Teresa Harvey has over 20 years of experience in customer service, administrative support, and financial services roles. She is skilled in interacting with diverse groups, resolving customer issues, and maintaining positive relations. Currently, she works as a Personal Trust Assistant, responsible for daily account administration, tax reporting, and assisting with estate matters.

1. Teresa J. Harvey
teresa_harvey1@yahoo.com.(773)562-7271
SUMMARY Skilled Communicator able to interact with diverse groups and individuals in a variety of settings, savvy and adept customer
service professional able to resolve customer questions, difficulties, issues, complaints and crisis situations, while maintaining
positivecustomer relations in support of company goals and objectives.
EXPERIENCE COVENANT TRUST COMPANY – Chicago, IL 2013-Present
Personal Trust Assistant
 Responsible for the daily processing of clients’ vendorbills and transactions,general account
administration for personal trust,agency, and IRA accounts.
 Responsible for account setups,maintenance, closings, and imaging of all documentation.
 Assists in annual tax reporting work, administrative review documentation, and estate asset collection.
 Assists in preparing charitable gift annuities, trust amendments and bequests.
SKIDMORE, OWNINGS & MERRILL – Chicago, IL 2008-2009
Human Resources Assistant
 Performed data entry of resumes into HR database, distributed to various departments and sent email correspondence.
 Created new hire orientation binders, benefit files, set-up and conducted orientations, and created key cards.
 Processed expense reports, weekly timesheets, professional memberships, mail distribution, filed terminations and
ordered business cards.
 Assisted employees with various HR inquiries, requests and information.
LASALLE BANK – Chicago, IL 2005-2007
Bank Teller
 Ensured highest standards of customer service per bank policies and procedures in efficient manner.
 Performed various teller transactions, balanced cash drawer and maintained meticulous account records.
 Balanced, recorded, and distributed deposits and loan payments.
 Assisted with facility opening and closing procedures.
UNIVERSITY OF CHICAGO HOSPITALS – Chicago, IL 2004-2005
Medical Records Technician III / Receptionist
 Responsible for themaintenance of unit facility medical records.
 Prepared confidential request forms and maintained files.
 Data entry of medical appointments into clinic scheduling system.
 Answered telephones and routed calls accordingly to appropriatedepartments.
NORTHERN TRUST BANK – Chicago, IL 1996-2003
Personal Fiduciary Support Associate
 Assisted bank partners in personal trust management, timely collection, processing and dissemination of trust activities.
 Interacted with attorneys and beneficiaries in processing of estatetrusts.
 Monitored estateand trust assets for accurate collection and distribution.
 Assisted with client servicing while coordinating reconciliations, audits, and plans of divisions.
 Opened new accounts on trust systems, collected assets, valued assets, completed legal memos, paid bills and
coordinated operational activities.
Relationship Associate
 Provided comprehensive administrative support to theadministrator and relationship manager.
 Responsible for theaccurate and efficient preparation of new accounts, change of addresses, batch updates, capital call
transfers, wire transfers, stop payments, ACH set-up and requests for statement duplicates.
EDUCATION Cannon Financial Institute – Malibu, CA 2014
Completion of Trust Fundamentals May 2014
Computer Training Source, Inc. – Chicago, IL 2012-2013
Completion of program June 2013
Awards &
Certifications Completed Microsoft OfficeSpecialist: PowerPoint 2010, Microsoft Word 2010, Microsoft Outlook 2010
 Citrix, HR Perspective, CBIZ, ASF, MAUI
 Received Several Awards for Outstanding Customer service in Personal Banking Operations
 Received Bonus for expanding responsibilities to a newly created position, as a Relationship Associate
 Completed 200 hours of Volunteering at The University of Chicago Hospitals