Relationship and operations management professional with extensive experience in leadership, training, career development, and customer care, excelling at uncovering customer needs, finding creative solutions, and building long lasting relationships with customers and colleagues alike. A top performer with a consistent track record of meeting and exceeding goals, seeking a role in management where I can be influential in the career development of others, utilizing my change management and business acumen to strengthen my team and contribute to my company’s bottom line.
Overview
2025
2025
years of professional experience
Work History
Recruitment Operations Manager
Amergis Educational Staffing
Tampa, FL
05.2024 - Current
Demonstrated strong organizational and time management skills while managing multiple projects and a recruitment team.
Supervised recruitment operations staff and kept employees compliant with company policies and procedures.
Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
Enhanced client satisfaction by establishing clear communication channels and addressing concerns promptly.
Analyzed and reported on key performance metrics to senior management.
Facilitated smooth collaboration between departments through clear communication channels and accountability loops.
Handled staff training initiatives aimed at upskilling the workforce to meet dynamic industry demands.
Analyzed data trends to identify potential bottlenecks in operations workflow, implementing strategies to mitigate risks accordingly.
Led successful change initiatives, ensuring seamless transitions during organizational restructuring efforts.
Assisted in recruiting, hiring and training of team members.
Trained and guided team members to maintain high productivity and performance metrics.
Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Championed diversity & inclusion initiatives strengthening my company’s workforce culture.
National Recruitment Manager
Amergis Educational Staffing
Tampa, FL
04.2021 - 05.2024
Performed sourcing, interviewing, pay negotiations and hiring.
Reviewed applications and resumes to support hiring activities.
Liaised between multiple business divisions to improve candidate recruitment efforts.
Met with business development managers to discuss vacancies, applicant qualifications and characteristics of top candidates.
Managed client correspondence, record tracking and data communications through all steps of the onboarding process.
Senior Relationship Manager
Aspire Financial Services A PCS Retirement Company
Tampa, FL
01.2018 - 04.2021
Serve as the single point of contact, addressing complex requests from plan sponsors, advisors and TPAs on processes such as plan level changes and reconciliation
Utilize critical thinking and problem-solving skills to solve client-related issues
Take ownership and mobilizes the internal teams necessary to solve escalated issues
Juggle many different clients at once and successfully manage and prioritize their needs
Process a high volume of requests that come through email inbox while making outbound calls and fielding incoming calls as needed
Assist management in identifying procedures and policies that are outdated or ineffective
Assist management in increasing department productivity through participation in unit meetings, Training and self development activities
Efficiently completing tasks in a fast-paced work environment with frequent interruptions and changing priorities while maintaining compliance and risk awareness
Assist other areas of the firm with various functions when volume is high and/or staffing levels are low
Build and maintain relationships with clients using a high touch, customer centric service model
Helped to restore and strengthen relationships with key clients by assessing and satisfying the needs of our executive level channel partners, business owners and plan participants
Provide training and education regarding product offerings, services and technological enhancements that help plan sponsors and business owner effectively manage their participant populations
Efficiently utilize systems such as Sales force, TSM, confluence, SQL, Microsoft office Dynamics to maintain client data, process adjustments, and provide reporting for key stake holders as requested
Senior Service Associate - Brokerage
T. Rowe Price
Tampa, FL
04.2017 - 01.2018
Supervised and supported a team of twelve financial service representatives
Processed complex adjustments to rectify client issues successfully while maintaining regulatory compliance
Developed coaching strategies that promoted collaboration and accountability
Reviewed client interactions for quality and compliance
Monitored Rep's adherence and conformance to schedules, call metrics and performance plans
Provided on going one on one coaching on consultative client interaction models and service based call flows
Helped develop and implement department wide client interaction review standards and protocols
Handled escalated customer calls taking ownership and providing need based solutions
Designed and assisted with the implementation of initiatives to increase departmental productivity and efficiency
Identified opportunity areas in company policies, analyze risks and suggest creative solutions
Conducted Interviews, set up training schedules and provided 6 weeks of training for new associates in the firm
Served as an advocate of or Mosaic committee dedicated to strengthen Our business through diversity and inclusion
Financial Services Complex Care Specialist
T. Rowe Price
Tampa, Fl
10.2015 - 04.2017
Provided service to participants of business retirement plans using the Consultative Client Interaction model
Accountable for servicing 403B\'s, 401(a) and401(k) plans
Handled escalated issues for Key Clients and Retirement plan participants
Performed account maintenance, transactions, research, correspondence and administrative activities to ensure customer accounts are updated, corrected, and accurately maintained
Utilized a diverse questioning strategy and creative approaches to engage the customer and achieve the intended outcome
Coached and evaluated new team members on applying due diligence procedures and regulatory compliance
Received Employee of the Quarter Service award and Team MVP awards in first and second quarters 2016
Set a department record of 26 written and verbal customer compliments in one year and three months of service
Completed the Senior Leadership Development program in preparation for leadership roles within the firm
Re-Entry Support Specialist
Zenith Education Group
Tampa, FL
09.2014 - 01.2015
Managed call flow and responded to support needs of Re-entering students Defused volatile student situations calmly and courteously
Evaluated and responded to incoming requests for technical support assistance
Demonstrated professionalism and courtesy with customers at all times
Followed up with clients to ensure all re-entry requirements are met prior to enrollment deadlines
Maintained high departmental standards for quality and productivity metrics
Appropriately documented all transactions and pertinent interactions
Aided managers with new rep on-boarding through peer coaching and training
Maintained regulatory compliance with US Department of Education
Executive Admissions Representative
Corinthian Colleges Incorporated
Tampa, FL
1 2008 - 9 2014
Helped prospects identify a program that fits their unique interest
Provided students with relevant information about academic and personal support services available
Guided applicants through the enrollment process and followed up daily to update student statuses Assisted in completion of enrollment forms as needed
Exceeded service, quality and compliance standards quarterly
Compiled daily reports to assist sales team with recruitment strategies
Conduct daily outbound calls to assist current students as well as procuring new prospects Coached and trained new-hire Reps through monitoring and shadowing and reported weekly progress to management
Responsible for Multitasking within several data management systems simultaneously
Collaborated with various departments to put together activities, presentations, and meetings for potential enrollees
Education
Associate of Science - Audio Engineering
Full Sail School of Music Business
Orlando, FL
2002
Skills
FINRA Series 7,6, & 63 Licenses (inactive)
Harvard school of business management program attendee
Relationship Building
Excellent work ethic
Strong interpersonal skills
Results Driven
Proficient in Microsoft Office
Technically Savvy
Self motivated
Adept Multi-tasker
Consultative soft skills
Exceptional work flow management
Committed to Integrity
People-oriented
Emotionally Intelligent
Talent acquisition and retention
Coaching and Mentoring
Performance Management
Public Speaking
Change Management
Timeline
Recruitment Operations Manager
Amergis Educational Staffing
05.2024 - Current
National Recruitment Manager
Amergis Educational Staffing
04.2021 - 05.2024
Senior Relationship Manager
Aspire Financial Services A PCS Retirement Company
Vice President of Business Development at Linsco Private Ledger Insurance AssociatesVice President of Business Development at Linsco Private Ledger Insurance Associates