Joanna Schmitt
Easton
Summary
Dynamic and highly motivated corporate specialist with a diverse background in drama therapy, industrial supply, and finance. Over 10 years of experience in corporate and medical sectors, effectively bridging the gap between data-driven business objectives and enhanced outcomes through the cultivation of strong interpersonal relationships. Proven ability to leverage unique skills to drive collaboration and foster a positive work environment, ultimately leading to improved performance and results. Committed to delivering innovative solutions that align with organizational goals while prioritizing stakeholder engagement.
Overview
1
1
Certification
21
21
years of professional experience
Work History
Drama Therapy Specialist
Alachua County
Gainesville, FL
06.2005 - Current
- Crafted and delivered therapy sessions that employed both real-life and imaginative scenarios, enabling patients to observe, comprehend, and practice sound decision-making skills. Chicago, IL, Philadelphia, PA, Orlando, FL, New York, NY, Atlanta, GA, Nashville, TN, Rochester, NY, Gainesville, FL, Allentown/Easton/Bethlehem, PA.
- Collaborated with various populations, including hospital patients and prison inmates, to implement therapeutic strategies aimed at improving professional behaviors and decision-making skills.
- Currently designing and implementing educational workshops across various sectors, utilizing improvisational and narrative techniques to foster improved interpersonal relationships and growth on both a professional and personal level.
- Supported medical education by simulating diverse doctor-patient interactions, fostering empathy and effective communication skills in students. University of Pennsylvania, University of Florida, University of Rochester, Rochester Institute of Technology.
Financial Analyst/Industrial Materials and Product Knowledge Specialist
McMaster-Carr
Robbinsville, NJ
05.2021 - 05.2022
- Reviewed and analyzed financial and operational data to evaluate patterns, statistics, performance, forecast future results, and support investing or business decisions in regards to collections and accounts receivable operations.
- Delivered tailored account servicing by analyzing customer requirements and applying advanced financial analytics to align with organizational objectives, utilizing Excel and proprietary financial analytics software.
- Coordinated sourcing and distribution of industrial materials by leveraging procurement software to ensure satisfaction of customer specifications and timelines.
- Delivered targeted training sessions to customer service representatives on the characteristics of industrial materials, utilizing internal and external systems and product documentation.
- Evaluated onsite material samples against CAD blueprints through the application of visualization and inspection tools to confirm material suitability and compliance with established standards.
Senior Operations Specialist/Team Lead
Bank of America, Merrill Lynch
Hopewell, NJ
05.2015 - 05.2021
- Coordinated processing of diverse distribution requests, including journal entries, manual adjustments, international fund transfers, reversals, and options movements by utilizing core banking systems and financial management tools.
- Monitored and documented monthly distribution process audits, utilizing quality management systems to identify deviations and drive process improvement.
- Guided onboarding and provided process training for newly hired associates utilizing workflow software and intranet resources to ensure efficient integration into team operations.
Assistance Vice President - Elite CIOS
Merrill Lynch
Hopewell, NJ
03.2015 - 05.2021
- Collaborated with cross-functional teams to address specialized Wealth Management requests, employing project management platforms and client communication technologies to meet exclusive client expectations.
- Developed and scheduled comprehensive training seminars and educational materials for financial advisors, leveraging instructional design tools and internal platforms to deepen subject matter expertise.
- Completed Securities Industry Exam (SIE) registration per FINRA requirements.
Senior Quality Assurance Analyst
Bank of America, Merrill Lynch
Hopewell, NJ
03.2015 - 05.2021
- Conducted regular audits of operational processes using quality management systems and documented outcomes in formal reports for leadership review.
- Applied structured quality assurance methodologies to assess customer interactions, utilizing digital QA scorecards and training packages to support process compliance.
Education
Bachelor of Science - Acting & Directing
State University of New York College At Brockport
Brockport, NYStudy Abroad Program - Acting
Sydney University
Sydney AustraliaSkills
- Microsoft Word, Excel, PowerPoint, Office, Workday, Salesforce, Legacy, New Service Gateway
- Expert problem solving
- Analytical thinking
- Coaching and mentoring
- Written communication
- Data analysis
- Relationship building
- Excellent communication
- Conflict resolution
- Documentation management
- Customer relations
- Performance management
Certification
- Theories of Acting/Acting Certification
- University of Sydney, Sydney Australia - 2003
Timeline
Financial Analyst/Industrial Materials and Product Knowledge Specialist
McMaster-Carr
05.2021 - 05.2022
Senior Operations Specialist/Team Lead
Bank of America, Merrill Lynch
05.2015 - 05.2021
Assistance Vice President - Elite CIOS
Merrill Lynch
03.2015 - 05.2021
Senior Quality Assurance Analyst
Bank of America, Merrill Lynch
03.2015 - 05.2021
Drama Therapy Specialist
Alachua County
06.2005 - Current
Bachelor of Science - Acting & Directing
State University of New York College At Brockport
Study Abroad Program - Acting
Sydney University