Pricing Coordinator Customer Service

GRETA BOST

**** ***** ***** *****, *******, NC **012

*******@*****.*** 704-***-****

OBJECTIVE

To obtain a position in which to apply over 30 years of skills and experience across multiple industries.

SKILLS & ABILITIES

Communication

Research

Time management

Customer Service week

EXPERIENCE

ADMIN SOLUTIONS CONSULTANT, LPL Financial

April 2021-March 2022

40 hours a week

Provided support to the Financial Advisor by providing the Advisor and the client with account information including account balance; establishing new accounts, and entering security order tickets requested and approved by the Financial Advisor. Performed various administrative functions to include but not limited to completing forms, initiating estate cases, researching errors and client inquiries.

REGISTERED CLIENT ASSOCIATE, WELLS FARGO ADVISORS

OCTOBER 18 2019- FEBRUARY 2021

40 hours a week

Provided support to the Financial Advisor by providing the Financial Advisor and the client with account information including account balance; establishing new accounts, and entering security order tickets after being approved by the Financial Advisor and processing request and/or deposits. Performs various administrative functions to include but not limited to completing forms, initiating estate cases, research and client inquiries.

CLIENT RELATIONSHIP SPECIALISTS, VANGUARD GROUP

JULY 2018- OCTOBER 2019

37 hours a week

Processed death claims for beneficiaries of deceased client’s accounts. Requested and obtained supporting documents. Prefilled forms and sent to beneficiaries to sign and obtain notarizations. Evaluated the death claim to ensure all the requirements to receive the funds were completed. Answered incoming calls from the clients about their accounts. Walked the clients through the online forms process and encouraged them to use the digital platform for additional transactions. Opened new accounts for clients and performed account maintenance.

REIMBURSEMENT COUNSELOR, LASHGROUP

MARCH 2013 – JULY 2018

Enrolled patients into medical reimbursement programs. Contacted medical insurance payers to obtain benefits for specific drugs or treatments. Used current technology such as the computer, various applications and platforms to communicate the benefits to the medical provider. Obtained financial documents such as bank statements, tax return and other income necessary to evaluate the patient for the free drug program. Submitted recommendations to the pharmacy drug free drug program.

Client SERVICE SPECIALISTS, TIAA-CREF

December 2006-July 2009

40 hours a week

Assisted clients with request to withdraw funds from their retirement accounts. Took inbound calls, sent the withdrawal forms, reviewed the plan rules to ensure the client was able to withdraw the funds. Evaluated the forms received for completeness and accuracy. Processed the checks and sent them to the clients.

MLO PRICING COORDINATOR, BANK of AMERICA

Sr MLO 40 hours a week

Processed mortgage rate lock applications received from the loan officer. Communicated with the Loan Officer to ensure all applications were submitted prior to a mid-day rate change. Worked with loan specialists to make sure they had a complete rate lock sheet in their package prior to the loan closing and processed rate extensions or relocks when necessary.

EDUCATION

UNIVERSITY OF PHOENIX, CHARLOTTE, NC

BACHELOR OF SCIENCE

Real Estate Broker-20 years

NC Notary Public

COMMUNICATION

Effectively presented information to groups of at least 10-15 people.

As a former member of Toastmasters, I am continuing to develop my speaking skills even more.

LEADERSHIP

I volunteer to take on leadership roles in my current position. I am innovative and others seem to embrace my ideas with enthusiasm.

REFERENCES

Upon Request

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