Dolly Marston

***** ******* **** *****

Castro Valley, CA 94546

510-***-**** acvsyr@r.postjobfree.com

A professional with expertise in management, operations, accounting, compliance, auditing with excellent analytically skills. Collaborated effectively with business managers to resolve variances, identify opportunities for improvement. Skilled in mitigating risks and finding innovative solutions for clients.

Fluent in: Cantonese, Hindi, Sindhi & Punjabi

Work Experience

Financial Adviser/Recruiter, World Financial Group, Milpitas 2015-Present

Managing individuals & families with life insurance needs. Also setting up savings accounts. Training associates on presentation skills and product information. Managing customers and proactively meeting with them - in person and over the phone - to build lasting relationships.

Independent Contractor, California Notary & Loan Signing Agent 2014-2014

Meet borrowers at designated locations to notarize their documents Once this is completed, to see that the signed and notarized loan documents are delivered to the closing agent.

Supervisor, Medical Records, South of Market Health Center, SF 2013 -2013

Managed and operated the Medical Records Department. Trained and supervised five staff members in customer service and every issue in operating the medical records department. Also worked with various departments to ensure confidentiality of records.

Real Estate Referral Agent/Notary, J. Rockcliff Realtors, Livermore, CA 2008 -2012

Referred clients who wished to buy and sell homes to the company for referral fees.

Auditor, State of California, San Francisco, CA 2007- 2008

Audited Hospitals, Pharmacies, Doctor& Dentist offices Medi-Cal Claims. Recommended ways to improve internal controls which were implemented and duly appreciated. Prepared audit programs and reports for senior management. Independently conducted field audits of Medi-Cal providers, (which includes pharmacies, doctor’s offices, laboratories and hospitals) in the bay area which covers Southern and Northern California. Analyzed large volumes of data using pivot tables in MS Excel to obtain specified data in selecting a sample for audit. Applied various in house programs to get information on the audit client. Ensured timely completion of pre-audit, fieldwork and reporting.

Commercial Relationship Associate, Wells Fargo Bank, San Francisco, CA 2000 -2002

Provided financial solutions and maintain contact with internal and external sources. Leadership and organizational skills remarkable communication skills. Resolved all bank client issues. Developed and implement strategies to maximize profit. Developed and maintained professional relationships with employees and clients. Ensured compliance to all legal and government regulations. Maintained expert knowledge on balance risk and reward. Managed closing for all products in coordination with product specialists. Participated in development of lines of business and/or support groups operational risk policies, procedures and risk limits. Achieved sales results and resolved customer problems, meeting customer service goals. Analyzed and changed business processes, achieving operational efficiency. Performed risk assessments, reviewing findings with internal clients, preparing reports. Reduced paper consumption for AR by 35% by implementing electronic file system and set up accounting software to track expenses both by program and by funding source.

Marketing Coordinator/Analyst Meridian Bank, San Francisco, CA 1991-1993

Administrative support for executive vice president and senior marketing manager. Promoted and marketed products. Created communications, presentations, training and coaching on products, marketing, technology, applications. Attended trade shows to support marketing activities. Coordinating trademarks and licensing agreements. Acting as a liaison between the planning, merchandising and design teams.

Executive Assistant to Director of Public Finance, Bank of California, CA 1989-1990

Provided administrative and business support to the director of public finance and supported other members of the executive management team. Maintained director’s calendar -- planned and scheduled meetings, teleconferences and travel. Negotiated favorable terms and pricing agreements with resorts, vendors, caterers and other providers for service at special events, saving at least $50K annually. Improved office efficiency by implementing color-coded filing system and introducing additional time-saving measures. Enhanced communication between departments and executive team, fostering a sense of teamwork and collaboration.

Education & Awards

Licenses: California Life Insurance 2015

Certificates; Competency in QuickBooks Accounting Pro 2012

Bachelor of Science in Business Administration and Marketing Management 1999

Cal State University -East Bay

Associate Degree in Arts, Accounting 1996

Chabot College- Hayward

Outstanding Employee of the Month, Meridian Bank 1993

Outstanding Employee of the Quarter, Wells Fargo Commercial Banking 2001

On the Spot Employee Award, For Best Customer Service Skills, Wells Fargo 2000

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