Representative Back Office

SHEKERA BAXTER

*******.***@*****.***

C: 803-***-****

SUMMARY:

Diligent and driven Financial Services Representative who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.

HIGHLIGHTS:

Reliable

Inspiring team lead

Excellent communication skills

Excellent time management skills

ACCOMPLISHMENTS:

Promoted to Work From Home Representative with both Citi Financial and MetLife

Part of the MetLife Way weekly meetings to streamline business practices in associated departments

Promoted to adjunct supervisor in a past position overseeing 7 team members and daily operations

EXPERIENCE:

Sr. Annuities Representative *MetLife 2015-Present

Phone support for Plan Administrators, Financial Advisors, Back Office and Annuitant Owners

Process Plan level transactions such as fund transfers, and telephone withdrawal requests

Assist Internal and External Wholesalers with product information

Retirement Plan Specialist *Wells Fargo & Company 2012-2015

Process 401K loans, in-service and hardship withdrawal requests

Educate account holders on investment options, and yearly contribution maximums

Assist with final distributions and qualified rollovers to both internal (Wells Fargo Advisors) and external institutions

Sr Account Representative *Titanium Solutions 2009-2012

Review of loan documents for accuracy on new mortgage accounts

Contact borrowers on any missing or incomplete submitted paperwork

Assisted with Home Preservation Workshops for potential and current homebuyers

Collections Representative *Citi Financial 2007-2009

Contact homeowners for past due mortgage payments

Set up payments arrangements to avoid further collection efforts

Liaison between borrowers and foreclosure attorneys to prevent bank repossession

ADDITIONAL INFORMATION:

Professional License: Series 6

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