Ingrid Shugart
Mineral Ridge,OH
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Operations Specialist
Portage Community Bank
Ravenna, OH
08.2021 - Current
- Assist with necessary audits, both internally and externally.
- Manage the processing of incoming and outgoing wires, ACH transactions, check deposits, as well as diverse deposit products.
- Ensure regulatory compliance by closely monitoring and reviewing daily account activity.
- Train and mentor junior staff in deposit operations tasks.
- Audit and process documents for new account holders.
- Resolve problems and discrepancies related to customers' accounts.
- Maintaining service various types of accounts including DDA, Savings, IRA's, CD's, HSA, ICS, and Money Market Accounts.
- Perform scanning, indexing, and archiving of various documents
- Maintain strict adherence to BSA/AML and Office of Foreign Asset trainings, ensuring compliance standards were met.
Insurance Broker
Family First Life
Mineral Ridge, OH
03.2018 - 08.2021
- Arranged meetings with potential customers to present and discuss product offerings.
- Researched coverage and premium options and supplied clients with best coverage available for individual needs.
- Devised comprehensive solutions for life insurance, annuities, health insurance, disability insurance, and long-term care policies through extensive risk assessment.
- Evaluated premiums, devised efficient payment processes, accurately processed customer payments, and issued comprehensive receipts.
- Successfully expanded client base through the use of mailings, phone solicitation, and informative presentations at company-sponsored gatherings.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Consistently prioritized the maintenance of client relationships.
Controller/Administrator
Titan Pools and Spas, Inc.
Winter Springs, FL
12.2005 - 02.2018
- Managed budget preparation, cash flow and trend analysis.
- Executed tasks related to the creation and management of financial records such as budgeting, invoice processing, payroll administration.
- Oversaw overall functions of the business, ensuring effective team management and efficient scheduling.
- Enhanced problem-solving capabilities by conducting detailed research and making prompt resolutions.
- Formed and maintained strong client relationships.
- Ensured regulatory compliance through thorough inspections during job process.
- Developed project-specific contracts.
Education
Life Insurance/Finance/Annuties
XCEL Solutions
Mineral Ridge, OH02-2018
Realtor
Wilson Real Estate
Orlando, FL02-2016
Bachelor of Arts - Legal Studies
FMU
Orlando, FL05-2007
Cosmetology
CTI
Apopka, FL04-1997
Accounting And Bookkeeping
ICS
Orlando, FL12-1993
Skills
- Attention to Detail
- MS Office proficient
- Staff Training and Development
- Strategic Decision-Making
- Risk management
- Multi Task
- Quick Books
- Autonomy
- Operate CSI platform
- Fedwire/UBB Processing Proficiency
- Comprehensive knowledge of Microsoft Office Suite
- Analytical Thinking
- Records Management
- Written Communication
- Correspondence and Legal Forms
- Customer Service
Certification
- Cosmetology License
- Paralegal - NALA
- Life Insurance/Annuities
- Written Communication
- Bank Deposit Operations Certificate
- Word Processing Certificate
- Accounting/Bookkeeping Certification
Timeline
Operations Specialist
Portage Community Bank
08.2021 - Current
Insurance Broker
Family First Life
03.2018 - 08.2021
Controller/Administrator
Titan Pools and Spas, Inc.
12.2005 - 02.2018
Life Insurance/Finance/Annuties
XCEL Solutions
Realtor
Wilson Real Estate
Bachelor of Arts - Legal Studies
FMU
Cosmetology
CTI
Accounting And Bookkeeping
ICS
- Cosmetology License
- Paralegal - NALA
- Life Insurance/Annuities
- Written Communication
- Bank Deposit Operations Certificate
- Word Processing Certificate
- Accounting/Bookkeeping Certification
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