Ayesha Lane
Grandview,USA
Summary
Highly professional, extremely organized with strong multi-tasking abilities. Self-motivated, team player, who can work with minimal supervision. Ability to work well under pressure with multiple priorities and deadlines. Comprehensive knowledge of retirement plan with knowledge of IRS and Mutual fund regulations.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Mutual Fund Representative
SS&C Technologies
Kansas City, MO
05.2017 - Current
- Demonstrated comprehensive knowledge of retirement plans, IRS regulations, and mutual fund compliance
- Maintained high professionalism and organization while managing multiple tasks effectively
- Collaborated with team members and independently contributed to successful achievement of project goals
- Ability to work well under pressure with multiple priorities and deadlines
Social Media Affiliate Marketing
Independent
kansas city , MO
06.2015 - Current
- Identified and implemented strategies that enhanced affiliate program effectiveness.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Conducted in-depth research and data analysis that informed strategic planning and decision-making.
- Utilized software tools to streamline processes and optimize overall performance.
- Developed innovative solutions that increased team performance and achieved desired outcomes.
- Executed daily responsibilities with precision and efficiency.
- Organized and prioritized tasks to achieve service goals effectively.
- Maintained current knowledge through ongoing education and advanced training.
Customer Service Representative
United Health Group Optum Rx
Overland Park, KS
07.2014 - 10.2014
- Resolved customer complaints by providing accurate information and effective solutions, improving customer trust.
- Assisted customers with inquiries about prescription medications and services, fostering satisfaction and loyalty.
- Handled incoming calls, ensuring prompt and positive experiences for all callers.
- Promoted high customer satisfaction through knowledgeable and friendly service.
- Addressed customer inquiries regarding products and services with precision, ensuring clarity and understanding.
- Processed prescription orders efficiently using pharmacy management software.
- Provided support for product selection, ordering, billing, returns, exchanges, and technical issues.
Technical Support/Healthcare Customer Service
Harte-Hanks Direct Marketing
Shawnee, KS
10.2013 - 04.2014
- Answered questions related to Blue Cross Blue Shield healthcare.
- Delivered quality service to members, group leaders, agents, and insurance companies regarding membership enrollment, billing, benefits, and claims inquiries.
- Assisted clients with disabilities by recommending appropriate devices and techniques.
- Answered client inquiries for Major League Baseball by identifying problems and researching solutions to ensure accurate and timely responses.
- Enhanced client references by writing and maintaining clear documentation.
- Improves system performance by identifying problems, recommending changes.
Inside Sales Rep
USA800
Raytown, MO
05.2012 - 06.2013
- Managed high call volume while delivering superior service and adhering to performance standards.
- Converted inquiries into sales through effective responses to inbound calls, enhancing customer engagement.
- Influenced customer purchasing decisions by assessing individual needs.
- Recommended optimal products through thorough fact-finding processes.
- Facilitated sales of services by aligning solutions with client needs and company objectives.
- Conducted follow-up on outbound calls to ensure client satisfaction and streamline order processing.
- Provided accurate product information and support for customer inquiries.
- Documented transactions by completing necessary forms and maintaining logs.
Administrative Assistant
KCMS Contracting inc
Kansas City, KS
05.2008 - 01.2011
- Coordinated meetings and scheduled appointments for executive staff efficiently.
- Managed daily office operations, ensuring efficient workflow and effective communication.
- Answered phone inquiries from clients and vendors, ensuring timely and effective communication.
- Handled confidential documents in an organized manner according to established protocols.
- Maintained accurate inventory of office supplies, supporting uninterrupted office operations.
- Prepared invoices, reports, letters, and financial statements for management.
- Greeted visitors and directed them to appropriate personnel, enhancing visitor experience.
- Assisted in project management by tracking timelines and placing orders for materials.
Branch Manager
Qc Financial Services, Inc
Kansas City, MO
11.2004 - 09.2007
- Directed branch operations, enhancing customer service, human resources, sales, and marketing effectiveness.
- Administered all lending activities for consumer loan operations.
- Managed daily banking operations while ensuring compliance with financial regulations.
- Maintained internal controls throughout loan processes to mitigate risks.
- Evaluated applicant information and documentation to develop loan applications and confirm credit worthiness.
- Completed loan contracts by explaining provisions, obtaining signatures, and coordinating notary services.
- Established collection procedures for past due loans, overseeing third-party collections to improve recovery rates.
- Conducted daily audits and analyzed financial reports to ensure compliance and accuracy.
Education
Trade School - Information Technology
Johnson County Community College
Overland Park, KS11-2025
Grandview Senior High
Grandview, MO05.2001
Skills
- Project management
- Customer service
- Research and analysis
- Project scoping
- Git proficiency
- Software development lifecycle
- Java programming
- Front-end development
- Nodejs fundamentals
- Modular CSS design
- Reactjs expertise
- WordPress management
- Data analysis techniques
- Technical support services
- Digital marketing strategies
- Financial literacy skills
- Effective communication
Certification
• Frontend developer
Digital Marketing
Project Manager
Digital Marketing
Project Manager
Languages
English
Personal Information
Willing To Relocate: Anywhere
Timeline
Mutual Fund Representative
SS&C Technologies
05.2017 - Current
Social Media Affiliate Marketing
Independent
06.2015 - Current
Customer Service Representative
United Health Group Optum Rx
07.2014 - 10.2014
Technical Support/Healthcare Customer Service
Harte-Hanks Direct Marketing
10.2013 - 04.2014
Inside Sales Rep
USA800
05.2012 - 06.2013
Administrative Assistant
KCMS Contracting inc
05.2008 - 01.2011
Branch Manager
Qc Financial Services, Inc
11.2004 - 09.2007
Trade School - Information Technology
Johnson County Community College
Grandview Senior High