Jenna O'Malley, Mba Email & Phone Number

River Falls, Wi, Us

Greater Minneapolis-St. Paul Area

-Accurately account for mutual fund portfolios-Report accurate daily NAVs for Hartford Funds-Reconcile daily shareholder activity-Reconcile cash and holdings with our custodian and resolve differences in a timely manner-Complete daily reconciliation of all balance sheet and income statement accounts and NAV double checks-Complete month-end excel spreadsheets within specific timeframes-Bank Loan Coordinator-Assist with Litigations & Private Placements-Member of the Sigma Nu Committee for Employee Engagement

-Prepared and analyzed subpoenas-Analyzed complaints and assigned accordingly-Conducted agent investigations and presented my findings-Pulled documents, phone calls, and policy information-Provided legal paperwork to the case handlers for review-Communicated effectively with sales offices, brokers, employers and other Hartford Life employees to ensure the customers’ needs were met-Maintained a minimum accuracy and production rate in processing new policy submissions and changes-Worked in a fast paced professional environment and managed workflow in a timely manner-Worked efficiently on projects and presentations for the Rewards and Recognition Committee

-Critically reviewed each policy to make sure information is complete and correct before sending policy to customer-Throughly issued each policy following all of the issue steps-Communicate effectively with sales offices, brokers, employers and internal employees to ensure customers' needs are met-Navigated through multiple systems while completing the complex issue process-Maintained a minimum accuracy and production goals-Acquired knowledge of all Life Insurance products offered by The Hartford-Managed workflow to meet strict deadlines-Worked efficently on projects and presentations as a Rewards and Recognition Committee Representative-Pay strong attention to detail and analytical skills to minimize mistakes

Master Of Business Administration (M.B.A.), Business Administration And Management, General, 3.89 Gpa

Activities and Societies: Beta Gamma Sigma - International Honor Society

Bachelor'S Degree, Business Administration And Management, General