Customer Service Microsoft Office
Resume:
MARINA DEL RAY, CA *****
(c) 917-***-****
**************@***.***
ANNTANETTE C. HALL, MBA
SUMMARY OF QUALIFICATIONS
Detail oriented with a focus on accuracy and quality
Strong communication (written/verbal), problem solving, and organization skills
Strong leadership, time management, and project coordination skills
Negotiation and interpretation skills
Negotiation and interpretation skills
Proficient in Microsoft Office Suite (access, excel, word, power point, VLOOKUP).
EDUCATION
Strayer University, Charlotte, NC
Master of HealthCare Administration, December 15, 2013
University of Phoenix, Charlotte, NC
Master of Business Administration, July 17, 2010
Norfolk State University, Norfolk, VA
Bachelor of Arts in Interdisplinary Studies, May 10, 2003
EXPERIENCE
MetLife 2013-2015
Post Issue Annuity Rep I
Process annuity quotes, financial transactions and perform extensive research of cost basis and tax inquiries
Verify that information is complete and applicable forms are on file for VOD (Verification of Deposits)
Research complex financial and non-financial transactions; analyze and correspondence through phone, email and mail on group annuity transactions including loans, withdrawals, hardships and fund transfers
Resolve all missing payments and complaint issues; coordinate with management and other departmental executives to ensure resolution
Process financial transactions, qualified transfer of assets, hardships, forfeitures, RMD/SWP, Kettering Wire and annuitization quotes
Correspond directly with other internal departments to confirm completion or receipt of the Acknowledgement of Annuity or Duplicate Contract
Resolves routine errors requiring corrective processing.
Assist with Agent/broker dealer change requests.
Compile ad hoc reports/broker dealer commission reports
Ensures all transactions are processed within compliance and corporate standards.
Identifies and documents the root cause of adjustment requests
Compliance reports
Wells Fargo Advisors 2012-2013
Financial Services Consultant (Contractor)
Supported Personal Bankers, Service Managers, Store Managers, Financial Advisors (WBS), Client Associates (WBS), BSG Brokerage operations, Command Escalation team, and Estate Planning team
Provided clients with daily balances on mutual funds, fixed assets, and stocks in their Command Brokerage Account
Facilitator to the Estate Team with sending service requests for the processing of transfer of assets to beneficiaries, disbursements of funds, and date of death valuations
Educated and assisted clients in calculating their RMD’s and or quoting RMD’s
Guided clients through the process of understanding their 1099’s, 1099R, 1099I
Ensured client satisfaction in resolving escalated issues and concerns
Educated clients on IRS rules and regulations
Vanguard Investments 2011-2012
Client Relationship Associate (Contractor)
Developed and maintained exceptional knowledge of Vanguard Funds, ETFs, individual securities, products, services, financial markets, legal, tax, and regulatory issues to educate and advise clients
Remained current on relevant market and industry news; developed the ability to articulate how world economic events impacted clients and their investment needs
Demonstrated client relationship management skills through listening actively to meet client needs
Executed client requests in a timely and accurate manner
Cross-sold Vanguard products and services such as retirement products, brokerage, advisory, asset management and full fiduciary services
Advised Clients on any daily changes of their mutual funds and or stocks on the NYSE
Processed RMD distributions through trading, electronic funds transfer and check
ACN INC 2009-2010
Project Coordinator (Contractor)
Provided troubleshooting on T1s with technicians and building100+ line in switch
Provisioned up to 80-150 production orders a day- new installs, and disconnects
Supported VoIP provisioning
Processed suspend/disconnect orders for line reconciliation project
Communicated with external LEC carriers for loss line dates, trouble tickets
Key user of portfolio, TRS, SMARTASK
Responsible for East Coast Markets, Digital Voice POTs, NPAC activations, deactivations, creates, releases, subscriptions and concurrences for LNP
Responsible for building and troubleshooting 100+ lines daily
Windstream Communications 2007-2008
Project Coordinator
Knowledge of error resolutions and multiple querying databases
Provisioned 75-100 orders daily
Analyzed and reviewed ASR’s
Facility Assignment-Responsible for timely submission of LSR’s to trading partners
Timely receipts of FOC back from trading partners
Facilitated resolutions with trading partners on rejects, clarifications
Assigned circuit IDs on all CLEC DSO orders
Trouble resolution- Assisted CLEC testers and technicians on trouble tickets as needed
One Communications 2005-2006
Project Coordinator
Responsible for accurate and timely provisioning of port out request
Ensured Local Service Requests (LSRs) were submitted in TBS
Worked to prevent client service interruptions
Responsible for the end-to-end coordination of disconnects partnering internally and externally to achieve the needed results on behalf of Choice One Communication’s end user
Disconnected calling cards, handled escalations from other carriers, also responsible for other work related tasks, and pulled CSR on request from other carriers
Processed loop disconnects. Other related tasks included answering telephone and maintaining good customer service with external LECs. Key User of SOT, Metasolve/TBS order flow system, Verizon’s GUI, Wise, LEX/Verigate and Frontier’s system called WMS. DSET (SOA), Loop Care, Saville, LERG
Issued, monitored, tracked, and coordinated all service order activity to ensure timely and accurate service deactivation
Initiated LSR (Local Service Request) through the Local Exchange Carriers provisioning systems
References available upon request
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