Lori J. Fast

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

Fargo, ND *8104

Phone: 701-***-****

ac7za2@r.postjobfree.com

Objective

A position in the field of business management, with an emphasis on corporate processes. Provide excellent customer service to potential and existing clients and contribute to a team environment. Ability Summary

Experience in daily incoming and outgoing calls with clients and potential clients, working with other team members to resolve various account issues, scheduling appointments, working with a team to meet sales goals, interacting with other professionals outside of the company and establishing trust with our clients.

Employment History

Sales Appointment Coordinator

04/2012 - 10/2015 ABC Seamless Siding 3001 Fiechtner Dr S, Fargo, ND Handle incoming and outgoing calls on a daily basis, coordinate sales appointments for six Sales Representatives, enter and scan contracts as they come in, print and distribute leads, meet monthly sales goals, work in a team environment, work at various trade shows and any other office duties as needed

Business Office Administrator

07/2004 - 07/2006 Edward Jones Bismarck, ND

Work with client questions and account administration on a daily basis, process any account related transactions as needed, place trades when financial advisor was not available, keep office supplies updated and have financial documents updated per compliance regulations. Personal Trust Assistant

05/2004 - 06/2004 Heartland Trust Company Fargo, ND Assist with day to day management of client relationships, work with lease agreements and collection of farm rent and insurance, as well as, monitor Irrevocable Life Insurance Contracts. Administrative Assistant

12/1997 - 04/2004 Wells Fargo Bank, NA Fargo, ND

Assist the Trust Officer in daily client relationships, work closely with clients on a daily basis to manage their accounts and pay bills, transfer out and receive in various assets, do annual reviews of trust accounts to check for compliance and documentation and perform any other tasks requested by the Trust Officer.

Education and Training

Completion Date Issuing Institution Location Qualification Course of Study 12/1996 Minot State

University

Minot,

ND

Bachelor's

Degree

Psychology and Addiction

Studies

Occupational Licenses & Certificates

Certification Title Issuing Organization Completion Date CNA, MA 1 ND Department of Health 2/7/2018

Honors & Activities

Various athletic awards in high school, A Honor Roll, Honor's Society, Gertrude Eck and Frances Leonard Scholarship's for college

Additional Information

CERTIFICATIONS/TRAINING: Sei; Excel; Word; Outlook; Internet; Market Sharpe; Drop Box Detailed References

Amy Trom, Appointment Coordinator/

ABC Seamless

Moorhead, MN 56560

218-***-****

Business reference known for 6 years

Micah Thureen, Realtor/Former Co-worker

Archer Real Estate

Fargo, ND 58103

218-***-****

Business reference known for 6 years

Randy Rempher, Owner

Erbert & Gerbert’s

1413 E Lasalle Dr

Bismarck, ND 58503

701-***-****

Work reference know for 1 1 2 years

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