Manager Real Estate
Resume:
Dana Phaneuf
********@*****.***
I am seeking a challenging and rewarding position enabling me to use my knowledge and extensive skills in all areas of office administration. I possess strong supervisory skills and am skilled in all areas of daily business operation.
Computer Skills:
Windows Word, Excel, PowerPoint and Outlook Express, SharePoint scanning technology, Pinnacle Workflow systems, internet proficient
Work History
Start Date: 12/2009
End Date: 7/2011
Employer: Scottrade, Inc. Chesterfield, MO
Title: New Accounts Supervisor
Responsibilities:
* Manage and train a staff of 11 full time non-exempt associates and 12 temporary associates
* Develop and implement tactical plans to attain team goals and meet with the department manager on a weekly basis to discuss results and actions required to address issues
* Monitor associate performance as well as create and administer quarterly performance evaluations
* Interview potential candidates for available positions
*Approve and maintain vacation requests to ensure the department is adequately manned at all times
* Assist associates with procedural questions as the subject matter expert
* Review requests for exceptions to policy to ensure maintenance with FINRA regulations
* Create and maintain reports detailing incoming work volume, individual and team production and quality as well as an inventory of department processing capabilities based on associate knowledge levels
*Manage the New Accounts Council by holding monthly meetings and addressing concerns, issues or industry related questions brought by selected associates
*Coordinate and manage monthly team meetings to discuss departmental changes and procedural updates
*Participate in maintaining updated New Accounts training manual and website
Start Date: 10/1997
End Date: 10/2002
Employer: Securities America Financial Corp, Omaha, NE
Title: Team Leader Brokerage Operations
Responsibilities:
* Responsible for overseeing the daily processing of incoming and outgoing account transfer requests, in-house journal requests, client check requests, fed fund wire requests, dividend reinvestments and transfer and ship requests
* Assisted other departments with tasks when needed such as establishing new accounts or processing non-brokerage transactions
* Supervised and mentored a staff of 6 employees
* Trained all new department employees
* Updated employees on changes to processes and oversaw their implementation
* Implemented a quality improvement process to continually improve the daily workflow
* Worked closely with branch offices and our clearing firm to resolve issues regarding client requests
* Handled all escalation items received from either internal employees or branch offices
* Scheduled and ran weekly meetings with my team
* Prepared and administered semiannual performance evaluations
Start Date: 08/1996
End Date: 10/1997
Employer: Domina Law, Omaha, NE
Title: Document Distribution Lead
Responsibilities:
* Prepared and distributed copy requests
* Worked with outside vendors to complete large projects for trial preparation
* Completed special projects such as, creating poster boards of enlarged documents to be used in court or creating presentations to be given to clients
* Stocked and maintained company supply room
* Maintained client files
* Maintained copiers and fax machines
* Distributed mail and faxes to all company employees
Employer: United States Navy, Rota, Spain
Title: Aviation Electronics Technician
Start Date: 04/1994
End Date: 07/1996
Responsibilities:
* Responsible for maintenance of electronic equipment aboard 4 squadron aircraft
* Performed regular preventative maintenance on the aircraft equipment
* Ordered and cataloged replacement parts
* Supervised 3 employees in the squadron mailroom
Education:
Educational Institution: Real Estate Association of Southwestern Illinois
Area of Study: Real Estate Licensing
Graduation Date: Received License on 09/05/2008
Educational Institution: Ashford University
Area of Study: Early Childhood Education
Dates: 05/2007 to 05/2008
Educational Institution: Naval Air Technical Training Center, Memphis, TN
Area of Study: Aviation Electronics
Graduation Date: 02/1995
Educational Institution: Pensacola Junior College, Pensacola, FL
Area of Study: Marine Biology
Educational Institution: University of Nebraska Omaha, Omaha, NE
Area of Study: Biology
Honors/Awards
I have been on the Dean’s Honor List at all 3 colleges and was also in the honors program at Pensacola Junior College. I was the honor graduate of my naval technical training class. While in the service I received the National Defense medal and the NATO Peacekeeping Medal for my squadron’s participation in the peace-keeping mission in the former Yugoslavia.
References:
Tony Arguello Scottrade, Inc. New Accounts Manager 314-***-****
Nancy Childers Scottrade, Inc. New Accounts Supervisor 314-***-****
Sarah Sullivan Scottrade, Inc. New Accounts Supervisor 314-***-****
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