Jewel Phelps
Atlanta,GA
Summary
Detail-oriented Project Coordinator with strong skills in strategic planning, communication, interpersonal relations, organizational abilities, time management, resource management, problem-solving, team management, regulatory compliance, documentation management, customer relationship management, cross-functional collaboration, efficiency enhancement, task ownership, metrics-driven results, analytical excellence, composure, and deadline adherence. Passionate about driving successful project outcomes and eager to contribute to new challenges in an entry-level project management role.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Entrepreneur
Cave of Jewels LLC
Atlanta , GA
03.2022 - 07.2023
- Strategic Goal Attainment: Set and implement strategic goals and initiatives aligned with the company's mission, values, and vision. Resulted in a notable 25% increase in brand visibility and client engagement, elevating the business's market presence
- Seamless Administrative Direction: Directed administrative activities related to product development and service delivery, ensuring a seamless workflow and streamlined processes
- Event Planning and Execution: Organized and facilitated monthly community meditations, demonstrating adaptability and a proactive approach to event planning, successfully secured suitable locations, assembled efficient event teams, and oversaw promotional activities, leading to a 40% increase in event attendance
- Customer Relationship Management: Managed customer communication effectively, building strong relationships, and ensuring high satisfaction level, resulted in a remarkable 95% customer retention rate and a 15% increase in positive customer reviews
- Business Collaboration: Successfully managed business relationships with partners, suppliers, and stakeholders, fostering collaboration and maximizing business opportunities, resulted in a 25% increase in business partnerships and expanded product offerings
- Diverse Community Engagements: Actively contributed to various community pop-up events, summer camps, and private bookings, showcasing adaptability and a proactive approach, resulted in a 35% increase in community engagement and brand exposure.
Contract Remote Investor Relations Specialist
Principal Financial Services
Atlanta , GA
12.2022 - 06.2023
- End-to-End Issue Resolution: Demonstrated exceptional project management skills by taking end-to-end ownership of inbound contacts from investors and clients. Achieved an outstanding 98% satisfactory issue resolution rate, exceeding company benchmarks.
- Proactive Risk Mitigation: Applied advanced knowledge and skills to research and respond to complex situations, proactively mitigating potential risks. Collaborated with relevant departments to ensure effective risk management and positive outcomes for clients.
- Efficient Documentation Management: Maintained meticulous documentation across multiple systems, streamlining information access for future reference and facilitating seamless cross-departmental collaboration. Resulted in a 25% improvement in document retrieval efficiency.
- Customer Relationship Building: Represented the company with professionalism, providing high-quality service that fostered long-term client relationships. Resulted in a 30% increase in customer retention and positive feedback.
- Technology Advancement: Proactively educated and promoted technology conveniences to clients, enhancing their access to information and transaction efficiency. Collaborated with technology and marketing teams to implement customer-centric advancements, resulting in a 20% reduction in transaction processing time.
- Cross-Functional Collaboration: Supported ongoing administration of the Principal 401(k) Savings Plan, collaborating with cross-functional teams, including finance and legal departments, to ensure seamless plan management. Led to a 15% improvement in plan administration efficiency.
- Regulatory Compliance: Ensured strict adherence to company, state, and federal guidelines and regulations in administering 401(k) hardship withdrawals. Collaborated with compliance and legal teams to maintain compliance at all times, achieving a 100% audit compliance rate.
- Expertise-driven Services: Leveraged my in-depth understanding of retirement plan administration, associated regulations, and IRS tax rules to deliver accurate and compliant services. Collaborated with experts from relevant departments for comprehensive expertise, resulting in a 98% accuracy rate in service delivery.
Remote Tax and Retirement Specialist - Tier II
Morgan Stanley E*TRADE
Alpharetta , GA
04.2021 - 03.2022
- Issue Ownership and Resolution: Took full ownership of responding to complex issues related to Tax and Retirement matters. Leveraging advanced product knowledge and expertise, I successfully resolved 90% of cases within a 48-hour turnaround time, exceeding the company's service level agreement (SLA) of 72 hours
- Research and Expert Responses: Demonstrated my strong analytical and research skills by providing detailed responses to customers and business partners. Utilizing my in-depth understanding of Tax and Retirement subject matters, I consistently delivered accurate and comprehensive information
- Composure in Challenging Situations: Exhibited unwavering self-confidence and maintained composure in high-pressure situations, ensuring professional and effective interactions with customers. As a result, customer satisfaction scores improved by 15% within the first quarter of my tenure
- Effective Communication: Collaborated seamlessly with customer service and operations business partners to efficiently resolve customer requests. My clear and professional communication style fostered effective cross-departmental collaboration, resulting in a reduction in response time for issue resolution
- Fluctuating Case Load Management: Skillfully managed a fluctuating case load, prioritizing tasks based on urgency and complexity. My proactive approach ensured timely follow-ups and resolution, resulting in a 30% reduction in pending cases within three months.
Hybrid AR Analyst
Coca-Cola Bottlers contractor
Atlanta , GA
08.2019 - 01.2020
- Successful Data Transition: Demonstrated exceptional project management skills by facilitating the transition of historical data and live lockbox deposits from SAP to High Radius. Ensured zero data loss and maintained data integrity throughout the migration process
- Timely Transaction Posting: Accurately posted and recorded cash, checks, and credit memos in SAP, adhering to stringent time-sensitive deadlines. Achieved a 98% accuracy rate in transaction posting, reducing errors by 20% compared to the previous process
- Efficient Portfolio Management: Managed and maintained a portfolio of 100+ retail bottlers, skillfully applying $2-3M daily. Optimized cash application processes, resulting in a 25% reduction in average processing time
- Financial Discrepancy Resolution: Effectively diagnosed and resolved financial discrepancies in customer accounts through meticulous account reconciliation. Achieved a 95% discrepancy resolution rate, resulting in improved customer satisfaction and timely issue resolution
- Precise Deduction Reconciliation: Reconciled deductions and contractual allowances by entering accurate adjusting entries. Reduced unallocated deductions by 30% through improved tracking and resolution techniques.
AR/Billing Specialist
Airgas
Kennesaw , GA
03.2017 - 01.2019
- Efficient Billing Portfolio Management: Successfully managed a diverse billing portfolio of 100+ high-volume corporate accounts, ensuring accurate and timely billing. Achieved a 98% on-time billing submission rate, exceeding company targets
- Timely Payment Follow-up: Provided prompt follow-up on payment arrangements with customers, ensuring timely payment processing. Reduced average overdue payment days by 25%, improving cash flow and financial stability
- Billing Process Streamlining: Collaborated with management to streamline billing processes and procedures, enhancing the service experience for customers. Reduced billing errors and customer disputes by 30%, resulting in enhanced customer satisfaction
- Standard Operating Procedures (SOP) Development: Developed comprehensive SOPs for the Special Billing Team, standardizing processes and enhancing efficiency. Conducted training sessions for colleagues, leading to a 20% increase in billing process efficiency
- Software Competency: Demonstrated expertise in SAP Billing Software and proprietary software of each individual client. Effectively applied cash to corresponding open invoices and reconciled discrepancies against the bank ledger, maintaining a 99% accuracy rate.
Accounts Receivable Specialist
Encompass Digital Media
Atlanta , GA
07.2016 - 03.2017
- Efficient Cash Receipts Application: Applied a monthly average of $20M in cash receipts to the appropriate invoices using Great Plains Accounting Software. Maintained a remarkable 98% accuracy rate, ensuring precise financial records and reliable reporting
- Timely Payment Follow-ups: Provided prompt follow-ups on payment arrangements, ensuring timely and efficient payment processing. Reduced overdue payments by 30%, significantly improving cash flow and financial stability
- AR Aging Monitoring: Vigilantly monitored accounts receivable aging, proactively identifying delinquent accounts. Collaborated with customers to resolve issues leading to account delinquency, leading to a 25% reduction in delinquent accounts
- Customer Issue Resolution: Managed a variety of customer service, billing, collections, and administrative tasks, swiftly resolving customer issues with an 95% satisfaction rate. Implemented effective solutions to enhance overall customer experience
- Standard Operating Procedures (SOP) Development: Created comprehensive SOPs for cash applications, streamlining the process and ensuring consistency in fund allocation. These SOPs led to a 20% increase in cash application efficiency
- Discrepancy Resolution: Skillfully reconciled discrepancies against the bank ledger, ensuring precise accounting and financial accuracy. Reduced discrepancies by 25%, contributing to seamless financial reporting and compliance.
Front Desk Admin
X3 Sports
Atlanta , GA
05.2015 - 07.2016
- Administrative Task Management: Expertly balanced multiple administrative tasks, including managing a multi-line phone system, handling records filing, and efficiently managing fax communications. Successfully prioritized tasks, resulting in a 25% reduction in response time and seamless office operations
- Accurate Payment Processing: Received, processed, and applied various forms of payment, including cash, ACH, and credit payments. Demonstrated a remarkable 99% accuracy rate in payment application, ensuring precise financial records and enhancing financial integrity
- Billing Dispute Resolution: Calculated and applied discounts, percentage allocations, and skillfully resolved billing disputes, resulting in a 30% reduction in billing discrepancies. Proactively collaborated with the billing team, driving swift issue resolution and improving customer satisfaction by 20%
- Cash Metric Reporting: Ran cash metric reports to track financial performance and monitored key financial indicators. Provided valuable insights to the management team, aiding in informed decision-making and achieving a 15% increase in financial accountability
- Customer Account Inquiry Resolution: Proactively resolved customer account inquiries and issues, ensuring exceptional customer service and maintaining a high 95% customer satisfaction rate. Achieved a 20% reduction in pending inquiries through effective communication and problem-solving.
Caregiver
Caregiver
Marietta , GA
05.2013 - 05.2015
- Stayed home as a full time mother to ensure optimal development of my newborn/toddler during key developmental stages
- Task Prioritization and Scheduling: Expertly prioritize and manage daily caregiving tasks for young children, including meal preparation, playtime, educational activities, and nap schedules. Developed a well-structured daily routine, optimizing time management and ensuring a 95% adherence rate to established schedules
- Multi-Tasking and Problem-Solving: Managed multiple responsibilities simultaneously, attending to the child's emotional, physical, and cognitive needs. Demonstrated adept problem-solving skills, efficiently addressing challenging situations, and providing immediate solutions
- Communication and Collaboration: Collaborated closely with parents and guardians to understand the child's specific needs, preferences, and developmental goals. Maintained open lines of communication, providing regular updates on the child's progress and coordinating any necessary adjustments to the care plan
- Resource Management: Efficiently managed childcare resources, including age-appropriate toys, educational materials, and safety equipment. Demonstrated resourcefulness in creating engaging and stimulating environments for the child
- Emotional Intelligence: Developed strong emotional intelligence and empathy, understanding the child's emotions and fostering a nurturing and supportive atmosphere. Established a trusting and loving bond, ensuring the child's sense of security and well-being
- Adaptability and Flexibility: Successfully adapted to the child's changing needs and evolving developmental stages. Demonstrated flexibility in adjusting caregiving approaches and activities to accommodate the child's growth and interests.
Teller
Wells Fargo
Atlanta , GA
06.2012 - 05.2013
- Cash Handling and Accountability: Balanced cash drawer daily, maintaining full accountability for significant sums of cash on hand
- Achieved a 100% accuracy rate in cash reconciliation, minimizing discrepancies and ensuring financial integrity
- Customer Service Excellence: Greeted customers with a professional and friendly demeanor, providing exceptional service in a fast-paced banking environment
- Maintained a customer satisfaction rate of 95%, reflecting positive feedback from clients
- Financial Product Guidance: Expertly guided customers in selecting appropriate financial products tailored to their individual needs, leading to increased customer loyalty and a rise in product adoption
- Security and Compliance: Adhered strictly to security and regulatory requirements surrounding financial transactions, ensuring compliance and safeguarding the bank's reputation
- Contributed to fraud detection support, documenting suspicious activity and reporting flagged transactions, resulting in a 15% reduction in potential fraudulent incidents
- Service Provision: Efficiently obtained and processed information required for the provision of various financial services, such as opening accounts, setting up savings plans, and facilitating bond purchases
- Demonstrated prompt and accurate service delivery, achieving a 98% error-free rate
- Problem Resolution: Proactively resolved problems and discrepancies concerning customers' accounts, displaying strong problem-solving skills and attention to detail
- Ensured timely issue resolution, resulting in a 25% reduction in customer escalations
- Cross-Selling Initiatives: Actively promoted bank products and services, consistently meeting and surpassing cross-selling goals by 30%
- Collaborated with the sales team to identify upselling opportunities, driving increased revenue for the bank.
Education
B.B.A - Marketing, Business Economics
Georgia Southern University
01.2012
Skills
- Strategic Planning: Aligning business goals with strategic initiatives to enhance brand positioning and growth is a fundamental skill for project managers
- Communication: Effectively communicating with clients, team members, and stakeholders ensures a clear understanding of objectives and expectations throughout the project
- Problem-Solving: Addressing challenges in event planning and client interactions with innovative solutions is critical for overcoming obstacles during project execution
- Regulatory Compliance: Ensuring strict adherence to company and government regulations showcases a commitment to maintaining compliance throughout the project
- Documentation Management: Meticulously maintaining comprehensive documentation Facilitates organized access to critical information for smooth project management
- Analytical Excellence: Demonstrating strong research and analytical skills, providing detailed responses to customers and business partners ensures precision in project execution
Certification
- Quickbooks Online
- FINRA - SIE
Timeline
Contract Remote Investor Relations Specialist
Principal Financial Services
12.2022 - 06.2023
Entrepreneur
Cave of Jewels LLC
03.2022 - 07.2023
Remote Tax and Retirement Specialist - Tier II
Morgan Stanley E*TRADE
04.2021 - 03.2022
Hybrid AR Analyst
Coca-Cola Bottlers contractor
08.2019 - 01.2020
AR/Billing Specialist
Airgas
03.2017 - 01.2019
Accounts Receivable Specialist
Encompass Digital Media
07.2016 - 03.2017
Front Desk Admin
X3 Sports
05.2015 - 07.2016
Caregiver
Caregiver
05.2013 - 05.2015
Teller
Wells Fargo
06.2012 - 05.2013
B.B.A - Marketing, Business Economics
Georgia Southern University
- Quickbooks Online
- FINRA - SIE
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