Ivan Smith Email & Phone Number

Springfield, Missouri, United States

Member of multifunctional annuity team handling all processing and administrative aspects.Performing various duties such as new business, transfers, customer service withdrawals, tax reporting, and account maintenance.

Currently oversee the department responsible for managing risk for credit card processing clientele. Responsibilities include creating programs that capture fraudulent transactions, educating merchants on Master Card and Visa policy, as well as assessment and removal of fraudulent businesses from Infinity Data’s portfolio. Responsible for managing analysts taking service phone calls and handling administrative processing for the risk program. Experience partnering with FBI officials, state courts and other enforcement agencies to reduce risk to Infinity Data. Created a risk model in 2004 to review credit card holder related losses as well as merchant losses. Reduced the company’s credit card charge back losses from over $400,000 per year in 2003 to $200,000 in 2004 and just $65,000 for 2007.

Oversaw the department responsible for managing risk for credit card processing clientele. Researched claim issues and court appeals against Infinity Data.Negotiated appeals and claims and/or handled small claims circuit as necessary. Created programs that capture fraudulent transactions, educating merchants on Master Card and Visa policy, as well as assessment and removal of fraudulent businesses from Infinity Data’s portfolio.Experienced partnering with FBI officials, state courts and other enforcement agencies to reduce risk to Infinity Data. Created a risk model in 2004 to review credit card holder related losses as well as merchant losses. Reduced the company’s credit card charge back losses from over $400,000 per year in 2003 to $200,000 in 2004 and just $65,000 for 2007.

Managed advisors while working with portfolio management for trade settlements that focused on strategic income with some exposure to international money. Worked with various divisions for problem resolution of settlements including trade processing groups, phone services, and fund accounting.

Managed advisors while working with portfolio management for trade settlements that focused on strategic income with some exposure to international money. Worked with various divisions for problem resolution of settlements including trade processing groups, phone services, and fund accounting.

Managed the analysts who grade the financial industry’s customer service. Created models of effective and efficient service to help various clients improve, upgrade and/or reorganize their call centers. Responsible for the planning and process of all analyst calls. Worked with internal client managers to suggest areas of focus for improvement with their respective clients. Handled all personnel issues, systems troubleshooting, and day to day operations for the department.

Managed the analysts who grade the financial industry’s customer service. Created models of effective and efficient service to help various clients improve, upgrade and/or reorganize their call centers. Responsible for the planning and process of all analyst calls. Worked with internal client managers to suggest areas of focus for improvement with their respective clients. Handled all personnel issues, systems troubleshooting, and day to day operations for the department.

Managed registered representatives for various functions of internal wholesaling including customer service, sales desk, and client generation for Salomon Brothers, Munder Funds and the World Wide Index Funds. Responsible for representative development, all new business, client management, project management, and department cost analysis.

Managed registered representatives for various functions of internal wholesaling including customer service, sales desk, and client generation for Salomon Brothers, Munder Funds and the World Wide Index Funds. Responsible for representative development, all new business, client management, project management, and department cost analysis.

Selected to be one of eight members of a self-directed, multifunctional service team. This team was designed to provide the highest quality of service for the company’s top producing brokers, with well over two million in annual sales. Coordinated all processing and administrative aspects. Performed various duties such as new business, transfers, customer service withdrawals, terminations, and account maintenance. Utilized strong understanding of annuity operations and the annuity industry, as well as tax reporting and compliance issues.

Selected to be one of eight members of a self-directed, multifunctional annuity service team. This team was designed to provide the highest quality of service for the company’s top producing brokers, with well over two million in annual sales.Coordinated all processing and administrative aspects. Performed various duties such as new business, transfers, customer service withdrawals, tax reporting, and account maintenance.

Learned market fundamentals and management of accounts as full-service broker. Traded stocks on the market. Established clientele and managed portfolios for clients.

Learned market fundamentals and management of accounts as full-service broker. Traded stocks on the market. Established clientele and managed portfolios for clients.

Political Science

Bachelor Of Science, Political Science