-Process and evaluate over 165 new and existing loans totaling $35MM in commitments annually to our department's lending standards as efficiently as possible-Analyze, review, and cash flow business and personal tax returns and financial statements for new and existing loans-Responsible for reviewing and analyzing the department's larger loans on an annual basis-Assist with monitoring and maintaining the portfolio's credit quality

•Assistant to 4 FAs (Sales Manager, Retirement Team, and Vice President of Investments) with approximately $135 million in assets under management, $1 million in production, and roughly 2,000 accounts •Set up hundreds of new accounts (retail, lending, retirement); process new account paperwork; work directly with clients, internal departments, and external firms; actively monitor accounts •Assist in marketing campaigns; facilitate account transfers; run performance, research, and cost basis reports; troubleshoot account issues; service participants in multiple 401(k) plans•Conduct test and application for all Trainee Candidates and FAs interested in working at our branch•Coordinate and set up meetings with outside vendors for our branch •Chosen to go to our Anchorage Branch for 1 week to train 3 new Client Service Associates and assist with massive transfer of accounts for 5 newly recruited Financial Advisors •Awarded Rookie of the Year in December of 2004

•Personally handled some of the company’s largest accounts, managed confidential documents and information on a daily basis, and generated revenue of roughly $23,000 in 8 weeks•Independently processed and financed new and renewal accounts, created welcome packages, and obtained and sold competitive insurance quotes and policies•Trained and supervised 2 new customer service representatives in billing and accounting issues•Served as a liaison between insureds, finance companies, general agents, and insurance companies

•Finalized team marketing tools, PowerPoint presentations, and Excel spreadsheets•Aided in the completion of gain and loss statements and asset allocation documents•Managed multiple independent projects, including financial advisor travel and entertainment reimbursements, monthly newsletter mailers, birthday cards, and database maintenance