1. “…Reva’s customer
support skills are
second-to-none…
shows exceptional
attention to detail
while maintaining a
heavy workload…a
team player …”
Computer
Skills:
MS Word, Excel,
Outlook, Lotus
Notes, Windows
XP/Vista/7, AS400,
AWD, Vantage,
Citrix, Salesforce,
Mainframe,
Microsoft Outlook
Reva L. Boykin
710 Saline Creek Drive Glenn Heights, TX 75154 214-400-9371 reva.boykin@yahoo.com
Targeting Finance Opportunities
Driven to obtain a position with a financial organization where I can utilize my vast
knowledge of the industry through my advanced skills, motivation and willingness to learn
new aspects of the industry to help advance the company toward its goals and aspirations
while building on my current skills.
General Bookkeeping
Spreadsheets & Reports
Filing & Data Entry (50 WPM)
Experience
National Life Group ---- Dallas, TX
Agency Contracting Rep II, 2012 to Present
• Responsible for processing agent appointments with the appropriate State Insurance
Department
• Process miscellaneous licensing items.
• Analyzed contracts for completion.
• Manually add agents to our mainframe system – ADMI
• Answer calls and provide customer service per established procedures.
• Run credit and background check on agents.
Penson Financial Services ---- Dallas, TX
Departmental Controls Senior Specialist, 2009 to 2011
• Worked daily reports to ensure all department risk is minimized.
• Proactively communicated potential problems to manager.
• Identified record retention policy requirements and ensures department were in
compliance.
• Processed requests from Compliance Department in accordance with established
procedures.
• Responsible for following up on transfer items that are 10-23 days old.
• Balanced wash accounts accurately and in a timely manner.
• Maintained department metrics reporting, and identified additional items to be monitored
as required.
• Monitored sales force cases to ensure that department requirements were met.
• Researched problems and provided troubleshooting assistance to department members.
• Answered calls and provided customer service per established procedures.
• Supported other departments team members as requested
Results:
• Earned “outstanding” ratings on annual reviews for the past two years. Recognized for
high-quality work, organizational strengths
and exceptional customer service delivery.
Penson Financial Services---- Dallas, TX
Team Leader, 2007 to 2009
• Quality control of W/T Processed securities from DTC and making sure that all automatic
transfers, included copying all certificates, checking accounts, preparing UPS labels and
mailing where done correctly.
• Answered questions/concerns from regulators.
• Reviewed box count, certificates that were held in the vault making sure in balance with
Phase3.
• Processed research inquires, monitoring Salesforce in box with broker inquires on client
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2. transfers.
• Processed and reply to inquiries concerning client’s assets and positions.
• Ensured proper control records being shipped to and from the transfer agent.
• Over saw daily box counts including reconciling stock for everyday errors.
• Lead staff in their daily activities.
• Handled escalated issues from customers, regulators, or management.
• Responded to all inquiries within 24 hours.
• Provided exemplary customer service by going the extra mile for the customer.
• Business Continuity gathering department items needed for a disaster.
Penson Financial Services ---- Dallas, TX
Securities Processor, 2006 to 2007
• Processed all incoming securities received that day (Regular stock, 144, 144A, prospectus
sale, name changes and reorganization).
• NSCC Illiquid Charges calculating all accounts that sold over the daily average and posting
to accounts daily.
• W/T Processing order securities from DTC handled automatic transfers, included copying
all certificates, checking accounts, preparing UPS labels and mailing.
• Provided excellent customer service skills.
• Answered questions/concerns from regulators.
• Reviewed box count, certificates that were held in the vault making sure in balance with
Phase3.
• Processed research inquires, monitoring Salesforce in box with broker inquires on client
transfers.
• Responded to all inquiries within 24 hours.
• Provided exemplary customer service by going the extra mile for the customer.
• Processed and reply to inquiries concerning client’s assets and positions.
• Ensured proper control records being shipped to and from the transfer agent.
• Processed DWAC/DRS request through DTC system.
• Processed Breakdowns and Charging Client’s Monthly fees.
New York Life Insurance Co -----Dallas, TX
Check-O-Matic Representative, 2005 to 2006
• Responsible for answering all inbound/outbound customer service calls.
• Updated and maintain customer’s bank account changes.
• Collaborated with department personnel in performing general office duties and other
duties as assigned.
Americo Financial Life and Annuity Insurance Co----Dallas, TX
Professional New Business Representative, 1982 to 2004
• Processed all life applications, applying premium payments, follow up on outstanding
requirements, and make initial contact for 1035 exchanges.
• Led staff in their daily activities.
• Over saw daily reports to ensure timely delivery.
• Provided exemplary customer service by going the extra mile for the customer.
• Assisted agents with website.
• Cancelled delinquent files.
• Ambassador for the Call Center.
• Distributed daily work.
• Assisted Underwriters with requesting requirements.
Education
