealt with. I was
dealing with vehicles coming in and going out. I had to maintain constant contact with my
manager and workshop teams regarding the vehicles repairs, when it is due to be
collected, and final appearance.
¨ Achievements – During my short time here, I had noticed that the workplace was not
very organised, management did not know what order cars were to be processed in,
where they were or where they had to be delivered to. A lot of time was being wasted
checking this information several times a day. I suggested creating a spreadsheet to
improve security and efficiency. My suggestion was welcomed and embraced by
management. Each car to be processed was entered in the spreadsheet log and at a
glance, management could tell who was responsible for each car and ensure that they
were prioritised correctly. This improved the efficiency of the workplace.
¨ Another suggestion I made to improve efficiency was staggered start times. All
Valeters worked fro 8am to 5pm. Often this meant that there was a lot of waiting around in
the morning and rushing to get finished in the evening. As cars were arriving throughout
the day, efficiency of all employees was improved by staggering start and finish times.

3. January 2011 – August 2011
Santander - Glasgow
Position - Business Banking Advisor (Fixed term 6 month contract)
¨ Employed by Response as a Business Banking Advisor working on a temporary
contract for Santander.
¨ Managing customer accounts by means of telephone (account queries and transfer
of funds)
¨ Delivering a quality and speed of service to exceed the expectations of the client.
¨ Processing customer correspondence and providing other clerical support.
¨ Ensuring customer records are accurately maintained using a number of systems.
¨ To communicate effectively both verbally and in writing with all contacts and to
provide relevant and accurate information in a professional manner
¨ Ensuring a high level of security was maintained, data protection and fraud
awareness CBT’s kept up to date
¨ Achievements – Due to continuously meeting high accuracy and productivity
targets, I was given the additional responsibility of helping coach my colleagues. I would
listen to real-time calls and assess the advisors performance during this call. I would then
give feedback, praising their strengths and suggesting ways to improve any weaknesses.
The majority of this feedback was collated and communicated to my manager.
¨ I then progressed on to “techline”. This is an internal helpline to assist the Business
Banking Advisors. I took calls from advisors and offered help and advice with any
difficulty/confusion they may have relating to customer issues, navigating systems, and
guidelines to procedures. I was one of 3 on this line and we assisted around 200 advisors
collectively in Glasgow and Liverpool.
¨ This role also required me to feed necessary intranet updates to the Operations
Manager.
July 2004 – December 2010
Asda - Paisley
Position - Key Colleague
¨ I began my role at Asda as a checkout operator. After one year I was moved to the
Home and Leisure department, and quickly stood out as a top performer. This
subsequently led me to being given more responsibility, and I was soon made Key
Colleague of the struggling Music and Video department.
¨ As Key Colleague for the Music and Video department I was responsible for at least
10 employees on a daily basis, around 25 colleagues contracted to department. I was
head of the Music and Video department for 1 year, developing it in to the “most
impressive Music and Video in the region”. In this position good communication was vital
as I had to liaise with my line manager, store manager and colleagues.
¨ Ensuring sales and availability targets were met
¨ Waste management
¨ Stock control
¨ Managing employee rotas/wages
¨ Merchandise management
¨ Ensuring excellent customer service levels were maintained
¨ Assigning/delegating tasks
¨ KPI and budget management
¨ Cash handling
¨ Taking on and managing high responsibility projects
¨ Handling complaints (both face to face and on the telephone)

4. ¨ Being flexible to help other departments, mainly delivery driving, as trained in all
store departments
¨ In my managers absence, I would attend daily meetings on her behalf, where we
would assess the days forecast and plan our days work to achieve our goals.
¨ Achievements - During this role as Key Colleague, I raised the profile of Linwood’s
Music and Video from “worst department in the store” to “best Music and Video in the
region”.
¨ I successfully completed the in-house management training ‘Grow Modules’.