jim gerrick

* Travel RN, ICU August 2016-Present * Intensive Care Unit Nurse. April 2013- August 2016 * Progressive Care Unit Nurse. Telemetry and ACLS certified. June 2012-April 2013

Member of Centralized Business Review Unit (CBRU) Supervision Team responsible for reviews of Annuities and Life Insurance for Legacy Banc of America Investment business and new Merrill Lynch business. Developed new process, procedures and policies in preparation for start up of CBRU management of annuity business reviews. Trained immediate supervisor and all team members in annuity review, supervision procedures, and documentation practices in adherence with FINRA, SEC, and State regulations. Escalation point of contact for high risk transactions. Educated Financial Advisors and Branch Office Managers in suitability documentation required prior to approval. Established partnerships with field staff, back office, and insurance carrier personnel to facilitate a better understanding of annuity products.

Member of Investment Call Center team responsible for processing trades, assisting customers, resolving problems, providing excellent customer service to self-directed and full service clients, and assisting financial advisors with customer service issues. Ranked 14th and 17th of 100 associates in call center during second and third quarter 2006 respectively. Consistently achieved low to mid 90’s quality scores. Participated in 360 team coaching, and selected for senior management round table.

During eight month period, was the second top producing agent with $33,000 of annualized premium written. Passed Series 6 and 63 NASD exams on the first attempt without formal business degree or training; Securities and Insurance knowledge obtained through intense self-study. Excellent customer service skills. Demonstrated ability to complete and present illustrations to educate customers on attaining retirement goals with financial services and life insurance. Interacted professionally with customers and conveyed complex ideas in easy to understand language

* Conducted monthly counseling sessions for assigned soldiers as Squad Leader. Provided constructive feedback and identified areas for improvement. Leadership commendations received include: Army Achievement Medal * Good Conduct Award * Army Commendation Medal, South-West Asia Campaign Medal during Operation Gold Sword and Juno following Desert Storm * and Guardian of Freedom commendation from Brigadier General John Abrams for fostering friendship and cooperation with Kuwaiti Armed Forces

* Bachelor of Science in Nursing * Cum Laude May 2012 Queen's University Completed Accelerated BSN program with 3.596 GPA * degree awarded after 3 semester program with eligibility to sit for NCLEX.

Member of Quality team responsible for reviewing and scoring investment specialist calls for adherence to quality standards and NASD, SEC, and state regulations. Coached investment specialists on performance improvement and worked closely with management to address quality concerns. Accepted additional responsibilities above and beyond regular job duties - coordinated quality coaching week schedules for Charlotte Investment Center, managed ACT server for Charlotte quality team, and completed special projects as assigned by manager. Selected as a Medallion Award Winner for Third Quarter 2006 – recognized by peers and management for excellence in job performance and exemplification of Bank of America Spirit

* Company Clerk for Sixth Psychological Operations Battalion * Coordinated leave requests, status reports, and training schedules for 200+ soldiers. * Resolved payroll, administrative problems, and related human resource issues. * Presented weekly updates to the Commanding Officer utilizing Power Point presentations * Drafted and edited over 300 formal letters of evaluation for Officers and Non-Commissioned Officers * Held top-secret clearance while serving as translator for battalion staff. * Coordinated housing, training, and transportation for interim deployment of all US Army Special Operations Command personnel while deployed at Sembach Airbase, Germany. * Utilized German language fluency to facilitate speedy repair and acquisition of needed materials supporting Bosnia mission. Served critical role in procuring supplies on a time sensitive basis.

Activities and Societies: Phi Kappa Tau Fraternity, Dance Marathon

Accepted to Masters of Arts, Teaching, program at University Of South Carolina","Dean’s Honor List Spring 2000, Spring 2002, Fall 2002; President’s Honor Roll Fall 2002","Scored in the 88th – 92nd National Percentile on the Miller Analogies Test"]