PROFESSIONAL EXPERIENCE

Confidential, San Antonio, Texas

Customer Service Representative

Responsibilities:

Assisting banking clients in a fast - paced, inbound call center with loan, deposit and savings account inquiries, transferring funds, resolving loan and transaction issues; also worked as an online enrollment and problem-solving specialist.

Confidential, SAN ANTONIO, Texas

Telesales Specialist

Responsibilities:

Earned TX. General Lines Life, Accident & Health license within 2 weeks; also successfully tested for Confidential designation. fast-paced call center assisting seniors in either enrolling or upgrading Medicare options. Learned the exacting, scripted process for correctly completing Medicare enrollments.

Confidential, SAN ANTONIO, Texas

Branch Support Specialist

Responsibilities:

Was in training for an excellent opportunity with Chase; did well during my first weeks of training, came down with the worst illness I've ever endured and had to drop out. Bedridden for two weeks, ill for four, have since fully recovered after losing nearly 30 pounds. Interviewers will see that I'm very strong and healthy.

Confidential, SAN ANTONIO, Texas

Senior Member Contact Center Officer

Responsibilities:

Responsible for meeting sales goals for our team as well as handling escalated calls; after 8 weeks was the only new hire remaining, exceeded the sales goals set in first month which supervisor hadn't seen in 4 years; sought more traditional financial position, VP and I met and, in order to remain in company's good graces, I gave a full two weeks' notice which I worked through with no trouble.

Confidential, SAN ANTONIO, Texas

Financial Foundations Specialist

Responsibilities:

Assisting members with their property & casualty insurance policies as well as prospective policyholders in a fast­paced inbound call center; earned Texas Property & Casualty license a week after being hired; met and/or exceeded referrral goals which were a large factor in earning the year-end bonus; upskilled in auto, renters, valuable personal property and homeowners insurance all within the first year; completed 2 out of 3 courses to earn AINS Insurance Institutes professional designation.

Confidential, AUSTIN, Texas

Licensing Specialist

Responsibilities:

Answering over 100 calls/day regarding status of applications, corrective actions needed and mediating between applicants and processors; providing detailed explanations of Texas Insurance Code and Texas Administrative Code; guiding prospective agency applicants through the document maze needed to successfully process said business; and interpreting new continuing education penalties and guidelines while processing daily more than twice the number of address/name changes of other team members.

Confidential, AUSTIN, Texas

Billing Service Advocate

Responsibilities:

Solve inbound billing problems and answer questions from company agents and insureds; work with 5 software systems simultaneously while performing trouble-shooting and resolving issues; assist with online access and payment issues/ currently have best productivity/availability statistics of the team.

Confidential, Austin, Texas

Customer Service Rep.

Responsibilities:

Temp position assisting Confidential customers as bank finished out transition to BBVA Compass; problem-solving and online service assistance, any and all bank transactions and requests.

Charles Schwab‎, Austin, Texas

Retirement Services Specialist

Responsibilities:

Assist 401K clients with trades, rollovers, loans, and solve any and all problems with their accounts.

Ranked 4th out of 63 reps in regard to IRA assets rolled over to proprietary accounts.

Confidential, CHARLOTTE, North Carolina

Client Services Representative

Responsibilities:

Fast-paced call center; worked as brokerage trader, answering any and all questions concerning client accounts; online trading and resolving online access and navigability problems; concentrated on problem-solving regarding client accounts, trades, dividends, withdrawals.

Not very organized; sought other opportunity, which due to credit crisis didn't pan out; moved back to TX, quickly found employment with Schwab

Confidential, CHARLOTTE, North Carolina

Brokerage Trader

Responsibilities:

Very fast-paced call center, trading volume of 4 blotters a day on average, 10-12 calls/hr; had one of the highest availability ratios, earned company over 97000 in commissions; also designated as online support assistant, able to shadow clients' online accounts, provided web site education and trading assistance/also opened new accounts remotely for clients in local banking centers.

Lured away from company by B/A recruiter promising further licensing which never came to pass.

Confidential, SAN ANTONIO, Texas

Investment Specialist

Responsibilities:

Ran walk-in Investment Center; also constantly assisting with call-in clients; responsible for processing any and all fund exchanges, explaining any and all facets of all our proprietary mutual funds; selling funds proactively and following up with literature to gather new assets.

Confidential, BOERNE, Texas

Agent

Responsibilities:

Assisted owner with opening satellite office; helped clients with any and all questions on property & casualty as well as life insurance policies; handled cash and checks, electronically balanced accounts and transmitted revenue, wrote new policies and prospected for new business; due to prior experience designated as annuity contact for both offices; hired with understanding I would accept brokerage position should one become available.

Confidential, KERRVILLE, Texas

Agent

Responsibilities:

Hired as commercial insurance trainee; also assisted current clients with property & casualty policies, processed policy premiums and prospected for new business; went to work for company since it was much closer to my home than Allstate job.

Confidential, SAN ANTONIO, Texas

Agent

Responsibilities:

Mainly assisted with property & casualty business; processed premiums, resolved client disputes and answered questions regarding policy matters; wrote new business submitted both by phone and online inquiries; also began helping with life insurance business when I left; very fine business, regretted it wasn't closer to my home.

Confidential, SPRING BRANCH, Texas

Agent

Responsibilities:

Sold mortgage protection insurance; had to purchase leads from owner, earned property & casualty license through self-study; done out of desperation, were no investment professional jobs to be had at the time.

Confidential, SAN ANTONIO, Texas

Brokerage Trading Representative

Responsibilities:

Began as mutual funds specialist, assisting new clients and prospects with needs-based mutual fund analysis and suitability; resolved any and all customer issues with accounts, processed mutual fund trades, was on starting team of internet-based account access.

Confidential, SAN ANTONIO, Texas

Brokerage Trader/Annuity Specialist

Responsibilities:

Hired to expand annuity business based upon prior experience and business plan; responsible during market hours for placing trades from call-in and walk-in clients; designated American Funds trading specialist due to prior experience; had begun fixed annuity conversion project when left company for Confidential .

Confidential, SCHERTZ, Texas

Account Executive

Responsibilities:

Opened investment center in new bank branch; offered full-service advice and services through PrimeVest; placed both stock, option and mutual fund trades for both new and existing clients, also wrote fixed and variable annuity investment contracts; sold life and health policies; worked through branch staff to build practice and main bank marketing department for ad campaigns.

Confidential, SAN ANTONIO, Texas

Account Executive

Responsibilities:

Hired as account executive with no brokerage experience based upon previous sales experience; through self-study obtained Series 63, Series 7, Series 31 and Series 65 securities licenses all on first attempt within 90 days; attended Advanced Sales Training Confidential 9/1996; all new accounts obtained through prospecting and cold calling; at end of tenure had over 750000 in assets in accounts.