Experience

Oxford Retirement & Estate Planning, Inc

• United States
• Financial Services
• 1 - 100 Employee

• Customer Service Manager

  • Oct 2017 - Present

  * Debrief with Financial Planners following client meetings* Assist with completion of fee planning, investments and insurance applications and the processing of the applications* Enter client trade orders* Complete and process new business applications* Process client requests for wires, checks, etc.* Interface with broker/dealer, brokerage, fund companies and insurance companies* Maintain client records, CRM database and compliance files* Handle sensitive, confidential and proprietary information with discretion* Complete, submit and maintain compliance blotters and transactions* Manage RMD's for all qualified client accounts* Resolve any issues regarding new accounts, transfers or amendments* Follow-up on pending service work* Assist in settling client appointments for Advisors Show less

• Director of Client Services

  • Oct 2017 - Present



OneAZ Credit Union

• United States
• Banking
• 200 - 300 Employee

• Business Lending Operations Specialist

  • Aug 2015 - Oct 2017

  * Reviewed all funded loans. * Prepared participation wires and posted entries to participation loans. * Processed loan payments and payoffs to ensure funds were applied correctly. * Assisted in preparing loan documents in accordance with the loan specifications. * Reviewed and boarded all new loans and ensured all information is properly signed. * Processed and maintained participation collateral files. * Processed and closed paid-off files and released collateral (e.g. Deed of Trusts, UCC3 terminations) with appropriate state and county recorder’s office. * Prepared vehicle title releases and forwarded to Motor Vehicle, along with issuing final check payments. Show less



Happy Valley Basic School

• United States
• Education Management
• 1 - 100 Employee

• Registrar/Administrative Assistant

  • Aug 2010 - Aug 2015

  * Implement pre-registration and registration procedures to ensure that students are registered in a timely and accurate manner. * Review student registration packet, streamline information, identify needs of students, and notify administration of any red flags and concerns. * Create accurate student records from other schools in a timely manner. * Request and release student cumulative files. * Schedule and provide school tours and placement testing to prospective families. * AZELLA Coordinator; administer appropriate state mandated tests for ELL placement. * Submit state reports for ELL as mandated by the state. * Enter all school lunches for teachers and cafeteria staff. Show less



Desert Hills Bank

• United States
• Banking

• Operations Assistant II

  • Feb 2008 - Apr 2010

  * Responsible for all Account Maintenance and Address Change Verifications. * Review ACH OFAC Suspect Reports daily. * In charge of balancing Wells Fargo and PCBB in dual control. * Track CD Interest Check Totals daily. * Review CIS-Suspect Withholding Reports daily. * Handle all Levies, Subpoenas and Garnishments. * Review Teller Drawer Limits daily. * Review Teller Over/Short Reports daily. * Handle all Verification of Deposits. * Process all Incoming Wires through Fed Line Advantage. * Approve all Outgoing Wires through Fed Lind Advantage. Show less