Cheryl Brown
Summary
Detail-oriented Financial Services Operations Specialist with 10 years of experience in complex financial transaction review, customer issue resolution, and regulatory compliance. Skilled in investigating discrepancies, analyzing documentation, and making informed decisions. Known for effective communication and problem-solving within fast-paced environments, ready to apply operational and analytical expertise in a Claims Adjuster Trainee role.
Overview
24
24
years of professional experience
2
2
years of post-secondary education
Work History
Financial Services Operations Specialist
ELCO Mutual Life & Annuity
Lake Bluff, Illinois
08.2025 - Current
- Review and process life insurance, annuity, and investment applications while ensuring accuracy, completeness, and regulatory compliance.
- Analyze financial and client documentation to determine eligibility and processing requirements.
- Managed multiple applications simultaneously, consistently meeting service-level expectations and quality standards.
- Investigated and resolved application discrepancies and missing documentation to ensure timely processing.
- Communicate with advisors, clients, and internal departments to obtain information and resolve issues.
- Utilized multiple software systems to effectively track workflows and maintain accurate records of activities.
Front Desk Supervisor
Hotel Verdant
Racine, WI
01.2025 - 07.2025
- Resolved guest concerns and billing discrepancies, enhancing guest satisfaction.
- Trained staff on procedures and customer service best practices, improving service consistency.
- Resolved guest concerns and billing discrepancies while maintaining high customer satisfaction.
- Handled customer complaints and provided effective solutions directly.
- Handled customer complaints and provided effective solutions, fostering positive guest experiences.
Annuities New Business Specialist / Customer Service
Northwestern Mutual
Milwaukee, WI
02.2015 - 08.2021
- Processed high-volume annuity and retirement account transactions while maintaining strict accuracy standards.
- Investigated complex account issues, collaborating with departments to resolve discrepancies and enhance client experience.
- Investigated complex account issues and worked across departments to resolve discrepancies.
- Reviewed application requirements and supporting documentation for completeness and compliance.
- Maintained thorough documentation of customer interactions and transaction activity to support efficient service and compliance.
- Maintained detailed documentation of customer interactions and transaction activity.
Administrative Assistant / Youth Minister
New Covenant Church
Racine, Wisconsin
11.2002 - 05.2021
- Managed confidential records, calendars, reports, and community events to ensure smooth operations.
- Facilitated communication with diverse donors for program coordination.
- Managed confidential records, calendars, reports, and community events.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Planned special events by arranging catering services, securing venues, and ordering promotional materials to create successful experiences.
Education
Bachelor of Science - Psychology
Western Governors University
Salt Lake City, UT 05.2026 - 06.2026
Bachelor of Science - Business Management
University of Phoenix
Phoenix, AZ 05.2023 - 05.2025
Skills
- Regulatory Compliance
- Reporting Standards
- Data Analysis
- Investigative Analysis
- Project management
- Risk Management
- Problem Resolution
- Critical Thinking
- Microsoft Office Suite
- Time Management
- Multitasking
- Decision Making
- Client Relations
- Relationship Building
- Written Communication
- Process Improvement
Additional Qualifications
- Driver's License
- 75 WPM Typing
- Microsoft Office
- CRM Systems
- Data Entry
- Customer Relations
Timeline
Bachelor of Science - Psychology
Western Governors University
05.2026 - 06.2026
Financial Services Operations Specialist
ELCO Mutual Life & Annuity
08.2025 - Current
Front Desk Supervisor
Hotel Verdant
01.2025 - 07.2025
Bachelor of Science - Business Management
University of Phoenix
05.2023 - 05.2025
Annuities New Business Specialist / Customer Service
Northwestern Mutual
02.2015 - 08.2021
Administrative Assistant / Youth Minister
New Covenant Church
11.2002 - 05.2021