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Customer Service Quality Control

Location:
Wilmington, DE, 19809
Posted:
September 01, 2011

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Resume:

: 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

*************@****.***



Contact this candidate