Customer Service Quality Control

Lesli Nicholson

****Shupe Drive

Citrus Heights, CA 95621

916-***-****

abk5pk@r.postjobfree.com

OBJECTIVE: To obtain a professional position in a dynamic environment.

. Highly motivated and organized professional with superior time

management skills, experienced in customer service and data entry

. Knowledgeable in annuity processing systems

. Microsoft Word, Excel, Lotus Notes, WINCMSS, CFE, VPAS

Adecco/Prudential Financial Shelton, CT

06/09 - 04/10

Temp/Annuities Service Center

. Reviewed applications for annuities

. Corresponded with financial professionals/agents from various

financial institutions to confirm client information was accurate, the

correct amount was transferred and the correct way to process incoming

funds

. Verified and updated allocations/auto-rebalancing

. Verified living and death benefits

. Applied funds to clients' contracts

. Participated in periodic training regarding updates in annuity

information

U.S. Bancorp Document Custody Rocklin, CA

06/07 - 04/09

Research Clerk III

. Entered client mortgage information such as deeds of trust and

mortgage notes into the banking system

. Reviewed mortgage files to ensure all applicable forms and information

were included

. Handled incoming trailing documents

. Maintained routine phone and email correspondence with clients

. Inventoried all client files upon receipt

. Prepared daily day-end reports

. Met deadlines as required by clients

. Shipping and receiving of files

. Maintained quality control standards

. Audit preparation and inventory control

. Heavy lifting and filing

Kelly Services Temporary Assignments

08/06 - 06/07

. Vision Service Plan, Rancho Cordova, CA ( Filing, Data Entry)

. American River College, Sacramento, CA (Cashiering)

. Longs Drugs Pharmaceuticals Distribution Center, Natomas, CA

(Shipping and Receiving)

Cash America Denton, TX

08/04 - 08/05

Licensed Pawn Broker

. Provided strong customer service and maintained stock for a national

pawn shop

. Financial record-keeping and cash management

. Conducted FBI background checks for the sale of firearms

. Appraised and took daily inventory of jewelry and other store

valuables

. Processed paperwork for securing bank loans for customers

. Filing and general clerical duties

EDUCATION

Liberty High School, 1997

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