Amy Williams
Highlands Ranch,CO
Summary
Analytical and resourceful Financial Specialist with expertise in helping clients identify and achieve financial goals. Supports financial management of customer work requests and reviews reports for accuracy. Leverages budget tools to collect financial data, manage funds, calculate profitability and track required metrics to perform accurate forecasting and modeling. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
3
3
years of professional experience
Work History
Financial Specialist
Nordstrom
08.2022 - Current
- Executed financial assurance audits and implemented new control points and metrics to support business changes.
- Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.
- Performed data validation, produced financial reporting and managed projects and related tasks to reduce costs and increase revenue.
- Analyzed client capital structures and plans to determine financial viability and productivity of intended investments.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
Rental Assistance Specialist
New York Rental Assistance
04.2022 - 08.2022
- Handled maintenance and repair requests to keep properties in good condition and maintain renter satisfaction.
- Accommodated last minute requests to address needs of guests, achieving top guest satisfaction and repeat business.
- Resolved customer disputes to maintain positive relationships and increase customer base.
- Drafted and reviewed lease agreements to lay out terms and conditions of rental and protect owner and renter rights.
Payment Claim Adjuster
Maryland Unemployment
04.2021 - 04.2022
- Enhanced claim resolution efficiency by thoroughly reviewing and analyzing payment claims.
- Reduced processing times with diligent investigation and verification of payment discrepancies.
- Streamlined the claims process for faster results, implementing a standardized procedure for documentation and communication.
- Improved customer satisfaction, promptly addressing inquiries and providing clear explanations of claim adjustments.
- Negotiated settlements with clients to reach mutually agreeable resolutions while maintaining company interests.
Customer Service Representative
Deckers Outdoor Corporation
10.2020 - 04.2021
- Answered questions and resolved concerns for customer support.
- Demonstrated exceptional service skills by going above and beyond to satisfy customers on phone and in person.
- Established relationships with existing customers to promote new product or service opportunities.
- Utilized broad knowledge to recommend solutions to potential customers.
- Built relationships, earning client trust through listening to drive sales.
- Answered customer telephone calls promptly to avoid on-hold wait times.
Education
Some Collage - Technology Education
Independant University
Denver, COHigh School Diploma -
Rangeview High School
Aurora, CO05.2018
Skills
- Financial Services
- Financial Product Sales
- Prospecting
- Settlement Negotiation
- Incident and Accident Reports
- Claims Investigation
- Policy Knowledge
- Team Collaboration
- Document Processing
- Microsoft Forms
- Microsoft Flow
Timeline
Financial Specialist
Nordstrom
08.2022 - Current
Rental Assistance Specialist
New York Rental Assistance
04.2022 - 08.2022
Payment Claim Adjuster
Maryland Unemployment
04.2021 - 04.2022
Customer Service Representative
Deckers Outdoor Corporation
10.2020 - 04.2021
Some Collage - Technology Education
Independant University
High School Diploma -
Rangeview High School
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