Modern Makovore Email & Phone Number

Richmond, Indiana, United States

Reno, Nevada, United States

Cincinnati, Ohio Area

-Processing and auditing Corporate Events.-Balance and reconcile cash balances and positions for corporate action activity.-Prepare client notifications and stay current with revisions and updates as they are announced.-Communicate with and resolve issues with transfer agents, administrators and / or outside custodians.-Assist with special research and/or projects as assigned.

Cincinnati

Provides detailed analysis that identifies and promotes the value of the existing plan, discuss options, Provides alternative plan options when appropriate and makes recommendations.Provides customers with customized counseling and implement recommendations for plan changes.Manage members rate increases risks and cancellations to prevent member attrition.Partner with the Underwriting team to provide alternate plan options to facilitate enrollment, etcParticipates in IT Pilots for the Retention Department

Cincinnati, Ohio Area

Analyzed client financial needs for selling insurance, and brokerage and FDIC investments productsSolicited and new customers through approved techniques and methodsConserved existing insurance and investments productsCustomized, recommend and implementing financial products to individuals and businessesServiced the insurance and investment needs of all owners of policies issued or offered

California Lutheran Unviversity

Problem solved incoming calls from associates and branches Resolved complex customer inquiries and supervisor escalated issues on banking and retirement products. Proactively reviewed each account to offer value added products and services while adhering to strict telesales laws and regulations. Supported an expansive and/or diverse array of products/services. Diffused tense customer interactions, managed conflict, and the ability to build rapport with customers. Make decisions based on past practice/precedence when resolving complex servicing issues.

Cincinnati, Oh

 Lead 7 team members to assist people with physical and mental disabilities perform and produce their best. Determined the duties and responsibilities of individuals in a team. Analyzed the individual performance of each team member and motivated them to perform even better. Organized scheduling and training workshops to improve the performance of the members who werelagging behind in terms of performance. Analyzed the assigned projects and distributed tasks to the members as per their area of expertise.

Cincinnati, Oh

Universal Banker  Assisted to cash various checks within assigned limit from bank. Administered all deposits and withdrawals and evaluated signatures of clients. Provided assistance to customers to accept all loans and credit card. Ensured optimal level of customer services are provided to all customers coming to branch in varioussettings. Performed regular research to resolve all customer issues efficiently. Assisted to compile all new customer applications and information for opening new accounts. Determined appropriate cross selling techniques for various products and services. Evaluated and processed all transactions for commercial loans.Customer Service/Telebank  Maintained regular checks on all account balances for withdrawals and deposits. Assisted to transfer funds between two accounts. Monitored specific accounts and checked interest on each. Gathered all loan and line of credit information over phone. Provided regular assessment of all retirement account information. Assisted customer to locate all bank branches and ATM on phone

Associate Of Science - As

Bachelor Of Applied Science - Basc, Registered Nursing/Registered Nurse

Enterprise Resource Planning Graduate Certificate, Sap Erp, 3.7

Activities and Societies: Projects using SAP SYSTEM that simulates real work environmentBUSINESS PROCESS ENGINEERING-focuses.

Mba In Financial Planning, Financial Planning, 3.1

Cal Lutheran's MBA in Financial Planning degree requires students to successfully complete a program comprised of 16, three-credit hour.

Bs, Bible And History, 3.4

Activities and Societies: Soccer

Bachelor Of Science - Bs, Registered Nursing/Registered Nurse