Dynamic professional with 10+ years of experience in human resources, customer engagement, financial services, and operations management. Recognized for building trust with clients and employees, improving processes, and driving measurable results in productivity, compliance, and satisfaction. Skilled at leading teams, managing change, and delivering solutions that align with organizational goals. Committed to excellence, integrity, and long-term impact.
• Enhanced HR department efficiency by streamlining communications and records management, reducing delays in employee support.
• Built stronger employee relations through transparent communication and conflict resolution strategies.
• Contributed to a measurable productivity increase in HR operations.
• Planned and executed corporate and community events, consistently meeting client expectations.
• Developed detailed event metrics to evaluate success and improve future planning.
• Managed budgets and vendor relationships to ensure cost efficiency and quality.
• Delivered top-tier client support for wealth management and investment accounts.
• Streamlined online access processes, reducing support turnaround times and boosting client retention.
• Provided expertise in navigating digital platforms, enhancing overall customer experience.
• Oversaw benefits administration, ensuring compliance with federal laws (FMLA, ADA).
• Simplified open enrollment systems to improve employee engagement.
• Researched benefit plans that lowered costs while maintaining employee satisfaction.
• Increased customer satisfaction through needs-based sales and education on financial wellbeing.
• Implemented fraud detection measures that reduced financial crime across accounts.
• Assisted patients with appointment scheduling and post-discharge follow-ups.
• Ensured HIPAA compliance while handling confidential medical requests.
• Recognized as a mentor for junior staff, strengthening team performance.