Marta Celeste Q.

Docdocil
3820 Bandera Ranch Road * Roanoke, Texas 76262 * 940-435-9964
mcqdocdocil@yahoo.com
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Service-oriented, results-driven financial operations specialist with 16 years of solid
financial knowledge and experience with a proven track record of efficiency and quality.
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Summary of Qualifications
• Excellent analytical abilities
• Strong financial industry knowledge and experience
• Process improvement oriented
• Collaborative with my peers, business partners, clients and management
• Responsible and with strong sense of duty
• Efficient and accurate
• Self-starter and flexible problem solver
• Organized and detailed
• Strong working knowledge of Microsoft Office and internal business applications
• Proven ability to manage multiple projects while meeting challenging deadlines

Professional Experience
Fidelity Investments – Senior Test Analyst
Merrimack, New Hampshire and Westlake, Texas
July 2002 - Present

User Acceptance Testing (FI-UAT) Senior Test Analyst

• Create and execute test initiatives for different projects to help mitigate risk
• Provide active project management expertise from end to end in a project lifecycle
• Integrate business analysis to understand scope of the business initiatives and design
successful and effective solutions
• Validate the solutions meet the business needs through quality deliverables
• Collaborate with various business partners and management to complete project
deliverables on time all the time
• Continually gain and expand my skillset and expertise thorough and detailed research,
internal application support and problem-solving opportunities in various projects
• Achieve 100% on Quality and Productivity metric goals
• Implemented a workplace performance initiative by utilizing process automation which
reduced test execution time by 15% which has increased overall customer satisfaction
index of Q4 2017 by 20%
• Developed best practices presentations and conducted three Learn @ Lunch sessions for
the entire organization
 Marta Celeste Q. Docdocil
3820 Bandera Ranch Road * Roanoke, Texas 76262 * 940-435-9964
mcqdocdocil@yahoo.com

• Organized and manage the divisional Rewards and Recognition Program which has
steadily increased employee engagement since Q1 2017
• Lead the Asian Employee Resource Group Regional Events & Planning committee where
we continually offer our members events and resources that help in their career planning
and personal development

Portfolio Advisory Services (PAS) Operations Senior Representative

• Managed the end-to-end operational tasks for the specialized process of Portfolio
Advisory Services, such as, but not limited to, Initiation, Follow-up and Problem
Resolution
• Initiated research and made outbound calls to contra firms and clients for inquiries,
problem reconciliation and escalations
• Analyzed time-sensitive and complex monetary requests and documents from clients and
business partners and act as needed
• Investigated risk issues and proactively notify management and business partners of
items needing escalations and volatile trends
• Mitigated financial and regulatory risk to the firm by monitoring 30 risk reports daily
• Participated in process improvement initiatives such as time studies, trainings,
brainstorming sessions with the team of 15 associates and 25 client service managers for
the goal to improve the existing process towards lean innovations
• Prioritized 35 work queues to meet market sensitive deadlines
• Cross-trained 2 associates as part of new-hire onboarding process to the team

Institutional Wealth Services (IWS) Senior Brokerage Representative

• Served as subject matter expert for the Institutional Deliveries process
• Designed and developed the workflow process for Institutional Deliveries which has been
adapted as the department standard for processing
• Conducted testing with the Quality Assurance group to set productivity baseline and
tested iterations on improvements for internal business applications
• Achieved 100% on Quality and Productivity metric goals for 3 consecutive years
• Cross-trained 8 associates between 2 sites, Smithfield, Rhode Island and Westlake, Texas
• Learned the complex process of Mutual Fund Operations such as, but not limited to,
reconciliation of breaks and deliveries follow-up process
• Collaborated with business partners and management to drive flawless execution of
service through process improvements projects
 Marta Celeste Q. Docdocil
3820 Bandera Ranch Road * Roanoke, Texas 76262 * 940-435-9964
mcqdocdocil@yahoo.com

Education
• University of North Texas
Bachelor of Applied Science and Technology
Major in Applied Technology and Performance Improvement
2016-2018

Awards and Honors

• Volunteer Appreciation Award for 2015, 2016 and 2017 from AERG (Asian Employee
Resource Group)
• Impact Player Award 2014-2017 – Received this award monthly for three consecutive
years for 100% accuracy in quality processing and 100 % in productivity goals

Affiliations
• Asian Employee Resource Group (AERG) – Westlake Chapter
➢ Currently serving as Regional Events and Planning Committee chairperson since
2017
➢ Served as the Learning and Development Committee chairperson for 2014
➢ Attended and represented Fidelity Investments in the National Leadership
Conference 2014 for the National Association for Asian American Professionals
(NAAAP) in Anaheim, California
➢ Led and organized activities and events that offered our members career
development tools such as leadership workshops, cultural highlights newsletters,
resume writing and interview skills workshops

• National Association for Asian American Professionals (NAAAP) – Dallas Chapter

➢ Active member and volunteer since 2014
➢ Facilitated collaboration between NAAAP-DFW and AERG-Westlake for a
public financial seminar in April 2014 at a local Fidelity branch
➢ Organized the company participation in the annual Dragon Boat Festival in Las
Colinas sponsored by NAAAP-DFW

• Fidelity Cares
➢ Participate in annual community outreach events such as School Transformation
Days
➢ Volunteer and help coordinate regional seasonal initiatives such as Coats for Kids,
Toys for Tots and Family FunFest