Bachelor of Business Administration Finance Major and Spanish Minor
Over 10 years experience in the Financial Industry
Strong commitment to quality work and superior service
Overview
24
24
years of professional experience
Work History
Process Specialist
INFOSYS
10.2023 - Current
Collaborate cross-functionally with business partners including financial services, information technology, operations, and risk to allow for the smooth and efficient flow of directed product activities
Execute transaction as per prescribed guidelines and timelines
Review and validate the inputs from other team members in financial services, IT and our external operation partners
Support management in training activities, daily operations reviews
Assist in escalation resolution with the objective of meeting service level agreement targets within the guidelines, policies and norms of Infosys
Apply daily registered fund & hedge fund subscription trades via VPAS
Escalate resolution with the objective to meet service level agreement targets for the specific process within the guidelines of Infosys.
Insurance Broker
Self Employed
09.2021 - 01.2023
Utilized my extensive knowledge in the Insurance industry as a insurance broker to develop rich personal relationships and more in depth product offerings unique to individual clients and households.
Negotiated with underwriters to secure favorable terms on behalf of clients.
Resolved customer inquiries regarding policy changes or coverage issues.
Identified opportunities for cross-selling additional products or services.
Built relationships with external parties, such as carriers, vendors, and regulators.
Managed multiple accounts simultaneously while meeting deadlines efficiently.
Financial Representative
Country Financial Insurance Company
Hiram, GA
04.2016 - 09.2021
Educated clients to provide tailored solutions to their insurance and financial needs
Established partnerships to facilitate business growth and community advancement
Consistency attained and exceeded sales goals
Supervised the training of multiple office staff and delegated job duties to enhance productivity and solidify exceptional customer satisfaction
Won Country Club contest and Orange beach contest by exceeding production goals.
Web Designer
Atlanta National Hypnotherapy Institute
Atlanta, GA
03.2013 - 07.2016
Optimized website performance by conducting testing on various browsers and devices.
Researched current trends in web design to inform new projects.
Developed style guides for website navigation menus, page layouts, fonts, colors and graphics.
Develop appealing, modern, and fresh new looks for ANHI’s website for prospective students to learn more about the school.
Design a new curriculum platform to enhance the experience of our online students.
Developed and implemented a WordPress membership site with a chat room for student communication and instructional streaming videos for multiple online courses.
Office Manager
Atlanta National Hypnotherapy Institute
Marietta, GA
03.2013 - 07.2016
Managed daily administrative operations of the institute, establishing work priorities, scheduling workforce and instructional class time, and resolving problems.
Proficiently used appropriate technology tools to create a timely work flow.
Recruited, selected, oriented, trained and supervised office staff to maintain and develop their skills.
Offered guidance and enforced disciplinary measures when required
Spearheaded analysis and organization of office operations and procedures, including payroll time approvals for staff, filing systems, supply requisitions, and clerical services.
Client Services Representative
The Ross Group
Marietta, GA
03.2012 - 03.2013
Received inbound service calls to resolve inquires and advise members on benefit coverage and levels
Troubleshooting tax software and provide technical support to ensure clients are able to successfully file their tax returns
Promoting company products to increase sales revenue.
Client Services Representative
CredAbility
Atlanta, GA
09.2010 - 03.2012
Recognized for offering exceptional customer service and maintaining high quality assurance scores
Assisted clients and creditors with the maintenance of debt management accounts and answered inquires concerning client's files
Booked appointments and answered client concerns related to housing, credit reporting, bankruptcy, debt management plans, credit card fraud, budgeting, and general inquiries
Troubleshooting tax software and provide technical support to ensure clients are able to successfully file their tax returns
Promoting company products to increase sales revenue
Advised clients of the variety of counseling services offered and there benefits.
Marketing Manager
Atlanta West Hypnotherapy Clinic
Atlanta, GA
05.2009 - 09.2010
Collaborated with internal teams on product launches and advertising strategies.
Supervised a team of junior marketers in executing various projects.
Ensured compliance with all applicable laws related to advertising and promotions.
Generate new prospective leads resulting in an increase in enrollment by more than 250%.
Promote ANHI through social media campaigns, newsletters, and printed marketing material.
Marketing and Sales Representative
Atlanta West Hypnotherapy Clinic
Marietta, GA
05.2009 - 09.2010
Responsible for increasing customer volume and traffic
Utilized tools such as Meetup.com, Facebook, Twitter, and other various social networking sites to promote business and increase website traffic
Designed promotional paraphernalia, advertisements shown in high traffic venues, and flyers distributed in the Metro Atlanta area
Redesigned and optimized the website to improve search engine results.
Financial Service Advisor
JPMorgan Chase
Kennesaw, GA
01.2005 - 05.2009
Worked in a fast paced call center environment with ability to meet and exceed deadlines and goals
Earned certificates of acknowledgment for providing exceptional customer service
Demonstrated strong customer focus and listening skills to provide appropriate solutions
Responsible for troubleshooting, problem solving, promoting appropriate financial solutions to meet customer needs, customer retention and satisfaction
Received inbound calls and resolved inquiries such as credit limit increases, interest rate upgrades, short collections, payment processing, balance transfers and more
Processed applications through outbound calls to increase client base and increase revenues
Analyzed credit reports and determining factors of credit decisions and responsible for conveying complicated concepts to clients in a simplistic manner
Responsible for knowledge of over 20 clients' different policies, procedures, and guidelines to process applications in accordance
Given additional responsibilities in training new hires and implementing new techniques to improve quality and efficiency.
Accountant I, Seasonal
The Ross Group/12 Joys Tax and Accounting
Marietta, GA
08.2000 - 07.2008
Responsible for journal entries, tax preparation and filing
Generated month end reports, analysis, and performed bank reconciliations
Managed accounts receivable, accounts payable and payroll
Worked closely with independent accounting consultant to maintain integrity of accounting system.
Education
B.A. Finance -
Kennesaw State University
Kennesaw, GA
05.2004
Skills
Bachelor of Business Administration
Finance
Spanish
Financial Industry
Insurance Industry
Insurance Broker
Product Offerings
Cross-functional Collaboration
Business Partnerships
Transaction Execution
Validation
Training
Escalation Resolution
Service Level Agreement
Fund Subscription Trades
Client Education
Partnership Establishment
Sales Goals
Staff Supervision
Administrative Operations
Office Productivity
Employee Management
Lead Generation
Adobe Photoshop
Social Media Marketing
Website Design
Curriculum Development
Wordpress
Customer Service
Technical Support
Sales Promotion
Debt Management
Appointment Booking
Timeline
Process Specialist
INFOSYS
10.2023 - Current
Insurance Broker
Self Employed
09.2021 - 01.2023
Financial Representative
Country Financial Insurance Company
04.2016 - 09.2021
Web Designer
Atlanta National Hypnotherapy Institute
03.2013 - 07.2016
Office Manager
Atlanta National Hypnotherapy Institute
03.2013 - 07.2016
Client Services Representative
The Ross Group
03.2012 - 03.2013
Client Services Representative
CredAbility
09.2010 - 03.2012
Marketing Manager
Atlanta West Hypnotherapy Clinic
05.2009 - 09.2010
Marketing and Sales Representative
Atlanta West Hypnotherapy Clinic
05.2009 - 09.2010
Financial Service Advisor
JPMorgan Chase
01.2005 - 05.2009
Accountant I, Seasonal
The Ross Group/12 Joys Tax and Accounting
08.2000 - 07.2008
B.A. Finance -
Kennesaw State University
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