Melinda Peterman
Rahway,NJ
Summary
Motivated Financial Specialist with experience advising clients on investment strategies, retirement planning, and financial planning. Strong background in understanding financial markets, financial products, and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
6
6
years of professional experience
Work History
Remote Participant Retirement Specialist
Access Staffing Temp Agency
10.2022 - 01.2024
- Developed in-depth understanding of insurance policies and procedures to give accurate recommendations to suit clients' needs.
- Educated clients on potential risks and rewards associated with various investments.
- Created financial models to analyze and evaluate investment strategies.
- Addressed customer service requests for information regarding 401K and 4013b benefits
- Processed personnel actions for clients, including retirement contributions, loans, withdrawals, and rollovers
- Assisted clients with budgeting and cash flow management.
Remote Contract Banker
TD Bank
02.2022 - 10.2022
- Cross-sold between 50-80 services and products to increase new business and expand existing customer relationships.
- Formalized risk assessment models and developed standards for trend analysis for corporate use
- Investigated and resolved account issues by offering applicable options to customers.
- Processed withdrawals by examining checks for endorsements, verifying amounts, and inputting into computer systems.
- Provided advice on different bank products and financial options.
- Evaluated client financial positions and identified the most appropriate banking products.
Legal Intake Specialist CSR
Weitz & Luxenberg
03.2018 - 01.2022
- Worked with clinical and operations teams to facilitate client placement and obtain appropriate services for over 80 clients per day.
- Collected, verified, recorded, and processed client demographics, insurance payments, and referral information.
- Offered compassionate and attentive guidance to patients during moments of crisis and trauma.
- Completed intake assessment forms and filed clients' charts.
- Trained and supervised new intake staff to deliver high-quality client care.
- Maintained accurate, up-to-date client records for reliable reference and communications.
- Conferred with clients and other involved parties to gather and track case information.
Education
Associate - Information Technology
DeVry University
New Brunswick, NJ08.2023
Skills
- Operations support
- Spreadsheet development
- Billing and Invoicing
- Project Management
- Database Administration
- Administrative support
- Proficient in Salesforce
- Telephone etiquette
Timeline
Remote Participant Retirement Specialist
Access Staffing Temp Agency
10.2022 - 01.2024
Remote Contract Banker
TD Bank
02.2022 - 10.2022
Legal Intake Specialist CSR
Weitz & Luxenberg
03.2018 - 01.2022
Associate - Information Technology
DeVry University
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