Customer Service Administrative Assistant
Resume:
ALLENE SCHWEIKER
Pequannock, New Jersey 07440
**********@***.***
Career Summary
Highly organized detail oriented customer service professional with proven success working
within business office environment. Possess excellent interpersonal and communication skills,
with talent to effectively listen and respond to customer needs. Proven ability to manage and
train co-workers while being recognized for achieving high levels of productivity as a leader and
individual contributor. Graduated from college with a BSW and completed field work which
included working with people with disabilities.
NORWOOD FINANCIAL GROUP May 2012 - Present
Administrative Assistant
Provide assistance in a small financial services company to director. Ensure all aspects of client
services were met including new business and servicing existing client portfolios.
Responsibilities include interaction with insurance companies, clients and outside vendors.
• Enter, edit and revise information on computer system ensuring accurate client insurance
information.
• Process new applications through review stage, manage outstanding requirements, and
process completed policies.
• Completed new order of company correspondence to current and prospective clients.
Met compliance with outside corporate association and arranged printing service.
• Revised computer logins to insurance and vendor websites ensuring access to current
client information, access to status of existing and in process insurance policies.
• On a weekly basis, meticulously update and provide current list of new business critical
to the director’s business communications and success.
JPMORGAN CHASE April 2007-September 2010
Assistant Vice President/Middle Market Client Service
Maintained portfolio of over $5 million in revenue servicing New Jersey Middle Market client
relationships including loans, commercial checking accounts and online banking services.
Ensured client cash management needs were met and continued doing business with the bank
increasing revenue stream.
• Provided superior customer service to highly sensitive middle market companies and
exceeded their expectations by proactively making client calls, researching and resolving
urgent service issues leveraging internal relationships with various areas of the bank.
• Instrumental in ensuring compliance with policies and safeguarding documents such as
access to bank records during 6 month transition from Bank of New York to JPMorgan
Chase. Acted as central point of contact for releasing appropriate information to facilitate
business.
• Reviewed documents and resolved issues with legal to facilitate a smooth process for
setting up client accounts and to comply with the Patriot Act.
• Ranked as one of the top performers in engaging clients with fraud prevention services.
Effectively promoted services with persistence and citing real life examples to persuade
clients to buy additional services.
BANK OF NEW YORK, New Jersey November 1988 - April 2007
Assistant Treasurer/Middle Market Client Service Manager
• Managed a staff of six in providing support to middle market lending business in
maintenance of loan portfolio, resolving client issues, preparing monthly management
reports, reviewing documentation to ensure compliance with regulatory policies and to
meet audit requirements.
• Raised comfort level of loan officers in interacting with the Client Service area by
demonstrating competence in handling issues and client relationships. Enabled bankers
to keep focus on business development instead of attending to operational issues.
• Initiated effort to correct pricing of Libor loans misstated on legal documentation.
Coordinated resolution of rounding error which involved legal department and treasury
area for loans. Prevented loss to the bank with accumulation of errors over time.
• Instituted use of bank application to analyze financial statements to help bankers make
credit decisions. Trained staff to gain knowledge of system and confidence in performing
a new task to free up time for loan officers to attend to new business development.
EDUCATION
BSW, BA, Ramapo College of New Jersey, Mahwah, NJ
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