Rachel L. Perez

**** ** *** ******, *****, Ocala, FL 34470

ado5oc@r.postjobfree.com Cell 352-***-****

Objective To secure an administrative, human resource, finance, economics, accounting, or client relations position. Provide input, participate in team projects, contribute in developing solutions and strategies, to enhance business productivity, and apply innovative strategies to ensure efficiency. Secure a position with an organization whose culture encourages and supports my efforts to maintain a healthy work life balance while in return demonstrating exceptional performance. Professional Results-driven, administrative, human resource, and accounting experience coupled with higher education. Requested by name to take on a high pressure, high stress position for top priority clients. Led and supported the construction division within the loan operations department. Acknowledged for diligence and commitment by upper management, email sent through chain of command recognizing my consistent efforts. Maintained 800 plus projects; totaling more than 500 million dollars in collateral and assets. Organized and developed an internal electronic database for overseeing projects more effectively and efficiently, providing enhanced access to employees and clients, while maximizing productivity in a set amount of time.

● Active Series 6 & 63 License

● Active Life and Health License

● Active Florida Real Estate License

● Government Security Clearance

● Division Team Leader

● Office Administrator (OA)

● Executive Assistant to GM

● Quality Assurance

● Financial Analysis

● Direct company/client liaison

● Customer/employee administrative support

● Property value analysis

● Government Conference Planning

Experience:

Financial Consultant, 2016 -2021

Develop and maintain relationships with 18,000-person membership focused on individual insurance and investment needs. Specialized in Federal and Military benefits, such as Thrift Savings Plans (TSP) and Federal Employee Group Life Insurance (FEGLI). Work side-by-side with senior Financial Advisors and Certified Financial Planners (CFP’s) to create financial portfolios. Provide personal financial consultations to determine the most suitable options for retirement and savings strategy. Consistently successful with establishing rapport and closing on business to acquire assets from old employer-sponsored plans or retirement accounts from outside institutions. Develop and present webinars, seminars, and podcasts on Social Security, Pension Maximization, Wealth Management, Life Insurance, Retirement Planning, Annuities, and benefit coordination. Open and service member accounts in all aspects. Processed contributions, withdrawals, reallocations, and transfers for investment accounts. Prepare account summaries for annual reviews. Office Coordinator, 2012- 2016

Coordinate office events, calendars, visits, and meetings. Maintain supplies, equipment, and service schedules. Process new insurance applications, create new account profiles, provide customer service to our member online, phone and on-site. Update quarterly investment account balances and maintain current knowledge products and services. Prepare monthly reports for staff meetings, prepare packages for New Hire Fairs Deployer Briefings, PCS Briefings, and assist financial advisors with day-to-day tasks. Human Resource / Recruiting Assistant, 2011-2012

Assisted and participated in the successful planning for the 2011 Quality Improvement Operations conference for CMS. Assisted and Participated in the 2012 MongoDC Conference. Assist with Recruiting and other administrative tasks to achieve contract awards. Serve as HR Customer Service Representative to ensure HR related inquiries are resolved. Serve as training coordinator for NEO, CMMI, and other general training sessions. Perform NEO, required CMMI, and other general training sessions as back-up to the HR Director. Assist HR Director with various research projects and/or special projects. Assist with the preparation of the performance review forms. Complete reference checks, online investigation requests, and assist with new employee background checks. Prepare offers, conduct benefits enrollment for new employees and reconciles the benefits statements/confirmations with enrollments. Achieve staffing objectives by recruiting and evaluating job candidates. Identify job-related requirements from RFP, SOW, and other proposal related documents. Determine applicant requirements by analyzing job description and job qualifications. Attract applicants by placing job advertisements, contacting recruiters, using newsgroups and job sites. Determine applicant qualifications by interviewing applicants; analyzing responses; verifying references; comparing qualifications to job requirements. Arrange management interviews by coordinating schedules. Evaluate applicants by discussing job requirements and applicant qualifications with managers, interviewing applicants on a consistent set of qualifications.

Student/Volunteer

2008- 2011

Loan Operations Specialist, 2005-2007

Prepared loan settlement documents, for commercial real estate and construction loans. Compiled, developed, and prepared detailed loan reports and maintained ticklers. Responsible for accounts payable: maintained fee accounts, escrows, and refunds. Processed loan and credit card transactions. Analyzed and maintained commercial lines of credit; prepared and recorded partial releases, satisfactions, and payoffs. Analyzed property schedules to ensure accurate collateral and supporting financials. Contractor/Borrower liaison throughout the construction process: 800 + projects. Oversaw construction loans, funding, inspections, modifications, renewals. Prepared, processed, and closed commercial and consumer loans; Ordered and examined appraisals, flood inspections, property inspections, title work, surveys, and insurance. Researched and resolved client and departmental concerns. Maintained general ledger accounts, analyzed and interpreted files for financial accuracy.

Office Administrator, 2002-2005

HR responsibilities: Processed payroll 50 employees, benefits administrator; insurance plans, 401K, PTO/Sick leave. Conducted preliminary phone screens, interviews, and new hire orientations. Oversaw compliance matters, OSHA requirements, drug screens, credit checks, background checks, and general liability claims. Prepared and investigated insurance and work comp claims. Financial operations: Managed accounts payable, accounts receivable, balance general ledger and GL accounts, managed financial transactions; reconciliations, deposits, petty cash, and loan payments. Examined accounts for financial accuracy, prepared financial statements, balance sheets, expense reports and profit and loss analysis. Assisted, reviewed, and edited project contracts, job cost summaries, and estimates. Visited job sites, attended weekly project meetings to converse, arrange, and determine estimated completion dates, experienced in project tracking and preparation of complex project invoices. Upheld deadlines in a high stress and fast paced work environment. Administrative Assistant, 1999-2002

Performed a variety of administrative functions. Scheduled appointments provided information to callers and took dictation. Composed memos, transcribed notes, and researched and created department presentations. Generated reports, handled multiple projects, and prepared and monitored invoices and expense reports. Assisted club members, event planner, accountant, sales dept, and golf shop. Familiar with a variety of the field's concepts, practices, and procedures in the related field. Relied on experience and judgment to plan and accomplish goals. Technologies Skillful: Word, Excel, Access, PowerPoint, Outlook, OneNote, Adobe, Nuance, Canvas, Dropbox, Google Docs, Safari OS, Windows OS,

Working Knowledge: SharePoint, Visio, Quickbooks, Publisher, Kirchman Bankway, Lotus Notes, OnBase, LaserPro, with the ability to learn new software quickly.

Education A.A. in Business Administration, 2012 Howard Community College B.A. in Psychology, 2019 University of Maryland Global Campus Professional Series 6 & 63 Security License, Life, Annuity, Long-Term Care, and Health Insurance Licenses, Development Florida Real Estate License, Emerging Leaders of Ocala Member (ELO), Government Conference Planning, Chartered Federal Employee Benefits Consultant (ChFEBC).

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