L I N D A C H E R I

R I C E

414-***-****

adyie8@r.postjobfree.com

South Milwaukee, WI 53172

PROFESSIONAL SUMMARY

Skilled team player with strong background in financial environments. Works well independently to handle assignments and always ready to go beyond basics assignments. Quick learner with good computer abilities. Reliable and prompt. SKILLS

Communication and negotiation Delegation and time management Problem solving Organizational skills

Ability to multi-task

EXPERIENCE

Broker, International Monetary Systems, Jun 2022 Jan 2023, New Berlin, WI Verified accuracy of each securities transaction and assessed conformance to governing regulations.

Updated clients on financial transaction status.

Developed price quotes and communicated details to clients. Reached out to prospective customers to identify needs, offer products and schedule consultations.

Consulted with customers to understand their financial needs and prepare individualized proposals.

Built client base by proactively contacting potential clients and recommending opportunities.

Banker, Regions Bank, Feb 2020 Nov 2020, Cordova, TN Analyzed financial information obtained from clients to determine bank products that meet clients' financial objectives.

Answered clients' questions about the purposes and details of financial plans and strategies.

Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for adjustments or changes to products offered.

Prepared or interpret for clients information such as investment performance reports, financial document summaries, or income projections. Performed appropriate account maintenance.

Completed verification process.

Customer Consultant, WE Energies, Jan 2017 Jan 2020, Pewaukee, WI Open/Closed accounts

Kept records of customer interactions or transactions, recorded details of inquiries, LR

Jun 2027

complaints, or comments, as well as actions taken

Checked to ensure that appropriate changes were made to resolve customers' problems.

Determine charges for services requested, collected deposits/payments, set up payment arrangements

Refer unresolved customer grievances to designated departments for further investigation.

Resolved customers' service or billing complaints by performing activities such as refunding money, or adjusting bills.

Completed contract forms, prepared change of address records, or issued service discontinuance orders, using computers.

Fraud Support Associate, FIS Global, Jun 2013 Dec 2016, Milwaukee, WI Advised businesses or agencies on ways to improve fraud detection. Created and maintained logs, records, or databases of information about fraudulent activity.

Analyzed financial data to detect irregularities in areas such as billing trends, financial relationships, and regulatory compliance procedures. Maintained knowledge of current events and trends in such areas as money laundering and criminal tools and techniques.

Discontinued/Issued credit cards.

Extensive customer contact and interactions with financial institutions. Assistant Loan Officer, Wells Fargo, Mar 2011 May 2013, Milwaukee, WI Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.

Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.

Explained to customers the different types of loans and credit options that are available, as well as the terms of those services. Reviewed and updated credit and loan files.

Submitted applications to credit analysts for verification and recommendation. Marketed bank products to individuals and firms, promoting bank services that may meet customers' needs.

EDUCATION

Bachelor of Business, Business Management and Entrepreneurship Strayer University Memphis, TN

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