Customer Service Administrative Assistant
Resume:
REBECCA JOHNSON
Malvern, Pennsylvania 19355
*************@*****.***
PROFESSIONAL PROFILE
A dependable and results-oriented Financial Specialist with a proven track
record of high standards, strong performance and exceptional work ethic in
the financial services industry. A dedicated and supportive team member
with extensive knowledge and experience in meeting and exceeding clients'
expectations. Known for combining excellent communication, problem-solving
and interpersonal skills with dedication and enthusiasm to achieve goals
consistently. Recognized for organization skills and multi-tasking in
difficult situations. Also, skilled in motivating and mentoring others
while promoting the company's core mission, vision, and values.
PROFESSIONAL EXPERIENCE
Allianz Life Insurance Company of North America, Berwyn, Pennsylvania 1999-
2008
(Formerly Delaware Valley Financial Services)
Financial Specialist / Unit Leader
. Coordinated, oversaw, reviewed and controlled processing functions
including disbursements and program balancing.
. Provided first level of escalation in resolving service issues.
. Completed high volume of correspondence review ensuring accuracy and
proper verbiage.
. Provided support to KPMG and internal audit team regarding SOX issues
and/or documentation.
. Maintained and monitored workflow of periodic financial team; ensured
accuracy, productivity and speed of service to ensure goals were met.
. Served as liaison between management and periodic team.
. Trained department on policies and procedures.
. Maintained appropriate record keeping for all programs including
balancing monthly reports.
Administrative Assistant
. Controlled 300 line switchboard. Made travel arrangements.
Coordinated meetings. Coordinated luncheons. Greeted visitors.
Program Data Entry
. Input monthly program information.
New Business Department
. Underwrite incoming new business.
Correspondence Department
. Write outgoing correspondence and review incoming correspondence
EDUCATION
Immaculata University Malvern, Pennsylvania Graduated
5/2010 Associates of Science in Business Administration
TECHNICAL EXPERTISE
Microsoft Office MAJAC
Lotus Notes OLI Database
Oracle Applications Accurint
Unisys Workflow Teampoint
Reflections Variable Letter System
Teamworks Workflow
PROFESSIONAL TRAINING & DEVELOPMENT
Communication Skills for Leaders Safeguarding Business
Human Potential Project (HPII) Objectives
Customer Focus Training Workplace Harrassment
Human Potential Project Anti-Money Laundering
SOX Compliance Product Training
Customer Service Anti-Fraud
Diversity HIPAA
Contact this candidate