Ashleigh Ratkovich
Phoenix,AZ
Summary
Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency and limit risk and liability.
Overview
21
21
years of professional experience
Work History
Specialist
Charles Schwab
05.2018 - Current
- Identify, alleviate, and manage issues and risks; ensure awareness, appropriate escalation, and resolution.
- Evaluate risk and analyze risk with identity theft, fraud, impersonation of both client and Schwab.com application and site.
- Work cross-functionally with identity theft, 3lt, technical support groups and functions for integration and implementation.
- Lead and provide support on multiple projects with varying degrees of breadth and depth.
- Interpret, summarize and present status employee engagement, process changes and improvements and engagement implementation to senior leadership.
- Communicate status of implementation and integration of new processes as a change agent for timely and accuracy of results within the department.
Internet Marketing Production Specialist
Yodle.Com/Web.com
09.2016 - 05.2018
- Managed high-profile accounts with internet marketing
- Created, managed, and published web ads to generate positive leads for business
- Analyzed call audits for positive/negative leads
- Provided creative solutions to initiate leads for increased sales
- Set up, quality audit, and publish websites for high profile, local, and national companies.
Financial Foundations
USAA
03.2013 - 08.2016
- Onboarded new members to the business introducing, educating and cross-selling products and services to fit their needs
- Provided best in company service to new and existing members
- Implemented creative solutions to provide the member with options to balance both business and personal goals
- Used strong communication skills to build value of products and services offered by the business to have a high ERSM metric.
Premium Servicing Small Business Specialist
American Express
11.2004 - 02.2013
- Consistently achieved all balanced performance criteria goals, resulting in a high level of service to clients
- Used proactive approach to consult clients to be successful in sales and meet all metrics and personal and professional goals
- Adapted focus to meet changing demands and goals
- Built and maintained relationships with peers within other departments better understand of policies and procedures
- Used strong communication skills to collaborate with and influence clients internally and externally.
Office Manager and Scheduler
AZ Paint Professionals
12.2004 - 12.2012
Customer Service Representative
Discover Card Financial Services
11.2003 - 09.2004
Education
B.S. in Applied Management -
Grand Canyon University
01.2020
Skills
- Customer Relations
- Expert Problem Solving
- Documentation Management
- Quality Assurance
- Documentation And Reporting
- Business plan implementation
- Decision-making capabilities
Additionalworkexperience
- 12/01/04, 12/01/12, Office Manager and Scheduler, AZ Paint Professionals
- 11/01/03, 09/01/04, Customer Service Representative, Discover Card Financial Services
Qualificationhighlights
- Effectively utilizes knowledge to gain confidence in clients to achieve results.
- Understanding and proven ability to add incremental value to clients through relationship care and consulting.
- Relationship skills and ability to build partnerships throughout the business both internal and external.
- Identifies and drives growth opportunities.
- Drives results with creative problem solving.
- Quickly adapts work style to customer
- Uses probing techniques to identify and act on opportunities.
- Ability to multi-task in a changing environment.
- Ability to deescalate issues to resolvable solutions.
- Proficient in Microsoft Word, Power Point, Excel
Timeline
Specialist
Charles Schwab
05.2018 - Current
Internet Marketing Production Specialist
Yodle.Com/Web.com
09.2016 - 05.2018
Financial Foundations
USAA
03.2013 - 08.2016
Office Manager and Scheduler
AZ Paint Professionals
12.2004 - 12.2012
Premium Servicing Small Business Specialist
American Express
11.2004 - 02.2013
Customer Service Representative
Discover Card Financial Services
11.2003 - 09.2004
B.S. in Applied Management -
Grand Canyon University