Motivated back office professional possessing a strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions. Experienced in multiple aspects of day to day Broker Dealer operations, Insurance Broker and high volume Messenger Service. Capable of high level interaction with retail clients as well as registered professionals. Willing to take on new responsibilities. Working knowledge of various investment products, transportation insurance and management strategies.

SKILLS

Strong problem solving capabilities

Energetic and proactive

Excellent work ethic

Proficient in FBSi, Streetscape, Excel, Word, Access

Knowledge of National Financial Services, FINRA

WORK HISTORY

Transportation Risk Services, LLC - 1300 S Grove Ave, Barrington IL - Broker Assistant - January 2016 / August 2017

Provide day to day support for high volume transportation insurance company

Obtain correct information from insurance agents in order to process quotes from insurance companies

Review files, records and other documents to obtain information and respond to requests

Process billing and invoices for new policies and endorsements

Process vehicle and driver changes as per endorsement requests

LaSalle St. Securities, LLC - 940 N Industrial Dr, Elmhurst IL - Broker Services - Office Manager - June 2003 / December 2016

Provide operational support for high volume financial institution

Address broker and assistants inquiries, solve problems and provide new or updated information

Access computerized financial information to answer questions related to specific customer accounts

Review files, records and other documents to obtain information and respond to requests

Reconcile debit reports, margin reports and trade settlement reports to reach in house goals and objectives

Process check, wire and journal requests for customer accounts - including IRA distributions and contributions

Work directly with FINRA in regards to broker records

Process direct mutual funds

Notarize documents as a certified notary public

Assist with receptionist duties, file organization and research and development

Order and distribute office supplies while adhering to a fixed office budget

Manage office supplies, vendors organization and building upkeep

Dynamex, Inc. 131 E Thorndale Ave, Wooddale IL - Customer Service/Dispatch Assistant/Customer Service Mgr

January 1993 / June 2003

Confirm the completion of driver calls

Respond within ten minutes to any callbacks, messages or cancellations

Encourage and motivate all drivers to meet maximum potential while maintaining delivery time specifications

Maintain professionalism, respect, fairness and dignity in all driver relationships

Recognize and prioritize alerts for immediate dispatch

Identify and ensure all customers are given 100% performance on all deliveries

Ensure on time work completion and prompt pick up in accordance with established standards of service

Provide assistance to distribution and dispatch boards as well as other departments

Provide Dispatch Supervisor/Operations Management with information on equipment failures and problems

Other duties as required

EDUCATION

University of Illinois at Chicago Chicago, IL Kinesiology / Sports Medicine

Upper Iowa University Fayette, IA Sports Medicine / Athletic Training - Associate of Arts

ACTIVITIES

Schaumburg Sluggers Travel Softball 10U - Assistant Coach

Golden Lion Academy Martial Arts

Sunnydale PTO, Sunnydale Elementary School - Previous Treasurer, Vice President, President

Tefft PTT - Tefft Middle School - Buyer

Stand for the Silent - Event Coordinator

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