Customer Service Project
Resume:
JOHN T. EDWARDS
************@****.***
PROFESSIONAL SUMMARY
A business professional with several years of work experience in various industries. A strong performer
that often exceeds goals.
• Project Management • Time Management
• Financial Advising • Analytical Ability
PROFESSIONAL EXPERIENCE
MERRILL LYNCH, Jacksonville, FL 2012- Present
Middle Office/ Preferred Transition Specialist
Manage the ownership transition process for accounts of deceased or divorced clients with the goal of
maintaining assets with Merrill Edge. Assist beneficiaries with opening accounts and prospecting for
clients through relationship building and financial profiling.
Financial Solutions Advisor
Assisted with the financial needs and concerns of clients in the Merrill Edge Advisory Center with
investable assets less than a quarter million. Contacted clients for portfolio reviews and advised them on
investment products including mutual funds, stocks, bonds, CDs, and mortgage products. Subsequently
promoted to a specialized team that focused on converting 401k participants to clients for advisory group.
JPMORGAN CHASE BANK, Jacksonville, FL 2011 – 2012
HL RT Loan Processor Senior
Managed residential loans from registration through closing while focusing extensively on compliance
and ensuring excellent customer service. Through the utilization of processing software and reports
controlled a growing pipeline in excess of fifty loans. Focused on ensuring that files met investor
guidelines to ensure the salability of loans after the files were closed.
TAYLOR & FRANCIS GROUP, Boca Raton, FL 2010
Project Coordinator/ Editorial Production
Controlled the submission of textbook manuscripts from a pipeline of sixty to eighty scheduled projects.
Communicated with professors to coordinate the timing of manuscript submissions and completed an
initial review of content before moving it forward in the publishing process.
EDUCATION
M.S. in Communication and Media, Lynn University, Boca Raton, FL
B.A. in English, Lafayette College, Easton, PA
Chartered Retirement Planning Counselor (CRPC), College for Financial Planning
SECURITY LICENSES
Series 7 & Series 66
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