Customer Service Nursing Assistant

ALEXIS LERMA

Chicago, IL • adyif8@r.postjobfree.com • 815-***-****

Objective: A detail oriented professional looking to obtain a rewarding financial role. EDUCATION:

First Step to Excellence Healthcare Training Academy June 2022-July 2022 Basic Nursing Assistant Training Program

DEPAUL UNIVERSITY, Chicago IL September 2017-August 2019 MBA (Marketing Strategy & Planning and International Business) UNIVERSITY OF ILLINOIS AT CHICAGO, Chicago, IL 2013-May 2015 Bachelor of Science in Finance

EXPERIENCE:

Inspired Closets, Chicago, IL January 2021-April 2023 Admin/Accounting

• Assisting the owners and controller with various tasks daily

• Generating sales orders and invoices using Quickbooks

• Reconciling payments processed vs Quickbooks

• Scheduling installations and sales consultations

• In charge of customer support and overseeing admin/office

• Processing and monitoring service requests and execution NASOS Beauty Supply, Sterling, IL October 2014-Present Co-Owner

● Excellent Customer Service

● Providing custom consultations for various beauty products

● Implement team building activities to foster productivity and inclusion

● Conduct monthly check-ins with employees to gauge workforce pulse

● Utilize conflict resolution skills to resolve issues that arise and apply disciplinary actions, as necessary, per Employee Handbook

● Implement market research to determine core demographics and potential clients and developed and implemented salon promotions to increase repeat visits and brand loyalty

MARSH & McLENNAN, Chicago, IL June 2018-September 2019 Revenue Compliance Analyst

● Conducted corporate client contract review to verify that revenue earned was compliant per SOX standards

● Verified the compliance of the revenue type such as commissions, fees, or fees via commission

● Worked with the capped revenue team to confirm agreement confirm agreement revenue caps have not been exceeded and are compliant

● Worked with various teams to verify and confirm legal terms of insurance policies

● Disposing revenue that the organization was not entitled to NORTHERN TRUST CORPORATION, Chicago, IL April 2017-April 2018 Senior Analyst, at Northern Trust Hedge Fund Services

● Served as key point of contact for several high priority US-based institutional hedge fund clients with assets under management (AUM) up to

$5BN dollars

● Ensured timely processing of all capital activity transactions including subscriptions, redemptions, and transfers

● Issued trade confirmation, statements and reports to investors

● Completed AML, KYC and client verification checks

● Identified and managed investor problems/issues and participated in their resolution Analyst, Institutional Fund Accounting June 2015-April 2017

● Determined and delivered daily Net Asset Value (NAV) report for Northern Trust’s institutional clients

● Verified trade details, bond interest accruals, and dividend payments in each portfolio’s holdings for material impact to the NAV

● Assessed the impact of investment manager trading activity on investment portfolio returns and option market values

● Researched and processed both domestic and international corporate actions and analyzed the impact of the action on the performance of the fund; researched voluntary corporate actions to determine if elections were made and processed, as needed.

● Prepared and delivered monthly, quarterly, and annual audits along with 5500 statements- meeting all client deadlines Organizations:

• Delta Phi Epsilon Sorority

References Available Upon Request

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