Cynthia Ramsey
Richmond
Summary
Dedicated office administration professional with extensive experience in finance and customer relationship management. Proven track record in enhancing operational efficiency and achieving team goals, including successful revamping of a manual statement processing system that improved productivity. Recognized for delivering personalized service and effectively managing complex inquiries.
Overview
13
13
years of professional experience
Work History
Commission Specialist
Wachovia Securities
Glen Allen
01.2000 - 01.2006
- Promoted from Mutual Fund Commissions to Annuity Commissions after 3 months, where I utilized organizational skills to revamp manual statement processing system, resulting in timely reconciliation of statements and improved response rates to inquiries.
- Headed up the team for one quarter to meet goals and deadlines to get all backed-up statements caught up and completed. We met our goals and were each awarded 3 additional PTO days per associate.
- Reconciled annuity insurance carriers’ manual statements against brokers' advanced commission payments and made necessary manual adjusting entries on the Securities 'Beta' System in a timely manner.
- Monitored the automated insurance carrier feeds via the National Securities Commission Corporation Annuity Commission Serv system and verified correct broker team numbers for payment.
- Identified and resolved rejected automated commission feeds, researched affected accounts, and corrected entries, ensuring accurate updates to the carrier master system.
- Prepared detailed account audits for brokers and sales accounting in a timely manner.
- Assisted brokers with inquiries by conducting in-depth research and providing accurate information via telephone, facsimile, or e-mail.
- Trained newly hired Mutual Fund and Annuity Commission associates.
- Tested newly implemented systems and collaborated with a selected team to create a corporate-wide mandatory PowerPoint presentation for the Mutual Fund Class, receiving a certificate for contribution to the project.
- Proposed and implemented the Annuity End of Month Jolt Screen, providing brokers with a 5-day buffer for debits, enabling a smoother transition into the new month and enhancing broker satisfaction.
International Travel Consultant
Cendant Corporation
Richmond
01.1999 - 01.2000
- Delivered exceptional customer service, contributing to $100,000 in average monthly sales bookings.
- Coordinated domestic travel arrangements, ensuring seamless itineraries for clients.
- Completed 6-week course on American Airline Reservation System, 'Sabre', enhancing travel consulting expertise.
Office Manager
Prompt Solutions
Tamuning
01.1993 - 01.1998
- Managed day-to-day operations for a small, fast-paced computer consulting company, including dispatch, scheduling, customer billings, receivables, and vendor payables.
- Managed daily office operations and ensured a productive work environment.
- Coordinated schedules and meetings for staff and executives effectively.
- Oversaw inventory management and ordered supplies as needed.
Education
University of Guam - Travel Industry Management
University of Guam
Mangilao, GUSkills
- Commission reconciliation
- Financial reporting
- Account auditing
- Financial reporting
- Data analysis
- Team leadership
- Customer relationship management
References
Available upon request
Timeline
Commission Specialist
Wachovia Securities
01.2000 - 01.2006
International Travel Consultant
Cendant Corporation
01.1999 - 01.2000
Office Manager
Prompt Solutions
01.1993 - 01.1998
University of Guam - Travel Industry Management
University of Guam