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Retirement Specialist Resume Example

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RETIREMENT SPECIALIST
Summary

Enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with successful team.

Skills
  • Reporting skills
  • Pricing experience
  • Risk mitigation
  • Data evaluation
  • Administrative support
  • Planning and coordination
  • Organization
  • Relationship development
  • Business operations
  • Team building
  • Supervision
  • Problem resolution
  • Communications
  • Project organization
  • Invoice generation
  • First Aid/CPR
  • MS Office
  • Team management
  • Customer service
  • Inventory management
Experience
Fidelity Investments | Merrimack, NHRetirement Specialist04/2019 - Current
  • Earned reputation for good attendance and hard work.
  • Improved operations by working with team members and customers to find workable solutions.
  • Improved customer satisfaction by finding creative solutions to problems.
  • Recognized by management for providing exceptional customer service.
  • Provided excellent service and attention to customers through phone conversations.
  • Answered an average of 70 calls per day to answer customer questions.
Vascular Technology Inc. | Nashua, NHShipping and Receiving Clerk06/2018 - 04/2019
  • Directed materials routing by preparing accurate shipping orders and bills of lading.
  • Prepared and processed shipping documents, including work and shipping orders, route materials and bills of lading.
  • Rejected deliveries containing damaged items or shortages and corresponded with shipper to rectify issues.
  • Rectified problems such as damages and shortages by collaborating directly with vendor representatives.
  • Organized storage areas to maximize efficiency of materials movements and minimize labor required.
  • Promoted inventory accuracy and proper records management by comparing shipment contents with paperwork.
  • Performed inspections of shipment contents, verifying accuracy against invoices and manifests.
  • Prepared shipments for postage through careful packing, sealing and labeling of materials.
  • Consulted price lists to calculate costs, such as shipping, storage and demurrage charges.
  • Determined best shipping method for materials, considering shipping procedures, routes and rates.
  • Unpacked and examined incoming shipments to confirm consistency with records and routed materials to appropriate department.
  • Coordinated with carrier representatives to arrange and issue instructions for shipping and delivery of materials.
  • Operated lift and hand trucks to transfer materials to and from target areas.
  • Inventoried office and warehouse areas every week and addressed discrepancies to maintain recordkeeping validity.
Le Creuset | Merrimack, NHAssistant Store Manager10/2013 - 11/2018
  • Assisted in overall day-to-day operations of store including continuous development of effective store associates to achieve desired sales and results.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Developed and implemented promotional strategies to drive business success and maintain budgetary guidelines.
  • Assessed, optimized and elevated operations to target current and expected demands.
  • Set schedules and delegated assignments based on team member strengths to optimize floor coverage and service levels.
  • Encouraged professional growth and talent development in associates to increase performance in all areas.
  • Established, enforced and updated policies keeping business agile and responsive to changing market conditions.
  • Helped team members deliver polite and positive service to every customer by closely monitoring behaviors and offering constructive guidance.
  • Achieved or exceeded business plans on consistent basis by engaging employees in key processes.
  • Replenished merchandise, welcomed customers, responded to questions and maintained overall presentation of store.
  • Implemented merchandising plans to drive profitability, collaborating with visual merchandising team to develop strategy.
  • Completed frequent walk-throughs and directed team members to correct any issues impacting store appearance or professionalism.
  • Coached and developed store associates through formal and informal interactions.
  • Processed credit and debit card payments and returned proper change for cash purchases.
  • Ensured proper organization of store, responded to customer complaints and answered questions quickly.
  • Performed daily activities in timely manner, including managing housekeeping and inventory needs of store.
DELTA Management Associates Inc. | Merrimack, NHCollections Specialist04/2017 - 05/2018
  • Completed skip traces on customers failing respond to collection efforts.
  • Notified customers of delinquent accounts with attempt to collect outstanding amounts.
  • Met demands of busy collections group by performing high volume of daily calls.
  • Conveyed current account information and obtained payments by using pre-scripted statements.
  • Overcame objections by applying advanced training and persuasion techniques.
  • Located and monitored overdue accounts using billing system to begin collections process.
  • Structured manageable repayment plans with delinquent borrowers of commercial, mixed use, multi-family and home equity loans.
  • Processed payments over phone and set up recurring drafts.
  • Recorded information about customers' financial status and collections status efforts.
  • Arranged for debt repayment and established repayment schedule based on customer finances.
  • Remained calm, stayed professional and provided exceptional service on all calls, even when interacting with difficult individuals.
  • Received payment and ensured proper posting to appropriate customers accounts.
  • Reviewed accounts to determine payment plan compliance.
  • Recorded and updated customer personal accounts with accurate contact information.
  • Located debtors by utilizing skip tracking and other strategies.
Education and Training
Word of Life Bible Institute | Pottersville, NYCertificate of Completion in Theology And Culinary Arts08/2013
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Resume Overview

Companies Worked For:

  • Fidelity Investments
  • Vascular Technology Inc.
  • Le Creuset
  • DELTA Management Associates Inc.

School Attended

  • Word of Life Bible Institute

Job Titles Held:

  • Retirement Specialist
  • Shipping and Receiving Clerk
  • Assistant Store Manager
  • Collections Specialist

Degrees

  • Certificate of Completion in Theology And Culinary Arts

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