Experience

Carrington College California-San Leandro

• Higher Education
• 1 - 100 Employee

• Administrative Assistant

  • Jan 2022 - Present

  First point of contact for all students, staff and visitors entering campus. Assist with orientation for new students, including creating orientation packets and uploading to database. Assist with obtaining proof of graduation from new students. Process official transcript requests. Distributing stipend checks to students. Processing payments from students by check or credit card. Processing I9 documents for new hires. First point of contact for all students, staff and visitors entering campus. Assist with orientation for new students, including creating orientation packets and uploading to database. Assist with obtaining proof of graduation from new students. Process official transcript requests. Distributing stipend checks to students. Processing payments from students by check or credit card. Processing I9 documents for new hires.



Consilium Wealth Management

• San Ramon, CA

• Client Service Associate

  • Feb 2019 - Jul 2020

  Responsible for managing calendars for 2 financial advisors. Scheduling and preparing for appointments for over 200 clients. Submitting IRA applications and other financial paperwork to Fidelity, TD Ameritrade and Schwab. Assisting with money movement, including preparing wire transfer forms and sending diminish emails to clients. Assisting with tax planning, including preparing and sending tax vouchers, Roth conversion forms and 1099 tax documents to clients. Responsible for managing calendars for 2 financial advisors. Scheduling and preparing for appointments for over 200 clients. Submitting IRA applications and other financial paperwork to Fidelity, TD Ameritrade and Schwab. Assisting with money movement, including preparing wire transfer forms and sending diminish emails to clients. Assisting with tax planning, including preparing and sending tax vouchers, Roth conversion forms and 1099 tax documents to clients.



Nefab

• Sweden
• Packaging and Containers Manufacturing
• 700 & Above Employee

• Customer Service Support

  • May 2018 - Nov 2018

  Process customer orders from quoting, shipping, invoicing as well as purchasing materials. Greeting visitors at the front desk and answering phone calls. Ordering office supplies Process customer orders from quoting, shipping, invoicing as well as purchasing materials. Greeting visitors at the front desk and answering phone calls. Ordering office supplies



CoPower

• United States
• Insurance
• 1 - 100 Employee

• Membership Coordinator

  • Jan 2008 - May 2018

  Providing Customer Service over the phone to Delta Dental and VSP clients by providing assistance to them with billing, claims and membership issues. Processed enrollment, terminations and changes for dental and vision members. Responsible for generating over 1000 renewal rate letters every month to be sent to clients. Processed Broker of Record Changes and assisted brokers with inquiries they have regarding commissions, products, renewals, benefits. Training of new team members by teaching them the procedures and processes of the company. Responsible for overseeing of outsourcing team in Manila, Philippines



LISI (Lebherz Insurance Services Inc.)

• Life Case Manager

  • Mar 1999 - Dec 2007

  Independently worked with over 50 insurance brokers to ensure their individual life insurance cases were quoted, underwritten and approved. Worked with insurance underwriters at Transamerica and Prudential, as well as medical providers as the liaison in order to get these cases approved. Independently worked with over 50 insurance brokers to ensure their individual life insurance cases were quoted, underwritten and approved. Worked with insurance underwriters at Transamerica and Prudential, as well as medical providers as the liaison in order to get these cases approved.



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• New Business Administrator

  • Jan 1993 - Mar 1999

  Responsible for processing of new business paperwork. Prepared and analyzed financial presentation reports. Managed the reporting of insurance premiums through corporate accounting system. Responsible for processing of new business paperwork. Prepared and analyzed financial presentation reports. Managed the reporting of insurance premiums through corporate accounting system.



Golden Gate University

• United States
• Higher Education
• 300 - 400 Employee

• Academic Program Assistant

  • 1992 - 1993

  Coordinated activities of two academic departments (Human Resources and Hotel & Restaurant Management). Collaborated with Department Chairs in scheduling classes, ordering text books and preparing course outlines. Advised students on academic and career matters Coordinated activities of two academic departments (Human Resources and Hotel & Restaurant Management). Collaborated with Department Chairs in scheduling classes, ordering text books and preparing course outlines. Advised students on academic and career matters