Therese (Terri) Fleck Email & Phone Number

Crystal, Mn

Home Campus

Acting Department AdministratorClosing Renovation Loans.Mail Merge.Data Entry.Verification of Checks and Wires.Distribution of Daily Mail. Schedule interviews, meetings and conference calls.Familiar with Wells Fargo Internal databases

Closing Renovation Loans.Mail Merge.Data Entry.Verification of Checks and Wires.Distribution of Daily Mail. Schedule interviews, meetings and conference calls.Familiar with Wells Fargo Internal databases.

Set up and maintained security access for internal database for over 200 employees.Performed quarterly audits on internal database, ensuring correct access for 300+ users.Updated 15-20 web sites on a daily, weekly, or monthly basis as needed by client.Served as liaison between Account Managers and Clients.Successfully balanced internal database and point banking system reports.Participated frequently in client meetings to review program status.Developed and delivered PowerPoint presentations for client meetings. Prepared accurate monthly status reports for 2000+ customers. Monitored database for fraudulent orders and followed proper channels for resolution.Documented detailed procedures for database use.Transferred client data to internal database, following standardized file format.Processed inquiries regarding purchases of merchandise, point adjustments and account information.

Trained new Program Coordinators supporting five major corporate incentive programs.Accurately maintained department inventory via an automated inventory system.Assisted in the close out and transitions of programs into new databases.Effective meeting and event planner for department activity committee.

Supported four major corporate accounts by providing accurate and timely customer service, project coordination and reporting.Researched and resolved inquiries and correspondence from over 500 participants, in four programs.Prepared internal forms to obtain service from other internal departments.Balanced reports received from internal database on a monthly basis.Maintained primary control over check reconciliation.Performed on line and long form maintenance to master files.Interacted with team members to efficiently and effectively meet program deadlines while handling several accounts simultaneously.

Served as Customer Service representative and enrolled new customers into mainframe database and explained program rules to customers.Input customer data into mainframe database for all incoming sales.Successfully researched and reviewed inquiries from participants via 800 line.