Christie Swacil
Lee's Summit,MO
Summary
Motivated and enthusiastic professional with experience in financial services and business analysis. Flexible and
adaptable with defined time management skills and well‐honed interpersonal, analytical and technical aptitude.
Overview
11
11
years of professional experience
Work History
Stay at Home Parent
N/a
06.2022 - Current
Client Service Manager
Moneta Group
03.2015 - 06.2022
- Coordinated the preparation of financial plans and reviews for 40 clients by utilizing Microsoft Excel, Microsoft Word, Adobe, Orion, and Money Guide Pro.
- Took ownership of customer issues and followed problems through to resolution.
- Scheduled clients meetings, phone conferences, and Skype calls between multiple attendees.
- Executed stock, bond, mutual fund, and variable annuity trades as well as process ACH transfers, wires transfers, and retirement distributions as directed by the Advisor or Partner on the team.
- Worked effectively with all team members to ensure all client projects, needs, and goals were accomplished.
- Monitors client accounts, cash balances, and daily transaction reports to ensure accuracy by paying close attention to detail.
Processor
Delmar Financial
08.2012 - 03.2015
- Managed company’s largest pipeline of loans ensuring timely deadlines. Highly skilled in following processes and procedures that need to be taken into account in to maintain organized work flow.
- Effectively utilized mortgage software and Microsoft Excel to analyze credit, income, assets to prepare the loan file to underwriting.
- Acted as primary liaison between all parties to maintain organized and effective line of communication during loan process.
- Coordinated meetings for document signing, loan closing, etc. between clients, Loan Officers, and Title companies
- Ensured compliance by following company policies, industry guidelines, and program overlays.
- Oversaw loan completion from initial origination to post-closing.
Education
Bachelor of Science - Organizational Communication
University of Missouri - Columbia
Columbia, MO05.2012
Skills
- Data Analysis
- Salesforce
- Client Relations
- Scheduling
- Project Management
- Plan Implementation
- Meeting Coordination
- Teamwork
- Time Management
Timeline
Stay at Home Parent
N/a
06.2022 - Current
Client Service Manager
Moneta Group
03.2015 - 06.2022
Processor
Delmar Financial
08.2012 - 03.2015
Bachelor of Science - Organizational Communication
University of Missouri - Columbia
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