Wendy Ciacciarelli

Executive Assistant to Global Wealth Management Banking, Divisional Director

April 2011 to December 2011

Demonstrated capacity to provide comprehensive support for executive-level staff
➢ Worked with divisional recruiter to manage head count and open requisitions for reporting to divisional director and finance partner
➢ Led regional administrative assistants in bi weekly meetings to develop routines and update on divisional events
➢ Manage divisional share point site
➢ Responsible for compliance reporting in the absence of a business support manager
➢ Highly focused and results oriented in supporting complex, deadline-driven operations: able to identify goals and priorities and resolve issues in initial stages.
➢ Excel at scheduling meetings, coordination travel, and managing all essential tasks.

Account Manager

October 2009 to April 2011

Maintain 215 Health, Life, and Annuity license
➢ Created proposals for current and prospective clients
➢ Requested rate proposals from insurance carriers
➢ Maintained relationships with carrier representatives in order to provide our clients with the best pricing
➢ Processed incoming applications for new and renewing policies to include changes/updates according to company guidelines for group health, dental, and /or life policies
➢ Reviewed and screened requests, calculated new premiums, and associated documentation
**Employment gap to manage the care of my terminally ill father. 10/2009 - 01/2009

Wholesale Mortgage, Sales Assistant

January 2008 to December 2008

Monitored registration, lock fallouts, automated underwriting submission fallout and total loan volume for the Florida Sales region
➢ Executed weekly training seminars for wholesale mortgage brokers via WebEx
➢ Initiated business from previously dormant accounts
➢ Trained new wholesale account executives
➢ Provided technical support for internal and external clients
➢ Attended industry seminars to update team on industry regulatory and product changes
➢ Assisted in various areas of loan processes - exceptions, pricing, etc

Business Support Lead II

May 2002 to December 2007

Managed employee on boarding and off boarding
➢ Developed new hire assimilation plan
➢ Developed department routines
➢ A breadth of regulatory mortgage broker licensing for the all 50 states to ensure broker relationships were compliant with state laws
➢ Multi state execution and coordination of customer training events, tradeshows, and recognition events
➢ Responsible for planning and organizing all team meetings at the regional level
➢ Provided high level administrative support to one local and one remote regional manager

Customer Care, Senior Customer Service Representative

August 2000 to May 2002

Resolved complex issues, retained/strengthened customer relationships and wealth product knowledge
➢ Utilized communication, negotiation, and research skills to enhance customer experience.

Consumer Banker

May 1999 to August 2000

Exceeded sales goal by deepening customer relationships with the bank
➢ Sales and services were provided in Spanish and English