SEARCH

Business Initiatives Consultant, AVP Resume Example

Resume Score: 70%

Love this resume?Build Your Own Now
BUSINESS INITIATIVES CONSULTANT, AVP
Professional Mission
My personal mission is to drive exceptional quality with the utmost efficiency. As I encounter new challenges, I am a strong advocate for change, leading by example. I partner with my peers, developing strong relationships; fostering the strategies which lead to high performance accomplishments.
Skills
  • Leadership
  • Business Acumen
  • Excellent Communicator
  • Relationship Manager
  • Management Experience
  • Strategic Planning
  • Program Management
  • Team Member Development
Experience
01/2016 to Current
Business Initiatives Consultant, AVPCompany Name － City, State
Partner with leadership regarding portfolio management, team member training and development, leading key initiatives, vendor management, and leading small teams of resources to obtain common objectives. 
- Designed the team's portfolio management methodology and prioritization model
- Developed the team's communication plan for senior management
- Leading key initiative to consolidate all of the assessment and collection business rules of corporate advances and servicing fees into one centralized repository for future automation and governance
- Liaison with external vendors and consultants
08/2013 to 11/2015
Project ManagerCompany Name － City, State
Led teams of individuals towards common objectives, driving action plans, meeting milestones, monitoring/tracking budgets, status reporting to multiple different levels and communicating effectively to broad audiences.
- Our team developed a tool that consolidated all of the investor/insurer guidelines into a dynamic report which was used to pay vendor invoices saving the company $250,000 in FTE cost in the first year. The tool averaged around 10,000 hits a month. 
- Received a service acknowledgement from management for excellent leadership on a different project which partnered with Default Servicing stakeholders to review and update internal controls. 
04/2012 to 08/2013
Operations Business AnalystCompany Name － City, State
Our team performed triage coordination for the company. I was an effective project manager, and primary business liaison for the customer contact center.
- Our team was responsible for all triage management relating to system failures that impacted internal and external customers. We developed action plans to mitigate exposure and prevent future occurrences. 
- Acted as a project manager coordinating up to six different mass mailings in any given month include the customers 5498 tax mailing which was sent to all customers making contributions to their annuities. 
- Acted as the business liaison for the customer contact center for any issue relating to their telephony software. This work decreased the customers average wait time by over 1m30s which lead to increases in customer satisfaction. 
​
02/2010 to 04/2012
Business Support SpecialistCompany Name － City, State
Led company initiatives and implemented the training program for new agents on the Pershing platform. 
- Drafted business proposal to allow reps to open accounts online utilizing the Pershing platform as an alternative to the new accounts team processing paper applications. The proposal was accepted which led the successful implementation of the new process and training of our register representatives. Instituting this process projected to save the company hundreds of thousands of dollars in FTE cost avoidance. 
- Drafted business proposal to leverage Salesforce as the company's procedure repository. The proposal was accepted which lead to the successful implementation of the software and business adoption. 
- Acquired Series 7 Brokerage License
- Acquired Series 24 General Securities Principal
01/2009 to 02/2010
Resource Center RepresentativeCompany Name － City, StateFielded calls pertaining to brokerage or advisory business. This position required in depth knowledge of all financial instruments and broker dealer operations. Required to answer questions pertaining to licensing, compliance, trade review, marketing, new business, trading and advisory portfolios. This was a fast paced environment that required multitasking and quick decision making. 
06/2007 to 01/2009
Senior Customer Service RepresentativeCompany Name － City, State
Answered incoming calls from customers and agents regarding variable, fixed and indexed annuity products.
- Performed new hire training
- Performed quality assurance on new hires
Education and Training
2007
Bachelor of Arts: EconomicsUniversity of Kansas － City, State, United States of America
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

School Attended

  • University of Kansas

Job Titles Held:

  • Business Initiatives Consultant, AVP
  • Project Manager
  • Operations Business Analyst
  • Business Support Specialist
  • Resource Center Representative
  • Senior Customer Service Representative

Degrees

  • Bachelor of Arts : Economics

Similar Resumes

View All
Business-initiatives-Analyst-resume-sample

Business initiatives Analyst

Saint Louis, Missouri