Experience

Solutran

• United States
• Financial Services
• 100 - 200 Employee

• Business Analyst

  • Jul 2019 - Present

• Senior Operations Analyst

  • May 2019 - Jul 2019

• Operations Analyst

  • Mar 2019 - May 2019



BlueStem Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, Inc.

• Financial Planning Assistant

  • Oct 2016 - Sep 2018

  Managed the financial planning workflow process for the advisors; provided clientrelationship support through gathering and analyzing client data; managed and resolvedclient service problems; showed ability to multi-task by servicing multiple clients at a timeand prioritizing tasks as they continuously arise; demonstrated leadership by owningprojects; consistently followed high standards of business ethics and legal regulatoryrequirements; developed a training plan and trained in new employees; communicated effectively with co-workers and clients



PowerPay

• Underwriting Support Representative

  • Nov 2015 - Jul 2016

  Responsible for introducing merchants to the merchant program and providing general support for the merchants, agents, and Underwriters through the entire Underwriting process. Answer phone calls directed to the Underwriting Support phone queue from merchants, agents, and internal staff; Respond to merchant inquiries regarding account set up, activation, rate inquiries, and other general questions; Communicate any pertinent information regarding the account with Underwriters; Follow up with merchant via phone/email in attempts to retrieve documentation required by Underwriter to approve the account; Manage website compliance review work queue, and perform website reviews when applicable; Verify merchant identity via security questions, when applicable; Track incoming faxes from merchants, attach to appropriate merchant record and inform Underwriter of receipt of documentation; Scan and file applications and supporting documentation for electronic tracking.



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Administrative Assistant

  • May 2014 - Sep 2015

  Backup tasks for the receptionist on the days she is out of the office; answered the phone while the receptionist was temporarily away from her desk or on another line; data entry for financial plans; SPS letters; closed financial plans; typed advisor notes from client meetings and added them to Contact Manager; prepared physical client files for online storage; edited activities in Contact Manager; prepared initial prep packets for paraplanners; filled out and mailed reminder postcards for monthly meetings; scanned documents/e-filing; assisted the paraplanners, office manager, and marketing manager with miscellaneous one-time tasks as requested.



Concordia College

• Higher Education
• 700 & Above Employee

• Correct Math Assignments

  • Sep 2012 - May 2015

  Picked up math assignments from the professor and had them corrected and turned back in before the next class period.



Oak Ridge Country Club

• United States
• Recreational Facilities
• 1 - 100 Employee

• Outside Service

  • May 2013 - Aug 2013

  Worked as a team with the outside service to make the members’ visit as pleasant as possible; prepared to take on any task that was requested with a positive attitude



BERK Manufacturing

• Assembly Worker

  • May 2012 - Aug 2012

  Utilized detail orientation while creating displays and preparing products; worked successfully in a team environment, demonstrated flexibility by willingness to work overtime



Starlite 5 Drive-In Theater

• Concessions/box office

  • Jun 2011 - Aug 2012

  Displayed positive attitude and good customer service at all times; communicated effectively with co-workers and customers; solved problems when they would arise; showed ability to multi-task by helping customers and preparing their orders