Customer Service Training
Resume:
Erick Rucker
West Des Moines, IA 50266
abjryf@r.postjobfree.com
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Profile
Peak performing financial and accounting professional with years of
progressive experience in financial services, team development, leadership.
Excellent written and verbal communication skills. Driven by challenge and
the opportunity for development; thrive in diverse, fast paced settings.
Able to adapt to frequent changes while focusing on detailed information.
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Leadership Strengths: Articulate communicator across diverse groups and
organizational levels. Analytical problem solver with a strong figure
aptitude and ability to quickly grasp complex concepts. Mentors others,
builds and maintains keys relationships with internal and external
customers. A team-leader and meticulous problem solver with a proven
ability and analyze dynamic new concepts and procedures.
Software Proficiency: Microsoft Excel, Microsoft Word, Microsoft
PowerPoint, Microsoft Outlook, WordPerfect, Lotus, Quicken, Capsil, Vantage
Education: Corporate Finance, GAAP, Accounts Receivable, Financial
Analysis, Financial Markets & Institutions, Financial Reporting, Accounts
Payable
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Professional Experience
METLIFE INSURANCE, West Des Moines, IA
Annuity Benefits Specialist - 2009 to Present
* Serve as a coach and/or mentor to team to enhance their abilities,
further their development, improve their analytical processes, and
hone their communication skills.
* Research and identify market requirements, processes, and contract
provisions.
* Researches and responds to errors, application and contract
discrepancies, and processing delays.
* Increased processing efficiency and quality by implementation of
detailed training guides and procedures.
* Top Performer in productivity and quality on team. Attended training
and continuing education classes to stay current with annuity markets
and products.
PRINCIPAL FINANCIAL GROUP, Des Moines, IA
Marketer & Commissions Leader - 2007 to 2008
* Maintained records, compiled information, and submitted forms in order
to keep agents licensed.
* Coordinated with applicants, state agencies, and the corporate
licensing department to ensure timely and efficient license
acquisition and renewal.
* Trained and mentored new employees.
* Recognized by Senior Management and peers on dependability and
reliability to complete difficult tasks in timely and efficient
manner.
WELLS FARGO CREDIT, West Des Moines, IA
Fraud Analyst III - 2004 to 2007
* Oversaw customer transactions/documentation, recognized potential
fraud situations and took accountability for detecting and preventing
fraud from entire process from receipt of work to resolution and
closure.
* Acted as an escalation point for lower level fraud specialists to
resolve issues and provide training.
* Received awards for performance in training, leading, and motivating
staff; providing excellent customer service; and demonstrating
initiative, and responsibility.
* Skilled in multiple banking operations, including analytical and
negotiation skills.
* Installed, configured, and troubleshoot various applications for new
employees.
* Collected and organized data and prepared presentations using various
Microsoft applications for peers and upper management.
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Education and Training
Master of Science in Accountancy, University of Phoenix - 2009-Present
Bachelor of Science in Finance, University of Phoenix - 2009 (Future CPA)
Knowledge of GAAP, Corporate Finance, Accounts Receivable, Financial
Analysis, Financial Markets & Institutions, Financial Reporting, Accounts
Payable
Currently studying Spanish independently.
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Affiliations and Community Involvement
Active Member, Iowa Society of Certified Public Accountants (IACPA)
Member, American Society of Financial Services Professionals
Member, American Society of Training and Development
Volunteer, Habitat for Humanity
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