Jennifer Moffitt Email & Phone Number

Remote

- Test Controls performed by Transfer Agent as reflected in internal Policies and Procedure.- Perform complex tasks associated with Blue Sky Permits and assist with processing renewals.- Train team members on legal matters such as Subpoenas, Levies and Security Incidents.- Support Escheatment and Audit teams.

Remote

- Review internal procedure controls performed by transfer agent

Rancho Cordova, California

- Review and handle Subpoenas, Levies/Garnishments and Security Incidents that are linked to customer records.- Responsible for filing Blue Sky Permits for a specific trust in every applicable state and US Territory.- Review compliance requests from front line service departments.- Write procedures based on front line feedback and adapt to new workflows..

Rancho Cordova, CA

- Observed team members and provide one on one feedback based on live calls.- Facilitated class room training to peers and upper management.- Multitasked to complete day to day duties and project assignments.- Adapted to broadening call skills to include Premier Services and Customer Service Resolution Team.

Rancho Cordova, CA

- Temporary project assignment to support department analysts.- Analyzed front line staff suggestions to update and clarify Policies and Procedures.- Created two interactive website navigation guides for Shareholder and Financial Professional access to reflect newly designed public website.

Rancho Cordova, CA

- Expanded knowledge on complex retirement plans and policies.- Taught material to recently promoted associates.- Consistently provided feedback to clarify procedures and documented customer feedback to improve workflows.- Continued involvement with the planning committee.

- Provided general knowledge on products; mutual fund and retirement options.- Processed transactions and account maintenance on behalf of shareholders and financial professionals.- Member of Employee Events Committee which planned department events and semiannual All Hands Meetings.

-Walk through selections and suggest merchandise-Assist customers with navigating the website and processing orders-Review customer complaints and resolve to their satisfaction

-Wrote as a copywriter for product descriptions and site's blog-Edited site to improve organic search results; SEO Team-Assisted in samples and arranging giveaways

Handled transactions while providing customer service Worked in various departments; Women's, Men's, LogisticsOrganized and displayed time management skills

Handled transactions while providing customer serviceDemonstrated and explained products to customersOrganized and maintained facility

-Handled transactions-Worked in fast paced environment-Produce healthy, yummy products-Maintained facility

B.S., Business Administration; Marketing

Activities and Societies: National Student Advertising Competition Team 2010-2011, Member of Association for Women in Business, Community.

Bachelor Of Business Administration (B.B.A.), Human Resources, Australian Studies

Activities and Societies: USAC Study Abroad Program in Melbourne, Australia, Alumni Ambassador