Shannon Bloomquist
Pierce,NE
Summary
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
21
21
years of professional experience
Work History
Risk Analyst
BankFirst
2024.02 - Current
- Conducted thorough reviews of all processed forms to ensure accuracy and compliance
- Efficiently handled wire transactions as part of loan management responsibilities
- Maintaining accurate records for regulatory audits
Financial Planning Assistant
Sundance Investments
2021.10 - 2024.02
- Played a vital role as the primary assistant to two financial advisors.
- All client requests were accurately processed, while ensuring timely completion of tasks.
- Offered support for general issues related to technology.
Financial Planning Assistant
CalmWater Financial Group
2011.06 - 2021.09
- Provided daily operational support to a team of three financial advisors.
- Ensured timely completion of all client requests through accurate processing of tasks.
- Assisted in troubleshooting technology-related problems.
- Managed compliance to adhere to regulatory requirements
Office Manager
Herman Chiropractic, P.C.
2008.08 - 2011.06
- Facilitated the billing process by accurately submitting charges to appropriate insurance companies
- Processed patient statements on a weekly and monthly basis
- Skillfully handled various tasks including phone calls and patient appointments.
Office Manager
Furstenau Financial
2007.07 - 2008.07
- Ensure efficient operations through written, phone, and electronic communications
- Managed all office paperwork and maintenance of records.
Bookkeeper/Receptionist
Jonny Dodge-Chrysler-Jeep, Inc.
2005.01 - 2007.06
- Calculated payroll accurately and efficiently
- Ensured accurate completion of federal and state tax forms.
- Oversaw the management of accounts receivable and payable
Receptionist/Bookkeeper
Feidler Eye Clinic P.C.
2004.01 - 2005.01
- Provided assistance to patients through phone and personal interactions.
- Oversaw the management of accounts receivable and payable
- Managed the submission of patient charges to various insurance providers and recorded corresponding explanation of benefits.
Education
BS Chemistry of Health Sciences -
Wayne State College
Wayne, NE05.2011
AA Business Administration -
Northeast Community College
Norfolk, NE05.2003
Skills
- Proficient in Microsoft Office Suite
- Detail oriented, organized, able to multi-task
- Reliable, dependable, efficient
- Excellent leadership and teamwork
- Strong family values and morals
- Self-motivated, honest, loyal
References
References available upon request
Timeline
Risk Analyst
BankFirst
2024.02 - Current
Financial Planning Assistant
Sundance Investments
2021.10 - 2024.02
Financial Planning Assistant
CalmWater Financial Group
2011.06 - 2021.09
Office Manager
Herman Chiropractic, P.C.
2008.08 - 2011.06
Office Manager
Furstenau Financial
2007.07 - 2008.07
Bookkeeper/Receptionist
Jonny Dodge-Chrysler-Jeep, Inc.
2005.01 - 2007.06
Receptionist/Bookkeeper
Feidler Eye Clinic P.C.
2004.01 - 2005.01
BS Chemistry of Health Sciences -
Wayne State College
AA Business Administration -
Northeast Community College
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