Data Entry Professional with 50+ WPM Accuracy

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Pismo Beach, CA *****

Personal Contact: 805-***-****

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Jared Maxwell

Professional Summary

Ability to adapt to varying work environments, caseloads, and project priorities, ability to resolve complex issues, review and interpret contracts, analyze trends, maintain accurate records, and support enforcement-driven program goals. Finance professional with 10+ years of experience in regulated operations, documentation control, and stakeholder communication. Skilled in coordinating with cross-functional teams, educating the public, and ensuring adherence to rules, policies, and regulatory requirements.

Professional Experience

New York Life - Finance Professional

Dec 2025 – Current

• Meet with clients to assess financial goals (retirement, protection, wealth transfer)

• Recommend life insurance, annuities, and investment solutions

• Build and maintain a client base through networking and referrals

• Provide ongoing service and policy reviews

● CA Life, Accident, and Health Insurance License - License #: 4524344

● Security Industry Essentials Exam Passed

SESLOC Credit Union - Lending Specialist / Administrative Operations Dec 2018 – Aug 2025

● Conducted detailed reviews of applications, compliance documents, and customer records to ensure alignment with procedural requirements.

● Managed continuous high-volume caseloads of calls, emails, investigations, and follow- ups.

● Provided structured guidance on regulatory expectations and documentation standards.

● Collaborated across departments to resolve issues and maintain high data integrity.

● Supported workflow standardization and contributed to departmental process improvements.

● Achieved a 100% customer satisfaction score for FY 2024. Pacific Premier Bank – Branch Supervisor

Mar 2018 – Nov 2018

● Community West Bank – Concierge Banker

Oct 2016 – Sept 2017

● Assisted with investigative research, documentation collection, and eligibility verification.

● Resolved customer issues requiring strong judgment and interpretation of guidelines.

● Managed cases requiring coordinated follow-up and compliance alignment.

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