Ivan Lopez
Seattle,WA
Summary
Reporting manager with 5 years of experience working with financial advisors and 2 years of working with product development.
Overview
6
6
years of professional experience
Work History
Reporting Team Manager
Orion Advisor Solutions
Seattle , WA
07.2022 - Current
- Provide training and best practice procedures to team members and external clients
- Lead face to face discussions and training during customer office visits and/or conferences
- Provide assistance in testing functionality during scheduled build weeks
- Maintain and uphold the standards which have been set for the Orion Service teams
- Analyze client requests and deduce and explore possible solutions or forward request on to appropriate department following-through until resolution
- Counsel team members regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requests
- Maintain an in-depth knowledge of the assigned Orion system team
- Provide training and assistance to newer employees and other team members on a regular basis
- Act as an escalated level of support for issues and problems; resolves where appropriate in order to provide effective support
- Responsible for all decisions regarding employment, performance appraisals, training, corrective actions and salary recommendations
- Hold One-On-One meetings with each team member to review any questions or concerns the team member may have
- Conduct weekly team meetings to set goals and priorities for the week and to review progress of goals
- Conduct daily team huddle to review outstanding items and projects for the day to help formulate a plan that the team can successfully execute
Reporting Specialist
Orion Advisor Technologies
Seattle, WA
06.2020 - Current
- Counsel advisors regarding best practices, policies and procedures as well as providing advice on how to handle situations encountered or requests.
- Analyze and discuss current workflow to identify and optimize any bottleneck processes
- Work with advisor to add clarity and consistency throughout client facing reports
- Provide training and assistance to new employees and other team members on a regular basis
- Collaborate with other operations departments to research and resolve client issues and inquires, following-through until resolution.
- Support team members in resolving escalated or difficult cases
- Responsible for comprehensive job shadowing and training of new team members
- Provide assistance in growing business with client by highlighting additional features which would benefit client's overall package offering.
Operations and Service Manager
LA Fitness
Seattle, WA
09.2017 - Current
- Head of facility operations, customer relations, staffing, and maintenance for the Seattle branch of LA Fitness, a statewide flagship location while also working with and deescalating member issues on the company corporate line
- Relationship management with both local and nationwide members, and vendors
- Consistently meeting and exceeding personal service queue goals while facilitating staff goals set by District Management
- Deescalation of both club member and internal staff disputes
- Create, enhance, and implement team processes that allow for higher quality customer service and raise company business expectations.
Education
Bachelor of Science - Business Management : Marketing Specialization
Central Washington University
Ellensburg, WAIntroduction To Google Analytics And Search Engine Optimization -
Google Analytics Academy
Skills
Relationship Management
Customer Service
Operations and Supply-Chain Management
Microsoft Office Suite
Interpersonal skills
Time Management
Languages
Proficient in Spanish
Timeline
Reporting Team Manager
Orion Advisor Solutions
07.2022 - Current
Reporting Specialist
Orion Advisor Technologies
06.2020 - Current
Operations and Service Manager
LA Fitness
09.2017 - Current
Bachelor of Science - Business Management : Marketing Specialization
Central Washington University
Introduction To Google Analytics And Search Engine Optimization -
Google Analytics Academy
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