Associate Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Professional Profile
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Associate, 08/2014 to Present
Brailsford & Dunlavey IncAtlanta, GA,
  • Tax Reporting and Compliance Prepare monthly, quarterly and year end withholding and unemployment tax returns.
  • Research reporting and compliance issues as they arise and document e-tax portal with the conclusion.
  • Review and maintain the payroll database and spreadsheet.
  • Work directly with payroll to make sure taxes are withheld at the accurate tax rate.
  • Prepare journal entries and balance to the general ledger.
Customer Service Professional, 09/2011 to 08/2014
WinebowDelray Beach, FL,
  • Managed and processed contract changes, reinstatements, grace and lapse administration and account management.
  • Provided extensive investigation to handle and process complex change requests to our management team as well as our internal and external customers.
  • Corresponded with clients via written and telephone communication.
  • Provided accurate and useful information to customers in a timely manner.
New Business Associate II, 08/2006 to 09/2011
Ben E Keith CoFort Worth, TX,
  • Provided prompt, accurate information and service to field producers.
  • Worked with agents to ensure insurance policies are issued and placed in force.
  • Provided follow-up for any outstanding requirements for issued and in force insurance policies.
  • Served as knowledgeable resource to new staff members.
  • Handled numerous reports and assist team members with resolving complex problems.
  • Worked with field producers to provide information on products and services offered within the organization.
  • Maintained and developed relationships with internal and external producers by providing exceptional communication and support.
  • Process and expedite service inquires from business partners and policy owners.
Credit Manager, 07/2005 to 01/2006
Sea Mar Community Health CentersConcrete, WA,
  • Analyzed credit applications and made decisions based on creditworthiness.
  • Followed all fair lending laws when extending credit.
  • Cross sold products to help customers improve their financial situation.
  • Insured customer payments were applied properly to prevent adverse reporting.
  • Made outbound phone calls to existing customers to increase sales.
Senior Mortgage Loan Servicing Specialist, 10/2003 to 07/2005
Legacy Credit UnionCity, STATE,
  • Provided payoffs and other pertinent information to insurance vendors regarding accidental death and disability claims.
  • Notified homeowners of changes to their mortgage payment terms.
  • Responded to homeowner's written request concerning mortgage insurance.
  • Provided support to customer service representatives involving mortgage insurance products via telephone or task queue.
  • Made homeowners mortgage payments from accidental death or disability proceeds.
Financial Specialist, 06/2002 to 08/2003
First Union/Wachovia BankCity, STATE,
  • Analyzed clients' portfolio to find additional sales opportunities.
  • Made proactive sales calls to existing and potential clients.
  • Recommended products and services based on clients' goals and objectives.
  • Analyzed financial statements and pertinent information to determine creditworthiness of prospective customers.
  • Assisted Banking Center Manager with operating the center.
  • Worked closely with bank partners to enhance client relationships.
  • Originated and closed personal and mortgage loan applications.
Financial Services Officer, 08/2001 to 06/2002
BB&T BankCity, STATE,
  • Managed and developed client relationships with $250,000 - $1,000,000 in net assets and made referrals to product experts.
  • Implemented new business development plan, which included calling on customers and prospects while enhancing the bank's image in the community.
  • Determined clients' needs through profiling.
  • Educated and assisted clients in planning for their retirement and achieving their financial goals.
  • Analyzed financial statements and pertinent information to determine creditworthiness of prospective clients.
Premier Client Manager, Banking Officer, 11/1997 to 08/2001
Bank Of AmericaCity, State,
  • Presented recommendations on products and services based on the client's needs.
  • Managed a portfolio of more than 300 clients with assets between $250,000.00 - $1,000,000.00 Originated and closed personal loans and mortgage loan applications.
  • Made outbound phone calls to leads provided by the bank.
  • Negotiated and secured loan terms, pricing, and conditions.
  • Directed high net-worth individuals regarding investment opportunities, risk analysis, and monetary returns.
MBA: Human Resources Management, Expected in 2014
Strayer University - Greensboro, NC
GPA: Honor Graduate *Golden Key International Honor Society *Alpha Chi National College Honor Society
Human Resources Management Honor Graduate *Golden Key International Honor Society *Alpha Chi National College Honor Society
BBA: Business Administration, Expected in 1990
American InterContinental University - Atlanta, Ga
GPA: Cum Laude
Business Administration Cum Laude
*Member of National Association of Black Accountants (NABA)
account management, balance, Banking, credit, client, clients, customer service, database, financial, financial statements, general ledger, image, insurance, mortgage loan, new business development, payroll, policies, pricing, reporting, Research, risk analysis, sales, spreadsheet, Tax, taxes, tax returns, telephone, phone, written

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Resume Overview

School Attended
  • Strayer University
  • American InterContinental University
Job Titles Held:
  • Associate
  • Customer Service Professional
  • New Business Associate II
  • Credit Manager
  • Senior Mortgage Loan Servicing Specialist
  • Financial Specialist
  • Financial Services Officer
  • Premier Client Manager, Banking Officer
  • MBA
  • BBA

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