Seasoned professional with a proven track record in financial management and customer relations, honed across roles from Assistant Manager at GPM Investments to Owner of Morgan’s Helping Hands. Excelled in budgeting, overseeing a $1.5 million marketing budget, and enhancing customer satisfaction. Skilled in team motivation and project management, consistently achieving and surpassing business goals.
• Oversaw Annual Marketing Budget of 1.5 Million Dollars to Ensure Quarterly Projections
• Trained Teller and Marketing Staff of 173 Branches on Utilization of Internet and Intranet
• Developed and Organized Data Base of Competitive Market Analysis of Information for a 3 State Area to Increase Sales Projections
• Maintained all Advertising Material for Compliance Attorney
• Implemented New Customer Information System to Marketing Staff and Assisted Branch Staff
• Maintained Life and Accidental Insurance System and Reporting for 3 States
• Provided Legal Typing for Various Lawyers on Full Time and Part Time Basis
• Provided Various Budget Management Services for Companies
• Produced Reports for my Clients and Developed Data Base Information
• Organized Office Structures Where Necessary by Organizing Workflow and Personnel