1. T E R R I A N D E R S O N
7527 WEDGEWOOD WAY • MAPLE GROVE, MN 55311 • PHONE 612.816.6866
• E-MAIL TERRILANDERSON@COMC AST.NET
PROFESSIONAL SUMMARY
A dedicated financial services professional with over 21 years of experience
working within the defined contribution retirement plan field and mortgage
services. Ability to work both independently and as part of a
comprehensive team to ensure that clients, employees and advisers achieve
their goals.
PROFESSIONAL EXPERIENCE
June 2015 – September 2015
Stewart Title
Escrow Transition Specialist – Document Preparation
 CEMA Specialist – NY
 Prepare documents for closing
 Send the final closing packet to Notary Firm
Contract Employee
January 2015 - March 2015
Integrated Inc.
• Studying for the Series 7 Exam
October 2014 – December 2014
AIL
• Training and Studying to sell Supplemental Insurance
May 2012 – July2014
Home Loan Processor
Wells Fargo Home Mortgage
• As a Loan Processor I work directly with the home mortgage
consultant and underwriter as wells as our customer to gather all
information needed for the refinance transaction to be reviewed,
ensure documents received are consistent and uphold to company
and industry guidelines.
• Manage a portfolio of refinance applications of 45-50 loans.
• Examine asset transactions to ensure accuracy and completeness.
• Excellent ability to research and analyze problems and recommend
solutions to customers.
• Experience with high volume, time sensitive tasks related to loan
document process requiring research and problem-solving with
high degree of accuracy.
• Respond to all email /telephone communications in efficient and
timely manner
• Process VA & Conventional Loans from beginning to end
• CEMA Specialist – NY loans

2. October 2009 –May 2012
Senior Client Service Associate
Adams Consulting Group, LLC
• Installation of 401(k) Profit Sharing Plans to various Insurance
Providers. Coordinate all aspects of the conversion with the
Client, Third Party Administrator, Prior Provider, and New
Provider. Communication with all parties involved.
• Request Illustrations for Life Insurance and Annuities.
• Process paperwork for Life Insurance, Individual Annuities, IRA’s,
and ROTH IRA’s.
• Schedule Annual Plan reviews with the Corporate and Individual
Clients, prepared all documentation for the meetings.
• Provide customer service to Corporate and Individual Clients on
their new and existing accounts, approximately 50 401k Clients.
• Schedule appointments with clients and vendors.
2004-July, 2009
New Business Transition Specialist
ING Retirement Plan Services
ReliaStar/ING Minneapolis, MN
• Promoted to this position through series of progressively
responsible positions from Client Relations Manager to New
Business Transition Specialist
• Communicate with plan sponsors, advisors, ING associates, third-
party administrators and prior providers to coordinate information
necessary to effect a smooth conversion to ING.
• Ensure proper sales recognition is received by field associates and
advisors through careful review of paperwork, appropriate
documentation and the completion of any necessary notifications
to business associates.
• Update business systems to reflect the new sale.
• Transitioned over 200 plans to ING, worked with Minnesota,
Michigan and Seattle offices, supported 6 Sales people.
• Travelled to Seattle to train on the process I developed
• Responsible for all the Compliance on the 401k plans and was a
backup to the Individual Business, passed the 401k audit by 100%
1994-2004
Client Relations Manager
Retirement Plan Services
Northwestern National Life/ReliaStar/ING Minneapolis, MN
• Managed a $175M book of defined contribution retirement plan
business for a global financial services organization through
cultivating relationships with clients and advisors
• Provided pre- and post-sale support to clients and advisers in the
areas of employee education, plan design and installation,
investment analysis, annual plan reviews
• As primary contact, acted as a liason between client/advisor and
plan manager in issue resolution

3. 1987-1994 Financial Administrator
Andrew Tool Company/DaVinci Medical
Plymouth, MN
• Responsible for Accounts Payable, Accounts Receivable, Payroll,
Employee Benefits
• Customer Service
EDUCATION
North Hennepin Community College Brooklyn Park, MN
2 years – Accounting/General
• MN/Life/Health Accident License
• Previously Held my Series 6 & 63 license