Representative Insurance

Sheraz A. Qureshi

609-***-**** *********@*****.***

** ********* **. ************, ** 08515

EDUCATION

California Western School of Law, San Diego, CA

**/** – 03/08

University of Virginia, Charlottesville, VA

Bachelor of Arts, Economics, 2003

EXPERIENCE

Everest Institute, Bensalem, PA

Student Finance Planner 06/11 – Present

Discuss financing options with potential students and their families. Help students complete

various financial aid documents and process them. Make sure all loans are disbursed in a timely

manner. Review reports in Excel to make sure students are financed for the entire tuition and are

being billed correctly. Conduct loan counseling face to face with students and explain the

different repayment options they have. Make sure all documents are received in a timely manner

and all files are complete and ready for auditing.

NovaDebt, Freehold, NJ

Credit Counselor 06/10 - 06/11

Worked for a non-profit consumer credit counseling agency. Worked with clients who were

struggling to pay off their credit card debt. Clients were mainly referred to us from the credit card

companies themselves. Performed a detailed budget analysis with each client by going through all

their sources of income and expenses. Went through a detailed analysis of credit reports with

certain clients. Received tax training through the IRS and VITA program and filed taxes for low

income individuals.

Randstad, Merrill Lynch, Hopewell, NJ

Financial Services Representative, Client Solutions 03/29/10 – 06/18/10

Spoke with Merrill Lynch clients and branches through the phone about a variety of issues related

to client accounts. Such as going through statements and security holdings, helping navigate the

online website, funds transfer services and web bill pay. Requires the ability to communicate

financial information effectively to a wide variety of people.

Dublin Hematology Oncology, Dublin, GA

Billing Representative 03/25/09 – 11/20/209

Put voucher charges in the misys system and submitted them electronically. Also verified the

eligibility of patients’ insurances through the PayerPath system, various insurance websites and

over the phone. Dealt with insurance companies over various claims issues in order to expedite

the payment process on overdue accounts.

Merrill Lynch, Hopewell, NJ

Account Representative, Client Account Services Division 01/31/05 – 8/12/05

Provided Funds Transfer Services to Merrill Lynch clients across the country. Analyzed FTS

documents and inputted client’s relevant banking information into our system. Consulted and

advised Merrill Lynch financial advisors through phone, e-mail, and fax to make sure that clients

are being provided services as soon as possible and to sort out any problems with their accounts.

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