Execute financial transactions in compliance with industry regulations and company policies.
Analyze and resolve account issues, maintaining effective management of client portfolios.
Delivered prompt, accurate responses to client inquiries, achieving high customer satisfaction.
Collaborated with cross-functional teams to streamline operations and create client-centric solutions.
Resolved internal transfer issues efficiently, contributing to optimal productivity levels.
Information Governance Specialist
Husch Blackwell
Kansas City, MO
06.2021 - 04.2023
Enforced ethical walls, protective orders, and managed legal holds to maintain information security compliance and safeguard sensitive information.
Conducted quality assurance on data entry and scanned images to uphold integrity of information assets across various media formats.
Responded to inquiries via Help Line and email, ensuring timely retrieval and distribution of files and documentation to support legal assistants and attorneys.
Junior Data Collection Interviewer
Titan Technologies
Kansas City, MO
12.2020 - 05.2021
Conducted structured interviews, gathering critical data from a variety of sources to inform decision-making.
Adhered to deadlines and quotas, ensuring accuracy and integrity of collected information for reliable results.
Prepared sessions by researching materials and crafting targeted questions to achieve data objectives.
Document Specialist
Shook Hardy and Bacon
Kansas City, MO
09.2018 - 04.2020
Processed electronic legal documents and materials for integration into document management systems, ensuring accuracy and accessibility.
Executed daily operations across multiple databases and applications, optimizing workflow and ensuring effective data management.
Resolved discrepancies and addressed concerns in document organization, streamlining post-project completion process for improved clarity and accessibility.
Service Advisor
US Bank
Overland Park, KS
02.2017 - 05.2018
Delivered high-quality customer service by addressing inquiries and resolving banking-related issues, strengthening client relationships.
Analyzed customer needs to recommend suitable financial solutions, improving customer satisfaction and retention.
Utilized multiple databases and computer applications to execute complex workflows, showcasing technical proficiency across platforms.
Education
Bachelor of Science - Business Administration, Marketing
University of Central Missouri
Warrensburg
Skills
Project Management
Microsoft Office
Attention to detail
Organizational skills
Collaborative
Effective communication
Timeline
Financial Service Representative
SS&C
04.2023 - Current
Information Governance Specialist
Husch Blackwell
06.2021 - 04.2023
Junior Data Collection Interviewer
Titan Technologies
12.2020 - 05.2021
Document Specialist
Shook Hardy and Bacon
09.2018 - 04.2020
Service Advisor
US Bank
02.2017 - 05.2018
Bachelor of Science - Business Administration, Marketing