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lexington, united states
It's currently 1:27 PM here
Joined May 13, 2013
0 Recommendations
Alicia B.
@aliciamb8907
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lexington, united states
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Hardworking and efficient
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Experience
Operations Specialist
Jan 2012 - Jan 2013 (1 year)
o Maintain confidentiality of employee and borrowers personal information
o Convert daily numbers into simplified, usable information for company directors and management
o Use advanced knowledge of Microsoft Excel on daily basis to report income, expenses, and revenue forecasting
o Perform daily tasks including updating month to date revenue and current inventory
o Perform statistical analyses upon request
o Calculate first-level manager and collector performance incentives on a monthly basis
o Perf
Intern
Sep 2011 - Jan 2012 (4 months, 1 day)
o Prepared and processed personal client files for meetings
o Assisted partners of firm with sales of insurance and investments
o Prepared Excel spreadsheet comparisons presenting client insurance options
o Performed clerical work on daily basis
o Assisted representatives with sales appointments
o Answered client questions and concerns
o Performed research on various insurance and investment plans
o Prepared expense ratios
o Maintained all files with great detail
o Maintained confidentiality of all
Education
Finanacial Planning
(3 years)
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