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Hard-working Accounting Student and Trader with Logistics Experience

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

Client Relations & Operations Professional

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 PR Expert

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

Administrative Professional with Regulatory Compliance Expertise

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

Customer Service Leader Seeking Remote Role

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

Senior Banking Advisor with 13+ Years Experience

Toronto, ON, Canada
... Team Player Experience 07/2012 to 09/2024 Small Business Advisor Scotiabank - Toronto, ON Grow and maintain client bases Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives. ... - Apr 25

Patient Access / Front Desk Specialist

Philadelphia, PA
... Front desk receptionist in the financial building and adult day care centers handling all clerical, mailing, Microsoft ... Inc., Independent Leadership Sales Representative/ Beauty Advisor/ Office Assistant ● 1995-1998 Graduate Hospital/Allegheny ... - Apr 25

Senior Design Leader & Product Designer in Finance

Chicago, IL
... SUMMARY Senior design leader and product designer with deep financial services expertise, both agency and in-house. ... Morgan and Bank of America ●At Fidelity designed a first in its kind advisor-facing tool for visualizing equity compensation ... - Apr 25

Experienced CDL Driver

Ocala, FL, 34471
... Tampa, FL Retired 1/1/2010 - 3/1/17 Licensed Attorney and Financial Advisor 1/1/93 - 1/1/2010. Solo Law Office. The Villages, FL Assistant State Attorney 1/1/91 - 12/92. the State Attorney's Office; Sanford, FL EDUCATION: Capital Univ. Law School; ... - Apr 24

Virtual Assistant with Detail-Oriented Operations Experience

Farmington, NM
... TAX ADVISOR SUPPORT - INTUIT AT CONCENTRIX 2025 – PRESENT Support CPAs and financial professionals using ProConnect and QuickBooks; resolve workflow-impacting issues. Troubleshoot software, hardware, network, and cloud related errors; document clear ... - Apr 24
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