Summary
Overview
Work History
Education
Skills
Timeline
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Kaitlin Aubart

Kaitlin Aubart

Hudson,WI

Summary

Dynamic Operations Professional, excelling in workflow management and relationship building. Committed to continuous improvement and delivering exceptional results, fostering teamwork, and resolving complex issues to elevate overall productivity.

Overview

6
6
years of professional experience

Work History

Operations Professional

Cetera Financial Group
08.2023 - Current
  • Utilized our online platform to index and prepare incoming documentation for review.
  • Maintained and prioritized to-do-list and followed up to complete tasks on-time.
  • Responded to internal inquiries, and worked with my team as well as other departments to resolve issues that were communicated via phone and email.
  • Fostered a culture of teamwork by promoting open communication channels among colleagues across departments within the organization.

Business Operations Technician

Securian Financial
05.2020 - 08.2023
  • Used Salesforce, Adobe, and RightFax to gather documentation and send it to outside carriers via fax or mail.
  • Optimized operations efficiency by streamlining processes and implementing innovative solutions.
  • Increased overall productivity with effective communication between team members and various departments.
  • Maintained a database to make sure that outgoing mail was being sent to the correct addresses.

Credits & Returns Specialist

American Logistics Services
03.2019 - 11.2019
  • Responded to customer emails and phone calls regarding order issues and damaged products.
  • Developed strong relationships with clients, resulting in repeat business and positive feedback.
  • Enhanced customer satisfaction by addressing and resolving complex issues promptly and professionally.
  • Developed knowledge base of frequently asked questions and solutions, facilitating faster issue resolution.

Education

Associate Degree In Applied Science - Music Business

Globe University
Woodbury, MN

Skills

  • Workflow management
  • Verbal and written communication
  • Relationship building
  • Deadline management
  • Process improvements
  • Problem-solving
  • Attention to detail
  • Team collaboration

Timeline

Operations Professional

Cetera Financial Group
08.2023 - Current

Business Operations Technician

Securian Financial
05.2020 - 08.2023

Credits & Returns Specialist

American Logistics Services
03.2019 - 11.2019

Associate Degree In Applied Science - Music Business

Globe University