SUSAN LOYD POWELL

I have been in the financial business since 1997. I have experience in entering new accounts, into the systems, doing paperwork for IRA, Roth, Single, and joint accounts, IRA distributions, answered phones, took checks, securities, and bonds, maintaining personal information on clients, maintaining paperwork for annual audits, worked in the cage area for 7 years. Vast computer knowledge, data entry, communications among patients and clients, maintaining and tracking patient progress with their applications with Medicaid, Disability claims. Responsible for data reports generated and shared to multiple clients. Responsible for keeping current files and paperwork supporting clients cases. Knowledgeable in Social Security, Medicaid, and Mississippi Envision network. I am very motivated, hard working, punctual, always willing to go over and beyond the task at hand. Also have the ability to multi-task, dedicated to the company that I am working with and have great business rapport with others.