Hayden Lee
Charlotte,NC
Summary
Broker Dealer Agent with experience working with Individual, Trust, and Organization accounts specializing in inheritance transfers. Committed to on-time payments, maintaining detailed records and paying clients on time. Detail-oriented worker with proven resourcefulness and reliability.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Transfer Specialist II
Vanguard
06.2022 - 09.2023
- Enhanced customer satisfaction by efficiently processing and validating transfer requests.
- Streamlined transfer processes for reduced turnaround time and increased accuracy.
- Managed high-volume transfer caseloads, ensuring timely completion and compliance with regulations.
- Collaborated with team members and clients to resolve complex transfer issues and provide exceptional service.
Salvage Specialist II
GEICO
09.2017 - 11.2020
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Completed up to 50 claims per day in fast-paced environments and maintained Customer Interaction, Productivity, and Quality requirements
- Corresponded with Auto Damage, Claims, and Service Department teammembers to build and implement successful solutions to customer problemswhile confirming to Federal and State laws and regulations
Dispatcher
Georgia Forestry Commission
08.2016 - 09.2017
- Improved response times by efficiently prioritizing and dispatching emergency calls.
- Enhanced communication with first responders by maintaining updated contact information and utilizing clear, concise language during dispatches.
- Reduced errors in dispatch logs by implementing a thorough double-check system for all entries.
- Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
Produce Clerk
Kroger
08.2015 - 08.2016
- Improved customer satisfaction by providing prompt and knowledgeable assistance in the produce department.
- Enhanced product quality by regularly inspecting, rotating, and culling fresh fruits and vegetables.
- Maintained a clean and organized produce section by promptly removing damaged or expired items, sanitizing surfaces, and restocking shelves.
- Increased sales with attractive displays that showcased seasonal fruits, vegetables, and promotional items.
Education
Bachelor of Science - Software Engineering
Middle Georgia State University
Macon, GA12.2025
Skills
- Process Improvement
- Cross-functional Collaboration
- Task Prioritization
- Interpersonal Skills
- Customer Service
- Problem Solving
Certification
- Broker Dealer Agent Licenses - Series 7 and 63
Timeline
Senior Transfer Specialist II
Vanguard
06.2022 - 09.2023
Salvage Specialist II
GEICO
09.2017 - 11.2020
Dispatcher
Georgia Forestry Commission
08.2016 - 09.2017
Produce Clerk
Kroger
08.2015 - 08.2016
Bachelor of Science - Software Engineering
Middle Georgia State University
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