Michelle Martens
Austin,TX
Don't let the grass grow from under your feet.
My beautiful mother
Summary
Hardworking and reliable Estate Trustee with strong ability in problem solve and resolve financial obligations. Offering , successful and excellent results in negations in settlements in past debts and funds due.. Highly organized, proactive and punctual with team-oriented mentality.
Overview
3
3
years of professional experience
Work History
Trustee Administrator
Herbert & Patricia Gruenewald Trust
Austin, TX
08.2019 - 09.2022
- Wrote contract documents, purchase agreements and closing statements.
- Verified accuracy of documentation and fund disbursements for sales.
- Effectively handled various office duties, including maintaining computer files, typing and filing and reception desk tasks.
- Assisted in selling one property worth over $800,000.
- Handled delegated tasks.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
Education
High School Diploma -
05.1988
- Major in Medical Field
- Completed professional development in R.O.P. classes
included off campus work at a Hospital.
Certificate - Medical Assisting
Certificate - Massage Therapy
02.1994
Skills
- Making insurance decisions
- Developing financial plans
- Friendly, positive attitude
- Work ethic
- Active Listening
- Written Communication
- Insurance decisions
- Savings accounts
- Financial planning
- Education funds
- Tax law expertise
Artist
I have been an Artist for nine years. I love to paint with acrylics on custom made wood box frames. I put a high quality resin coating on all of my paintings. I focus on Woodstock images and musical instruments. Also, love to create resin decor.
I have sold over 75 pieces of my work. Sold a house with all of my Art showcased also showcased in a large Law Firm.
Additional Information
I worked in the medical field for over 15 years. Front and back office management, Certified
Medical Assistant, Certified Massage therapist. Medical Transcription, all types of medical billing. Patient coordinator.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Trustee Administrator - Herbert & Patricia Gruenewald Trust
08.2019 - 09.2022
Venice Senior High School - High School Diploma,
Nova Institute - Certificate, Medical Assisting
Institute of Psycho Structural Balancing - Certificate, Massage Therapy