Amanda Cole
Kingwood,TX
Summary
Resourceful Project Manager with extensive experience in client implementation, asset-based lending, and retail banking. Adept at managing portfolios, optimizing financial solutions, and leading teams to success. Strong expertise in project management, risk mitigation, financial analysis, and client relations.
Overview
16
16
years of professional experience
Work History
Project Manager, Client Implementation
Insperity, Inc.
08.2021 - Current
- Company Overview: Professional Employer Organization
- Successfully manage multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with Implementation milestones.
- Oversee the full client implementation process, ensuring seamless onboarding and successful integration.
- Act as the primary liaison for clients, resolving inquiries and managing expectations.
- Lead cross-functional collaboration with Payroll, Benefits, HR, and Sales teams.
- Previously: Client Implementation Coordinator
Portfolio Specialist
Power Funding LTD
12.2012 - 08.2019
- Company Overview: Asset-Based Lending & Accounts Receivable Management
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Increased client satisfaction by consistently delivering on-target results through diligent portfolio management practices.
- Reduced risk exposure by conducting thorough due diligence on potential investments and recommending appropriate actions.
- Previously: Account Executive, Account Executive Assistant
Associate Manager
BBVA Compass Bank
06.2009 - 11.2012
- Company Overview: Retail Banking
- Managed daily teller staff operations, ensuring accurate cash handling and prompt transaction processing.
- Fostered a positive work environment by promoting teamwork, collaboration, and open communication among staff members.
- Collaborated with branch management to set performance goals for the teller team, driving continuous improvement in service delivery.
- Pursued new retail and commercial account growth to enhance bank's market position.
- Delivered exceptional customer service, handling escalations and high-value transactions.
- Previously: Bank Teller, Sales Champion
Education
Communications & Business
University of Houston
05-2010
Engineering & Business
Texas Tech University
01.2009
Skills
- Project Management
- Financial Analysis
- Client Relations
- Risk & Compliance
- Team Leadership
- Sales & Business Development
- Staff Management
- Advanced Problem Solving
- Team Building
Timeline
Project Manager, Client Implementation
Insperity, Inc.
08.2021 - Current
Portfolio Specialist
Power Funding LTD
12.2012 - 08.2019
Associate Manager
BBVA Compass Bank
06.2009 - 11.2012
Engineering & Business
Texas Tech University
Communications & Business
University of Houston
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