Terry Conner
Client Operations Specialist at Annex Wealth Management- Claim this Profile
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Bio
Debra Bingham
I worked with Terry at both at BMO Harris Bank & WHR Group. I’ve always found her to be a highly organized, dedicated, and loyal employee. She’s a team player, but also has the ability to work independently with little supervision necessary, Terry is the type of co-worker you look forward to working with every day. I believe in her so much I referred her for the position at BMO!
Matthew Neighbors
As a peer of Terry's, I can say that she was always a shining light in the office. Her smile lit up a room and her upbeat personality was always a welcome sight. Terry is easy to talk to and was always a good teammate. She volunteered for activities and often went the extra mile to try to help out the team. She was able to balance her daily work with these extracurricular activities. She was a perfect example of having fun at work while still getting the work done. Terry was a pleasure to be around.
Debra Bingham
I worked with Terry at both at BMO Harris Bank & WHR Group. I’ve always found her to be a highly organized, dedicated, and loyal employee. She’s a team player, but also has the ability to work independently with little supervision necessary, Terry is the type of co-worker you look forward to working with every day. I believe in her so much I referred her for the position at BMO!
Matthew Neighbors
As a peer of Terry's, I can say that she was always a shining light in the office. Her smile lit up a room and her upbeat personality was always a welcome sight. Terry is easy to talk to and was always a good teammate. She volunteered for activities and often went the extra mile to try to help out the team. She was able to balance her daily work with these extracurricular activities. She was a perfect example of having fun at work while still getting the work done. Terry was a pleasure to be around.
Debra Bingham
I worked with Terry at both at BMO Harris Bank & WHR Group. I’ve always found her to be a highly organized, dedicated, and loyal employee. She’s a team player, but also has the ability to work independently with little supervision necessary, Terry is the type of co-worker you look forward to working with every day. I believe in her so much I referred her for the position at BMO!
Matthew Neighbors
As a peer of Terry's, I can say that she was always a shining light in the office. Her smile lit up a room and her upbeat personality was always a welcome sight. Terry is easy to talk to and was always a good teammate. She volunteered for activities and often went the extra mile to try to help out the team. She was able to balance her daily work with these extracurricular activities. She was a perfect example of having fun at work while still getting the work done. Terry was a pleasure to be around.
Debra Bingham
I worked with Terry at both at BMO Harris Bank & WHR Group. I’ve always found her to be a highly organized, dedicated, and loyal employee. She’s a team player, but also has the ability to work independently with little supervision necessary, Terry is the type of co-worker you look forward to working with every day. I believe in her so much I referred her for the position at BMO!
Matthew Neighbors
As a peer of Terry's, I can say that she was always a shining light in the office. Her smile lit up a room and her upbeat personality was always a welcome sight. Terry is easy to talk to and was always a good teammate. She volunteered for activities and often went the extra mile to try to help out the team. She was able to balance her daily work with these extracurricular activities. She was a perfect example of having fun at work while still getting the work done. Terry was a pleasure to be around.
Credentials
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Real Estate Broker/Sales Agent
WRAFeb, 2014- Oct, 2024 -
Notary Public Commission
State of WisconsinJul, 2018- Oct, 2024
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Client Operations Specialist
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Nov 2021 - Present
Prepare, research, review, submit and execute accurate client account paperwork and supporting documents, including interacting with various custodians on follow up. Assist with onboarding new clients to the firm Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures Research, follow-up and resolve client inquiries and requests through effective interaction with internal and external contacts. Responsibility for monitoring client transactions, including asset transfers, cashiering/money requests, maintaining client records, and outgoing client communications. Assist with scheduling client meetings Show less
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First Midwest Bank
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United States
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Banking
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700 & Above Employee
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Consumer Banking Rep
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Jun 2018 - Nov 2021
•Advise clients on financial services and resolve issues. •Help customers open and manage their bank accounts and finances. •Reach out to prospective customers and make product referrals •Update account information •Assist in weekly auditing of ATM and Instant issue debit card machines. •Provide back up to teller as needed. •Advise clients on financial services and resolve issues. •Help customers open and manage their bank accounts and finances. •Reach out to prospective customers and make product referrals •Update account information •Assist in weekly auditing of ATM and Instant issue debit card machines. •Provide back up to teller as needed.
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BMO U.S.
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United States
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Banking
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700 & Above Employee
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Real Estate Evaluator
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Oct 2016 - Jun 2018
•Reviewed non-complex residential real estate appraisals. •Ensured that completed residential appraisals have supported conclusions, and complied with all applicable FIRREA, regulatory, bank appraisal and evaluation policies requirements. •Evaluated the performance and deliverable product of vendor supplied valuations against performance measures and bank standards. •Reviewed non-complex residential real estate appraisals. •Ensured that completed residential appraisals have supported conclusions, and complied with all applicable FIRREA, regulatory, bank appraisal and evaluation policies requirements. •Evaluated the performance and deliverable product of vendor supplied valuations against performance measures and bank standards.
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WHR Global
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United States
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Human Resources Services
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1 - 100 Employee
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Referral Coordinator
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Aug 2016 - Oct 2016
•Qualified real estate agents to ensure they met the required client guidelines. •Assigned move companies to assist transferring employees to relocate household goods and automobiles if needed from departure location to destination location.
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Relocation Associate
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Aug 2013 - Aug 2016
•Worked as part of a two person team that facilitated processing of relocation benefits for a major insurance carrier. •Worked to assist the transferees and their families in all areas of their move to a new location. Which included selling their current home, rent or purchase in the new location.•Work as a liaison to all parties involved in the relocation.
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MGIC
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United States
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Insurance
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700 & Above Employee
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Marketing Program Coordinator 2
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Jan 2012 - Jun 2013
• Provided comprehensive sales support to Field Sales Team• Created PowerPoint presentations and assembled customized promotional material kits to fit Fields Sales Team's needs•Served as moderator/host/facilitator for training webinars for our customers.• Utilized departmental databases to manage customer accounts and documents
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Inside Sales Representative
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Jun 2007 - Jan 2012
•Developed and maintained relationships with MGIC customers. •Supported existing sales and marketing activities through the assignment of specific territories. •Shared responsibility for select accounts with Field Sales Team. •Uncovered and responded to customer needs through probing questions.•Provided problem solving services via MGIC's products and valued-added services. •Prepared account management plans, maintained account profiles, and acted as key contact for new customers. Show less
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BNC Mortgage
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Financial Services
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1 - 100 Employee
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Account Manager
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Jan 2006 - Jun 2007
•Responsible for processing mortgage loans •Liaison between account executives and underwriters regarding rates and guidelines. •Established positive relationships with broker community to expedite closings. •Checked for completion of documents for underwriters. •Contacted brokers for additional information needed to finalize titles, insurance and other requirements prior to loan closing. •Responsible for processing mortgage loans •Liaison between account executives and underwriters regarding rates and guidelines. •Established positive relationships with broker community to expedite closings. •Checked for completion of documents for underwriters. •Contacted brokers for additional information needed to finalize titles, insurance and other requirements prior to loan closing.
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Paragon Home Lending
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Financial Services
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Account Manager
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2005 - 2005
Responsibilities included ordering, gathering, and reviewing all supporting documentation in relation to the real estate lending on sub-prime mortgage loan applications. The documents include appraisals, title products, flood certifications, income, trusts, and any other documentation necessary to make a credit decision. Served as point of contact for brokers and responsible for conveying underwriting decisions, obtaining loan file conditions and coordinating loan closing options with customers.Manage the processing pipeline within the established time frames. Established positive relationships with broker community to expedite closings.Liaison between account executives and underwriters regarding rates and guidelines.Checked for completion of documents for underwriters. Relay these decisions in a professional manner to broker. Prepare mortgage loan application and document packet for closing. Show less
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Underwriter
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2004 - 2005
Responsible for managing and monitoring daily workflow. Verifid debts and estimate monthly payments for any outstanding debts not listed and add them to debts on application.Ensure that each real-estate loan is processed accurately.Act as the subject matter expert on investor’s loan guidelines and internal underwriting procedures. Make sound underwriting decisions based on credit worthiness of Borrowers.
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Loan Processor
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2003 - 2004
Responsibilities included ordering, gathering, and reviewing all supporting documentation in relation to the real estate lending on sub-prime mortgage loan applications. Served as point of contact for brokers, responsible for conveying underwriting decisions, obtaining loan file conditions and coordinating loan closing.Managed the processing pipeline within the established time frames. Established positive relationships with broker community to expedite closings.Liaison between account executives and underwriters regarding rates and guidelines.Checked for completed documents for underwriters. Contacted brokers for additional information needed to finalize titles, insurance and other requirements prior to loan closing.Responsible for additional duties as assigned to maintain high level of business performance needs and expectations. Show less
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Office Assisant
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2002 - 2003
Filed, made copies and completed other duties as assigned.
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Bank One
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Banking
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200 - 300 Employee
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Loan by Phone operator, CSA I and CSA II
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1999 - 2002
Customer Service Associate II 2001 to 2002 Opened and closed customer accounts, assisted customers with safe deposit boxes access. Provided teller service to bank customers, when needed, including posting of transactions, accepting payments and verifying funds. Balanced cash drawer and handled customer account inquiries. Cross-sold other Bank One products and services. Loan by Phone Underwriter 1999 to 2001 Provided direct automated underwriting services to customers for auto and home loans, secured and unsecured. Show less
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Education
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Alverno College
Bachelor's degree, Business Managment with Support in Professional Communications
Community
