Management Insurance

THERESA WALLACE

***** ******** ****** ******, ** 60448

815-***-**** ***********@*****.***

ACCOUNTANT

Leading By Example

PROFILE

Experienced professional with extensive knowledge in Generally Accepted Accounting Procedures, leadership,

accounts payable, accounts receivable, payroll, credit and collections, and general ledger. A quick study in emerging

technology, able to quickly assess and utilize the appropriate response to meet the specific needs of the business

requirement at hand. A welcome addition to any team, ready, willing, and able to function in any role necessary to

ensure project success and on-time project delivery.

Currently pursuing a Masters of Business Administration degree with a concentration in Accounting at Colorado

Technical University’s online campus.

RELEVANT EXPERIENCE

Circle K Corporation Phoenix, AZ 1990 – 1995

Claims Administrator

Processing Bankruptcy Claims, researching data on store leases for court orders, designing and maintaining

reports on all store leases. Direct contact with customers. Moved to Credit Department after emerging from

Chapter 11 bankruptcy.

• Designed the invoices for the new Gasoline Fleet Program using WORDPERFECT.

• Maintained the collection efforts for the Gasoline Fleet Program.

• Modified existing software for accounting personnel.

• Work performed on MS Word, WORDPERFECT, DBase, MS Excel and MS Access.

S.M.S. Publications, Incorporated Evanston, IL 1987 – 1990

Credit Manager

More than 10 years experience in all aspects of accounting, credit and collections.

• Designed and implemented credit department from start up.

• Collection calling, maintained collection reports.

• Converted and maintained new MAS 90 accounting software system.

• Responsible for all computerized and manual functions of accounting, payroll, commissions and

bank reconciliation’s.

• Created and implemented spreadsheets for the billing department using LOTUS 123.

PROFESSIONAL EXPERIENCE

Metropolitan Life Insurance Company Orland Park, IL 2010 – 2011

Financial Services Representative

Partner and collaborate with experienced representatives and assist on appointments learning from valuable expertise.

Successfully sold on average $4,500 of products on a weekly basis through successful marketing of comprehensive

portfolio of top quality investment and insurance products, over the phone and in person.

• Qualified Financial Services Representative, moved into Wealth Management and Financial Planning for my

clients.

• Licensed professional selling Annuities and Mutual Funds, and certified to sell Long Term Care.

Theresa Wallace Page 2

Farmers Insurance Group Frankfort, IL 2009

– 2010

Insurance Agent

Professionally licensed in Property and Casualty and expertly trained in several web-based sessions. Became

acclimated to businesses in the area, and made phone calls on leads acquired through several different venues.

• Wrote Auto, Home, and Life policies to various new and unassigned clients.

• Became a Will County Electoral Judge to help in the community.

The Prudential Insurance Company Frankfort, IL 2009

Financial Services Associate

Professionally licensed in Life and Health Insurance. Passed the FINRA Series 63 Exam for Mutual Funds.

Established several clients and successfully completed several web-based training sessions.

• Sold required $5,000 worth of policies and contacted clients who no longer had an assigned agent.

Security Coverage Incorporated Cedar Rapids, IA 2008

Level 1 Technical Support Representative

Installed Anti-Virus / Anti-Spyware Software for customers nationwide via Remote Desktop / PC Remote.

• Fixed small problems found on customer computers while I had remote access.

• Troubleshot PC system problems and corrected security issues.

MCI Telecommunications Corporation, Inc. Cedar Rapids, IA 1995 – 2003

Applications Developer III

Converted linkage copybook and workbook, modified 250 programs and completed project two weeks ahead of

schedule. Directed several software releases and led a special maintenance release, selecting own team, and reporting

timeline to management, through all stages of the Software Development Lifecycle. Handled any inner-team conflicts

through listening, empathizing, and quickly attaining a proactive, productive solution.

• Trained employees on all stages of the Systems Development Life Cycle.

• Examined programs for corrections, updates, and improvements.

• Designed and maintained relational databases using DB2 / SQL.

• Worked with auditors to simplify their balancing process.

EDUCATION

Management of Information Systems (MIS)

Kaplan University

Bachelor of Science

Cedar Rapids, IA

PROFESSIONAL EDUCATION

• Principles of Management

•

• LAN Concepts

Human Resource Management

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• Network Infrastructure

International Business

•

• Inter-Networking Concepts

Political Economy

•

• Systems Analysis and Design

Managerial Finance and Accounting

•

• Database Management

Topics in Human Resource Management

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• Database Systems

Operations Management

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• Project Management

Operating Systems I and II

• Data Security

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