Customer Service High School

**** ***** *****

Waco, TX *****

Phone: 254-***-****

E-mail: ***************@*****.***

Stephen Mills

Professional Experience

Independent Petroleum Landman

Michael E. Brennan & Associates (2004-2011)

Independent Petroleum Landman

Ted Walters & Associates (2012)

Independent Petroleum Landman (2012)

BRW Services

. Responsible for the acquisition of oil and natural gas leases through

direct negotiations with private and public land/mineral owners for the

purpose of exploring and producing oil and/or natural gas.

. Extensive title research utilizing information obtained from County

Courthouses, abstract offices, and various other entities.

. Negotiating and drafting standard and nonstandard industry instruments

including runsheets, affidavits, ratifications, and pooling agreements.

. Satisfaction of curative requirements advised prior to the commencement

of drilling operations, including issues related to probate, heirship,

and other various legal matters.

. Deed plotting utilizing information obtained from legal instruments

(meets & bounds descriptions).

. Mineral title search including preparation of ownership reports, mapping,

and lease acquisition.

. Preparation and execution of oil and gas leases, extensions, and surface

use permits.

Assistant Vice President

Sterling Trust Company, Waco, TX (1996-2003)

. Successfully managed a team of 17 professionals responsible for the daily

processing and Customer Service needs of 28,000+ Individual Retirements

with combined market values in excess of $3 Billion.

. Directed the daily processing of all IRA transactions including new

account set up, transfer of assets, purchases, redemptions, and transfers

between accounts.

. Designed an employee productivity program that resulted in a 75%

reduction in errors and omissions claims and a 20% decrease in staffing

needs.

. Broad, in-depth knowledge of IRAs and all aspects of IRA administration

including contributions, distributions, transfers, rollovers, and Form

1099/5498 reporting.

. In depth knowledge of the administration of non-standard assets including

public and private limited partnerships, promissory notes, viatical

settlements, and private stock.

. Excellent knowledge of the administration of all publicly traded items

including mutual funds, stocks, bonds, annuities, CDs, real estate, and

precious metals.

. Extensive contact with Investment representatives, various mutual fund

companies, and investment product sponsors.

. Perform more complex transactions on retirement accounts, such as Roth

IRA Conversions/Recharacterizations, Required Minimum Distribution

calculations, and distributions due to death and divorce.

. Identify processing inefficiencies and implement solutions via automation

and teamwork resulting in same day transaction processing time and the

virtual elimination of telephone hold time.

. Developed operating budget for the Company based on detailed forecasts

and managed the Client Services department to operate effectively within

said budget.

. Managed the transfer of a $50million+ omnibus account to another

Custodian resulting in annual cost savings of $120,000.

Education:

1993-1995: The University of Texas at Tyler

Bachelor of Business Administration-Management

1990-1993: Tyler Junior College

Associate in Arts-Business Administration

1986-1989: Mexia High School

Honor Graduate

Professional Development:

PenServ, Inc-Diamond Degree 2003

PenServ, Inc.-Bronze Degree 2001

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