Ellen Lopez
Summary
Purpose Statement: I was created to use my talents of organization, discernment, logic, to preform my passions of finishing, researching, planning, to accomplish my mission of achievement by producing wins and recognition.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Owner & Property Manager
Nelle Properties, LLC
11.2023 - Current
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Created monthly schedules, maintained time records and submitted bill pays and payroll with help of Huntington eBill.
- Coordinated with maintenance staff to ensure timely completion of repairs, minimizing downtime for tenants and maintaining property aesthetics.
- Managed budgetary constraints to maximize profitability while maintaining high-quality living environments for residents.
- Verified income, assets, and expenses, and completed file tracking sheet for each applicant.
Associate Financial Representative
Northwestern Mutual
02.2023 - Current
- Streamlined financial planning processes, improving overall efficiency and effectiveness.
- Increased client retention through building strong relationships and consistent communication.
- Provided exceptional customer service, addressing client concerns promptly and professionally.
- Contributed to business development efforts by identifying prospects and initiating conversations about financial planning services.
- Improved office productivity by implementing efficient systems for tracking client data and maintaining records securely online.
- Assisted in the preparation of quarterly reviews for clients, highlighting performance metrics and discussing potential adjustments to their portfolios.
Financial Professional
World Financial Group
09.2022 - 02.2023
- Educated clients on financial topics and best practices.
- Helped clients make informed decisions about financial future.
- Presented financial plan recommendations to clients.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Met with clients to discuss assets, expenses, and long-term and short-term goals to devise personalized financial plans.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Lab Coordinator
Ohioans Home Healthcare
11.2018 - 11.2022
- Professionally initiate calls with other healthcare organizations to achieve a common goal.
- Efficiently provide reassurance and assistance to registered nurses on labs procedures.
- Communicate critical results with physician and nurses effectively.
- Communicate critical results with physician and nurses effectively care as a top priority.
- Successfully handle any labs issues in a timely manner with patient care as a top priority.
- Promote patient safety by tracking labs and having results back in 24 hours.
Teller
Huntington National Bank
10.2017 - 11.2018
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Store Manager
CravinVapes
05.2017 - 10.2017
- Increased store profitability by implementing cost-saving measures and efficient inventory management strategies.
- Improved customer satisfaction through staff training in customer service and product knowledge.
- Maximized sales by creating innovative visual merchandising displays and store layouts.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
- Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
- Managed inventory control, cash control, and store opening and closing procedures.
Education
Business Management
Ohio State University Agricultural Technical Institute
Wooster, OHAssociate of Applied Science - Business Management
Northwest State Community College
Archbold, OH05.2017
Skills
- Business Correspondence
- Office Organization
- Service Connections
- Customer Data Confidentiality
- Highly Organization
- Logic
- Discernment
- Customer Service
- Execution
- Instruction
- Inspection
- Strong Attention to Detail
Certification
- Licensed Life & Health Insurance Agent
- Certificate in Financial Coaching
Timeline
Owner & Property Manager
Nelle Properties, LLC
11.2023 - Current
Associate Financial Representative
Northwestern Mutual
02.2023 - Current
Financial Professional
World Financial Group
09.2022 - 02.2023
Lab Coordinator
Ohioans Home Healthcare
11.2018 - 11.2022
Teller
Huntington National Bank
10.2017 - 11.2018
Store Manager
CravinVapes
05.2017 - 10.2017
Business Management
Ohio State University Agricultural Technical Institute
Associate of Applied Science - Business Management
Northwest State Community College
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