Summary
Overview
Work History
Education
Skills
Licenses and Certifications
Awards and Recognition
Work Availability
Quote
Timeline
AccountManager

JENNIFER SHANKO

Takoma Park,MD

Summary

Enthusiastic Researcher with 17 years of combined hands-on experience and education in Customer Relations, Property Management, Leadership and Financial Services Industry. Adaptive team player with in-depth knowledge of data collection, confidential document control and problem-solving. Highly inspired and positive individual passionate about increasing knowledge to drive growth and needed improvements. Eager to contribute to company success through hard work, attention to detail and organizational skills. Reliable team player with excellent communication and problem-solving skills. Motivated to learn, grow and excel in Data Science.

Overview

14
14
years of professional experience

Work History

Research Associate

Retail Data LLC.
02.2022 - Current
  • Collected information at various locations using appropriate indicators determined by client.
  • Achieved above target scores in all areas on company performance metrics.
  • Accurately handled data entry for 6 clients into company-based software.
  • Uploaded or transmitted data using secure protocols.
  • Used TC57 and high speed scanner to enter over 90-900 pieces of price and sales data over 1 hour, maintaining 100% accuracy.

Financial Advisor

Primerica Financial Services
01.2019 - Current
  • Educate clients on various financial matters and provide professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Assist clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Create business plans and identify target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Perform due diligence and valuation processes.
  • Recruit, train and mentor staff to generate ideas, share knowledge and commit to building successful company.
  • Prepare for and coordinate marketing events, create marketing compliance documentation and manage event marketing reimbursement to increase customer base and grow revenue.
  • Helped provide 78 clients with income protection and plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Research rules and regulations, interview industry experts, construct financial models, perform sensitivity analyses and compile final reports to deliver top-notch service to customers.
  • Present results of financial analyses to clients verbally and in written form.
  • Applied highly effective selling skills while properly engaging and presenting solutions to customers.

Assistant Property Manager

Kay Management
01.2009 - 01.2019
  • Improved delinquency maintaining balances averaging under 1%.
  • Trained and motivated leasing and office staff during bi-monthly trainings improving productivity and efficiency.
  • Handled tenant complaints promptly and appropriately, calling in repairmen and other support services.
  • Kept accurate records of all resident and tenant correspondence.
  • Followed up on delinquent tenants and coordinated collection procedures.
  • Oversaw monthly collections and maintained high payment rates by building positive relationships with tenants.
  • Conducted property showings to highlight features, answer questions and redirect concerns to close contracts.
  • Verified income, assets and expenses and completed file tracking sheet for each applicant.
  • Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs and capital improvement projects.
  • Introduced prospective tenants to types of units available and performed tours of premises.
  • Coordinated with janitorial and engineering staff on maintenance and upkeep.
  • Handled disciplinary actions, performance appraisals and terminations of company staff.
  • Developed, reviewed and submitted property operating and capital budgets.
  • Boosted occupancy to 98% by leveraging market knowledge and successful promotional strategies.

Education

No Degree - General Studies

Palm Beach Community College
West Palm Beach, FL

Skills

  • Research and Analysis
  • Field Data Collection
  • Performance Improvement
  • Customer Relations
  • Microsoft Power BI
  • Microsoft Azure AutoML
  • Microsoft Azure ML Designer
  • Microsoft 365
  • Google Workspace
  • CRM and Database Management
  • Mailchimp
  • Trello

Licenses and Certifications

Technology Certifications: MCADSA, MCADF, MCADAA, MCADEA, MCDAA, Droid & Scanner Certifications

Financial Licenses: Series 6, Series 63, Series 26, Series 65

Process Improvement: Project Management Essentials, Six Sigma Green Belt


Awards and Recognition


Hierarchy Builder and Premium Award 1st Place

Baseshop Premium Award 1st Place

Collection Awards(5x)

Kay Token Appreciation Award

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

"An attitude of gratitude opens doors"
unknown

Timeline

Research Associate

Retail Data LLC.
02.2022 - Current

Financial Advisor

Primerica Financial Services
01.2019 - Current

Assistant Property Manager

Kay Management
01.2009 - 01.2019

No Degree - General Studies

Palm Beach Community College

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JENNIFER SHANKO