Hi, I’m
Julia Rood
Tampa,FL
Overview
14
years of professional experience
Work History
AXA ADVISORS, LLCTampa, FL
Licensing Branch Specialist/Executive Administrator
05.2015 - 01.2018
Job overview
- Responsible for Financial Professional licensing and agent onboarding
- Insurance and security exam program administrator/coordinator for the Central Florida Branch and district offices
- Administer and process all FINRA updates, terminations and outside business activity.
- Fostered strong rapport with clients, vendors and stakeholders through consistent follow-up and communication.
- Managed day-to-day development issues.
- Observed all laws, regulations and other applicable obligations.
- Executed training programs.
- Developed improved recruiting methods to reduce turnover and build highly effective teams.
- Directed managers of rapidly growing team.
- Improved operation procedure between IT provider and end-users.
- Updated and maintained confidential databases and records.
Aramark Corporation, MacDill Air Force BaseMacDill AFB, Tampa Fl
Director of Catering and Event Manager
07.2012 - 05.2015
Job overview
- Generated sales contracts, bookings and trained all employees
- Developed event cost estimates, one-stop event coordinator and employee manager
- Planned high profile military weddings, retirements and promotions (i.e
- Centcom, Socom and 4 Star Generals).
- Oversaw preparation and management of event budgets to deliver at or below projected costs.
- Liaised with clients to determine exact event requirements.
- Coordinated with kitchen or catering staff on delivery, timing and service style of food.
- Managed administrative logistics of events planning, event booking, and event promotions.
- Worked closely with couples to meet wedding goals, maintain deadlines and resolve complaints or service issues.
- Fulfilled contractual obligations for rehearsal and day of event coordination.
- Trained and supervised event staff to complete tasks on time.
- Developed creative themes for events and created related activities to engage attendees.
- Implemented contingency plans to address last-minute changes or unforeseen events.
- Implemented protocols and procedures to effectively manage planning process.
TopDot Mortgage BankBoca Raton, FL
Sales Manager for Debt Consolidation
10.2009 - 08.2010
Job overview
- Established and processed conventional and FHA mortgage loans
- Responsible for cold calls, follow-up calls, calculations and sales presentations.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Cambridge Financing CompanyBoca Raton, FL
Sales Manager for Premium Finance
07.2007 - 10.2009
Job overview
- Loan sales management and establishing broker-agent relationships
- Tripled sales expectations within two years
- Complete sales from submission through funding within unique carrier compliance standards.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
- Managed accounts to retain existing relationships and grow share of business.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Peachtree Life Settlement CompanyBoynton Beach, FL
Operations Manager
06.2006 - 07.2007
Job overview
- Developed concept of premium financing in concert with management goals
- Managed and trained case managers and national salesmen on overall department processes
- Developed strong client and agent relationships
- Achieved dramatic increase in insurance sales (four life policies/year -200+ policies per year)
- Completed IT project management, trained management teams and creates data bases for Peachtree Premium Financing Co
- And Imperial Life Settlements.
- Developed systems and procedures to improve operational quality and team efficiency.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Boca Raton Resort & Club
Catering & Convention Coordinator
08.2003 - 10.2005
Job overview
- Acted as liaison for convention event managers and clients on high profile events
- Handled events for Fortune 500 companies, political functions, corporate & private events.
Education
Florida Atlantic University
Skills
- Business Correspondence
- Office Supplies and Inventory
- Business Management Software
- Company Event Coordination
Awards Proficiencies
- Business 101 Real World Applications-Ogburn’s Business Solutions, 01/2011-06/2011
- Microsoft Office to include Excel, PowerPoint, Word, Outlook, Publisher, Database development, Taleo, Smartsheet, Trello, Salesforce
Timeline
Licensing Branch Specialist/Executive Administrator
AXA ADVISORS, LLC
05.2015 - 01.2018
Director of Catering and Event Manager
Aramark Corporation, MacDill Air Force Base
07.2012 - 05.2015
Sales Manager for Debt Consolidation
TopDot Mortgage Bank
10.2009 - 08.2010
Sales Manager for Premium Finance
Cambridge Financing Company
07.2007 - 10.2009
Operations Manager
Peachtree Life Settlement Company
06.2006 - 07.2007
Catering & Convention Coordinator
Boca Raton Resort & Club
08.2003 - 10.2005