Wendy Reynolds
******.********@*****.***
Memphis, TN 38122
CBRE, Inc., Memphis, TN October 2018-Current
RESC (Real-Estate Service Coordinator)
Maintain tenant, vendor and property files, including insurance certificates, lease abstracts, in accordance with prescribed standards.
Work with building technician staff, vendors and tenants with needed services, submitting work orders and completion of service. Coordinates and monitors status of work assigned to vendors.
Create/prepare documents such as: lease abstracts, contracts, invoices, PO’s and RFP’s as directed. Assists in lease administration activities including lease set up, lease changes and reporting.
Order and receive janitorial and office supplies.
Process invoices -code and link to PO’s and contracts for payment.
Up to date training for accounting and other software and new processes.
Support Real Estate Manager with tenant and vendor complaints, accounting, reports and audits.
National Agents Alliance, Burlington, NC May 2018 – Oct 2018
Agent/Broker
Find clients insurance needs, find a policy that fits needs and eligibility
Assist clients with questions, payments and concerns regarding policies of Life, Mortgage and disability coverage
Assist clients with claims
JARS Transportation and Delivery, Memphis, TN Jun 2017 – Jan 2018
Office Administrator
Responsible for all accounts payables, projected spending reports and insurance accounts
Maintain truck maintenance records, employee records, insurance for trucks and health insurance for employees and reporting of accidents
Assist in hiring process: schedule interviews, drug testing and confirming credentials
Bankers Life & Casualty, Cordova, TN Nov 2015 – Jun 2017
Branch Office Administrator
Responsibilities begin with processing life and annuity applications, which includes: data entry, uploading documents, communicating with underwriters/agents for requirements, and financial institutions (to collect money to fund policy or annuity)
In charge of policy deliveries: keeping agents compliant to get all policies delivered within 30 days, our office did not have a late policy since I took over position
Responsible for all death claim checks, annuity and premium checks secure until sent to home office for processing
Also answered phones, to handle customer issues and complaints
Responsible for collecting over 6 million in annuities alone, for first quarter of 2017
University Of Memphis/Naval ROTC, Memphis, TN Oct 2006 – Nov 2015
Administrative Assistant/ROTC Liaison
Coordinating appointments, official and special events, catering and travel
Create confidential documents, spreadsheets, presentations and projected spending reports
Maintain department maintenance, and IT support request
Manage department accounting, check request and incoming NROTC staff and faculty
Manpower, Memphis, TN Feb 1996 – Oct 2006
Executive Secretary/Admin. Assistant/A/P-A/R Clerk/Customer Service
Welcome guests, clients and executives
Create, merge documents, spreadsheets, invoices and reports
Analyze information for insurance, annuities and financial planning and create reports for clients
Open title orders, handle accounting for escrow closings, audit files and reconciliation of escrow accounts
Manage inventory, cash deposits, agent commissions, invoices and operating account
Responsible for arranging reservation, flights, meetings, catering and data entry, check request and other clerical duties
Education
CBRE Inc., Memphis, TN – Angus work order System, P2P/MRI Accounting software, and Pulse Property Software.
Bankers Life & Casualty, Memphis, TN
Core, BSPN, Cornerstone, Front Office, PAL, NoMoreForms, and OPS
Sevier: Health and Life License
University Of Memphis, Memphis, TN
Business Administration
Waddell & Reed, Memphis, TN
Core/Focus, Investment View, John Hancock, Windflex, MetLife, and Alliance
University Of Tennessee, Memphis TN
Accounting Training – Certificate
Medical Terminology – Certificate
Organization Skills – Certificate
Proof Reading Skills – Certificate
Microsoft Excel, Word, Outlook, PowerPoint, and Adobe
State Technological Institute, Memphis, TN
Computer Science