Data Entry Clerk
Resume:
DATA ENTRY CLERK
LORENA
LUEVANO
CONTACT INFORMATION
************@*****.***
**** * ******* *** ********* WI
53207
SKILLS
LANGUAGES
Spanish native
OBJECTIVE
Experienced data entry clerk with a proven track record of success in finance, seeking a challenging role to further develop leadership skills and drive strategic initiatives.
EXPERIENCE
MUTUAL FUNDS SPECIALIST
US Bank. Milwaukee, WI Sep 2022 - Jul 2024
TELLER
Landmark Credit Union. Milwaukee, WI Oct 2021 - Sep 2023 ADMINISTRATIVE ASSISTANT/RECEPTIONIST
H&R Block. West Allis, WI Dec 2020 - Mar 2023
EDUCATION
HIGH SCHOOL DIPLOMA
Veritas High School. Milwaukee, WI 2015 - Jun 2019 Organized
Punctual
Critical Thinking and Decision Making
Creative Problem Solving
Teamwork and Collaboration
Attention to detail
Adaptability
Time Management
Analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies and their shareholders; including new account set ups, purchases, redemptions, exchanges, and account maintenance within client standards for productivity and accuracy.
·
Provides and responds to telephone inquiries from existing shareholders, institutional clients, and broker/dealers regarding transaction requests and specific account information.
·
Analyzes and enters trade cancellations, account corrections, dividend and capital gain corrections, check stops and rebooking trades due to pricing errors.
·
Processes conversions, de-conversions and fund liquidations. Researches shareholder requests to ensure compliance with SEC, STA, and internal policies and procedures.
·
Provides friendly, courteous, and expedient teller and other related services to
· members resulting in a balanced cash drawer daily
· Cross-sells other member services
· Processes mail deposits and withdrawals
· May assist in balancing the ATM
· May train to perform open/closing duties (with manager on site)
· May train to verify checks for other tellers
· May train to perform overrides
· May be cross trained to help in other positions within the branch
· May be required to attend training at headquarters
· Performs other duties as assigned
· Answer phones and greet clients in a personalized, friendly, and inviting manner
· Match clients with the best-suited tax professional for their needs
· Schedule clients how they would like to be scheduled Help to ensure all clients needs have been met during service both in person,
· over the phone or virtually
· Maintain office cleanliness and organization of resources with team members
· Organize paperwork
· Take payments at the front desk
· Other duties as assigned
Contact this candidate