Service Representative Administrative Assistant
Resume:
April Gause
Proactive and organized individual seeking an administrative support position
within the financial services industry. Offering 10+ years hands-on experience in providing high quality managerial support, inventory management, and in-house coordination.
355 Hibiscus St,
Vacaville, CA 95687
*****.*********@*****.***
EXPERIENCE
Bank Of The West, San Ramon, CA — Lien Specialist
MAY 2016 - JULY 2017
Prepared loan documents for Sales Representatives. Requested missing documents from DMV, dealers, sellers and the customers. FedEx documents to CT Lien Documents Department for final processing. State Bar Of California, San Francisco, CA — Administrative Assistant
APRIL 2015 - SEPT 2015
Managed special projects for the LLP Corp Group and Member Services Managers, in preparation of research of State Bar renewal Forms for the Audit Department. Coordinated time sensitive mass mailings for Annual Reports and Renewal Forms in order to receive forms back from the Attorneys before the deadline. Assisted attorneys and prepared Certificate of Standings per request.
One Pacific Coast Bank, Oakland, CA — Operations Specialist ARPiL 2008 - JUNE 2013
Managed the bank o ce of the Operations Department. Assisted with the collections of delinquent accounts. Opened new accounts and accepted customer transactions.
Nationwide Insurance, Oakland, CA — Insurance
Representative
JUNE 2007 - APRIL 2008
Assisted clients with insurance issues. Processed and received client payments. Work on various projects such as helping prepare audits, trade shows, and assisting with insurance seminars.
Presidio Bank, San Francisco, CA — Customer Service Representative
JULY 2006 - APRIL 2007
Assisted The VP controller with accounts receivable/ payable. Assisted the Branch Operations O cer with balancing the General Ledger Reports SKILLS
Microsoft Word, Microsoft
O ce, Outlook, Email, 10 Key
by Touch, Federal Background
Check, Typing Certificate 60
WPM
AWARDS
Legal Secretarial Studies,
Certificate of
Achievement-Alameda
College 1977
LANGUAGES
English
daily, which included NPS, Change O s, Automatic Cleaning House request. Managed and processed employee expenses and credit card reimbursements.
Pensco Trust Company, San Francisco, CA — Senior IRA Distribution Administrator
MAY 2004 - FEB 2006
Managed and processed IRA distributions for regular and mandatory requests. Handled 1099’s and processed changes on 1099’s. Handled all inquiries from customers regarding their IRA accounts. Morgan Stanley, San Francisco, CA — Senior Branch Liaison Representative Morgan Stanley
JULY 1983 - FEB 2003
Supervised customer related accounts for ten branches regarding their accounts. Prepared branches for quarterly audits, with pulling certain documents, and researching information. Lead ongoing training of new products available to the Morgan Stanley o ce.
EDUCATION
Berkeley High School, Berkeley, CA — High School Diploma SEPT 1976 - JUNE 1978
General Education
Employment Gap 2017-2022 Will Explain.
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