1. LORI MARTIN
4445 Allentown Road, Pekin, IL 61554
 lsmartin4445@gmail.com
 309-642-4022 
QUALIFICATIONS PROFILE
Conscientious and motivated professional with demonstrated experience working independently to perform
a wide range of complex and confidential administrative functions.
 Demonstrates a sincere commitment to professional growth, continually taking on additional
responsibilities to maximize administrative capability.
 Excellent organization, prioritization, and multi-tasking skills.
 Consistently achieves superior performance ratings.
 Creative and resourceful in completing general tasks and special projects in a timely and efficient
manner; highly regarded by management and co-workers for professionalism and competence.
 Solid technology orientation; proficient in Excel, Word, PowerPoint and Outlook.
PROFESSIONAL EXPERIENCE
SOUTH SIDE BANK, Peoria, IL
Trust Associate, 2011 to Present
Executes various functions of a busy Trust Department. Performing essential workload while increasing
knowledge of trust law and regulations. Daily activities include opening and closing accounts; taking
charge of various aspects of estates,guardianships, special needs trusts, revocable and irrevocable trusts;
attending client meetings with the Trust Administrator; arranging estate sales,home sales, appraisals and
other events.
 Expertly prepared and coordinated tax information for trust clients.
 Ensures records for realestate holdings are in compliance.
SCHAFFNIT & ASSOCIATES, Morton, IL
RegisteredAssistant, 2009 to 2011
Assisted busy President and venture capitalist with severalbusinesses, while remaining responsible for all
aspects of his investment business.
 Excelled at multi-tasking while performing tasks for several different entities.
 Developed and maintained record-keeping systems to eliminate confusion of running several
companies at once.
CHURCHILL WEALTH MANAGEMENT, Morton, IL
RegisteredAssistant, 2008 to 2009
Supported financial consultant in all aspects of office administration. Established and maintained highly
effective working relationships with co-workers,vendors, and clients. Ensured the functionality of office
equipment. Completed documentation to open new accounts; performed account maintenance; developed
reports, correspondence,and spreadsheets; organized data, and processed monthly / quarterly newsletters
 Coordinated a successfulclient seminar; secured speakers,sent out invitations, organized dinner,
and pulled together a seamless event.
 Responsible for screening, selecting, and training others for a new financial planning program.

2. LORI MARTIN
Page 2
NATIONALCITY BANK / NATCITYINVESTMENTS, Peoria, IL
Private Client RegisteredAssociate, 1998 to 2008
Various Positions, 1978 – 1998
Advanced through a series of positions with increased responsibility for one of the nation’s largest
financial holding companies. Participated on a team responsible for meeting the needs of an existing
customer base made up of high net-worth clients. Assisted brokers as the first point of contact by
screening all calls. Administered operational functions, opened new accounts, and processed paperwork.
Trained new employees and served as the “go-to” person to answer inquiries related to policies and
procedures. Responsible in earlier positions for supervising a staff of four to five employees. Appointed
as the individual in charge of the branch office in the Branch Manager’s absence.
 Won VIP award for excellent service; consistently received kudos from brokers and clients for
displaying a high level of accuracy in processing requests ahead of schedule.
 Compiled a comprehensive training manual for new employees making the training process more
efficient and successful.
Education
Tremont High School – Tremont, IL
High School Diploma
American Institute of Banking - Illinois Central College 3.86 GPA
General Banking Diploma
Cannon Financial Institute – Pepperdine University
Trust I – Certificate of Completion