Oceanside, CA, 92057
... NPH Advisors Gathered required signed e-documents for new Advisors Provided support of LPL marketing materials for new Advisors Provided repapering support as needed for new Advisor’s to move their book of business to LPL Financial COLLABERA, INC. ...
- Apr 27
San Diego, CA
... Warehouse Staff/ Training Advisor Jul 2017 - Jan 2020 Amazon Florance, Robbinsville, West Deptford, New Jersey Heavy ... Itemized stock, organized store daily shift financial records, conducted customer sales obligations and store organization. ...
- Apr 27
Stratford, CT
... Faith Advisor Receptionist Sep 2010 - Sep 2011 Directed incoming calls to appropriate departments, ensuring efficient communication flow. Processed files using Microsoft programs and managed financial shipments, contributing to operational ...
- Apr 27
Wokingham, RG41, United Kingdom
... University of London, Financial Engineering in Interest Rates and FX Short Course Working Experience 2022-2023 Boros, Sales and Trading, Financial Negotiations 2018-2020 Basingstoke Library, Volunteering 2018-2019 Debenhams, Sales Advisor 2015-2016 ...
- Apr 27
St. Louis, MO
... eMetrotel, KNK Business System) Budget Oversight & Office Financial Management Social Media Marketing & Brand Support Event, ... 2024 – April 2026 Build and maintain strong customer relationships as a trusted advisor and advocate for positive outcomes. ...
- Apr 27
Maricopa, AZ
... leading to anomalies outside normal dispatch operations Better Lending Mortgage Loan Originator/ Home Advisor 09/20/21- 3/14/2022 ● Collect financial information (e.g., taxes, debts) ● Evaluate creditworthiness and eligibility for obtaining a ...
- Apr 26
Des Moines, IA
... ● Worked as a liaison for Athene and ISO/Back Office/Agency support when the applications were handled directly between the client and financial advisor/licensed agent. ● Managed Midwest Family Mutual Property and Casualty insurance claims, ...
- Apr 26
St. Louis, MO
... Responsible for telling the firm’s story across Scottrade Financial Services, Inc. and its affiliate companies, including Scottrade, Scottrade Bank, Scottrade Investment Management, and Scottrade Advisor Services to transform its reputation beyond a ...
- Apr 26
Lake Jackson, TX
... Wells Fargo Brazoria, TX Loan Advisor/Teller Supervisor 2018 - 2022 • Investigated and resolved customer disputes and claims, ensuring compliance with financial regulations. • Trained junior staff on documentation standards and regulatory procedures ...
- Apr 26
Louisville, KY
... Technical Advisor Charter Communications Louisville,KY Dec2012 - Aug2014 Under limited supervision, provide excellent ... Customer Service Rep Anderson Financial Network Inc Bowling Green,KY December2006 - May2007 Accepted new customer ...
- Apr 25