James Munnis
Lincoln,NE
Summary
Collaborative leader currently employed as a senior representative with the College Savings Plan at Union Bank. Seeking new professional opportunities that offer challenges and promote professional growth.
Overview
7
7
years of professional experience
Work History
Senior College Savings Plan Representative
Union Bank & Trust
05.2021 - Current
- Managed investor inquiries effectively, addressing concerns and maintaining a positive relationship with stakeholders.
- Developed solutions-oriented approaches when faced with challenging situations or dissatisfied customers.
- Provided backup support during peak periods or staff shortages to ensure seamless service delivery to clients at all times.
- Demonstrated excellent multitasking abilities by managing multiple concurrent tasks while ensuring timely completion.
- Trained and directed new employees in call script use, conflict resolution, and data entry practices to boost customer satisfaction ratings.
- Coordinated closely with legal teams to review contracts, agreements, and other documents requiring signatures or approval.
- Enhanced data accuracy through meticulous validation checks and quality control measures.
- Identified, analyzed and interpreted trends or patterns in complex data sets.
Annual Giving Day Student Worker
NWU Advancement and Alumni Relations Office
02.2021 - Current
- Correspond with alumni, students, faculty, and staff to promote Nebraska Wesleyan's Annual Giving Day
- Participate in event planning and coordinating, recruit volunteers to assist with campus events
- Draft and post social media content on university accounts.
Law Firm Runner
Cline Williams Wright Johnson & Oldfather LLP
01.2018 - Current
- Assist attorneys and staff with support projects
- Deliver legal documents
- Train and mentor new runners
- Identified creative solutions to problems.
College Savings Plan Temp Employee
Union Bank and Trust Co
12.2017 - Current
- Assist supervisors on tasks
- Process contributions along with year-end recordkeeping
- College Savings Plan Senior Representative
- Provide accurate and satisfactory information to caller queries
- Oversee the processing of various work orders, transactions, and other daily call center functions
- Review and approve of document processing relevant to company services.
Installer
Capital City Electric Inc.
06.2017 - 08.2018
- Installation of Allo internet systems at new residential and business construction sites
- Assisted with other construction projects as needed.
Education
MBA - Business Administration
Nebraska Wesleyan University
Lincoln05.2024
Bachelor of Science: Communication Studies -
Nebraska Wesleyan University (NWU)
Lincoln, NE05.2021
Skills
- Client Service
- Technical Troubleshooting
- Telephone reception
- 529 College Savings Plan expertise
- De-Escalation Techniques
- Database Maintenance
- Data Management
- Microsoft Office
- Quality Control
Timeline
Senior College Savings Plan Representative
Union Bank & Trust
05.2021 - Current
Annual Giving Day Student Worker
NWU Advancement and Alumni Relations Office
02.2021 - Current
Law Firm Runner
Cline Williams Wright Johnson & Oldfather LLP
01.2018 - Current
College Savings Plan Temp Employee
Union Bank and Trust Co
12.2017 - Current
Installer
Capital City Electric Inc.
06.2017 - 08.2018
MBA - Business Administration
Nebraska Wesleyan University
Bachelor of Science: Communication Studies -
Nebraska Wesleyan University (NWU)
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