Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Maria Swick

Columbus,OH
Maria Swick

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

19
years of professional experience
1
Certification

Work History

Morgan Stanley

Client Service Associate
10.2023 - 12.2024

Job overview

  • Answered 50+ client correspondences daily via email and phone, ensuring accuracy and timely processing of inquiries and issues.
  • Processed client documents, including new account forms and wire transfers, reducing account setup time by 20%.
  • Managed and updated 100+ client accounts monthly, maintaining up-to-date records and enhancing client satisfaction by 15%.
  • Coordinated 10+ meetings weekly for prospective business clients, improving lead conversion rates by 12%.
  • Underwrote, managed and serviced profitable book of business.

Morgan Stanley

New Account Specialist
12.2021 - 09.2023

Job overview

  • Supported Financial Advisors and Client Associates in processing over 200 new account cases, ensuring 100% compliance with internal protocols.
  • Reduced document processing time by 30% by streamlining case management in Salesforce, enhancing team efficiency.
  • Resolved 95% of client technical support issues within 24 hours, improving service-level agreement adherence.
  • Trained 5+ new employees on internal systems like Lexis Nexis, improving onboarding time by 25%.
  • Worked with colleagues to review, accept or deny new and renewal business.

Phaxis

Digital & Cash Management Associate
02.2021 - 12.2021

Job overview

  • Assisted in resolving 50+ technical support cases daily, improving customer satisfaction by 20%.
  • Processed over 300 wire transfers weekly, ensuring timely and accurate financial transactions for high-net-worth clients.
  • Created and updated 100+ customer call logs, ensuring seamless follow-up on outstanding issues.
  • Enhanced account setup efficiency by 15% through process improvements in online account creation.
  • Analyzed client's financial records and statements to assess creditworthiness.

Fifth Third Bank

Customer Service Representative/Teller
04.2020 - 02.2021

Job overview

  • Managed 50+ daily financial transactions, including cash advances and wire transfers, maintaining 100% transaction accuracy.
  • Referred 20+ clients monthly to bankers for additional products, boosting cross-sell revenue by 10%.
  • Handled vault maintenance and daily cash balancing of up to $50K, achieving zero discrepancies during audits.
  • Provided excellent customer service, resolving 90% of client issues on first contact.
  • Experience underwriting in lending checking credit history, income, assets, and debt-to-income ratio.
  • Underwrote, managed and serviced profitable book of business.
  • Reviewed and modified loan agreements to ensure compliance with federal and state regulations.

Tailored Management

Financial Services Representative
04.2019 - 03.2020

Job overview

  • Processed and analyzed 100+ customer accounts weekly, ensuring all annuity documentation met regulatory requirements.
  • Applied payments to over 200 accounts monthly, improving post-payment accuracy by 15%.
  • Coordinated with multiple departments to resolve 95% of account discrepancies within 48 hours.
  • Enhanced data tracking processes, reducing manual errors in customer records by 10%.
  • Used data analytics and pricing tools to price policies and identify actionable insights for customers for underwriting services.
  • Coordinated with legal and financial experts to resolve underwriting issues.

Twins Buick GMC

Receptionist
09.2018 - 04.2019

Job overview

  • Greeted and directed 50+ customers daily, ensuring smooth traffic flow and positive guest experiences.
  • Managed 30+ daily calls, routing inquiries to appropriate departments with 95% accuracy.
  • Scheduled and coordinated 20+ appointments weekly, improving showroom efficiency by 10%.
  • Maintained front office operations, achieving 100% compliance with company procedures.

Sunnyfield Farms

Senior Administrative Assistant
01.2006 - 01.2018

Job overview

  • Oversaw administrative tasks for a team of 10, improving office efficiency by 20% through process enhancements.
  • Managed payroll for 50+ employees, ensuring accurate and timely distribution with zero payroll discrepancies.
  • Coordinated 15+ client meetings monthly, facilitating smooth communication between departments and external partners.
  • Improved file management system, reducing retrieval time for documents by 30%.

Education

The Ohio State University School of Communication
Columbus, OH

Bachelor of Arts from Journalism
08-2016

Skills

  • Microsoft Word, Outlook, Excel, PowerPoint, SharePoint, and Teams
  • Salesforce
  • Google Products
  • USA PATRIOT act
  • Enhanced due diligence
  • AML regulations expertise
  • Know your customer
  • OFAC screening proficiency
  • ACH processing
  • Check processing
  • Underwriting
  • Loan Processor
  • Regulation E

Certification

Ohio Notary Public, Ohio Secretary of State, 08/24/20, 08/23/25

Timeline

Client Service Associate

Morgan Stanley
10.2023 - 12.2024

New Account Specialist

Morgan Stanley
12.2021 - 09.2023

Digital & Cash Management Associate

Phaxis
02.2021 - 12.2021

Customer Service Representative/Teller

Fifth Third Bank
04.2020 - 02.2021

Financial Services Representative

Tailored Management
04.2019 - 03.2020

Receptionist

Twins Buick GMC
09.2018 - 04.2019

Senior Administrative Assistant

Sunnyfield Farms
01.2006 - 01.2018

The Ohio State University School of Communication

Bachelor of Arts from Journalism

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