Brittany Grippi
Jacksonville,FL
Summary
Highly efficient HNW associate well established in fast-paced and challenging environments. Key skills in problem-solving and attention to detail. Brings background in customer interaction and time management. Seeking a challenging role in a fast-paced environment within the financial market where I can leverage my analytical skills, strong work ethic, and dedication to exceed expectations.
Overview
11
11
years of professional experience
1
1
Certification
Work History
HNW Associate
Fidelity Investments
07.2024 - Current
- Contributed to improved overall call center performance by consistently meeting or exceeding key performance metrics in all areas, including CPH, Trade accuracy, schedule efficiency, and CEI.
- Managed high call volume while maintaining excellent customer service standards.
- Defined problems to make decisions and moved forward to support quick resolution.
- Improved overall team performance by actively participating in training sessions and sharing best practices with colleagues.
CRA
Fidelity Investments
02.2023 - 07.2024
- Worked well in a team setting, providing support and guidance.
- Exceeded monthly performance metrics consistently, contributing to the success of the call center operations.
- Recognized for consistently meeting or exceeding key performance indicators related to call quality, efficiency, and problem-solving capabilities.
- Maintained a high CPH exceeding national average every month.
Mortgage Loan Post Closer
Premium Mortgage
04.2020 - 09.2023
- Encompass experience
- Review and verify borrowers' income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal
- Ensure compliance with company policies, underwriting guidelines and lending-program requirements
- Maintained and managed files for HMDA requirements and guidelines
- Performs pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents to terms of loan commitment
Aviation Ordnanceman
U.S. Navy
08.2013 - 04.2017
- Maintained the aircraft's weaponry, quickly resolving any malfunction and staying ready for any air support requirement to help troops in the field
- Completed maintenance forms and kept records accurate
- Supervised crew of 60 sailors in daily operations, including inspections, troubleshooting, and preventive maintenance
- Drafted correspondence and reports using MS Office tools, including Word and Excel
- Maintained database of current customers, updated data, and purged system of inactive account information
- Inventoried office supplies and ordered supplies from approved vendors
- Answered telephone calls to provide information, take messages and set up appointments
- Resolved guest and staff issues independently by using strong organizational, conflict management and decision-making abilities
- Wrote and distributed professional, error-free correspondence such as internal memos, email responses and professional letters
Education
Bachelor's degree - Business
SUNY College at Brockport
Brockport, NY12.2022
Skills
- Problem solving
- Communication skills
- Adaptability
- Organizational skills
- Attention to detail
- Client interaction
- Administrative tasks
- Relationship building
Certification
- TEFL, Present
- Series 7, Present
- Series 63, Present
- Securities Industry Essentials, Present
- FINRA License, Present
Military Service
Navy, United States, E-3, 08/01/13, 04/30/17
Timeline
HNW Associate
Fidelity Investments
07.2024 - Current
CRA
Fidelity Investments
02.2023 - 07.2024
Mortgage Loan Post Closer
Premium Mortgage
04.2020 - 09.2023
Aviation Ordnanceman
U.S. Navy
08.2013 - 04.2017
Bachelor's degree - Business
SUNY College at Brockport
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