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Valic Aig - Marketing Specialist Bid Analyst Resume Example

XXXX XXXXXXXX XXXXX XXX , CANA , VA 24317
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Audrey Patterson
Summary
An experienced and polished professional with an extensive background in various investment areas. Strong communicator and relationship builder who excels in a dynamic and fast-paced environment that are demanding. Exemplifies phenomenal interpersonal and organizational skills. Self-starter, excellent verbal and written skills. Quick to learn new and detailed information. Proficient in Microsoft Office Suite with advanced computer skills. KEY STRENGTHS: Proposal Development Communications Team Player Project Manager Operations Attentive to Details
Skills
  • Active Listening
  • Speaking
  • Critical Thinking
  • Customer and Personal Service
  • Coordination
  • Time Management
  • Persuasion
  • Writing
  • Operations Analysis
  • Clerical
Experience
01/2008 to Present
Marketing Specialist-Bid Analyst VALIC AIG - Houston, TX
  • Partner with the Sales Team, Relationship Management, and Consultant Relationship to prepare award winning proposal responses by building relationships, mastering the products and services, and understanding the needs of the group-client Act as Project Manager to effectively manage the proposal process from assignment to document submission; create timelines to ensure project deadlines were met and escalated timing or conflicting proposal issues to management, as necessary.
  • Managed and handled proposals with assets of more than $3.8 billion Strategically manage comprehensive sales proposals for defined contribution plans 401(k), 457(b), 401(a) and 43(b) for mutual funds and annuities to win and retain group business.
  • Respond to and prepare Request for Proposal (RFP) by developing the project timeline, managing the milestones, coordinating efforts between various departments including sales, legal, actuaries, fund group, and marketing to ensure the proposals meets the production schedule as defined by the.
01/2006 to 01/2008
Brokerage Analyst AIG American General Securities - Houston, TX
  • Ensured checks and stocks were deposited into client's accounts within 24 hours accurately and according to IRS Regulations.
  • Processed IRA Distributions on a daily basis by sending out funds via check or fed fund wires.
  • Submitted on an average 10-15 forms daily Set up systematic redemptions and purchases for mutual funds.
  • Set up systematically pay income for dividends, principal distributions, and contributions from instructions sent in by clients.
  • Changed investments for mutual funds to reinvest or cash for dividends and capital gains.
  • Set up new accounts.
  • Processed fees for Portfolio Monitoring and AGES accounts on a quarterly basis, also submitted spreadsheet to margin department for debiting fees out of clients account to pay representatives.
  • Processed Limited Partnerships REIT applications and made sure in good order before sending to PERSHING.
  • Communicated with financial advisors on a day to day basis to retrieve information needed, to inform when paperwork was filled out incorre.
01/2005 to 01/2006
Commission Specialist AIG American General Securities - Houston, TX
  • Processed Financial Advisors commissions proficiently and accurately meeting the deadline for each commission cycle.
  • Processes were completed within a 24 hour cycle.
  • Top performer in commission processing with the highest number of commissions paid to Financial Advisor and less than 1% error ratio Appointed as research coordinator to resolve any issues that may have derived during the commission cycle (i.e., commission not paid correctly).
  • Researched the issue until the error was evident and adjusted the issue accordingly.
  • Communicated effectively with Financial Advisors where the issue may have derived and informed them the solution to repair the oversight so that they may be compensated accordingly.
  • Contributed to team in order to break down and reconcile statements received from various sponsor(s).
  • Processed trades received from our Brokerage department within a 3-4 hour turn around period.
  • Generated weekly direct deposit(s)/check(s) for commissions processed during the week.
  • Trained new hires.
Education
Associate of Arts: General Studies Houston Community College - Houston, TX
Bachelors of Business Administration: Enterprise Information Systems University of Houston Downtown - Houston, TX
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Resume Details

This is a real resume for a Marketing Specialist Bid Analyst in CANA, Virginia with experience working for such companies as Valic Aig, Aig American General Securities. This is one of the hundreds of Marketing Specialist Bid Analyst resumes available on our site for free. Use these resumes as templates to get help creating the best Marketing Specialist Bid Analyst resume.

Previous Companies:

  • VALIC AIG
  • AIG American General Securities

Previous Job Positions:

  • Marketing Specialist Bid Analyst
  • Brokerage Analyst
  • Commission Specialist

Schools:

  • Houston Community College
  • University of Houston Downtown

Level of Education:

  • Associate of Arts
  • Bachelors of Business Administration

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