STEVEN J. ARBENZ
Corona, CA 92880
*********@*****.***
OBJECTIVE: Seeking a full-time Administrative Aide/Assistant position.
Seeking employment in a professional office in order to obtain a position
that will include potential for growth and advancement.
SUMMARY OF QUALIFICATIONS:
( Performed regular work assignments involving a high level of
responsibility and the ability to act independently as requested.
( Operated essential administrative office equipment including filing
drawers, scanning, and copying machines to place confidential information
into designated places.
( Possess strong business work ethics, dependable, on time, and willing to
improve current skills as needed.
o Exceptional communicator with the capability of working with people of
all levels and backgrounds.
o Ability to direct questions to appropriate individuals
o Basic Word, Excel, and Outlook software experience
o Generated documents from prepared drafts as requested by department
staff.
PROFESSIONAL EXPERIENCE:
2007-Jan 2011 DAVID J. PETERS INSURANCE SERVICES, INC., LOS ALAMITOS, CA
Financial Office Assistant
. Collected and assisted daily the financial planner in reviewing and
interpreting data collected from various financial websites.
. Discussed shifting trends in the stock market and economy to
effectively manage almost $23 million in over 120 client accounts.
. Researched numerous charts and graphs, as well as listened to economic
commentaries, and to discover funds and sectors that would fit into
the manager's investment philosophy.
. Processed fund exchanges with fund families and annuity companies.
. Maintained all filing systems. This included the tracking and
maintenance of all correspondence, financial documents and incoming
financial statements into client's confidential files.
2007. NFS LOANS, IRVINE, CA
Data Entry Clerk
. Performed accurate data entry of confidential mortgage loan packages.
. Carried out special projects as assigned.
2006. SECURED FUNDING HOME EQUITY SPECIALIST, COSTA MESA, CA
Loan Servicing Clerk
. Performed mortgage data entry assignments, which included working with
customers via telephone and generating monthly billing statements.
. Generated and distributed monthly billing statements.
EDUCATION: Bachelor of Arts - Liberal Arts 3.5 GPA BIOLA UNIVERSITY, LA
MIRADA, CA 90638