Erin Ferguson Email & Phone Number

Zionsville, Indiana, United States

Scheduler/Concierge for Beck’s Hybrids

Zionsville, Indiana

Zionsville, Indiana

Muncie, Indiana Area

• Provided a wide range of administrative services, including ACMS and ACH processing and wire transfers.• Performed system maintenance for payment plan changes to ensure the most up-to-date information.• Processed in excess of 100 federated funds and custom payment transfers per month.• Settled and processed trades accurately and within the deadline• Reconciled accounts for Mutual Wealth accounts with 200+ clients in four regions.• Researched transaction data, trust issues, as well as banking loans for accounts exceeding $1M, analyzed data and prepared reports for management.• Set up new accounts and closed accounts for clients, ensuring correct information and accurate data.• Maintained training requirements for all areas of Trust Operations and completed within 6 months• Provided back-up support for the Department

Muncie, Indiana Area

• Managed final titles for four regions and contacted the title departments to obtain finished copies; also tracked titles.• Serviced mortgage, consumer and commercial loans, updated rates, processed payments and made modifications to documents. • Accurately recorded all changes on commercial accounts.• Updated insurance policies for customers.

Muncie, Indiana Area

• Booked up to 15 commercial loans weekly, including scheduling client meetings with loan officers, preparing loan documents, reviewed for accuracy and processed for approval.• Typed correspondence and meeting minutes and distributed minutes to all committee attendees.• Processed loan advances for commercial clients by transferring funds from one account to another.• Updated and distributed monthly department reports.• Greeted clients, served as back up receptionist, answered and transferred telephone calls

Anderson, Indiana

• Served as Payroll Administrator and managed bookkeeping for trust accounts on behalf of 150 residents.• Conducted Orientation for new employees and reviewed policies, procedures and regulations. • Reviewed and updated patient charts for accuracy.• Assisted in health department audits by the Department of Health; pulled charts and patient accounts for auditor review.• Used medical coding including CPT, ICD-9, and HCPCs.• Volunteered for outside company promotional events.• Medical externship January to March 2005

Anderson, Indiana

• Processed clothing, handled cash, and performed data entry.• Promoted to part-time management.