Charles E. Lucas
2433 W Main Street #280
Mesa, AZ 85201
chuck@chucklucas.com
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Experience
11/99 - Present - JPMorgan Chase - 150 W University Dr., Tempe, AZ
Business Systems Support UAT Analyst (8/1/02 - current)
Involved in the User Acceptance Testing group of the CDBSS group for Chase Cardmember Services. Participate in various projects and initiatives involving the Payments and Collections areas of CCS. The group will eventually also take in the Customer Service and Fraud departments UAT projects. The UAT group handles all testing of software and hardware changes due to upgrades, enhancements or new products and releases.
Investor Services Investor Services Representative (11/8/99 - 7/31/02)
Provide customer service to Investment Advisors regarding Nuveen Investment products that would include Defined, Portfolios, ETFs and Mutual Funds. Assisted the research department to resolve any issues presented to the customer service representatives. Initiated several projects such as design and implementation of a department intranet site to centralize the various job tools online, created "mock-ups" of the websites used by our clients. Designed various Excel spreadsheets and Access databases on an ad hoc basis to meet various requirements on and as needed basis.
07/97 - 10/99 - PT Marketing Group 650 Smithfield Street, Ste. 1080, Pittsburgh, PA
Client Services/Marketing Representative
Organized and developed customized marketing campaigns for clients participating in various recruiting initiatives. Developed and maintained customized databases based on the requirements of each client and analyzed the results to assist management in directing the efforts to meet the goals set by the client. Databases used would include Q&A, ACT, and Access.
11/96 - 07/97 - Excell Agent Services 1919 West Fairmont Ave., Tempe AZ
Customer Service, Directory Assistance
Assisted callers with long distance directory assistance inquiries and provided customer service on these inquiries.
04/96 - 11/96 - Smart Design 310 S. Clark Dr. , Tempe, AZ
Sales Representative
Sold various Smart Design products to the owners of screen print shops, sign makers and other related businesses. Our product line consisted of the software and components required for day to day production. Leads were aquired through trade shows, trade magazine ads and Dunn and Bradstreet.
10/95 - 04/96 - Phase 2 Cellular 5310 E. Shea Blvd. , Scottsdale, AZ
Sales Representative
Active in the resale of airtime through Airtouch and Cellular One to individuals and businesses. I also sold the equipment such as batteries, phones and chargers. Leads were generated through several local suppliers.
01/95 - 10/95 - GTE- Mobilnet 1748 Independence Blvd., Sarasota, FL
Sales Representative
Sold cellular phone servie and equipment in an assigned territory. All of the leads were self generated through cold calling and referrals.
07/90 - 01/95 - Frys Food and Drug Store 825 W. University Dr., Mesa, AZ
Grocery, Deli, and Customer Service Clerk
Worked in all sections of the grocery business including grocery, deli, and customer service areas of the store, Also performed certain managment duties periodically.
Computers
Software - Word, Excel, Access, Power Point, Project, Visio, Lotus, Wordperfect, ACT, and Q&A.
Languages - HTML, Visual Basic 6, SQL, C++, C, VBA, JavaScript
Education
University of Phoenix - BS Information Technology (Expected graduation in February 2004)
References
Available upon request.
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