Financial Specialist Career Research and Resources
State Farm Insurance
I answered incoming calls from existing and potential clients. I set up annual review meetings for the agent, resulting in cross-selling of additional products. I had all required Minnesota Department of Commerce licensing - Variable Annuities, Property, Casualty, Life, Accident and Health.
Avg. Salary: $40,000 · Company Rank: Not Available
RBC Dain Rauscher
I answered incoming calls from branch office staff regarding problems or questions about client accounts.
Avg. Salary: $40,000 · Company Rank: Not Available
Morgan Stanley
I marketed wide range of financial products to potential clients, including use of approved company marketing materials and cold calling. I assisted vice president in setting uup seminars for women investors, resulting in the opening of several new accounts.
Avg. Salary: $40,000 · Company Rank: Not Available
Heritage Education
Assist prospective students in applying for financial aid to fund their educations. Maintain and organize files for students. Assist students with any other financial situations.
Avg. Salary: $35,800 · Company Rank: 1.0 out of 5
LSI Title Company
1 Provide assistance to various lenders ensuring title report is clear to close escrow. Which consists of: ordering payoffs, requesting subordinations, requesting releases, obtaining required documents to remove or payoff tax liens/judgments which consists of requesting an SOI if applicable, requesting vesting deed’s which includes obtaining death certificates, divorce decrees, and notarized quit claim deed’s from borrower ...
Avg. Salary: $47,500 · Company Rank: Not Available
ING Direct
1 Getting Brokers approved/denied to do business with ING Direct. Ensuring broker licensing, “does business as” etc. is updated and proper documentation is received from broker to ensure a timely broker approval process. Answering and servicing incoming broker phone calls. 2 Ensuring proper third party utilized by ING Direct has researched and completed background check on broker. Confirming broker meets all required guide...
Avg. Salary: $47,500 · Company Rank: Not Available
The Golden 1 Credit Union
1 Working closely with borrowers, loan officers and under writers: tasks included- ordering and organizing all documentation received by borrower/business client(s). Which include: order appraisal, open escrow, income calculation and careful evaluation to provide solutions, enabling timely closing of loan 2 Create and reconfigure borrower loan database 3 Proven Ability to provide sufficient support to borrowers and co-wor...
Avg. Salary: $47,500 · Company Rank: Not Available
Masco Builder Cabinet Group
Performed internal audits of Payroll, Inventory, Order to Cash, Purchase to Payment cycles. Processed Accounts Payable, developed remediations for modifications of processes, procedures, and controls when necessary.
Avg. Salary: $47,500 · Company Rank: Not Available
Avery Dennison Corp.
Main contact for audit documentation preparation for SOX. Created monthly queries and Excel spreadsheets for account analysis. Identified and implemented process improvements for expatriate inter-company billing. Collaborated with lateral stakeholders for data on payroll and tax transactions.
Avg. Salary: $47,500 · Company Rank: Not Available
Steel Engineers, Inc.
Processed payroll, tax reporting, and payroll accounting for 200 union and non-union employees. Created Excel spreadsheets to analyze labor costs for construction jobs.
Avg. Salary: $47,500 · Company Rank: Not Available
