Alex Helmeczi
Learning And Development Specialist
Mesa,AZ
Summary
Learning and development professional with proven track record in creating and implementing impactful training programs. Client experience driven individual, adept at fostering team collaboration and driving results through dynamic and engaging learning experiences. Known for adaptability and reliability, with strengths in curriculum development and instructional delivery.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Learning and Development Coach
Infinia Search (Vanguard)
02.2024 - Current
- Facilitate engaging training programs to enhance employee skills and knowledge.
- Guide new hires through industry fundamentals, firm policies, regulatory requirements, systems, workflows, and operational procedures.
- Utilized learning management systems to track participant progress and assess training effectiveness.
- Serve as a subject-matter resource and coach throughout the onboarding process, helping employees build confidence and proficiency for client-facing roles.
- Collaborated with stakeholders to identify training needs and align programs with organizational goals.
Client Support Specialist
Infinia Search (Vanguard)
02.2024 - 02.2026
- Applied extensive knowledge of KYC and AML compliance procedures.
- Documented and maintained detailed records of support requests and escalations within CRM to ensure accurate tracking and follow-up.
- Reduced support call volume by contributing self-help information, operating tips, FAQs and technical solutions to common problems, including password and security procedures.
- Successfully converted over 450 client accounts from outdated version of site for a more user-friendly version and provided live educational presentations.
- Provided timely support to clients, ensuring resolution of inquiries and issues.
- Assisted in training new staff on customer service protocols and system navigation.
- Consistently received 5 star ratings from after-call surveys from clients.
Assistant Manager of Community Operations
Mark Taylor Residential
02.2023 - 01.2024
- Developed training programs to improve staff performance and operational efficiency.
- Implemented process improvements that streamlined workflows and reduced response times.
- Led daily operations to enhance team productivity and service quality.
- Monitored financial performance, ensuring adherence to budgetary guidelines and maximizing profitability.
- Resolved resident concerns and recorded all client interactions per Fair Housing practices within a community of +250 individual homes.
- Processed rent payments, balanced ledgers, insurance payments.
Fraud Prevention Analyst
Carvana
05.2022 - 02.2023
- Initiated and conducted case investigations, documenting suspected fraudulent activity to support fraud prevention efforts.
- Recognized changing patterns and techniques used by fraud perpetrators to achieve overall fraud management goals.
- Managed high inbound and outbound call volumes in call center environment, ensuring effective resolution of customer inquiries.
- Filed appropriate agency reports based on knowledge of federal and state laws regarding documenting financial exploitation.
- Used latest detection tools to identify highly sophisticated fraud attempts.
- Interpreted case management system information to assist with customer questions and resolve cases.
- Executed numerous fraud investigations, uncovering financial misconduct and contributing to overall fraud management.
Verification Analyst
Carvana
06.2021 - 05.2022
- Carefully reviewed account and credit records to determine risk level associated with each applicant.
- Managed and tracked status of assigned loans to expedite sales.
- Created timelines for important events such as deadlines for loans and inspection contingency removals.
- Analyzed data from Lexis Nexis combined with field expertise to make accurate underwriting decisions.
- Asked qualifying questions to understand buyer requirements and interest and match to various vehicle options.
- Presented vehicle features, model options and pricing information to assist customer decision-making.
- Monitored loan portfolio for proactive detection of potential problems.
- Coordinated credit monitoring functions, including reviewing financial statements, marketable securities and borrowing base.
- Advised management of irregularities pertaining to retail, lease and wholesale financing.
- Leveraged understanding of lending to help structure financing and negotiate terms based on accurate risk considerations.
Education
Associate of Arts - Visual Arts
Yavapai College
Prescott, AZ 05.2001 -
Skills
- Training needs analysis
- Training delivery
- Coaching techniques
- Feedback methods
- Learning metrics
- CRM
- Client Relations
Certification
[SIE (Security Industry Essentials], [Vanguard]
Timeline
Learning and Development Coach
Infinia Search (Vanguard)
02.2024 - Current
Client Support Specialist
Infinia Search (Vanguard)
02.2024 - 02.2026
Assistant Manager of Community Operations
Mark Taylor Residential
02.2023 - 01.2024
Fraud Prevention Analyst
Carvana
05.2022 - 02.2023
Verification Analyst
Carvana
06.2021 - 05.2022
Associate of Arts - Visual Arts
Yavapai College
05.2001 -