Theresa Lovelace is a seasoned professional with over 20 years of experience in mutual funds and retirement plans. She has a strong background in customer service, multi-tasking, time management, and effective communication. Her most recent role was as a Customer Operations/New Accounts professional at Franklin Templeton, where she mentored new hires and ensured work was completed properly. She is seeking a new opportunity to continue advancing her career.

1. PROFESSIONAL SUMMARY
SKILLS
WORK HISTORY
THERESA LOVELACE
520 80th Avenue North, Saint Petersburg, FL 33702
Cell: 727-742-1742 - tlovelacetinsley@yahoo.com
Seasoned professional with20+ years of mutual fund and retirement plans experience. Seasoned
professional with experiencing working for broker dealers. Seeking to bringmy knowledge and
hard working ethics to your company, where I can grow and advance my career.
Mentoring
Strong multi-tasking skills
Time management
Effective communication
Fast learner
Self sufficient
Proficient in Microsoft, Excel and
PowerPoint
Strong customer service skills
09/2013 to Current Customer Operations/New Accounts
Franklin Templeton – Saint Petersburg, FL
20+years of industry experience.
Performing outbound calls to financial advisors and clients regarding their paperwork not
being in good order.
Monitoring various work baskets to ensure work is processed and completed properly before
industry deadlines.
Open new retirement, voluntary and employer accounts.
Apply contributions, payments, distributions and maintenance requests on all account types.
Currently I am a mentor to all new hires and Team Lead for my department.
Review and inform staff of all policy changes and company changes in weekly team meetings.
02/2011 to 09/2013 Processing Associate
IAS – Clearwater, FL
Applied premiums to shareholder policies, terminated policies and updated accounts with
any maintenance changes.
Mentor to new hires and trained them on processing and procedures.
Diligently researched to locate lost shareholders.
Reviewed old policies on microfiche.
Performed quality assurance on coworkers work that they processed.
Received 50+ inbound calls daily and performed all tasks the clients required, including but
not limited to: review account balance, issue checks, update addresses, and report death
claims.
05/2000 to 10/2010 Rep Relations Specialist
Transamerica – Saint Petersburg, FL
20+years of executive experience.
I started in new business opening accounts, applying contributions, processing redemptions
and processing maintenance requests
I became a trainer and was in charge of training all new hires. I collaborated with other
department trainers and created all the training modules and was able to get them all online
in a share drive so that all associates would be able to access them.
I also was on a specialized service team where I was in charge of processing any and all
requests for high dollar financial advisors. I performed all outbound calls to these financial
advisors and accepted all incoming calls from them. Within the normal processing
requirements I also processed all their death claims.
I also worked for the back office and received 50+ incoming calls from financial advisors. My
duties included: opening accounts, processing maintenance requests, assisting financial
advisors with their commissions and proper licensing requirements, performed daily reports
that I sent to upper management showing the staff processing numbers and in charge of
ordering department supplies.