Suzanne Conkling
Beach Lake,PA
Summary
A Financial Services position where my Master’s Degree in Business Administration (Finance concentration) and 5+ years of experience at leading financial firms can be applied to maximum effect. Summary of Qualifications MBA in Business Administration with a concentration in Finance. Trained in Excel and Word MBA in Business Administration.
Overview
28
28
years of professional experience
Work History
Loan Operations Service Representitive
Wayne Bank
Honesdale, PA
08.2024 - Current
- Book auto, RV, small business, and various other loan types in the Navigator system.
- Process loan payments.
- Process ACH payments.
- Assist customers with any issues they might have.
- Sort daily mail, and process titles received, along with loan payoffs and lien releases.
- Issue checks for overpayment or refunds.
- Make loan information corrections where required.
Lead Sales Associate
Dollar General
04.2023
- Responsible for opening and closing the store
- Count down registers and prepare the deposit
- Balance the safe
- Make sure the store is prepared for opening the next day
- Receive shipments and delegation of tasks to part time staff
- Process Western Union transactions
- Receive and hold Fedex packages for driver or customer pickup
Insurance Agent
Symmetry Financial Group
07.2021
- Licensed in Life, Accident and Health for Pennsylvania and Georgia
- Contacted potential clients to set appointments
- Ran appointments and filed applications for coverage
- Assessed what types of policies potential clients qualified for and helped them choose the option that was best for them
- Contacted insurance companies to ensure the rapid and accurate processing of applications for my clients
Loan Officer
Royal Bank of Canada
03.2007 - 01.2010
- Responsible for settlement of Loan Trades for several Traders through Clearpar
- Extensive use of Excel spreadsheets for calculation of Funding Memos for settlement of Loan Trades and pro-rata allocations for various accounts, also for adjusting the value of open trades or current held balances per percentage of any LOC paydowns
- Processing of interest payments for Letters of Credit
- Liaised with Traders of multiple companies, back-office settlement areas, and Agents for all necessary signatures for settlement
Trade settlement
State Street Bank
04.2005 - 03.2007
- Resolved breaks for Equity, Bond, Treasury, and Foreign Trades (including Taiwan trades)
- Liaised between Buyers and Sellers to resolve any issues before settlement date
- Entered tickets for trades
- Processed foreign exchanges for multiple currencies
- Processed SPO charges and corrections for backdated factor changes
- Handled trade uploads through ACTION to ensure the proper loading of all trades through the system
Temp – Accounts Payable Clerk
Showtime Networks
07.2004 - 08.2004
- Processed checks for approval and sent out payments to vendors
- Increased account credit limits for vendors with management approval where necessary
Internship
Boulder Securities Inc. LLC, New York Stock Exchange
06.2002 - 08.2002
- Enter the buy and sell transactions, write tickets and field phone calls
Internship
American Express Financial Advisors
02.2002 - 05.2002
- Enter data for new customer portfolios, update existing customer data files
- Study the different types of investments and their appropriate applications
Assistant Manager / Sales Driver
Waldenbooks
09.2002 - 07.2004
- Monitoring staff and cash flow, delegating tasks, dealing with customer issues
- Complete control over the company kiosks, delegating tasks, and most importantly meeting the daily sales goals and assisting with inventory
Assistant Manager
Sam Goody
06.1997 - 08.1998
- Monitoring staff and cash flow, delegating tasks, dealing with customer issues
- Complete control over the company kiosks, delegating tasks, and most importantly meeting the daily sales goals and assisting with inventory
- Liaised with other managers to create and institute theft prevention measures
Education
MBA - Business Administration
Wagner College
Staten Island, NY01.2004
Skills
- Strong customer service and communication skills for management, clients and customers Capable of dealing calmly with high pressure situations in a fast- paced environment
- Customer Service
- Money Handling
- Financial Transactions
- Customer Relationship Management
- Money Transfer Systems
- Customer Needs Assessment
- Transaction Processing
- Strong sense of banking ethics
References
References Available upon request.
Timeline
Loan Operations Service Representitive
Wayne Bank
08.2024 - Current
Lead Sales Associate
Dollar General
04.2023
Insurance Agent
Symmetry Financial Group
07.2021
Loan Officer
Royal Bank of Canada
03.2007 - 01.2010
Trade settlement
State Street Bank
04.2005 - 03.2007
Temp – Accounts Payable Clerk
Showtime Networks
07.2004 - 08.2004
Assistant Manager / Sales Driver
Waldenbooks
09.2002 - 07.2004
Internship
Boulder Securities Inc. LLC, New York Stock Exchange
06.2002 - 08.2002
Internship
American Express Financial Advisors
02.2002 - 05.2002
Assistant Manager
Sam Goody
06.1997 - 08.1998
MBA - Business Administration
Wagner College
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