Amanda Loew Hazy
Madison,AL
Summary
Top-notch Contract Administrator with extensive experience in contract management, finance and negotiations. Strong problem-solving and critical-thinking skills with good understanding of legal concepts and compliance. Collaborative and dedicated to delivering outstanding customer service.
Overview
19
19
years of professional experience
Work History
Wealth Management Client Associate & Operations Specialist
Merrill Lynch
08.2021 - Current
- Facilitated new client onboarding process and investment account setup.
- Managed high-value contracts portfolio, maintaining strong relationships with key stakeholders and ensuring compliance with regulatory requirements.
- Collaborated with cross-functional teams to develop comprehensive contract strategies that met business objectives and goals.
- Liaised with outside organizations and financial management analysts to negotiate contract details.
- Enhanced contract negotiation processes by streamlining documentation and communication procedures.
- Managed office that exceeded all Operations requirements, compliance regulations and audit standards.
- Created, updated and finalized contracts for customers.
- Developed detailed business reports for new and existing business in the office.
Wealth Management Client Associate
Redstone Federal Credit Union/Redstone Brokerage Services
05.2017 - 08.2021
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Generated new business opportunities by actively referring clients to relevant products and services.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Assisted in preparing comprehensive financial reports for review by both internal teams and external stakeholders such as auditors or regulators.
- Maintained accurate records of client transactions, investments, and other financial activities to ensure compliance with regulatory requirements.
Teller
Redstone Federal Credit Union
08.2014 - 05.2017
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Teller
Wells Fargo
01.2014 - 08.2014
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
National Certified Trainer
P.F. Chang’s China Bistro, Inc.
01.2024 - 01.2024
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Analyzed and evaluated training effectiveness and program outcomes.
Contract Specialist & Service Representative
Geico Insurance
10.2005 - 01.2008
- Created and finalized contracts for vehicular and home insurance with customers.
- Closely monitored and evaluated contract performance to determine regulatory compliance and necessary amendments.
- Led contract writing system upgrades achieving beneficial contract terms.
- Liaised with outside organizations and financial management analysts to negotiate contract details.
Education
Bachelor of Science - Business Administration
Columbia College
Redstone Arsenal, AL10.2009
Skills
- Documentation Review
- Contract interpretation
- Multitasking
- Excellent Communication
- Organizational Skills
- Team Leadership
- Attention to Detail
- Adaptability and Flexibility
- Self Motivation
- Team Collaboration
- Operations Management
- Relationship Building
References
References available upon request
Community Service
- Rocket County Rotary Club, 01/01/22, Present, Past President, Current District Secretary and active member.
- Madison Rotary Club, 12/01/20, 01/01/22
Timeline
National Certified Trainer
P.F. Chang’s China Bistro, Inc.
01.2024 - 01.2024
Wealth Management Client Associate & Operations Specialist
Merrill Lynch
08.2021 - Current
Wealth Management Client Associate
Redstone Federal Credit Union/Redstone Brokerage Services
05.2017 - 08.2021
Teller
Redstone Federal Credit Union
08.2014 - 05.2017
Teller
Wells Fargo
01.2014 - 08.2014
Contract Specialist & Service Representative
Geico Insurance
10.2005 - 01.2008
Bachelor of Science - Business Administration
Columbia College
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