Alayshia Nielsen
Salt Lake City,UT
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Investor Reporting Analyst
Select Portfolio Servicing
Salt Lake City, UT
11.2021 - Current
- Reviewed and analyzed financial data to ensure accuracy of investor reports.
- Analyzed investment performance, identified discrepancies, and performed research to resolve issues.
- Prepared monthly, quarterly, and annual investor reports for assigned clients.
- Collaborated with external auditors on year-end audit requirements.
- Developed new methods for analyzing data to improve reporting processes.
- Maintained accurate records of all transactions related to investments within the company's database system.
- Assisted in the development of policies and procedures for Investor Reporting department.
Assistant Case Manager
Stagg Fiduciary Services
Salt Lake City, UT
03.2021 - 11.2021
- Assisted Case Managers in coordinating and organizing case files, including inputting data into the computer system.
- Provided administrative support to Case Managers by scheduling appointments, maintaining records, and tracking client progress.
- Collaborated with other departments to ensure clients received appropriate services as needed.
- Facilitated meetings between Case Managers and clients to discuss treatment options.
- Conducted intake assessments for new clients, gathering necessary information and entering it into the database.
- Maintained confidentiality of all documents related to cases and clients.
- Communicated regularly with outside agencies regarding referrals or resources available to clients.
- Prepared written summaries of case notes following each meeting with a client.
Training Supervisor
UPS
Magna, UT
06.2019 - 03.2021
- Developed and implemented training programs for new employees.
- Conducted regular assessments of employee performance to identify areas needing improvement.
- Monitored compliance with all safety regulations during training sessions.
- Analyzed personnel needs to determine types of training necessary for optimal performance.
- Delivered presentations on topics such as communication skills, problem solving strategies, and goal setting techniques.
- Cross-trained employees to do other jobs within business, increasing job skills and productivity.
- Awarded certificates to employees who completed training to recognize accomplishments, boosting motivation and retention.
- Instructed trainees on proper use of Warehouse equipment and software applications.
Document Control Clerk
Select Portfolio Servicing
Salt Lake City, UT
08.2017 - 01.2019
- Reviewed documents for accuracy and completeness before filing them into the document control system.
- Organized and maintained physical files, ensuring records were up to date and easily retrievable.
- Scanned incoming documents into electronic format for storage in the document control system.
- Ensured compliance with applicable laws and regulations.
- Identified errors within existing documents and worked with relevant parties to make corrections as needed.
- Destroyed obsolete and outdated records using company-mandated procedures.
- Examined customer identification documents for authenticity.
- Assisted customers with signing of legal documents.
JROTC Cadet
Taylorsville High School
Taylorsville, UT
08.2014 - 06.2017
- Organized and coordinated various activities such as parades, drills, and ceremonies.
- Assisted in the development of lesson plans for JROTC classes.
- Provided guidance and mentorship to younger cadets on proper military protocol.
- Participated in community service projects such as food drives, park and school cleanups, and fundraising events.
- Developed plans for emergency responses in case of natural disasters or other threats.
- Helped organize special events such as award ceremonies or memorial services.
- Drafted official documents related to JROTC operations including reports, memos.
Skills
- Investment Consulting And Planning
- Process Improvement
- Investment Performance Analysis
- Proficient in Excel and other Microsoft programs
- Training and Development
- Quick and motivated learner
- Organization and Time Management
- Results and Team Oriented
- Conflict Resolution
- Customer Service and Interpersonal Skills
- Effective Communicator and Listener
- Adaptive
Accomplishments
Multiple Employee of the month for Investor Reporting department at Select Portfolio Servicing.
Veterans of Foreign Wars - in recognition of outstanding achievement and exceptional leadership ability.
Ancient and Accepted Scottish Rite of Freemasonry Southern Jurisdiction, U.S.A - in recognition of scholastic excellence and demonstrated Americanism in supporting the United States as a member of the JROTC.
N-1-4 Ribbon - JROTC Perfect Attendance
N-3-10 Ribbon - JROTC Good Conduct
Timeline
Investor Reporting Analyst
Select Portfolio Servicing
11.2021 - Current
Assistant Case Manager
Stagg Fiduciary Services
03.2021 - 11.2021
Training Supervisor
UPS
06.2019 - 03.2021
Document Control Clerk
Select Portfolio Servicing
08.2017 - 01.2019
JROTC Cadet
Taylorsville High School
08.2014 - 06.2017