Customer Service Manager

Natalie Paige Reed

**** ****** ******, *** *********, CA 94109, Mobile: 925-***-****,

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

EDUCATION AND CERTIFICATION

Cannon Financial Institute, Boston University, Boston, MA, Trust

Administration Level I & II

Colgate University, Hamilton, NY, Bachelor of Arts, May 2006

Concentration: Spanish Literature and English Literature

Spanish GPA: 3.6 English GPA: 3.4

University of San Pablo CEU, Madrid, Spain, Fall 2004

WORK EXPERIENCE

Client Account Manager, Bessemer Trust Company, San Francisco, CA, May 2007-

Present

. Prepare asset allocation simulation modeling for clients, coordinate

asset transfers, open and close accounts

. Perform cash management functions, propose trades, create meeting

presentation books and custom reports

. Handle regular communication with clients and their advisors via

telephone, email and fax

*Participated in pilot group for new Trust Accounting System and provided

essential feedback to technology team

Mortgage Underwriter, Provident Funding Associates LP, San Ramon, CA,

September 2006-May 2007

. Underwrote residential loans ensuring compliance with company and

secondary market investor standards

. Examined loan documentation for accuracy and completeness, performed

real estate appraisal reviews

. Co-ordinated with loan originator and production staff to secure all

required documents

Returns Specialist, Title Nine Sports Warehouse, Emeryville, CA, Summer

2005

. Processed return orders using Macs, catalogued inventory items,

inspected items to determine resale value

. Addressed customer concerns over the phone, resolved order

inconsistencies

Office Assistant, Youth Homes Incorporated, Walnut Creek, CA, Summer 2003 &

2004, December 2004

. Compiled patient data using Excel, operated office equipment, answered

phone calls

. Produced articles for newsletter, collected data for non-profit

fundraising efforts

INTERNSHIP EXPERIENCE

Critical Analyst Intern, Bay Area World Trade Center, Oakland, CA, Summer

2005

. Conducted Internet market research, managed press relations and

developed website content using HTML

. Prepared written communications for CEO and translated documents from

English to Spanish

. Interacted with business and civic leaders and participated in

international trade seminars

*Hired from part-time unpaid intern to full-time CEO Assistant for the last

month of internship

Marketing, Publicity & Public Relations Intern, Colgate's Outreach,

Volunteerism & Education Center, 2005-2006.

. Brainstormed and instigated innovative ideas to expand presence of

COVE on campus through word of mouth, collaboration with local press,

effective advertising, website, and strong public relations

. Created, edited and distributed monthly newsletter

Music Festival Intern, Colgate University Chenango Summer MusicFest,

Hamilton, NY, Summer 2004, 4 weeks

. Publicized performances by professional artists and performed with

student chamber group

. In conjunction with director, managed rehearsal and concert scheduling

Customer Service Intern, Metropolitan Transportation Commission, Walnut

Creek, CA, Summer 2002

. Handled ticket sales and managed cash register

. Answered phone calls and instructed clients on bus and train routes

COMPUTER SKILLS

. Microsoft Word, Excel, PowerPoint, Publisher, Outlook, Web, basic

HTML, Freddie Mac LoanProspector, AssetWise Underwriting Engine,

Fannie Mae DU, CRM, DMS, LongView Trading System

ACTIVITIES

Bay Area Rainbow Symphony, First Violinist, San Francisco, CA, Spring 2009

Aegean Verdi Festival, First Violinist & Co-Concertmaster, Lesvos, Greece,

June 2006

Colgate University Orchestra, Concertmaster, Fall 2002-Spring 2006

Colgate Chamber Music Players, Violinist and Violist, Fall 2002-Spring 2006

Colgate Yearbook, Board Member, Fall 2003-Spring 2004

Gamma Phi Beta Sorority, Member, Fall 2003-Spring 2006

Colgate Admissions, Volunteer, Fall 2002-Spring 2004

AWARDS

Felix Eyle Memorial Prize in Music, Colgate University, Spring 2003

Dean's Award for Academic Excellence, Colgate University, Spring 2003-

Spring 2006

Thomas J. Watson Scholarship, IBM Corporation, 2002-2006

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