Aubryanna Wilborn
Dallas
Summary
Results-driven professional with expertise in process improvement and project management. Proven ability to analyze customer data trends and lead training sessions, enhancing client communication and driving business growth.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Representative, Client Experience
Fidelity Investments
Dallas
01.2025 - Current
- Served as subject matter expert for new accounts, features, and documentation.
- Identified process improvement opportunities, leading to a panel speaking engagement with over 600 managers.
- Assisted in the rollout of a new chat feature to enhance communication with clients.
- Acted as an escalation point for complex issues requiring additional expertise.
- Analyzed customer data trends to uncover insights for business growth strategies.
Customer Relationship Advocate
Fidelity Investments
Dallas
10.2023 - 01.2025
- Achieved 100% trade accuracy and high client interaction scores through exceptional service delivery.
- Trained new hires on core processes, ensuring adherence to Fidelity standards and best practices.
- Received Excellence in Action Award for exemplary leadership and significant contributions to operations.
Business Owner
Stitched by Bre
03.2020 - 10.2023
- Built and managed business operations in project management tools (Notion, OneNote) to track tasks, supplier outreach, mockups, and brand progress.
- Designed and developed original product mockups, coordinating with manufacturers and vendors to source sustainable materials and prepare for production.
- Applied digital marketing knowledge (Google certification in progress) to plan future brand campaigns and customer engagement strategies.
- Oversaw budgeting and vendor negotiations to manage costs, ensure quality, and support long-term business sustainability.
Claims Adjuster
State Farm
Dallas
03.2022 - 12.2022
- Managed high-volume caseload of 10-20 active claims daily for timely resolution.
- Coordinated tasks and timelines to enhance overall claims processing efficiency.
- Facilitated stakeholder communication from intake through resolution to ensure alignment.
- Contributed to workflow tracking using Trello, improving process updates by 20%.
Accounting Assistant
Glass Warehouse
Mesquite
12.2021 - 03.2022
- Utilized Excel for data entry, financial record reconciliation, and accurate reporting through VLOOKUPs and pivot tables.
- Coordinated with the accounting team to monitor deadlines and implement process improvements using checklists.
- Applied project management principles to enhance daily operational efficiency with task trackers.
Solutions Specialist
Verizon
Lincoln, NE
03.2020 - 12.2021
- Implemented corrective actions to fix the root causes of various issues.
- Resolved customer issues quickly and efficiently to enhance overall customer satisfaction ratings.
- Recommended new products and services to customers.
- Managed diverse projects and resolved complex issues to support timely completion.
Education
Bachelor of Science - Business Administration And Management
University of Nebraska- Lincoln, School of Business
Lincoln, NE05.2021
Skills
- Microsoft Office Suite
- Adobe Acrobat
- Salesforce CRM
- Process improvement
- Project management
- Miro collaboration tool
- Agile methodologies
- Trello project management
- Qualtrics survey platform
- JIRA issue tracking
Certification
- Certified Associate in Project Management (CAPM), April 2025
- Series 7, Jan 2024
- Series 63, Jan 2024
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
Received recognition for process improvement that helped mitigate fraud leading to a speaking opportunity to give best practices to over 600 managers.
Received Excellence in Action Award for exemplary leadership skills.
Timeline
Senior Representative, Client Experience
Fidelity Investments
01.2025 - Current
Customer Relationship Advocate
Fidelity Investments
10.2023 - 01.2025
Claims Adjuster
State Farm
03.2022 - 12.2022
Accounting Assistant
Glass Warehouse
12.2021 - 03.2022
Business Owner
Stitched by Bre
03.2020 - 10.2023
Solutions Specialist
Verizon
03.2020 - 12.2021
Bachelor of Science - Business Administration And Management
University of Nebraska- Lincoln, School of Business
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