Jeremy Jones
Virginia Beach,VA
Summary
To apply my current education,skills and experience where my skill set and experience can be used to improve business satisfaction.
Overview
2
2
years of professional experience
Work History
Investment Services Processor
Capital Group
06.2023 - Current
- Accurately processing incoming investment transactions.
- Creating and modifying accounts.
- Manage reports daily.
- Send mailings including account statements,year end tax forms and reports.
- Examined incoming materials and compared to documentation for accuracy and quality.
- Received and reviewed incoming documents and materials.
- Communicates with Processing Supervisor if unable to achieve timeline or resolve error.
- Managed trades using quantitative and technological techniques.
- Accurately processed routine financial transactions such as IRA, rollovers and transfers,trusts,mutual funds, etc. for customers, shareholders and financial planners.
Customer Service Representative
Professional Financial Services
06.2022 - 03.2023
- Provides excellent customer and dealer service.
- Performs collection activities on delinquent accounts.
- Performs Skip Tracing and other locate activities.
- Assists completing and maintaining insurance claims ,filing, and record keeping systems.
- Process loan payments, post payments to customer accounts, maintain cash drawer accuracy and security, prepare and submit office bank deposits and checkbook transactions, funds loans, verification of insurance and employment.
- Solicits, prepares, and processes personal loan applications.
Education
Paralegal Certificate - Paralegal
ODU/NSU Higher Education Center
Virginia Beach, VA12.2012
High School Diploma -
Bayside High School
Virginia Beach, VA08.2010
Skills
- Cash Handling and Management
- Teamwork and Professionalism
- Hospitality and Guest Service
- Supply and Inventory Maintenance
- Cleaning and Sanitizing
- Customer Service
- Time Management
- Punctual and Dependable
- Attention to Detail
- Clear Communication
- Self-Motivated and Disciplined
- Technical Support
- Account Representative
- Administrative Duties
- Microsoft Office
Timeline
Investment Services Processor
Capital Group
06.2023 - Current
Customer Service Representative
Professional Financial Services
06.2022 - 03.2023
Paralegal Certificate - Paralegal
ODU/NSU Higher Education Center
High School Diploma -
Bayside High School
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