Amanda S. Brown
Denver,CO
Summary
Highly observant individual with exceptional interpersonal and communication skills. Adept at cultivating meaningful relationships. Extensive experience collaborating with clients from diverse cultural and religious backgrounds, fostering a deep understanding and appreciation for their unique needs. Possesses a solid foundation in crisis management and therapeutic communication, ensuring the delivery of comprehensive care to those in need.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Sr. Specialist- Mutual Fund Operations
Charles Schwab & Co
01.2015 - Current
- Verified accuracy and effectiveness of reporting processes, effectively using Excel to track data for management review.
- Applied advanced skills in reconciliation to deliver results in stock breaks.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Created plans and communicated deadlines to ensure projects were completed on time.
- Identified areas in need of critical improvement and implemented strategies to achieve targets.
Quality Assurance Manager
Nelnet Student Loan Services
03.2010 - 01.2015
- Conducted regular audits to ensure adherence to established protocols, maintaining consistency across the organization.
- Trained team members on quality assurance principles, fostering a culture of accountability and high performance.
- Facilitated communication between departments regarding quality concerns, fostering collaboration towards shared goals.
- Enhanced product quality by implementing comprehensive QA processes and procedures.
Direct Care Professional
Devereux Cleo Wallace
12.2008 - 06.2009
- Ensured a safe and comfortable environment by maintaining clean and organized living spaces for 4-5 clients at a time.
- Assisted patients with handling daily chores and errands by transporting to appointments, cleaning personal spaces, and purchasing supplies.
- Supported clients'' emotional well-being through compassionate listening, empathy, and encouragement during difficult times.
- Kept close eye on behavior and emotional responses of clients to address concerns and protect each person from harm.
Cost Basis Specialist
Charles Schwab & Co. Inc
12.2016 - 05.2020
- Organized and trained on 10 various Cost Basis processes
- Reconciled and reviewed at lot level, trade level and account level on manual basis to ensure accuracy for tax reporting
- Respond to escalations regarding correcting basis for lots
- Managed multiple conflicting priorities and consistently met deadlines
- Crossed train peers on Cost Basis processes
- Attend and host meetings with other sites and departments
- Prepared regulatory statements and 1099-B forms on regular basis for various tax needs
Associate Financial Service Professional
Charles Schwab & Co
01.2015 - 12.2016
- Displayed excellent time management skills by consistently completing tasks within deadline constraints while maintaining high-quality standards.
- Managed high-volume workloads while maintaining a strong focus on client satisfaction.
- Supported cross-functional teams in achieving shared objectives related to service excellence and client satisfaction goals.
- Demonstrated commitment to professional development by actively participating in trainings, workshops, or seminars relevant to my field.
Education
Bachelor of Arts - Behavioral Science
Metropolitan State University Of Denver
Denver, CO2009
Skills
- Building rapport
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Reliability
- Adaptability and flexibility
- Effective communication
Certification
Series 7, 63, 9 and 10
Timeline
Cost Basis Specialist
Charles Schwab & Co. Inc
12.2016 - 05.2020
Sr. Specialist- Mutual Fund Operations
Charles Schwab & Co
01.2015 - Current
Associate Financial Service Professional
Charles Schwab & Co
01.2015 - 12.2016
Quality Assurance Manager
Nelnet Student Loan Services
03.2010 - 01.2015
Direct Care Professional
Devereux Cleo Wallace
12.2008 - 06.2009
Series 7, 63, 9 and 10
Bachelor of Arts - Behavioral Science
Metropolitan State University Of Denver
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