Experience

Athene Annuity & Life Assurance Company

• United States
• Insurance
• 1 - 100 Employee

• Transfer Representative

  • Nov 2017 - Present

  • Evaluate incoming documents for validity and completeness.• Determine appropriate signatures have been received.• Send transfers via fax, mail or email in good order and in a timely manner.• Communicate with agent contact for outstanding requirements as needed.• Provide prompt, courteous, and accurate customer service, and notate conversation in policy.• Follow-up on outstanding requirements in a timely manner.

• New Business Representative

  • Jun 2014 - Nov 2017

  • Process new business applications and review for accuracy and completeness• Determine how funding should be set up and enter into database• Notate policies for outstanding requirements and follow up• Process specialized roles to include inherited IRA's, trusts, power of attorney, and guardianship• Review and apply cash receipts and issue contracts• Verify accuracy to ensure compliance with company standards, and comply with state rate changes.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Administrative Assistant III (Contractor)

  • Sep 2012 - Feb 2013

  • Calendar management, scheduled meetings, and took meeting minutes • Coordinated air travel, and land transportation using Concur system • Created service requests for new hires, contractors and transfers using SMS, TIM, and ART • Processed invoices and faxed to accounts payable, and processed expense reports • Tracked PTO calendar, setup interviews, ordered office supplies and equipment • Assisted direct reports with varies projects as needed • Calendar management, scheduled meetings, and took meeting minutes • Coordinated air travel, and land transportation using Concur system • Created service requests for new hires, contractors and transfers using SMS, TIM, and ART • Processed invoices and faxed to accounts payable, and processed expense reports • Tracked PTO calendar, setup interviews, ordered office supplies and equipment • Assisted direct reports with varies projects as needed



ISGN Corporation - Leading Edge Mortgage and Loan Technology

• United States
• IT Services and IT Consulting
• 300 - 400 Employee

• Human Resources Administrator (Contractor)

  • Jul 2010 - Jun 2011

  • Managed on-line database access for employees to view health benefits and paystub information • Reviewed and E-Verified applications, I9's, W4's, Flex Spending, insurance forms and entered into HRIS system • Setup and maintained confidential files and placed on share drive; prepared monthly and quarterly audit reports using Access • Scheduled drug screening appointments and follow-up • Assisted with annual Open Enrollment and event change forms. • Managed on-line database access for employees to view health benefits and paystub information • Reviewed and E-Verified applications, I9's, W4's, Flex Spending, insurance forms and entered into HRIS system • Setup and maintained confidential files and placed on share drive; prepared monthly and quarterly audit reports using Access • Scheduled drug screening appointments and follow-up • Assisted with annual Open Enrollment and event change forms.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Administrative Assistant III (Contractor)

  • Mar 2010 - May 2010

  Supported vice president with daily schedule and calendar of events. Responded to emails, set-up interviews, updated organization chart, entered invoices in database and faxed to accounts payable. Supported vice president with daily schedule and calendar of events. Responded to emails, set-up interviews, updated organization chart, entered invoices in database and faxed to accounts payable.



The Weitz Company

• United States
• Construction
• 700 & Above Employee

• Human Resources Assistant (Contractor)

  • Jul 2008 - Jan 2009

  • Handled a variety of assignments for corporate office to include preparation of all offers, hires and termination letters • Worked closely with payroll and calculated all accrued PTO hours on final paycheck • Tracked Short Term Disability and Family Medical Leave Acts • Revised policies and procedures handbook • Edited job descriptions for posting to company web site • Maintained "Service Awards", and activated employee "Health & Wellness" screening for on-line viewing • Handled a variety of assignments for corporate office to include preparation of all offers, hires and termination letters • Worked closely with payroll and calculated all accrued PTO hours on final paycheck • Tracked Short Term Disability and Family Medical Leave Acts • Revised policies and procedures handbook • Edited job descriptions for posting to company web site • Maintained "Service Awards", and activated employee "Health & Wellness" screening for on-line viewing



Vanir

• United States
• Construction
• 300 - 400 Employee

• Administrative Assistant

  • Oct 2003 - Sep 2005

  • Prepared memos, “Notice to Proceed” and “Board Approved” notification letters. • Distributed and tracked plans and specifications, change orders, and submittals. • Processed monthly pay applications from contractors and submit to county office for approval. • Coordinated meetings and scheduled special events. • Set-up and maintained accuracy of project files. • Placed ads in local newspaper for project bids and assisted with public open bids. • Opened sorted and distributed mail; prepared outgoing mail, ordered supplies. • Copied, scanned, and fax documents, maintained office equipment.