Summary
Overview
Work History
Education
Skills
Timeline
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JAZZ BANKS

Gahanna,OH

Summary

Hardworking professional with over eight years of experience in management within the corporate industry. Background includes working in fast paced client facing customer service roles. Passionate about meeting new people, networking and creating high quality, professional and pleasant experiences for clients.

Overview

13
13
years of professional experience

Work History

Bartender

Junto Hotel
Columbus, OH
08.2023 - 01.2024

Bartender

Alley Burger
Columbus, OH
10.2021 - 06.2023

Expense Analyst

Morgan Stanley
Columbus, OH
12.2021 - 06.2022
  • Reviewed and approved 30-50 expense reports submitted by financial advisors for meals and outings
  • Collaborated daily with financial advisors for adjustments to expense requests and referred them to policy
  • Adhered to firm policy and guidelines to be consistent with tax implications
  • Met with staff to forecast volume and seek resolutions to improve efficiencies.

Service Professional

Morgan Stanley
Columbus, OH
09.2016 - 12.2021
  • Utilized company internal resources to support financial advisors and client inquires regarding their brokerage account
  • Reviewed with customer their account details and updated any personal information
  • Troubleshooted technical issues to allow clients access to their accounts online
  • Provided 30+ clients with basic tax reporting information and documents
  • Provided S & P 500, Dow Jones and Nasdaq market data and research information to clients

Job Cost Analyst

Rite Rug
Columbus, OH
09.2015 - 09.2016
  • Reviewed project cost reports for vinyl, wood, tile and ceramic floor installations
  • Crosschecked consistency of data for material pricing and labor rates
  • Created summary reports and spreadsheets that identified patterns of miscalculated billing amounts
  • Tracked balance write offs and company back charges to report impact on gross profit
  • Made pricing and labor change recommendations to improve profit margins

Customer Relations Specialist

Rite Rug
Columbus, OH
08.2013 - 09.2015
  • Contacted large home building firms such as M/I Homes and Schumacher Homes via phone, fax and email to collect contracted payments
  • Reviewed credit applications for new customers and tracked payment history once approved on excel spreadsheets and paper files
  • Organized contracts, lien waivers, purchase orders, invoices and document filing for manager to sign
  • Posted lockbox, checks, credit cards and cash payments

Assistant Manager

Subway
Akron, OH
12.2010 - 08.2013
  • Supervised, trained and scheduled 8-12 staff members for shifts
  • Placed inventory purchases of food, condiments and cleaning supplies
  • Balanced register and bank deposits at the end of each shift
  • Monitored food cost and reviewed waste management methods with employees

Education

Bachelor of Science in Business Administration -

The University of Akron

Skills

  • Team collaboration
  • Fast learner
  • Payment processing
  • Excellent time management
  • Leadership qualities
  • Effective communication
  • Friendly customer service
  • Strong multitasking capabilities in fast pace environments
  • Accounts receivable
  • Management
  • Purchasing
  • Adaptability

Timeline

Bartender

Junto Hotel
08.2023 - 01.2024

Expense Analyst

Morgan Stanley
12.2021 - 06.2022

Bartender

Alley Burger
10.2021 - 06.2023

Service Professional

Morgan Stanley
09.2016 - 12.2021

Job Cost Analyst

Rite Rug
09.2015 - 09.2016

Customer Relations Specialist

Rite Rug
08.2013 - 09.2015

Assistant Manager

Subway
12.2010 - 08.2013

Bachelor of Science in Business Administration -

The University of Akron

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