Post Job Free

Resume

Sign in

Customer Service Microsoft Office

Location:
Tallahassee, FL
Posted:
November 17, 2017

Contact this candidate

Resume:

SHENA A. JONES-MOUNT **** Jim Lee Road • Tallahassee, FL 32301

850-***-**** • ac3dcw@r.postjobfree.com

OBJECTIVE

Ambitious, enterprising professional seeking a long-term position that utilizes my excellent analytical, communication, and organizational skills to support an organization’s primary objectives.

PROFESSIONAL BACKGROUND

Financial Specialist Sept. 2016- Dec. 2016

Florida Office of Financial Regulation, Division of Securities, Tallahassee, Florida

Perform advanced analysis and examination of complex investment adviser applications and amendments for firms, branch offices, and associated persons to ensure compliance with requirements for registration pursuant to Chapter 517, F. S.

Assist in conducting an investment adviser orientation program for firms whose registrations have recently been approved by the Bureau.

Coordinate and assist in general projects relating to the registration records and the application process, on an advanced level and with limited instruction. These projects will include researching and interpreting regulations, change of control, review of capital net requirements, and ADV Part 2 amendments.

Handle routine general questions conferring with attorneys, accountants, regulators and the investing public regarding laws, rules, regulations, and department policies under Chapter 517, F.S. and regarding the registration records maintained by the Office pursuant to Chapter 517, F.S.

Process federal-covered investment adviser notice filings. Analyze registration and enforcement records maintained in various computer and manual record-keeping systems in order to prepare and maintain status reports to monitor workload.

Perform other related work as required.

Financial Examiner Analyst II. Jan. 2013- Sept. 2016

Florida Office of Financial Regulation, Division of Securities, Tallahassee, Florida

Performed analysis of complex Broker Dealer Agent Registrations with criminal and other disciplinary matters to determine if they are in compliance with Florida Statutes, the Florida Securities and Investor Protection Act. This includes review and analysis of FINRA disclosures, and enforcement/examinations in the REAL System.

Prepared written reports to legal detailing the results of these disciplinary issues. Answers correspondence and telephone requests with respect to the registration process.

Social Service/Human Service Analyst Internship Sept. 2012- Jan. 2013

Leon County, Health and Human Services, Tallahassee, Florida

Conducted research on healthcare trends and issues, and community health collaboration initiatives.

Researched and analyzed data. Prepared reports and board agenda items based upon research.

Assisted with identifying external funding sources such as grants, to leverage funding of the Primary Healthcare Program.

Performed contract management of the Primary Healthcare Program.

Assisted with logistics in preparation for Healthcare Advisory Board meetings.

Assisted with policy and procedure reviews and revisions for the Direct Emergency Assistance Program.

Processed Medicaid billing. Maintained the Primary Healthcare Utilization Reports.

Retailer Contract Specialist Sept. 2007- Sept. 2012

Florida Lottery, Retailer Contracting, State of Florida, Tallahassee, Florida

Screened and deposited fees for retailer applications using lottery Systems.

Processed and audited lottery retailers’ files to ensure compliance with policy and procedures.

Managed and amended retailer contracts.

Communicated with retailers and external agencies to resolve contracting issues.

Performed confidential research of information utilizing SOS, DAB&T, DOR, FDLE, and Experian websites.

Conducted financial analysis related to posting financial securities.

Obtained retailer sales volume and inventory amounts in calculating CDs and Bonds.

Supported District Office personnel by providing information, documentation, and interpreting policies and procedures.

Financial Specialist Feb. 2007- Sept. 2007

Florida Lottery, Claims Processing, State of Florida, Tallahassee, Florida

Validated and audited lottery claims utilizing lottery databases.

Processed State Owed Debts, including the recovery of child support debt.

Resolved issues associated with validating and paying lottery claims. Paid lottery claims.

Supported District Office personnel by providing information and interpreting unit policies and procedures.

Communicated with contracted retailers and external agencies to resolve contracting issues.

Visitor Services Administrator June 2005- Feb. 2007

VISIT FLORIDA, Tallahassee, Florida

Provided administrative support to upper management.

Conducted internet research to fulfill online request for information.

Administered and coordinated various revenue and non-revenue generating programs and projects.

Developed registration forms and surveys and tracked industry participation.

Coordinated graphic needs, which included sponsor boards and signage.

Coordinated the preparation of press releases and events roster with the Public Relations division.

Maintained the Florida Information Network (FIN) content and conducted on-going quality assurance review of the program.

ACADEMIC BACKGROUND

Master of Business Administration degree in Healthcare Management

University of Phoenix Online, Phoenix, Arizona

Fall 2011

Bachelor of Science degree in International Affairs

Minor in International Marketing and Management

Florida State University, Tallahassee, Florida

Fall 2002

Associate in Arts degree in Liberal Arts and Sciences

Tallahassee Community College, Tallahassee, Florida

Spring 2000

AFFILIATIONS and ACHIEVEMENTS

International Business Honor Society, Delta Mu Delta (DMD).

SKILLS

Advanced Microsoft Office Word, Excel, PowerPoint, and Outlook.

15+ years Customer Service Experience

Certified General Office Clerk of the Legal Secretary Program

Certified Clerical Support of the Legal Secretary Program

Certified Administrative Support of the Legal Secretary Program

Completed [FIN108] MyFloridaMarketPlace (MFMP) Requisitioning Training



Contact this candidate