Tamara Wheaton Email & Phone Number

Ottumwa, Ia, Us

Ottumwa, Iowa, United States

Ottumwa, Iowa

• Legal assistant for a corporate and civil litigation lawyer handling matters such as unemployment claims, civil litigation and corporate maintenance.• Perform relevant legal research for potential and active cases.• Prepare and distribute time-sensitive correspondence, legal documents and reports based on written/oral drafts and research findings.• Create detailed spreadsheets to efficiently track casework and deadlines.• Professionally represent the firm as initial point of contact for clients and legal professionals.•Maintain attorney calendars, including client appointments and court appearances.•Maintain and organize filing system, providing quick information accessibility and keeping files up to date.•Efficiently handle a multi-line phone system as well as greeting all incoming clients.

Ottumwa, Iowa

• Responsible for daily credit union business including asset management, record retention, cash management, inventory, daily reconciliations, and office security• Builds business and relationships by scheduling, organizing, and delivering various Lunch & Learns, New Hire Orientations, or similar events• Develops and implements plans and schedules for efficient and out-standing service delivery• Integrates the credit unions philosophy and principles, while promoting the credit unions Mission Statement• Creates and participates in educational marketing events, along with ensuring that marketing materials are distributed, updated, and compliant throughout the unit

Ottumwa, Ia

• Builds business and relationships by helping customers open and manage their bank accounts and finances • Advise customers on bank products and services that are best suited to their needs as well as refer clients to in house financial experts as needed• Identify potential clients to reach out to; present our financial products and sell them on our financial services• Build long-term relationships with clients as a foundation to cross-sell our products and services• Perform administrative duties such as recording client information and documentation, entering data into proprietary software

Ottumwa, Ia

•Provide secure, fast, and accurate service to members who contact the Credit Union through telephone and electronic communication channels.• Accurately and efficiently perform all member transactions, provide information concerning credit union policies or services; explain membership eligibility.• Build business by opening new accounts, and all other necessary member service processes while continuing to uncover additional needs.• Perform administrative duties such as recording client information and documentation, entering data into proprietary software• Resolve issues with banking services and accounts