ANITRA MOODIE
Lawrenceville,Georgia
Summary
Twenty-two plus years of financial professional experience, implementing solutions, providing customer service and support to clients while developing and building trusting relationships. Provide consultation on customer relations issues providing consultation between internal and external stakeholders.
Overview
29
29
years of professional experience
5
5
Certification
Work History
Financial Professional
New York Life Insurance Company
San Antonio, Texas
01.2019 - Current
- Help clients identify and achieve their financial goals
- Offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy
- Risk and asset management, retirement planning, education funding, business planning, employee benefits, special needs planning, legacy, and estate planning
Property & Casualty Customer Service
USAA
San Antonio, Texas
01.2018 - 01.2019
- Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled
- Facilitate the member experience by answering phone calls, emails, and other requests from members
- Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services
Fraud Ops Specialist
Citi Bank
San Antonio, Texas
01.2018 - 01.2019
- Develop a trusting relationship with clients, while taking action to reduce fraud exposure in its earliest stages
- Excellent communication, judgment, and problem resolution skills
- Self Starter inspired to perform without outside help
- Implemented solutions escalating unresolved problems
Head Personal Coach and Holistic Nutritionist
Owner - Anitra Moodie
Langley, British Columbia
01.1999 - 01.2018
- Business & Sales Development, Implemented changes
- Manage all aspects of the business including monthly financial reporting and reviewing operations new staff, created incentive-driven employee programs, established strategies to increase memberships and prepared monthly employee performance reports
- Plan, develop and implement new initiatives
- Review existing teaching plans, identify gaps and determine which plans are more tailored to each client
- Apply business development experience and customer service outlook to ongoing areas of advancement including product knowledge education and sales target identification and fulfillment
- Provide exceptional and reliable product advice and customer service, satisfying customer needs thoroughly to ensure word-of-mouth business generation and reliable referrals generation
Mortgage Broker
The Financial Forum LTD.
Vaughan, Ontario
01.2009 - 01.2012
- Provided sales support and product advice regarding all financial products/services
- Maintained comprehensive understanding of product knowledge
- Generated over $1,912,000 in revenue as a part time broker
- Consistently meet and exceed sales targets
- Coordinated and liaised with key lenders
- Ensured compliance with all areas of financial laws
- Provided debt counseling /recovery to clients
- Explained all legal aspects of the loan to the client
Customer Service Representative
Bank of Montreal
Mississauga, Canada
01.2001 - 01.2004
- Provided account services to clients, this included deposits, loan payments and cashing checks
- Met customer needs by cross selling bank products, informing customers of new services and product promotions
- Complied with bank operations and security procedures
Customer Service Representative Call Center
Royal Bank of Canada
Mississauga, Canada
01.1996 - 01.2001
- Problem solved issues by clarifying, researching, exploring answers and alternative solutions
- Completed all types of transactions
- Up sold additional services by recognizing opportunities
- Updated job knowledge by participating in educational opportunities
Education
Bachelor of Science - Financial Planning
Southern New Hampshire University
Hooksett, NH09-2026
Associate’s - Advertising Media Sales
Sheridan College
Skills
- Strong communication skills
- Attention to Detail
- Investment Analysis
- Analytical Thinking
- Sales Central
- Morning Star Investment
- Workday
Certification
- Series 65 in Process
- Series 6, 2023
- Series 63, 2023
- Securities Industry Essentials, 2022
- Property and Casualty Licenses, 2018
- Group 1 Life and Health Insurance License, 2018
- Canadian Security Course, Canadian Security Institute, 2017
- Certified Holistic Nutritionist, Institution of Holistic Nutrition, 2015
- Licensed Mortgage Broker, Canadian Association of Accredited Mortgage Professionals, 2009
- Ethics and Responsibilities Certification for Mortgage Brokers, 2009
- Certified Personal Coach, Canadian Fitness Professionals, 1999
Accomplishments
- Annuity Award 2024
- New York Life Quality Council 2024
- New York Life Executive Council 2023
- Summit 2021
- Career Life Producer Award 2021
- Life Series Award 2020
- Life Producer Award 2020
Timeline
Financial Professional
New York Life Insurance Company
01.2019 - Current
Property & Casualty Customer Service
USAA
01.2018 - 01.2019
Fraud Ops Specialist
Citi Bank
01.2018 - 01.2019
Mortgage Broker
The Financial Forum LTD.
01.2009 - 01.2012
Customer Service Representative
Bank of Montreal
01.2001 - 01.2004
Head Personal Coach and Holistic Nutritionist
Owner - Anitra Moodie
01.1999 - 01.2018
Customer Service Representative Call Center
Royal Bank of Canada
01.1996 - 01.2001
Bachelor of Science - Financial Planning
Southern New Hampshire University
Associate’s - Advertising Media Sales
Sheridan College