Objective:

To further my career as a business professional; that allows me to use my previous experience from my diverse work history and education, through a commitment to lifelong learning and personal career development that is alwayscustomer focused for overall productivity for the organization and growth of the company.

Career Summary:

I am a focused, self-motivated, hardworking, and goal-oriented employee.

Education: B.G.S. (General Studies) ,Psychology and Sociology

Office Representative
Confidential,(June 2010 to March 2011).
Obtained Property and Casuality licenseresulting in ability to sell Fire and Auto insurance.
Assist customers with coverage questions, vehicle changes.
Process quotes on Auto and Life policies,
Offered bank products and asked for referrals.
Responsible for customers with last name starting with G to L, then S to Z.
Explained discounts available for reduced premiums.
Assisted the Life Specialist with administrative work.
Processed claims and followed-up with clients.

Office Manager/Human Resources Assistant/Administrative Assistant-
Confidential, (2006- 2009)
Accomplishments
Researched information on how to improve working relationships through feedback, follow-up, letters, emails to support Human Resources issues.
Processed HR forms for new enrollments and terminations, and follow-up to make transitions more smooth, including payroll deductions, etc.
Developed COBRA letters and enrolled for coverage, as needed on a proactive basis/
In the absence of a formal training department, successfully trained new employees on software and policies.
Lead the special events as needed, from three to one hundred people.
Orchestrated the flow of orders for hardware/software and products with vendors.
Matched up purchase orders/invoices and packing slips for payment(s). A/R
Responsible for minutes and sent out the agenda items prior to the meetings, that kept
all departments organized and more efficient, sometimes before normal work hours.

Created a way to categorize and organize postings efficiently when screening applicants
Managed the Outlook calendar of multiple staff members and typed weekly appt. reminder forms with important reminders like when staff was on vacation, for President, PM, etc.
Reserved accommodations for travel for employees’ with follow-up of the details, resulted in saving the company money with research on the best price/value
Supported the sales staff and followed up as necessary on backorders, or returns.
Ordered business cards, promotional items and shirts with company logo as needed, as well as went to pick them up to save on shipping costs, in addition to picking up supplies.
Maintained cell phone bills and issues for twenty users, as an authorized user.

Operations Support Specialist,Confidential, (2005 to 2006)
Process distributions from Traditional, Rollover, Roth, SEP, Simple, and required minimum distributions and Qualified Retirement Plan distributions.
Achieved top productivity and accuracy, especially with QRP’s .
Directed customers on how to rollover their 401k’s and other employer sponsored plans resulting in more new business to Schwab.
Also processed estate accounts by reviewing death certificates and other legal documents for estate disbursements to beneficiaries/executors.
Answered calls about IRA distribution procedures and explained penalty exceptions and penalty exceptions (first time home purchase etc), possible tax consequences including eligibility of conversions from Traditional to Roth IRA’s.
Took Estates calls for accounts with a deceased person/holder and explained the process for inheriting an IRA and all other types of accounts, i.e. individual brokerage accounts.
Assisted clients with procedural questions like how do I change a trustee on my trust account.
Explained what tax forms are needed i.e. for non-deductible contributions (8606)
Sold the value of various investments for higher returns, for clients that had idle cash.

Mortgage Sales Assistant, Confidential, (2004 to 2005)
Ordered appraisals, titles and payoff statements and other related data in a timely matter. Reviewed such documents with a keen eye for detail and for accurarcy.
Maintained communication with borrowers for optimal customer service.
Supervised the office when Senior Loan Officer was on vacation.
Attended client closings and made sure they know where to go,etc.
Worked with title companies and or client, processor, closer to see what is needed before closing.
Prepared customer database for (marketing portal) and entered all data into Excel, learned how to mail merge, for monthly mailings..
Proactive in calling vendors to set up appointments and getting ad copies with photo to each respective vendor to spend allocated advertising dollars (i.e. Adcart, etc).

Customer Service Rep and Registered Rep.Confidential,(1997 to 2001)
Solved account problems including statement questions, opening accounts, transferring accounts, account balances, and mailed check requests.
Executed trades for Signature Gold clients.
Assisted in expanding team’s business by delivering highly professional service including product and investment strategies and research information.
Passed Series 7 and 63 exams resulting in ability to help customers become educated in finances and research at the same time as working and going to school.
Mentored new representatives increasing team motivation and overall skill set.
Trained representatives and co-workers on sales and service tracking software (MARS) on proper outbound calling procedures for business development opportunities.

Additional Training and Related Software/Computer Skills
Mindleaders online training- Personal Budget and Project Management and various topics.
(Sales software) Prospector Plus, ACT, Goldmine, Quotewerks, Heat.
(Customer Service Software) ABS, NECHO, ACS, SWISS, MARS, OMNI, Client Central,
(Accounting software) Quickbooks,
(Mortgage software) Optis Select, Loansoft, Unifi,
Computer proficiency Word, Outlook, Excel, Powerpoint, Internet Explorer, Access.
Auto Sales 101, Administrative Assistant , Managing deadlines, projects, etc seminars.