1. Michael F. Walcek
777 Middle Road #70, Portsmouth, NH 03801
(603) 969-7562
MWalcek@jhancock.com
Scope Statement
Daily account reviews of submitted power of attorney, guardianship, conservatorships, trusts and other legal related
documentation for John Hancock administration.
Summary
• Skilled at learning new concepts quickly, working well under pressure, and communicating ideas clearly and effectively.
• Strong professional image, with ability to present new concepts or feedback to all associates.
• Trained experience with reviewing fiduciary documents.
Education
B.S. Management, Minor Economics 2007
Plymouth State University, Plymouth, NH
• Achieve Undergraduate GPA of 3.31 with Cum Laude designation
• Member of PSU Student Athletic Advisory Council, 2006-2007
• Captain of PSU Men’s Basketball team 2006-2007
M.B.A. 2008
Plymouth State University, Plymouth, NH
• Cumulative Graduate GPA of 3.43
Employment History
Sr. Legal Case Manager – Administration
John Hancock Annuities, Portsmouth, NH November 2014 – Present 11/14-Present
• Help Handle Long Term Care Partner Requests
• Review Suspicious Callers for the Annuity Call Center
• Handle call backs regarding fiduciary documents for management
• All Responsibilities of a Legal Case Manager
Legal Case Manager – Administration
John Hancock Annuities, Portsmouth, NH June 2013 – November 2014 06/13 –11/14
• Daily processing of Power of Attorney, Conservatorship, Trust, and Guardianship documents.
• Communicate with internal departments to establish processing of certain fiduciary documents
• Make daily phone calls to requestors to process fiduciary documents
• Monthly meeting coordinator with the John Hancock Annuity Call Center
• Handle all Fixed Product rush requests for active policies.
Team Leader – Client Services
John Hancock Annuities, Portsmouth, NH September 2011 - June 2013 09/11 - 06/13
• Daily handling of escalated cases and calls for both VA and fixed Annuities.
• Member of Executive Response Team.
• Daily interaction with multiple departments within John Hancock.
• Conduct one on one meeting with Customer Service Representatives.
• Serve as the workforce managers back up.
Customer Service Representative Specialist 08/08 - 09/11
John Hancock Annuities, Portsmouth, NH August 2008 – September 2011
• Daily interaction with financial advisors, customers, and other associates of JH Annuities.
• Responsible for producing productivity metrics on a weekly and monthly basis for Team Haskins.
REFERNCES AVAILABLE UPON REQUEST

2. • Member of the documentation, letter, and brainstorming teams.
REFERNCES AVAILABLE UPON REQUEST