Amanda Shockley Email & Phone Number

Indianapolis, In, Us

Indianapolis, Indiana, Us

New York, Ny, Us

♦ Successfully sell new and preexisting homes in the Indianapolis area♦ Demonstrate exceptional prospecting skills by generating extensive client base through aggressive marketing and personal referrals from satisfied buyers and sellers♦ Excel in client development, public relations and customer follow-up♦ Advise and inform prospective clients on current market activities/conditions and the negotiation process of real estate transactions

Indianapolis, In, Us

♦ Successfully sell new and preexisting homes in the Indianapolis area♦ Demonstrate exceptional prospecting skills by generating extensive client base through aggressive marketing and personal referrals from satisfied buyers and sellers♦ Excel in client development, public relations and customer follow-up♦ Advise and inform prospective clients on current market activities/conditions and the negotiation process of real estate transactions

Indianapolis, In, Us

♦ Prepared and generated 1500+ quarterly reports through reconciliation and performance analysis♦ Collaborated with portfolio managers on preparing meeting materials, account paperwork, and ensuring clients are given exception customer service and support♦ Recorded and maintained daily investment activities – buys, sells, deposits, dividends, etc.♦ Researched and resolved investment account performance or asset variances

Indianapolis, In, Us

♦ Reconciled tenant accounts to ensure all payments are accounted for and properly posted♦ Lead a group of AR analysts towards departmental goals by answering complex tenant questions, responding to disputes, and training ♦ Performed monthly analysis of all retail platforms for executive management

Indianapolis, In, Us

♦ Managed assigned tenant accounts and perform various collection procedures to obtain payment confirmation♦ Communicated daily with tenants/major retailers via phone, email, and fax♦ Assisted tenants in reconciling and answering questions regarding Year End Real Estate Taxes and CAM costs♦ Helped lead a project that involved multiple departments in order to streamline the tenant refund process

Indianapolis, In, Us

♦ Processed daily receipts ensuring a prompt and accurate recording of payments to tenant accounts♦ Researched and addressed unapplied and unallocated receipts to meet established department goals♦ Assisted in the month-end close process by ensuring all processing is completed within the allotted time frame♦ Managed and executed the temporary tenant refund process

Evansville, In, Us

♦ Provided customer service through the processing of banking transactions and increasing customer awareness of Old National products and services♦ Efficiently executed account opening procedures and maintained an accurate balancing record♦ Resolved customer complaints and inquiries

St. Louis, Missouri, Us

♦ Worked for a financial advisor team by developing financial portfolios♦ Assisted the financial advisors in analyzing customer needs, helped predict future client investment success, and prepared materials to support these needs♦ Completed a client database project that assessed clients’ risk tolerance, investment knowledge, and financial position

Shawnee Mission, Ks, Us

♦ Performed various customer service and financial planning tasks for a financial advisor ♦ Contacted, arranged, and prepared for advisor-client meetings♦ Engaged with financial databases and planning systems♦ Reorganized advisor-client database and helped distribute financial portfolios and new account forms to clients

Bachelor Of Science, Public Financial Management

Education record

Education record