Licensed Account Manager Resumes in US-Washington-Tacoma/Olympia: Julia

Licensed Account Manager Resume

Contact Candidate

Name:

Julia

Location:

US-Washington-Tacoma/Olympia

Experience:

Willing to Relocate:

Willing to Travel:

Most Recent Job Title:

Licensed Account Manager

Personal Website:

Objective:

To obtain a challenging and rewarding position with a solid and reliable company.

Resume Text:

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e Co. underwriting guidelines. Direct and resolve customer inquiries and requests via phone, fax, email, and in person visits. Maintain client files, update information on company system. Refer clients for financial services and life insurance to our specialists. Oversee agency owner schedule, order office supplies, manage training schedule of new employees, and assist in the training of new employees.

Customer Service Representative II
2/2002 - 6/2002 Comerica Bank Detroit, MI
Worked with Global Funds Transfer Department to ensure customer satisfaction in all areas. Interacted directly with customers to answer inquiries, investigate problems, initiate wires, etc. Working knowledge of company computer system, PC skills including Lotus 1-2-3, Lotus Notes and Word Perfect, used Internet to check status of other banks with the Online Federal Reserve Directory. Position was one of high pressure and multi-tasking. Worked closely with Supervisor to maintain daily reports for all incoming and outgoing calls to the department, including average times, number of calls, availability rates, etc.

Wire Transfer Operator
7/2001 - 2/2002 Comerica Bank Detroit, MI
Input wire transfer data into system for the Global Funds Transfer Department, notified clients of incoming wires. Obtained wire transfer requests via phone, verifying all information and authorization of callers. Reviewed wire input of employees before releasing them to the Federal Reserve for distribution. Researched information for clients and assisted in the training of new employees.

Proof Operator
11/2000 - 6/2001 BankOne Belleville, MI
Responsible for entering information using a 10-key numeric pad, running transaction documents through a proof machine, recognizing appropriate fields for 10-key entry, and correcting transactions in order to bring them into balance. Requires attention to detail, very fast-paced work, and efficiency.

Receptionist/Administrative Assistant
2/1996 - 6/1997 DEFrey&Co., Inc. Denver, CO
Responsible for incoming calls, messages; aided in the composition of letters and memos; created various documents using WordPerfect; inventoried and ordered office supplies; assisted other departments with filing, copying, etc. Ordered for 30 branch offices via database system. Researched minor problems using database system. Initiated all maintenance/service calls for office equipment.

Administrative Assistant
12/1994 - 1/1996 The Signature Group, Inc. Parker, Colorado
Responsible for routing of all incoming mail. Coded invoices for job costs. Managed all incoming calls and communication with field personnel.

Skills
Organization
Time Management
Customer Service
10-key by touch 22,000 ksp
Typing 60 – 65 wpm
MS Office programs
Excel Intermediate
Lotus 1-2-3 and Lotus Notes

Additional Information
Recipient of Comerica\'s Recognizing Outstanding Achievements and Results (R.O.A.R.) Award for participation in launching pilot Customer Service group in Global Fund Transfer Department.
Employee of the Year 2003, Kaplowitz Financial/Andy Kaplowitz Insurance Agency

References furnished by request

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