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Work experience

Feb 2004Present

Funding Administrator

The Lifeline Program

Responsible for reviewing and verifying accuracy of contracts received, including any and all documents, such as policy information, trust documents if applicable, insured information and notary information necessary to fund policies.Preparing, verifying and sending Closing Documentation Packages to funder and escrow agent to fund those policies.Preparing change of ownership and beneficiary insurance forms.Processed new international purchaser records, including assigning purchaser number, verified and entered purchaser information into database, administrated Welcome Letters.Maintaining International and Domestic Databases, including updating purchaser information.Preparing, assembling and sending closing documents for all international purchasers, including verifying all documents for accuracy.Processing all necessary death claim forms for the investors, sends them to the appropriate agent, then once completed claim forms are received, and coordinates with the Tracking Department to file that claim.Scans and sends all of the maturity checks to appropriate agent for international investors once received from the insurance carrier and/or escrow agent.Responsible for updating investor accounts on our website on a monthly basis.Process weekly agent commissions, set up new agent records in database.Reports directly to the Vice President of Business Operations, handles any and all assignments, reports, and correspondence requested. Reports directly to the President, handling any and all special assignments, reports and correspondence requested.

Dec 2000Nov 2002

Administrative Assistant

Beneficial Assistance

Generated agent commissions on a weekly basis. Updated and maintained agent commission schedules.Processed new agent applications and administered Welcome Packets.Maintained agent database and supplied agents with product applications, marketing materials, etc. requested by the agents. Calculated and prepared settlement sheets, monitored percentages paid to escrow agent, viator and broker.Maintained and updated monthly Bordeaux for Lloyds of London.Prepared daily bank deposits, generated daily and weekly funds available reports and closing summary reports for the escrow department.Prepared contracts, closing documents for agent and viators.Prepared change of ownership and beneficiary insurance forms.Created, managed, scanned and maintained new viator files.Tracked viators monthly through a Social Security Administration database.Processed new purchaser records, including assigning purchaser number, verified and entered purchaser information into database, administrated Welcome Letters.Managed and maintained purchaser database.Performed daily administrative duties including phone coverage, processed incoming and outgoing mail, generated internal and external memorandums, and letters.Traveled to second office in Bloomington, IL on a weekly basis to help control workflow, set up and implement Doc Star system, and manage and perform daily administrative functions

Sep 1999Dec 2000

Coffee Bar Supervisor

The Women’s Board of Johns Hopkins Hospital

Responsibilities included overseeing the general operations of the coffee bar on a daily basis, ranging from opening the coffee bar to ordering product, receiving, verifying all deliveries, entering invoices.Supervised two employees, maintained payroll; conducted performance evaluations.Increased profitability by 25%, maintained upkeep of the coffee bar; provided preparations of product and determination of daily specials, maintained time and temperature reports, HACCP logs, introduced innovation products to the coffee bar.Maintained records of daily deposits ensuring the money count of the safe, made daily deposits and controlled the change ratio of the safe and cash drawer, prepared safe petty cash reconciliation, kept record of all outgoing cash.Coordinated on-site and off-site catering created a database for all paid and unpaid catering invoices.

Jun 1997Aug 1999

Candy/Coffee Manager

Sutton Place Gourmet

Trained and evaluated the work performances of subordinate staff, ordered product for department, ensured quality control, inventory control, monitored and achieved goals for sales and profitability, weekly and monthly financial tracking of department, monitored incoming product for consistence, checked invoices for accuracy and merchandised department and product seasonally.

Maintained time and temperature reports and HACCP logs.

Assisted General Manager in maintaining all HACCP regulations, responsible for updating and educating staff on current HACCP guidelines.  Accompanied the Food Inspector on scheduled and unscheduled inspections through-out the store, reporting any and all violations to the General Manager.

Played a highly visible and interactive role in daily operations.  Involved with projecting costs and analyzing budgets, developing and implementing inventory controls, and achieved goals for sales and profitability.  Worked directly with Store Manager with regard to strategic business planning.

Administered human resources programs (e.g. scheduling, leave/vacation requests, promotion, discipline, and payroll) for a staff of 70 employees.

Sep 1995Jun 1997

Bakery Manager/Store Supervisor

Sutton Place Gourmet

      Trained, supervised and evaluated the work performances of a staff of 25, administered other human resources programs, (e.g. scheduling, leave/vacation requests, promotion, discipline, and payroll).  Directed the staff members in performing sales, food preparation and customer service functions.

        Handled daily setting up of bakery, quality control of product, controlled ordering, margins and sales of department.

        Maintained time and temperature reports and HACCP logs.


Sep 1989May 1991

Associate of Arts

Essex Community College


Proprietary Systems
  Proficient user of proprietary systems (ISS - Insurance Settlement System).  
Microsoft Outlook
Microsoft Excel
Microsoft Word
Microsoft Access