Kaitlyn Terranova
Plant City
Summary
Detail-oriented onboarding coordinator specializing in compliance management and documentation accuracy. Proven ability to streamline workflows and enhance client relationships, driving successful onboarding processes. Results-driven onboarding coordinator with a strong focus on process improvement and compliance management. Skilled in optimizing workflows and maintaining accurate documentation, ensuring seamless client onboarding experiences and fostering positive relationships with stakeholders.
Overview
7
7
years of professional experience
Work History
Onboarding Coordinator
Fisher Investments
Tampa
11.2023 - Current
- Coordinated onboarding processes for new clients at a leading investment firm.
- Collaborated with various departments to streamline the onboarding workflow.
- Assisted in scheduling meetings between clients and contra firms.
- Maintained accurate records of all onboarding activities and client progress.
- Managed documentation and compliance requirements for new client onboarding.
- Managed onboarding process for clients, ensuring all documentation was completed accurately and in a timely manner.
- Monitored compliance with all applicable laws regarding employment practices.
- Established positive relationships with external vendors providing services related to onboarding activities.
- Responded promptly to inquiries from current clients and internal parties about the various stages of onboarding.
- Facilitated communication between internal parties and client during transition periods.
Senior Stylist
Stitch Fix
03.2021 - 11.2024
- Curated personalized styling selections for diverse client preferences and needs.
- Collaborated with cross-functional teams to enhance customer experience and satisfaction.
- Analyzed client feedback to refine styling approaches and improve service quality.
- Utilized Stitch Fix platform tools for managing client profiles and orders effectively.
- Maintained up-to-date knowledge of fashion trends and product offerings for informed styling choices.
- Consulted with customers to understand and meet unique style needs.
- Created custom styles for special occasions such as weddings or proms.
- Created custom looks for clients based on their individual features and preferences.
Cast Member
Walt Disney World Company
Tampa
07.2018 - 05.2021
- Delivered exceptional guest service in themed environments.
- Engaged guests through interactive storytelling and character performances.
- Assisted in organizing special events and seasonal celebrations for visitors.
- Managed merchandise transactions at various retail locations throughout the park.
- Ensured adherence to company policies while fostering a welcoming atmosphere for all.
- Interacted with guests to entertain and create fun atmosphere.
- Resolved conflicts between guests or staff members in a professional manner.
- Monitored guest behavior to ensure safety protocols were followed throughout the facility.
- Organized, stocked and replenished merchandise following set standards.
- Performed daily operational tasks such as cash handling, stocking merchandise, and cleaning the theater.
- Maintained an up-to-date knowledge of current movie releases and showtimes.
- Maintained personal appearance by meeting costume and makeup requirements.
Education
Bachelor of Science - Marketing
Southern New Hampshire University
Hooksett, NH05-2022
Skills
- Onboarding coordination
- Compliance management
- Documentation accuracy
- Workflow optimization
- Client relationship management
- Process improvement
- Time management
- Attention to detail
- Cross-functional coordination
Timeline
Onboarding Coordinator
Fisher Investments
11.2023 - Current
Senior Stylist
Stitch Fix
03.2021 - 11.2024
Cast Member
Walt Disney World Company
07.2018 - 05.2021
Bachelor of Science - Marketing
Southern New Hampshire University