ALEXIS WILSON
West Chester
Summary
An ambitious finance graduate from Pennsylvania State University currently applying my skills and knowledge in the finance industry. With a year of hands on experience I have developed a solid foundation of financial services. My education coupled with my background experience has equipped me with the knowledge to thrive in the finance industry. I am committed to increase my knowledge and bring helpful insight to future companies.
Overview
7
7
years of professional experience
Work History
Operations Associate
Pinnacle Partners Corp.
01.2025 - Current
- Assisted with agent compensation by handling commission payments using Excel reports and pivot tables
- Managed the printing and logging of checks in a ledger
- Supported various other operational tasks, including mortgagee clause change letters, contributing to tax reports, ensuring timely bill payments, and preparing deposit slips for both accounts payable and receivable
Funding and Servicing Specialist
JG Wentworth
08.2023 - 01.2025
- Regularly utilize major banking platforms including PNC, Wells Fargo, and SunTrust to monitor and analyze financial data
- Responsible for processing ACH and wire transfers daily for clients who have sold their settlements and annuities to the company
- Assist in end of the month duties by working extended hours and funding to make sure the projected goals are hit
- Routinely use excel, Microsoft office, and Microsoft Dynamics GP to execute my everyday tasks
Intern
Tammac Holdings Corporation
05.2022 - 08.2022
- Efficiently carried out various office responsibilities including organization, timely mail delivery, and diligent management of the company email inbox
- Proficiently inputted clients' initial data into the online system while using mathematical skills to determine primary income and supplementary revenue streams
- Assumed responsibility for managing the company's primary email inbox, demonstrating proficiency in organizing, sorting, and distributing crucial emails to respective colleagues
- Utilized Excel to extract and analyze data from the computer system, effectively identifying and rectifying errors in the ongoing loan process procedures
Attendant
Bette's Bounces & Carnival Attractions
06.2021 - 08.2021
- Engaged in attentive supervision of children participating on moon bounces and rides, ensuring their safety and adherence to established rules and guidelines
- Contributed to the sanitation efforts by thoroughly disinfecting moon bounces and rides following their usage
- Demonstrated excellent multitasking abilities by monitoring how many children occupied the moon bounce, ensuring compliance of no chewing gum/food, and promoting appropriate usage of bounces/rides
Customer Service
Christmas Tree Shops
06.2020 - 08.2020
- Demonstrated exceptional efficiency in swiftly processing customer transactions
- Provided valuable assistance to customers by guiding them to desired products or locations within the store
- Exhibited a courteous and empathetic approach when addressing customer concerns, ensuring their issues were promptly resolved with optimal solutions
Customer Service
Tropical Smoothie Cafe
06.2018 - 08.2019
- Collaborated within a team to complete orders quickly, while also paying close attention to detail
- Demonstrated exceptional leadership skills by providing guidance and mentorship to newly hired co-workers
- Proficient in various store tasks including operating the cash register, preparing refreshments/food items, maintaining cleanliness, and handling telephone communications
Education
Bachelor - Finance
The Pennsylvania State University, Smeal College of Business
University Park, PA05.2023
Skills
- Accounts Payable/Receivable
- ACH/Wire Transfers
- Knowledge of Finance
- Data Entry
- Microsoft Office
- Microsoft Excel
- Fast Learner
- Time Management
- Customer Service
Timeline
Operations Associate
Pinnacle Partners Corp.
01.2025 - Current
Funding and Servicing Specialist
JG Wentworth
08.2023 - 01.2025
Intern
Tammac Holdings Corporation
05.2022 - 08.2022
Attendant
Bette's Bounces & Carnival Attractions
06.2021 - 08.2021
Customer Service
Christmas Tree Shops
06.2020 - 08.2020
Customer Service
Tropical Smoothie Cafe
06.2018 - 08.2019
Bachelor - Finance
The Pennsylvania State University, Smeal College of Business
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