Summary
Overview
Work History
Education
Skills
Training
Accomplishments
References
Timeline
Generic

Ashlee Herbert

Middletown,CT

Summary

Dynamic Operations Specialist with AON, skilled in developing Excel-based systems that enhanced operational transparency and reduced processing delays. Known for meticulous attention to detail and strong problem-solving abilities, I effectively collaborated with partners to ensure compliance and timely policy issuance, while maintaining high standards in documentation and communication.

Overview

10
10
years of professional experience

Work History

Operations Specialist – New Business

AON (Farmington Company)
03.2023 - Current
  • Reviewed insurance applications for accuracy and regulatory compliance across multiple carriers
  • Developed and managed Excel-based systems to track documentation, reduce processing delays, and ensure audit readiness
  • Drafted formal correspondence to request missing or corrected client documents, improving documentation turnaround
  • Collaborated with external partners to resolve discrepancies, ensuring timely and compliant policy issuance
  • Developed tracking systems in Excel to organize workflows, reduce delays, and support operational transparency
  • Maintained detailed logs and reports to support operational transparency and workflow accuracy

Customer Service Teller

Scotiabank (British Virgin Islands) Limited
04.2015 - 10.2017
  • Delivered exceptional service to clients during financial transactions and inquiries
  • Ensured all cash operations were balanced and compliant with banking regulations
  • Promoted positive customer experiences while adhering to service and risk standards

Credit Support Officer

Scotiabank (British Virgin Islands) Limited
04.2015 - 10.2017
  • Supported loan officers with credit checks, documentation, and client follow-ups
  • Prepared commitment letters and closing documents to ensure compliant loan processing
  • Maintained organized, secure customer files in line with policy and audit standards
  • Acted as liaison between clients and lending team to resolve issues and track progress

Education

Bachelor of Science - Accounting & Finance

Southern New Hampshire University
Manchester, NH
08-2025

Associate Degree - Business Administration

H. Lavity Stoutt Community College
Tortola
08.2019

High School Diploma -

St. George’s Secondary School
Tortola
06-2012

Skills

  • I acquire strong verbal and written communication skills
  • Attention to detail – meticulous, and thorough in tasks and projects
  • Problem solving – ability to identify and solve complex problems
  • Teamwork – I collaborate effectively with colleagues to achieve common goals
  • Adaptability – flexibility to adjust to new situations, and handle change
  • Cpa exam training
  • General ledger reconciliation
  • Proficient in Microsoft Word, Excel, and PowerPoint
  • Familiar with risk assessment and control procedures
  • Experience in drafting and reviewing policy documentation
  • Regulatory filing support

Training

  • National Bank of the Virgin Islands AML/CFT Compliance Training
  • National Bank of the Virgin Islands Risk Screening and Fraud Training
  • Source of Funds Declaration Training
  • Complaint Handling Procedures Seminar
  • KYC/Customer Due Diligence Virtual Seminar

Accomplishments

  • Current GPA: 3.807
  • Honor Roll x10,
  • Dean’s List recipient x 2
  • President’s List, 2024 & 2025
  • Member of the National Society of Leadership and Success (NSLS

References

References available upon request.

Timeline

Operations Specialist – New Business

AON (Farmington Company)
03.2023 - Current

Customer Service Teller

Scotiabank (British Virgin Islands) Limited
04.2015 - 10.2017

Credit Support Officer

Scotiabank (British Virgin Islands) Limited
04.2015 - 10.2017

Bachelor of Science - Accounting & Finance

Southern New Hampshire University

Associate Degree - Business Administration

H. Lavity Stoutt Community College

High School Diploma -

St. George’s Secondary School

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