CARLY BOEHMER

• I started a social media development business.
• I was the owner and only employee.
• I provided services for four clients.

I volunteered with CatchaFire to help non-profits by offering my skills for free.

Preservation Buffalo Niagara has professionalized rapidly in the last 5 years and our operations have not kept up, leaving our small staff sometimes confused about policies and best practices. We are striving to bring our operations up to speed to match the exceptional services we provide to our community. This project is estimated to save us $2,905 allowing us to offer more community-building resources to home owners in Western New York!

Review of Work:

Director of Operations

• As a Virtual Office Manager for The Herbert Agency powered by Equis Financial my primary responsibilities were to recruit, onboard, mentor, and manage licensed and unlicensed insurance sales agents. This included managing job ads across the United States on platforms such as Zip Recruiter, LinkedIn, and Facebook. I was also in charge of managing the CEO's schedule for interviews.
• I was the first point of contact for new applicants via phone, text, or email. Pre-screened resumes prior to sending to CEO for consideration. Completed human resource operational requirements by scheduling and assigning employees.
• I sent out all new onboarding paperwork to include contracts, licensing information, and training registrations. This included handling confidential information such as driver's license, direct deposit information, and certifications.
• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Once documents were received I ensured that all information was correct and ready to be presented to our corporate office.
• Once new agent's were successfully hired it was important to make sure that they were able to complete their duties without disruption.

• Understand members financial needs and make appropriate product recommendations.
• Mentored 12 new team members by providing hands-on training and sharing best practices.
• Analyzed financial status, credit and property to determine feasibility of granting loans.
• Serve as primary contact for new accounts and cross-sell other products and services.
• Serve as contact for member problem resolution, perform maintenance and troubleshoot issues.
• Interview members to obtain information needed to complete loan applications.
• Review and contact negative accounts and delinquent loans.
• Ensure compliance with credit union policies and procedures.
• Surpassed all existing records previously set in sales reaching a $15 million dollar portfolio.
• Received Financial Service Representative of the year in 2012.
• Assisted manager in day to day duties including: daily reports, review fellow loan officer's portfolios, and where other's needed to improve on.

• Smile and greet customers using Community Bank/Bank of America Spirit.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
• Build customer loyalty through courtesy and friendliness, including addressing each customer by name.
• Identify customer needs and referring the appropriate products and services.
• Resolve basic service issues or refer to appropriate associate to guarantee customer satisfaction and retention.
• Performing presentations for 200+ military members.
• Coordinating events to recruit new customers.
• Managed overdraft reports and performed audits.
• Maintain documents and follow retention guidelines.
• Coached and trained 10 of new bank tellers.