Cassandra Richmond
Waukesha
Summary
Accomplished Senior Portfolio Analyst with a proven track record at TRICOM Inc of Milwaukee, adept in data analysis and offering advanced customer service. Excelled in risk management and credit monitoring, significantly enhancing client satisfaction. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
14
14
years of professional experience
Work History
Senior Portfolio Analyst
TRICOM Inc of Milwaukee
10.2019 - Current
- Manage accounts receivables for client portfolios with a heavy emphasis in medical and vendor management systems.
- Risk management and credit monitoring.
- Manage individual portfolio
- Provide professional customer service both to clients and on behalf of clients.
- Create and manage spreadsheets using microsoft office.
- Bank reconciliations and other minor bookkeeping tasks.
Purchasing Agent
Lange Bros Woodworking Co, Inc
02.2019 - 08.2019
- Negotiated payment terms to improve cash flow by extending payables without compromising supplier relationships.
- Maintained complete documentation and records of all purchasing activities.
- Ensured timely delivery of materials through effective planning and coordination with suppliers.
- Conducted research, identifying potential vendors and better pricing options.
- Analyzed and reported on inventory levels to determine purchasing requirements.
Service Specialist / Patient Care Associate
Rogers Behavioral Health
12.2017 - 02.2019
- Recorded temperature, blood pressure, pulse, or respiration rate as directed by medical or nursing staff.
- Facilitated smooth transitions between shifts by communicating pertinent patient information during detailed handoff reports.
- Documented patient information and care activities in electronic health record.
- Enhanced patient satisfaction by providing compassionate and attentive care during daily interactions.
- Provided emotional support to patients and families, fostering trust and strong relationships throughout the care process.
- Maintained clean and safe environment to promote patient safety and comfort.
Manager
Sodexo Dining Services
10.2014 - 05.2016
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Manage any particular dining location including task assignment, manage customer complaints and perform inventory.
- Cross-trained existing employees to maximize team agility and performance.
Restaurant Worker
Multiple Locations
06.2011 - 12.2017
- Successfully balanced multiple responsibilities simultaneously, including taking orders, serving meals, clearing tables, and attending to guest needs promptly.
- Provided exceptional customer service during high-volume shifts, maintaining a calm demeanor under pressure.
- Collaborated with kitchen staff to ensure accuracy of orders, resulting in fewer customer complaints.
- Handled cash transactions accurately, ensuring proper accounting at the end of each shift.
- Trained new employees on restaurant procedures, promoting a cohesive and efficient team environment.
Education
Bachelor of Science - Psychology
University of Wisconsin, Parkside
Kenosha, WI05-2017
Associate of Science - General
University of Wisconsin, Waukesha
Waukesha05-2014
High School Diploma -
Kettle Moraine High School
Wales06-2012
Skills
- Advanced customer service skills in a professional environment
- Efficient in Microsoft Office
- Data analysis and reconciliation
- Problem-solving abilities
- Attention to detail
Timeline
Senior Portfolio Analyst
TRICOM Inc of Milwaukee
10.2019 - Current
Purchasing Agent
Lange Bros Woodworking Co, Inc
02.2019 - 08.2019
Service Specialist / Patient Care Associate
Rogers Behavioral Health
12.2017 - 02.2019
Manager
Sodexo Dining Services
10.2014 - 05.2016
Restaurant Worker
Multiple Locations
06.2011 - 12.2017
Bachelor of Science - Psychology
University of Wisconsin, Parkside
Associate of Science - General
University of Wisconsin, Waukesha
High School Diploma -
Kettle Moraine High School
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