Quality Assurance Administrative Assistant
Resume:
Jeanette Rose
Baldwin, WI **002
Telephone 651-***-****
******@*******-*******.***
Objective
To obtain a position within a strong organization that will utilize my
skills to their fullest potential.
Experience
Woodbury Financial Services/Hartford Life, Woodbury, MN
Senior Service Specialist-Contracts and Licensing Department, 12/2007 to
11/2009
- Register representatives with Finra and state agencies.
- Process new representative files to ensure accuracy.
- Transfer client account records from various broker dealers.
- Maintain client and representative records.
- Balance department accounts receivables.
Service Specialist - Mutual Fund Account Management, 10/2006 to 12/2007
- Enter new account applications
- Process account redemptions
- Process purchases into accounts
- Process purchases for group plans
River City Mortgage, Lake Elmo, MN
Office Assistant, 10/2005 to 04/2006
- Prepare new loan files for review.
- Preliminary underwrite loans for both in-house and secondary market.
- Review files for completeness.
- Obtain documentation for loan files.
Bremer Bank, Lake Elmo, MN
Indirect Loan Officer, 05/2003 to 05/2005
- Assist brokers with obtaining financing for clients.
- Prepare and process new loan files.
- Underwrite loan files for appropriate financing.
- Notarize loan documents at closing.
- Solicit new business.
Conseco Finance, St Paul, MN
Credit Manager, 06/1995 to 12/2002
- Supervise underwriting and data entry departments of 35 employees.
- Hiring and training of staff.
- Create and maintain departmental policies and procedures.
- Monitor loan files for quality assurance.
3M, St Paul, MN
Administrative Assistant Intern, 06/1993 to 06/1995
- Prepare correspondence.
- Make travel arrangements.
- Maintain office supplies.
- Schedule meetings.
- Open and distribute mail.
Licensure
Notary Public, State of Minnesota
Series 6 Investment License
References provided upon request.
Contact this candidate