Marissa C Cazares
***********@*****.*** I 832-***-**** I Pearland TX 77584
More than 20 years of knowledge and experience in financial industry
Skilled in assessing client needs, organizing, and producing projects on time
Skilled at working independently, handling simultaneous projects and meeting deadlines
Able to communicate and interact effectively, multi-tasking, work under pressure, work in a team environment, efficient in multiple software disciplines, and attention to detail
Flexible, quick learner–assuming responsibilities easily and confidently
Experience
Invesco Houston TX – (2000 -2020)
08/2007 – 12/2020
Event Coordinator
Arranged travel, hotel and transportation for various internal events including but not limited to invitations, registrations, banquet event orders audio visual, amenity selections and site inspections
Coordinated large company wide events
Served as the catering coordinator for the Houston office
Arranged all meeting and catering events for the company conference floor
Negotiated contracts with outside vendors to minimize costs to company and internal business partners
Prepared accurate financial reports each month by collecting, analyzing and summarizing account information
02/2005 – 08/2007
Correspondence Representative
Responsible for all loan letters for Solo 401k Accounts
Corresponded with clients with mutual fund questions pertaining to their accounts
Interpreted various new changes in law regarding mutual funds
05/2000 – 02/2005
Senior Processing Representative
Checked and validated incoming data for customer base researching and correcting errors promptly
Created and completed loan submission packages
Served as a mentor to the processing team
Processed all loans and redemptions for Solo 401k accounts
Soft Ware
Knowledge of spreadsheet, Excel, Google Docs,