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Investment resumes in Columbus, OH, 43215

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Anti Money Laundering

Columbus, OH
... Ensure proper closing documents for signature •Purchase and Refinance Transactions, FHA, VA, Bond Loans, Conventional Loans, Investment, 2nd Homes •Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, ... - 2023 Oct 29

Personal Banker Financial Planning

Columbus, OH, 43291
... for a 260 plus unit property Apartment Complex I maintained the property and ensured profitability of the owner’s investment while controlling expenses to maximize income collected rent each month from existing tenants and deposits from new tenants. ... - 2023 Oct 22

Business Development Customer Service

Columbus, OH
... Advisor – Services: Financial Planning & Investments First Merit Bank, North America –Avon Lake, OH 8/2008 – 10/2009 Key Responsibilities: Performed selling, cold calling, prospecting and closing sales for financial and investment banking services. ... - 2023 Oct 10

High School Home Care

Columbus, OH
... 614-***-**** Supervisor: Amanda Johnson Date: 2016-2022 ●5812 Investment group: 4400 Easton Commons, ste 100 columbus, oh 43232 Job title: punch technician/ maintenance tech Phone: 614-***-**** Supervisor: Sean Date: start- june 13,2022- currently - 2023 Oct 07

Customer Service Administrative Assistant

Columbus, OH
... Manager, 2002 – 2004 ●Sale Associate-Completing loan processing, balancing the ATM, the vault teller, completing teller transactions, aiding other financial centers, investment referrals, and customer follow-up. ●Lead Sales- Completing loan ... - 2023 Oct 03

Account Executive

Columbus, OH
... Private Enterprise Experience Corporate Investment Mergers & Acquisitions, Columbus, OH Founder Co-Owner Founded and established business brokerage that sold consumer services, wholesale distributors, and manufacturing concerns. Evaluated seller’s ... - 2023 Sep 20

Call Center Customer Service

Columbus, OH
... SELF EMPLOYED Insurance Agent in North Carolina 01/2002 – 08/2010 Contacting prospects for Fixed Annuity sales for American Equity Investment Life Insurance Company. Retirement Account education and enrollment of plan participants. Bank of America – ... - 2023 Sep 15

Medical Insurance Research Analyst

Columbus, OH
... Investment; Management; International Settlement EXPERIENCE Clovers Kitchen Woburn, MA Marketing Research Analyst Sep - Dec 2022 ● Analyzed F&B market data to search for potential customers and found new retail channels for Clovers’ own products ● ... - 2023 Aug 12

Project Manager

Columbus, OH
... focused on state insurance law and market trends - Gerson Lehrman Group, multiple consulting engagements with US Investment Banks, Hedge Funds, and Equity Groups seeking SME level expertise in Cyber Security, Cloud Computing, AI/BI, Industry ... - 2023 Aug 03

Customer Service Data Entry

Columbus, OH
... Care - Columbus, OH April 2003 to May 2006 Customer service Scheduling appointments Confirming appointments Faxing Copying Receiving payments Organizing and pulling medical records Data entry Investment/ portfolio management Mail Room Clerk U.S. ... - 2023 Aug 01
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