INDUSTRY KNOWLEDGE - CLIENT RELATIONS - COMMUNICATIONS Versatile and results-oriented professional, offering 13+ years' of broad-based experience, combining management and leadership skills to help organizations solve issues and maximize growth. Offers expertise in account services and procedural development, with strong carry-over into the areas of task management, operational support, and vendor relations. Known throughout the professional arena as a high-performer and over-the-top achiever, with an innate curiosity and appetite for learning. Recognized for using "out-of-the-box" techniques to construct innovative processes, while improving profitability for high-growth ventures. Lotus Notes Professional Work Ethic Creative Insight Training Development Honesty & Integrity Date Entry & Management Detail Oriented Internal Vanguard Microsoft Office Suite Systems Big-Picture Records Systems Automation Methodologies Superior Verbal & Communication Skills Highly analytical, results-driven leader with exceptional ability to achieve progressive goals for corporate solutions and strategies. Possesses a high-degree of professional propensity to command client interactions, while maintaining successful business relationships. Recognized as a dynamic and productive leader with superior communication and interpersonal skills. Retains the expert ability to lead efficient presentations for executives, employees, and clientele. Uses strategy and savvy business intellect to provide objective advice that directly improves organizational proficiency and prosperity. Recognized as a perceptive listener - always ready to uncover client needs, while offering realistic solutions to problematic circumstances.
VANGUARDCLIENT ACCOUNT SERVICES ASSOCIATE
Prepares, analyzes, and processes incoming asset transfer/rollover requests.
Responsibilities include: establishment of new accounts and initiation of requests to ensure quality assurance efforts are continually upheld.
Serves as the Subject Matter Expert for all Transfer of Asset (TOA) processes, additionally taking on responsibilities to design the TOA "New Hire" training matrix.
Conducts comparable analysis to support key business metrics; additionally working as a member of the Crew Empowerment Program (CEP).
Assists team with webpage design, while serving as the lead CEP Advocate.
Fosters strong partnerships with shareholders by streamlining communication functions to pro-actively identify issues and guarantee client satisfaction.
Participates in cross-functional team projects to create training initiatives, procedural overviews, and mock outcalls specific to TOA functions.
Collaborates with an internal team of five individuals to maintain company database of 1000+ clients; additionally receiving all database request through Lotus Notes email system.
Possesses a keen understanding of internal database - housed within the Vanguard processing system (WAVE).
Develops and nurtures proactive relationships with division leaders, managers, and clientele - resulting in company-wide growth, expansion, and profitability.
PROCESSING CONTRACTOR - RANDSTAD / VANGUARD
Responsible for processing all asset transfers/rollover requests specific to IRA clientele.
Demonstrated outstanding assessment and management skills that directly helped shareholders resolve asset transfer issues during time-sensitive circumstances.
Collaborated with internal departments to provide reporting metrics specific to rejected asset transfers.
Additionally conducted research and analysis of problematic areas in order to improve fragmented processes.
Consistently maintained high-quality levels of production, critical to company-wide functionality and success.
Recognized for dynamic leadership capabilities, while taking on training initiatives to coach contractors on corporate objectives and processes.
Worked collaboratively with internal divisions to leverage and improve communication effectiveness between departments.
Performed numerous research functions for multiple divisions, including New Accounts and Document Management.
Utilized time in order to attend to personal family matters.
OFFICE ADMINISTRATOR - CHESTER CARE CENTER
Responsible for day-to-day operations of the administrative department.
Coordinated clerical activities that involved: filing, processing of insurance claims, and management of all internal communications.
Offered balance and simplicity to multi-functional Human Resource processes, including: management of client database for 300+ clients, background checks, and organization of personnel records.
Scheduled meetings, prepared agendas, drafted reports, and logged correspondences for accurate documentation.
Provided administrative support for effective business operations, additionally handling high-call volumes and customer inquiries.
BETA Training Services
Course of Study: Medical Transcription
Cardinal O'Hara High SchoolCertificate/Certified: General StudiesGeneral Studies