Christine Magruder has over 10 years of experience in financial services coordinating loans and real estate transactions through self-directed IRAs. She is highly organized with strong attention to detail and customer service skills. Her experience includes processing real estate transactions, mutual funds, and other investments to ensure accurate completion of documents within compliance guidelines. She also has experience in data entry, report preparation, and general office administration from prior roles in South Africa.
1. CHRISTINE A MAGRUDER
303-733-2234 – cmagruder@q.com
Professional Summary
Over ten years in Financial Services coordinating loans with title companies and lenders for property investments
held in Self Directed IRA’s. Have the ability to be flexible and learn quickly. Great problem solver and team
player with a good attitude and positive outlook. Highly organized, a self-starter with strong attention to detail
and always meets deadlines.
Qualifications
Business Continuity Program
IRA Basic
Beneficiary Options
IRA Distributions
Type 60+ WPM
Excellent Customer Service
MS Office including Word, Excel,
Outlook and PowerPoint
Introduction to Qualified Plans
Information Privacy – GLBA
Work Experience
Trust Company of America, Centennial, Colorado 11/1997 – 11/2014
Investment Processing Representative
Liaise with Title Companies to complete real estate transactions ensuring accurate completing of
purchase,transfer and distribution of documents for deeds, realproperty and promissory notes
transactions in IRA. Processed REITS in client IRA accounts.
Handle all incoming calls from clients answering questions.
Ensured property taxes, Home Owner fees and insurance was paid in timely manner
Mutual Fund Trading. Called mutual fund companies to place purchase,sell, exchanges
Excellent Customer Services skills assisting Client Services with calls from clients.
Processes Limited Partnerships and Limited Liability Companies once Compliance has approved
the investment.
Updating Statements on quarterly and annual basis.
Assisted with transfer in/out of new client’s requests.
Involved in numerous projects when required within company.
Assisted in identifying and escalating to Director improper activity in accounts.
Received recognition of Employee of the Month and Certificate of Appreciation.
Electricity Supply Commission – ESKOM, Durban,South Africa 1980-1996
Statistical Clerk
Capturing and monitoring coal and power daily generated at the various power stations and load
forecasting.
General office duties concentrating on smooth running of office and assisting District Mangers
Secretary.
Promoted to Senior Clerk Technical Services
Rendering personal secretarialservice to the Protection Services Manager managing calendar and
facilitating communications and meetings between other section managers.
Prepared and edited reports, correspondence and memos in Microsoft Word.
Education And Awards
Natal Technical College | Commerce and Modern Language Durban, Republic of South Africa