Forward-thinker with 13 years of work experience. Offering excellent problem-solving, communication and multitasking abilities. Background planning and managing innovations to existing processes, implementing new processes.
Skills
Event coordination
Team development
Planning and coordination
Exemplary verbal communications
Accounts payable and receivable
Accounts reconciliation
Invoicing and billing
Scheduling and calendar management
Benefits administrator
Administrative support
Process improvement
MS Office
Experience
Communications Specialist/Community Outreach Coordinator, 01/XXX9 to Current Resurgent Capital Services – Greenville, NC,
Worked within web content management systems including FMG Suites.
Recognized by management for providing exceptional customer service.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Improved operations by working with team members and customers to find workable solutions.
Managed multiple projects and tasks simultaneously while managing client expectations.
Maintained professionalism and efficiency while working closely with leadership.
Maintained existing and developed new partnerships with many local charity organizations to facilitate community involvement and awareness of non-profit missions and theatre events.
Served in various leadership roles to plan and manage community initiatives.
Promoted community events and news through monthly newsletters, which were distributed to local families and community leaders.
Prepared and mailed client invoices within expected timeframes to promote the likelihood of on-time payments.
Increased efficiency and alleviated work loads by creating new Excel-based financial recording system.
Updated confidential employee banking information with accuracy and speed.
Tracked expenses and entered deposits into our commission system while reconciling monthly bank accounts to verify accuracy.
Insurance & Retirement Plan Specialist, 01/XXX7 to Current RMR Wealth Builders, Inc. – City, STATE,
Monitored clients' insurance coverages to ensure changing needs were met.
Received underwriting approvals after accurately completing applications for insurance coverage.
Provided quick turnaround time when customers called with questions, usually within hours.
Engaged customers and provided high level of service by carefully explaining details about documents.
Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Strengthened traceability by developing organization systems for keeping records, reports and agendas.
Continually improved office operations by maintaining records, tracking data and promoting internal communications.
Maintained pleasant and cordial attitude at all times, even when issues arose.
Delivered outstanding customer service and built rapport with clients.
Office Manager, 01/XXX3 to Current RMR Wealth Builders, Inc. – City, STATE,
Managed office budget to handle all needs, including inventory, postage and vendor services.
Evaluated and identified ineffective workflow processes, implements solutions to improve productivity and personnel performance.
Coordinated travel arrangements, including booking hotel rooms, car rentals and airfare for staff traveling to domestic and international locations.
Elevated productivity initiatives and managed presidential calendar, including coordinating itinerary and scheduling appointments.
Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
Automated office operations, managing client correspondence, record tracking and data communications in database and case management software.
Automated office operations to manage client correspondence, record tracking and data communications.
Completed quarterly employee performance evaluations to identify deficiencies and recommend improvement strategies.
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Elevated customer satisfaction ratings by resolving client and case issues effectively.
Managed office inventory by maintaining documentation of stock.
Generated financial reports for management review.
Planned for major business changes including system conversions and office moves.
Strengthened community outreach by coordinating fundraisers, including managing marketing, vendor relations and volunteer supervision processes.
Planned and executed corporate meetings, lunches and special events for groups of 100+ employees.
Wrote email messages, memos and business letters for management and proofread all documentation to provide error-free correspondence.
Created PowerPoint presentations used for business development.
Developed and maintained training materials and benefits packets for new hires.
Filed documents, delivered mail and performed bookkeeping to facilitate office operations of HR department.
Prepared and structured employee files to securely store HR and payroll documents.
Scheduled new hire orientation, guided new hire through on-boarding and explained new hire documentation requirements to facilitate HR processes.
Developed job postings, recruited candidates and scheduled interviews to fill vacant positions.
Recognized by management for providing exceptional customer service.
Childcare Site Director, 09/2007 to 06/XXX2 Meadowlands Area YMCA – City, STATE,
Set and enhanced program schedules to meet expected demands and enhance student learning opportunities.
Helped participants enjoy activities while ensuring adherence to protocol.
Maintained facilities, grounds and equipment to ensure community safety and attract attention.
Organized and lead activities such as for groups of up to 50 participants.
Developed events and programs in consideration of needs, abilities and interests of participants.
Set up decorations, equipment and food service stands for various entertainment activities.
Explained principles, techniques and safety requirements of different activities to participants to prevent injury.
Observed participants for signs of physical distress and rendered aid, including stopping activities and providing basic medical care.
Planned, organized, facilitated and promoted diverse recreational programs.
Advertised for upcoming events to promote engagement and involvement.
Gathered, prepared, operated and maintained all equipment and supplies necessary for planned activities.
Adjusted activity plans to better engage users of differing ability or interest levels.
Education and Training
Master of Science: Social Science And Research, Expected in Montclair State University - Montclair, NJ GPA:
Bachelor of Science: Social Sciences, Expected in 2020 Ramapo College of New Jersey - Mahwah, NJ GPA:
additional information
Director of Philanthropy at RMR Wealth Builders, Inc. - XXX7- Present
New Jersey Notary Public - Commission Expires 08/18/2024
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