: To seek an opportunity where my paralegal skills, and knowledge of the
law, with a certificate in paralegal studies from ABA approved Widener
University Legal Education Institute and experience in finance will utilize
my education, communiction and managerial skills while providing challenge
and opportunity for continued growth.
Experience
Feb 2003-Jan 2010 JPMorganchase Stanton, DE
Account Transition Quality Control Specialist
Work with Processing team to ensure timely and accurate
execution of all transfers
Receive and distribute all work submitted to the team
through various sources, as well as monitor all
incoming communications to the team.
Review account transfer documents and interpret
settlement requirements based upon asset types held
within the account(s).
Interface with internal and external institutions to
arrange for transfers and to establish a timeline for
completion.
Maintain an effective network of internal and external
contacts to improve the efficiency of the client
account transfer process.
Monitor client accounts for receipt/delivery of assets
accurately until completed. Facilitate manual approval
of complex asset type transfers.
Adhere to various control policies to mititgate risk.
Respond promptly and accurately to front office
requests and inquiries; foster positive relationships
with them
Ensure that accurate and updated information is
provided in appropriate tracking databases
Ensure processing times are kept and review MIS on a
daily basis.
May 2002-Feb 2003 Integrity Staffing Solutions at
JP Morgan Site Stanton, DE
Account Transition Specialist
H and Q account transfers, review documents and handle
transfer from start to finish
Interface with internal and external institutions to
arrange for transfers
Review monitor and action against daily fail reports
Aug 1999-March 2002 AIG Life Insurance Company
Wilmington, DE
Agency Service Representative
Handling of licensing and appointment applications for
banks, agents, brokers, and third party marketing firms
from beginning to end - doing whatever is necessary to
ensure that their requests are obliged
Interpreting and recording agent applications on the
Agency systems in order to generate and submit the
appropriate forms to state insurance departments for
approval of licenses and appointments
Recording agent hierarchies and commission payout
structures
Following-up with agents over the phone and in writing
to ensure accurate, complete information is included in
the license and appointment requests
Printing, assembling, and mailing all required forms
and fees to state insurance departments
Assisting Customer Service to resolve agent inquiries
related to pending licenses on appointmentsh
Updating agents' computer files to reflect any action
taken following their contact with Customer Service
Education
Jan 2010- present(graduated April 2011) Paralegal
Certificate specialty in Litigation at Widener
Univeristy Legal Education Institute ABA approved.
1978-1980 Eastern Michigan University Ypsilanti, MI
1976-1978 University of Delaware Newark, DE
B.S., Criminal Justice and Sociology.
Graduated summa cum laude.
Faith Andrews
2209 Harrison Ave
Wilmington, DE 19809
Contact me at H#302-***-****, Cell# 302-***-**** or
*************@****.***