Deborah Tolbert Email & Phone Number

Under limited guidance, performs new accounts task such as accounts set up, maintenance, BL Server uploads, ASUBS, Excel Queries, set up reports, change reports, account freeze projects and numerous other task dealing with client accounts for over 300 branches. Resolves escalated issues and problems working closely with the client assistant, broker or internal co employee. Extensive contact with internal and external customers to identify, research and resolve problems. Interact with executives, co employees, Compliance and clients at all levels while performing advanced administrative functions in a strategic manner anticipating and executing tasks successfully. Document Retrieval, and document processing, providing operational support to over 300 retail offices and/or correspondent firms.

Listed skills include Radiology Patient Care, Investments, Banking, Financial Services, and 9 others.