Quality driven and organized professional skilled in compiling, organizing and analyzing data. Talented customer service representative bringing necessary skills and experience to uphold the company expectations.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Program Coordinator - Transformation Delivery
American Equity
09.2021 - Current
Serve as Project Coordinator for creation, updating, discontinuing and reprinting of forms utilized by Customer Excellence
Work with stakeholders and all necessary business partners to determine tasks and timeline needed for other areas to complete their process
Communicate and verify all changes with all necessary partners
Attend daily stand-up meetings for CA, PIT and Ops Comms
Provide information for new projects coming up, updating status of current projects, watch for existing JIRA projects that may impact Customer Excellence and gather necessary information to get a project started in Workfront
Managed communication channels for seamless coordination between teams and stakeholders.
Enhanced resource allocation, effectively meeting program demands and reducing waste.
Cultivated relationships with partners to expand program reach and impact.
Kept projects on schedule by managing deadlines and adjusting workflows.
Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
Enhanced team collaboration through regular meetings, fostering a positive work environment for increased productivity.
Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
Coordinated cross-functional teams to achieve seamless collaboration in achieving project objectives.
Played an active role in brainstorming sessions held for the purpose of generating innovative ideas/solutions which could potentially be incorporated into existing/new projects being undertaken by the company.
Maintained accurate documentation of all projects, facilitating efficient audits and future reference.
Responded to requests for information on materials to inquiring parties.
Elevated overall quality of completed projects by consistently monitoring progress and addressing issues proactively.
Decreased project completion times by efficiently prioritizing tasks and delegating responsibilities to team members.
Managed competing demands and professionally adapted to frequent change, delays and unexpected events.
Collaborated with stakeholders to define clear project goals, leading to consistent alignment with expectations throughout the process.
Fostered culture of continuous improvement by organizing regular review meetings, leading to identification and implementation of key process optimizations.
Enhanced team productivity with introduction of agile project management techniques, facilitating quicker adjustments to project scope.
Coordinated cross-departmental meetings to streamline project communication, enhancing team collaboration and efficiency.
Customer Care Specialist
Principal Financial Group
11.2020 - 09.2021
Confer with customers about concerns with products or services to resolve problems and drive sales
Defuse customer concerns with exceptional conflict and problem resolution skills
Use Exceptional communication to connect with customers, assess needs and present solutions
Verify accuracy of customer account information and update when necessary
Respond to customer inquiries via phone and email
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Took ownership of customers issues to follow problems through to resolution.
Provided exceptional support during high call volume periods, maintaining a professional demeanor under pressure.
Reduced customer complaints by efficiently resolving issues through effective communication and problem-solving skills.
Centralized Accounting Coordinator
Hy-Vee, Inc
05.2019 - 11.2020
Manages books for multiple stores
Responsible for daily balancing and reconciliation of all aspects of store operations including: western union, money orders, utility payments, gift cards, ATM, lottery, registers and safes
Researching discrepancies, providing feedback to correct and monitoring trends
Provide daily reports to store director
Provide monthly inventory reports
Life Solutions Analyst
Global Atlantic Financial Group (contracted through Insight Global)
08.2018 - 05.2019
Responsible for start to end resolution and timely responses to escalated correspondence
Collaborate with multiple departments to gain proper resolution
Have working knowledge of multiple products and company procedures
Have knowledge of legal and compliance guidelines
Administer and maintain escalation database
Analyze and report weekly statistics to management
Identify trends
Sr. Research Specialist
Credit Bureau Mortgage Services
03.2007 - 03.2018
Work with multiple state and County agencies to compile liens, judgments and property ownership
Work closely with lenders to resolve issues against properties or individuals
Provide a written report with supporting documents to lenders
Research new counties, set up necessary accounts, develop training
Property Condition Reports: drive to property, take pictures, provide property assessment to lender
Performed regional Human Resources duties including reviewing applications, performing interviews, providing candidate feedback and new hire recommendations to the home office for official job offer
Develop training material, provide new hire training
Cash Accountability Clerk
Hy-Vee
10.2003 - 05.2007
Responsible for daily balancing of registers
Reconcile cash, checks, vouchers and coupons
Identify and correct point of sale, loan and processing errors
Balance and reconcile safe, utilities, postal and lottery
Problem Resolution Coordinator
ING (fka Equitable of Iowa)
12.1995 - 03.2003
Process policy loans and changes
Handle elevated calls from agents and policy holders
Provide written and verbal communications to agents and policy owners in elevated situations
Worked closely with the compliance department and Insurance Department regarding complaints
Accompanied manager on interviews and provided feedback on potential new hires
Education
High School Diploma -
Des Moines East
Des Moines, IA
05-1986
Skills
Ability to manage time and prioritize work to meet deadlines
Highly dependable, skilled researcher
Quick learner who is eager to continue learning
Ability to work as a team or with little to no supervision
Program management
Project coordination
Stakeholder engagement
Team leadership
Resource allocation
Communication skills
Conflict resolution
Analytical thinking
Time management
Problem solving
Process improvement
Continuous improvement
Certification
Root Cause Analysis, Coursera 2024
Foundations of Project Management, Coursera 2024
Timeline
Program Coordinator - Transformation Delivery
American Equity
09.2021 - Current
Customer Care Specialist
Principal Financial Group
11.2020 - 09.2021
Centralized Accounting Coordinator
Hy-Vee, Inc
05.2019 - 11.2020
Life Solutions Analyst
Global Atlantic Financial Group (contracted through Insight Global)