Administrative Assistant - Safeguard Insurance
(2025-06 - 2026-08)
- Answered phone calls and checked messages, helping clients, when possible, transferred to agents when needed.
- Input data about clients into Customer Relationship Management when they purchased insurance and as prospects for agents.
- Filed all files into current, inactive and deceased.
Front Desk Clerk - Baymont Inn & Suites
(2021-08 - 2023-05)
- Handled all check-ins and check-outs using computer applications by Wyndham.
- Helped keep Marketplace stocked and sold items.
- Handled customer complaints.
- Calculated hours for payroll every other week
Financial Manager - Financial Services - Jacksonville, FL
(2015-10 - 2021-07)
- Handled all financial matters for patient, including bookkeeping.
- Maintained the calendar and ensured the patient arrived at all appointments.
- Handled light cleaning and controlled all medication the patient was prescribed.
- Set up initial approval of her long-term insurance and filed all claims.
- Ensured outsourced caregivers were assigned part-time caretaking duties.
Trust Associate - Spherion Staffing, LLC - Jacksonville, FL
(2013-12 - 2014-02)
- Provided Corporate Trust services to over 60 clients.
- Learned all aspects of the job, even though access to the company’s computer system was not provided until the start of the 6th week of employment due to a computer glitch.
- Filed all documents voluntarily, bringing extensive filing up to date.
Project Manager/Business Advisory Services - Wipro Technologies - Jacksonville, FL
(2011-03 - 2012-02)
- Served in senior-level consultancy role with a global IT services company that caters to 150 Fortune 500 clients in a wide variety of fields across five continents.
- Entered training material through data entry and executed training programs for all departments, including but not limited to IT, retail, credit, teller, and wealth management for a large international bank.
- Developed training for complicated bank software and taught this training to executive management in Sao Paulo, Brazil and Mexico City, Mexico
Dubai, United Arab Emirates
(2009-11 - 2011-01)
Relocated to Dubai, United Arab Emirates due to husband’s chance to provide help for his company in the Middle East. During this time, I took college accounting courses to further my knowledge in accounting and finance.
Compliance Manager - FIRSTATLANTIC BANK - Jacksonville, FL
(2007-08 - 2009-11)
- Provided executive-level direction on compliance issues for a full-service bank with over $100 million in assets and three locations.
- Communicated with executive management on all compliance, bank secrecy, fraud and theft, and foreign assets control issues.
- Used data mining software to determine any fraud, money laundering, suspicious activity, and illegal activity possibly perpetuated by bank customers or employees.
- Selected Contributions: Personally completed risk assessment to fulfill regulatory requirement adopted into law years earlier.
- Single-handedly set up a BSA program and conducted BSA training of all personnel.
- Bank regulators required the bank to hire a VP of Compliance and with my experience and knowledge, was asked to assume the title VP of Compliance/Bank Secrecy Act and the Community Reinvestment Act.
- Handled all aspects of accounting, Board and Executive Management level reporting, Accounts Payable/Receivable.
- Analyzed the bank’s financial statements daily for discrepancies, errors in posting and resolved these by the end of the day.
- Extensive use of Microsoft Excel and PowerPoint to create Board Reports
Bank Branch Manager, Consumer Loan Manager, Assistant Bank Examiner, Internal Bank Auditor
(1984 - 2007)
Additional banking experience in retail as a Bank Branch Manager for nine years, as well as a Consumer Loan Manager, Assistant Bank Examiner for the Comptroller of the Currency and Internal Bank Auditor.
