Business Initiatives Consultant, AVP Resume Example

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. 

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. 

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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

Answered incoming calls from customers and agents regarding variable, fixed and indexed annuity products.

- Performed new hire training

- Performed quality assurance on new hires