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Data Entry / Customer Service

Denver, CO
May 14, 2024

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Gretchen Lynn Wilson

**** *. ****** **., **** F**5

Aurora, Co 80012


http:/ Phone number: 303-***-****

Professional Experience

Autopay, LLC Denver, Co January 2022-November 2022

Loan Processor

Process incoming auto loan applications. Matching clients with the best Bank or Credit Union to match their specific needs based on their location, credit scores and vehicle.

Email documents to clients and follow up on any questions or concerns.

Working directly with the Sales Department and Loan Specialist to complete the paperwork, docusign and customer requests.

Keeping within and usually exceeding the daily and monthly productivity and quality requirements for this position.

Oppenheimer Funds, Inc. Centennial, Co September 2016-August 2019

Processing Associate – Bank Processing Operations

Negotiate and process incoming and/or outgoing monetary and non/monetary functions including purchases, wires, check requests, ACH requests, loan payments, and setting up new accounts.

Open Group Plans which include 401K, 403B, Seps and Simple IRAs. Add participants to these plans as directed. Manage and maintain IRAs, Traditional and Roth, Custodial accounts, Brokerage accounts as well as Trust accounts. Adding all features as requested.

Met all department specific quality, productivity, and occupancy goals on a daily, weekly, monthly, and quarterly basis.

Applied strong technical knowledge and excellent problem-solving skills to ensure transactions are processed correctly. Provided excellent and professional customer service for our shareholders and our company.

Curian Clearing Denver, Co April 2011-September 2016

Broker Transfer Specialist

Processed all daily requests in a timely manner for transfers in and out of the Transfer Department.

Established working relationships with our Call Center and Clearing Firm, Charles Schwab, to confirm, research and complete requests and escalations.

Completed daily reports and spreadsheets, meeting all deadlines as required.


Stuart School of Business Asbury Park, NJ Court Reporting

Middletown High School Middletown, NJ

Participated and completed numerous online and in -class tutorials on the following subjects:

Anti-money laundering

Diversity in the workplace

Handling customer needs and complaints

Code of Conduct

Understanding Mutual Funds

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