Ashley Nay Email & Phone Number

New York, New York, US

Working to implement Insurance Sales within the Personal Wealth Management Group.- Assist with pre-document review with advisors prior to underwriting- Facilitate training sessions for new products, services and processes - Ensure timeliness of applications being entered through completion- Support advisors with licensing and appointment - Contact third.

New York, NY, US

- Ensured relationships are in good working order with advisors and assistants to facilitate any changes- Learned all aspects of a full time Client Relationship Manager and working to attain full management licensing- Created and provided reporting for entire market and division - Assisted in preparing meeting notes and handouts to further help agendas.

New York, NY, US

Started organization within Merrill Lynch market. Organize and facilitate all fundraising for office drives and other functions. - Monthly fundraising for various local charities - Initiated and planned Habitat for Humanity build along with complex blood drive with Mississippi Valley Regional Blood Center - Annual fundraising drives for local charities.

New York, NY, US

• Provided client relationship support for a team of financial advisors that produced over $1 million in revenue each year with a book of assets that exceed $500 million
• Assisted in the transition from a retiring financial advisor’s book into the existing team with regards to operational and client relationship issues
• Was the lead point of contact on the team for operational and sales support
• Performed daily, weekly, monthly and annual reports
• Assisted in the training of additional Client Associate on the team as of September 2017
• Attained all licensing and became a Missouri Notary

Charlotte, NC, US

• Assembled, prepared and verified closing documents during the completion of real estate transactions including Conventional, VA and FHA loans throughout the nation
• Communicated regularly with borrowers, real estate brokers, loan officers and title companies to answer questions regarding closing requirements
• Verified accuracy and consistency of specifications on documents
• Reviewed loan fees to verify accuracy on 25-40 files per month
• Assembled closing documents for delivery to title company, real estate broker, or lending officer for closing
• Verified closing documents were executed properly and issue funding authorization

• Implemented learned skills to aid in branch functionality
• Passed managerial training course to become Branch Manager
• Assisted the Branch Manager with various branch activities and act as manager in their absence
• Handled more complex customer complaints and inquiries to ensure customer satisfaction
• Continuation of all jobs performed in the Financial Representative position which included keeping a pipeline of 15–25 loans per month
• Gathered updated customer information and process cure agreements and modifications for mortgages

- Loan production for personal loans, auto loans and mortgages- Managed delinquent accounts using various collection methods- Credit and Non Credit insurance sales- Maintained a balanced cash drawer on a daily basis- Set up retail financing for local businesses- Solicitation of past and present borrowers for any additional or future needs- Attained.

Reading, PA, US

- Learned leadership skills to grow within various levels of management- Selling and negotiating rates in response to market conditions and customer's needs- Cold and warm calling surrounding businesses to gain new business- Operations Management- Fleet Management- Worked on customer satisfaction to ensure the best service- Managed logistics of products.

Master Of Business Administration - Mba

Bachelor Of Science (B.S.), Marketing