Brooklynne MATOS
Eagle Mountain,USA
Summary
A committed public relations professional with a solid background in customer relationship management and client communication is sought. Demonstrated experience in scheduling, organization, and attention to detail aligns with the need for effective project coordination. Enthusiasm for fostering positive relationships and a passion for contributing to meaningful initiatives are emphasized, showcasing readiness to engage deeply with mission-driven goals and team collaboration in an impactful environment.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Real Time Management Operations
Fidelity Investments
05.2024 - 12.2024
- Managed real-time schedule changes and adherence updates in WFM for teams across the United States, including meetings, trainings, and shift adjustments
- Collaborated with leadership to approve calendar changes and optimize workforce scheduling with minimal operational disruption
- Generated and distributed real-time and daily performance reports to support data-driven decisions
Customer Relationship Advocate
Fidelity Investments
09.2022 - 05.2024
- Company Overview: A global financial services firm specializing in wealth management, retirement solutions, and investment advisory.
- Delivered high-quality assistance to clients by efficiently resolving trade requests, money movements, and online support inquiries.
- Navigated complex financial scenarios, interpreted client needs, and utilized resources to provide effective resolutions.
Universal Member Service Representative
Utah Community Credit Union (UCCU)
12.2020 - 06.2022
- Company Overview: A member-focused credit union offering banking, loans, and financial services in Utah.
- Handled deposits and withdrawals, processed transactions, and provided financial advice.
- Opened new accounts, processed loan applications, and cross-sold products and services.
- Reviewed documents for accuracy and legal compliance, and verified account holder identities.
Office Manager
Utah Appliance Tech
04.2020 - 12.2020
- Organized schedules for technicians
- Ordered and organized parts that arrived
- Talked with clients and set up appointments
- Emailed property management companies in a manageable time
Education
Bachelor's degree - Marriage and Family Studies
Brigham Young University - Idaho
01.2021
Associate of Science -
Snow College
Ephraim, UT01.2015
Skills
- Scheduling & Calendar Management
- Workforce Optimization
- Problem Solving & Attention to Detail
- Team Collaboration & Communication
- Case Management
- Rapid Learning
- Data Analytics & Visualization
- Python, JavaScript
- Machine Learning & Data Science
- Anti-Money Laundering Knowledge
Accomplishments
- Customer Satisfaction Excellence: Received 95% customer satisfaction rate at Fidelity Investments, improving retention by 20%.
- Loan Approval Boosting: Increased Utah Community Credit Union loan application approvals by 30%, boosting revenue significantly.
- Effective Case Management: Successfully managed 300+ client cases at Myler Disability Law, with a 95% positive resolution rate.
- Scheduling Efficiency Improvement: Improved scheduling efficiency at Utah Appliance Tech by 40%, enhancing technician productivity.
Certification
SIE
Series 7
Series 63
Front-End Development
Machine Learning
Timeline
Real Time Management Operations
Fidelity Investments
05.2024 - 12.2024
Customer Relationship Advocate
Fidelity Investments
09.2022 - 05.2024
Universal Member Service Representative
Utah Community Credit Union (UCCU)
12.2020 - 06.2022
Office Manager
Utah Appliance Tech
04.2020 - 12.2020
Bachelor's degree - Marriage and Family Studies
Brigham Young University - Idaho
Associate of Science -
Snow College
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