Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Margaret Sanderson

Hudson,WI

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

23
23
years of professional experience

Work History

Customer Service

Spineology
12.2023 - Current
  • Enter orders via email
  • Entered purchase orders to matching Invoices.
  • Managed the Northeast region of United States

Customer Service

Prairie Farms
10.2022 - 06.2023
  • Enter orders via phone, email and verify online orders
  • Route accounting
  • Answer busy phone lines.

Customer Service

St Croix Electric Co-op
10.2020 - 02.2021
  • Answered phones
  • Assisted customers with updating new program for on-line payments
  • Scanned and image paperwork into a new system.

QUALITY ASSURANCE ANALYST

Securian Financial
04.2014 - 03.2020
  • Quality Assurance Analyst for large financial services/broker dealer and insurance company
  • Developed and reviewed with IT team all test processes including strategy, plans, estimates, logs, and cases to ensure compliance with company goals
  • Assisted with test execution/comparison of new systems and enhancements to existing systems for company proprietary information and vendor systems, including both PC and web-based applications
  • Collaborated on a 3-year project developing/drafting insurance forms for product lines into a web-based software that would auto fill paperwork for advisors
  • Prepared written presentations for Agile team demonstrations on changes/updates to software
  • Managed defect tracking process and finalized test documentation
  • Assisted supervisor with training and mentoring of new employees.
  • Participated in regular meetings with cross-functional teams to discuss progress updates, communicate concerns or challenges, and ensure alignment of project goals.
  • Fixed identified issues to improve workflows.

QUALITY ASSURANCE SPECIALIST

Securian Financial
09.2011 - 03.2014
  • Quality Assurance Specialist for large financial services/broker dealer and insurance company
  • Developed and reviewed with IT team all test processes including strategy, plans, estimates, logs, and cases to ensure compliance with company goals
  • Assisted with test execution/comparison of new systems and enhancements to existing systems for company proprietary information and vendor systems, including both PC and web-based applications
  • Collaborated on a 3-year project developing/drafting insurance forms for product lines into a web-based software that would auto fill paperwork for advisors
  • Prepared written presentations for Agile team demonstrations on changes/updates to software
  • Managed defect tracking process and finalized test documentation
  • Assisted supervisor with training and mentoring of new employees.

BROKER DEALER COMPENSATION TECHNICIAN

Securian Financial
10.2001 - 08.2011
  • Broker Dealer Compensation Technician
  • Review and processed commissions for Minnesota Life and outside sponsor companies
  • Manage and correct compensation licensing errors
  • Handle account reassignment process for active and terminated partners
  • Maintained compensation activity records for all producers and broker/dealers according to federal regulatory guidelines
  • Answered incoming calls and emails pertaining to compensation as needed.

Education

A. A. - MERCHANDISE SALES & MARKETING

Minneapolis Tech.
MPLS, MN
05.1984

ACCOUNING - Accounting And Business Management

UWRF
River Falls, WI

Skills

  • Document Review
  • Accounting Processes
  • Conflict Resolution
  • Payroll Processing
  • Multitasking
  • AP/AR
  • Spreadsheets/Reports
  • CRM - BOSS
  • Mainframe e AS400
  • Sale Force
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • 10-Key
  • Jira

Timeline

Customer Service

Spineology
12.2023 - Current

Customer Service

Prairie Farms
10.2022 - 06.2023

Customer Service

St Croix Electric Co-op
10.2020 - 02.2021

QUALITY ASSURANCE ANALYST

Securian Financial
04.2014 - 03.2020

QUALITY ASSURANCE SPECIALIST

Securian Financial
09.2011 - 03.2014

BROKER DEALER COMPENSATION TECHNICIAN

Securian Financial
10.2001 - 08.2011

A. A. - MERCHANDISE SALES & MARKETING

Minneapolis Tech.

ACCOUNING - Accounting And Business Management

UWRF
Margaret Sanderson