Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Marvin Jennings

Vancouver,WA

Summary

Skilled applications specialist combines a background in construction and managerial experience to deliver unparalleled service with attention to detail. An experienced Carpenter with expertise in industrial equipment and technique as well as safety rules and regulations provides training as well as client facing skills such as quoting/estimating and top-notch customer service. To leverage my experience as an Applications Specialist and obtain a position as a Carpenter.

Well-qualified fund management professional with collaborative approach to asset management, investor relations and performance monitoring. Good listening, team-building and data analysis skills. Attentive in directing financial operations, developing policies and maintaining compliance.

Seasoned Trust Administrator offering Three + years' experience in field and demonstrated track record of accomplishment. Successful at developing and implementing procedures, directing trades and reviewing security valuation policies. Gifted communicator, presenter and negotiator with diplomatic and personable nature. Strong relationship-building, organizational and decision-making skills.

Equipped to solve complex fund management problems and propel company forward with proactive approaches. Accomplished in maximizing client returns, diversifying portfolios and smoothly handling regulatory requirements. Excellent understanding of economics, accounting and mathematics.

Background includes directing investment strategies for funds with over $3 Million in total assets. Knowledgeable about market conditions, regulatory changes and new geopolitical developments. Assesses and plans for potential impacts to maintain fund performance.

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

18
18
years of professional experience

Work History

Trust Administrator

KING EASTLIN EXPRESS TRUST
Vancouver, WA
06.2022 - Current
  • Created and implemented procedures and best practices for bank reconciliation process and completed balance sheet reconciliations.
  • Performed detailed reviews of financial statements.
  • Researched market trends and developed strategies to capitalize on emerging opportunities.
  • Checked transactions and reporting for compliance with regulatory standards and investigated discrepancies.
  • Kept close eye on financial and operational performance of investment funds to maintain portfolio targets.
  • Discussed goals and strategies with potential investors and implemented corrective actions to enhance performance.
  • Met with investors to determine investment goals or discuss investment strategies.
  • Maintained current understanding of applicable regulations and tax laws to keep funds in compliance with legal standards.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Understood and followed oral and written directions.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity.
  • Managed investment funds to maximize return on client investments.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
  • Communicated with federal and state tax agencies to obtain best resolution for clients.
  • Produced US and state income, gift tax and estate tax returns for individuals.
  • Analyzed unaudited financial statements to determine adjustments for accurate tax treatment.
  • Represented clients under audit before IRS to prove compliance with federal tax laws.
  • Used tax form instructions and tables to complete tax forms.
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
  • Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
  • Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
  • Calculated form preparation fees according to return complexity and processing time required.
  • Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

Housekeeping Aide

Kaiser Permanente
Portland, OR
02.2017 - 02.2023
  • Monitored common areas for cleanliness and safety.
  • Completed regular and thorough cleaning of equipment, floors and furniture.
  • Checked bathrooms, restocking towels, rugs and toiletries before guest check-in.
  • Monitored safe usage of chemical cleaners to prevent inhalation, spillage and chemical burns.
  • Conducted inventory of linens, cleaning supplies and toiletries and restocked housekeeping carts and storage closets.
  • Collaborated with front desk to respond promptly to guest requests and promote positive experience.
  • Used cleaning chemicals following proper guidelines.
  • Cleaned building floors by sweeping, mopping and scrubbing.
  • Interacted pleasantly with clients and guests when performing daily duties.
  • Moved beds, sofas and small furniture to wipe down baseboards and remove dust and dirt from hard-to-reach areas.
  • Employed deep-cleaning techniques for areas in need of additional sanitation.
  • Maintained and organized cleaning supplies stock.

Administrator

Leading Janitorial Services LLC.
, WA
02.2013 - 09.2022
  • Conduct customer site visits for sales
  • Cold calling and telephone sales for account acquisition and retention
  • Supervise up to two drivers
  • Responsible for scheduling, route planning and training drivers on proper safety and procedures
  • Monitored staff performance and addressed issues.
  • Exercised good judgment and decision-making in escalating concerns and resolving issues.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Entered time and attendance logs in preparation for payroll.
  • Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.

Carpenter Apprentice

Perlo Construction
Vancouver, WA
06.2015 - 12.2016
  • Cut materials on job site to prepare for installation.
  • Cleaned job site after work completion and disposed of debris in proper containers.
  • Helped with movement of materials and equipment to different job sites.
  • Followed OSHA and corporate safety regulations and procedures.
  • Installed drywall, ceilings and trim and fabricated replacement trim and moldings.
  • Installed, assembled and repaired woodwork, millwork, cabinetry and trim under supervision of master carpenter.
  • Assisted journeyman carpenters in installing fixtures and fittings.
  • Read and interpreted specifications and construction drawings to determine best techniques to complete each job.
  • Obtained strong understanding of residential and commercial building codes.
  • Utilized various tools, equipment, materials and forming systems to complete construction tasks.
  • Worked independently on projects and tasks within carpentry team.
  • Installed windows, flooring or trim using hand or power tools.
  • Took accurate measurements to calculate size and amount of materials needed for project completion.
  • Measured and marked cut lines on materials using ruler or marking gauge.
  • Fashioned frameworks or props using hand tools and wood screws, nails or glue.
  • Anchored and braced forms and other structures in place using nails, bolts, anchor rods, steel cables, planks, wedges and timbers.
  • Consistently constructed square and level projects.
  • Removed damaged or defective parts or sections of structures and repaired or replaced using hand tools.
  • Studied blueprints or building plans to prepare layout and materials required.
  • Verified trueness of construction using plumb and level.

Laborer

Calvert Co.
Vancouver, WA
06.2009 - 04.2010
  • Performed physical activities requiring heavy lifting, walking and standing for long periods of time.
  • Completed variety of physical labor tasks.
  • Understood and followed oral and written directions.
  • Operated and maintained a variety of equipment including hand and power tools.
  • Collaborated with team members to complete assigned tasks and meet tight deadlines.
  • Met company and OSHA safety guidelines for work site operations to minimize worker risk.
  • Loaded and unloaded daily material shipments, keeping products organized and secure to prevent damage and optimize handling.
  • Performed repetitive assembly tasks with hand and power tools and automated equipment.
  • Read plans, instructions or specifications to determine work activities.
  • Sorted and placed materials or items on racks, shelves or in bins to keep warehouse organized.
  • Operated pallet jacks and forklifts to load and unload supplies and materials.
  • Prepared items for transportation installing bracing, padding and strapping to prevent damage.

Carpenter Apprentice

Application Specialists
Vancouver, WA
06.2005 - 06.2008
  • Studied specifications in blueprints, sketches, or building plans to prepare project layout and determine dimensions and materials required
  • Shaped and cut materials to specified measurements, using hand tools, machines, or power saws
  • Installed structures such as windows, frames, floorings, trim, and other hardware, using carpenters' hand or power tools
  • Finished surfaces of woodwork in residential and commercial buildings using paint, hand tools, or paneling
  • Prepared cost estimates for clients and employers
  • Cleaned job site after work completion and disposed of debris in proper containers.
  • Cut materials on job site to prepare for installation.
  • Completed hands-on training with skilled carpenters, resulting in woodwork proficiency with equipment.
  • Followed OSHA and corporate safety regulations and procedures.
  • Assisted journeyman carpenters in installing fixtures and fittings.

Education

Certificate of Completion -

06.2015

Constructing Hope Pre-Apprenticeship program -

State of Washington
01.2005

OSHA-10, Forklift & Scissor-Lift Operator, Flagging, Confined Space Entry, Labored Carpentry training, Electrical and Personal Protection Gear certified, NCR certified -

Skills

  • Strategic Planning
  • Risk Mitigation
  • Asset Management
  • Wealth Management Portfolios
  • Client Relationship Building
  • Performance Monitoring
  • Document Analysis
  • Transaction Review
  • Microsoft Word Expertise
  • Capital Raising
  • Investor Relations
  • Financial Statement Review
  • Report Writing
  • Strategic Development
  • Portfolio Modeling

References

References available upon request

Timeline

Trust Administrator

KING EASTLIN EXPRESS TRUST
06.2022 - Current

Housekeeping Aide

Kaiser Permanente
02.2017 - 02.2023

Carpenter Apprentice

Perlo Construction
06.2015 - 12.2016

Administrator

Leading Janitorial Services LLC.
02.2013 - 09.2022

Laborer

Calvert Co.
06.2009 - 04.2010

Carpenter Apprentice

Application Specialists
06.2005 - 06.2008

Certificate of Completion -

Constructing Hope Pre-Apprenticeship program -

State of Washington

OSHA-10, Forklift & Scissor-Lift Operator, Flagging, Confined Space Entry, Labored Carpentry training, Electrical and Personal Protection Gear certified, NCR certified -

Marvin Jennings