Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Business Development Lead
Healthy Amplified (Start Up)
01.2023 - Current
Networked among local business and community organizations to develop leads and generate business.
Achieved revenue targets through effective sales presentations and relationship building.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Communicated with local and national organizations to build networks and develop leads.
Became top salesman within 3 months and was promoted to lead.
Jr. Sales Associate
Precise Hire Background
02.2022 - 12.2022
Make anywhere from 300-400 calls weekly, chatting with different departments trying to get to decision maker
Would regularly meet weekly/monthly quotas.
Managed Customers expectations and helped navigate sales process
Sr. Accounting Administrator
Nestle Waters
01.2021 - 11.2021
Provided monthly budgets for each department, to provide variance reports
Provided end of month journal entries and end of month budget analysis
Provide updates on plant performance (case per labor hour) aligned performance with plant labor by department to provide labor spending tool
Led staffing meeting to support operation team on available variable labor spend as compared to budget
This allowed departments to be more accountable for labor spending.
Paid attention to detail while completing assignments
Adaptable and proficient in learning new concepts quickly and efficiently
Lease Transfer Agent
Fidelity Investments, Distribution Services
12.2018 - 06.2019
PI Operations
The quality of my work led to the renewal of my contract on multiple occasions since my start in December 2018
Transfer of Assets: Handled the transfer of cash, stocks, and mutual funds from outside HSA banks to Fidelity, as well as through the DRS and ACAT systems for standard brokerage transfers
Managed Account Operations: Handled the funding of multiple managed account products, utilizing checklists and the BJNL system as well as undergoing frequent quality checks prior to resolution
Electronic Funds Transfer: Processed the addition of electronic bank instructions to client accounts, meeting stipulated quotas as required by incoming volume of requests
Achieved monthly self-determined goals of 100% quality and month-over-month improvement in processing rate
Used Microsoft excel VLOOKUP and Pivot tables, to look up policies for certain account situations and data needed for older accounts., Handled all credit applications received via email and assisted with analysis of credit for approval or denial
Responsible for contacting customers via email to help with any problems encountered in the lease transfer process
Used Microsoft excel pivot tables and formulas to organize the data needed for each customer in the lease transfer process.
Credit Dispute Agent
Mercedes Benz Financial Services
10.2017 - 05.2018
Handled validations, credit inquiries, and goodwill requests from customers unhappy with their late marks and made proper responses
Created a case for customers if their credit required additional research or follow up (Ex
Identity theft)
Used Microsoft Excel to put together spreadsheets to organize the amount each customer owed, the dates of inquiries, and the reasons for the credit marks.