Data Entry Medical Records

MAE I. YOST

*** ****** ****, ********, ********. 68005

***-***-***

ad1cst@r.postjobfree.com

Summary

Seeking to provide a strong and positive source of support to internal and external associates by using my problem solving and professional skills.

Work Experience

TD Ameritrade Client Account Services 10/2021-present

-confirming identity information on new account holders for regulatory compliance

-data entry to conform current regulation on client accounts

-identifying potential identity theft and reporting to surveillance team Coordinator of Domestic Affairs 05/2016-10/1021

-responsible for scheduling all daily matters as needed

-controlled all finance and retirement planning

-kept track of finance and medical records

Senior Resource Specialist • 10/ 2009-04/ 2016

TD Ameritrade, Inc., Omaha, Nebraska 2010-1016

-handled daily updates from multiple departments that impacted the business to better equip employees with most current processes

-kept team up to date on timing of various departmental processing time for client inquires

-handled letter writing responses to client requests, inquiries and complaints via letters and electronic avenues

-real-time assistance to front-line representatives on how to handle client situations with the correct response or solutions

-mentored for new-hires on corporate environment and duties

-training classes, on specialized topics of the industry Private Client Specialist (Elite Group) •01/2006-03/2009 TD Ameritrade, Omaha, Nebraska 2007-2010

-handles daily tasks and contacts for large-asset clients

-single point of contact for base of 400+ clients

-handled back office processing as well as general daily tasks

-responded to inquiries via electronic letterhead material or secured email systems

-trouble shooting issues and getting resolutions for submitted paperwork and client/business experience Special Products Representative • 01/2003- 03/2006 TD Ameritrade, Inc., Bellevue, Nebraska 2004-2007

-handled the processing of client orders for fixed income securities

-created tracking reports of sales for upper management

-worked directly with traders on negotiating prices for sales for the interest of the client and the business

-handled education to client on product that were offered Trading Representative • 06/1999-12/2003

Accutrade/Ameritrade/TD Ameritrade, Omaha, Nebraska 1999-2003

-handled inquires/concerns of clients for multiple departments, during mergers to assist with overflow

-education to client and representatives on daily and new regulations in the industry Education

Bachelor of Science in Business Administration (minor in Finance) • Nebraska Wesleyan, Lincoln, Nebraska Graduation 2006

Skills

Comfortable with problem solving for a positive outcome Skilled at corresponding to internal and external clients electronically as well as over the phone Previous Licenses Held

FINRA Series 4, 7, 24, 63, 52

Hawaii State Insurance License

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