Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Katrin "Katya" Goudie

Katrin "Katya" Goudie

Securities New Business Coordinator
Seattle,WA

Summary

Knowledgeable and dedicated customer service professional with experience across various industries. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction while specializing in quality and process optimization. Articulate, energetic and results-oriented with passion for developing relationships, cultivating partnerships and growing businesses. Dependable professional with track record of success, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Securities New Business Coordinator

MassMutual Northwest
Seattle, WA
09.2023 - Current
  • Developed relationships with key home office contacts to ensure smooth new business processing.
  • Spearheaded the creation and development of the Securities and Annuities New Business department, including strategic planning and process implementation.
  • Led comprehensive training sessions for new recruits, covering company processes, and business submission procedures.
  • Ensured compliance with applicable laws and regulations related to client care operations.
  • Generated customized proposals for clients, addressing their specific financial needs and goals.
  • Opened and managed new client accounts, ensuring accurate and timely processing of all required documentation.
  • Handled money movement transactions, including deposits, withdrawals, and transfers, while maintaining compliance with financial regulations.
  • Collaborated with home office resources and outside carrier support to streamline account-opening processes and enhance client satisfaction.
  • Served, in essence, as a firm-wide sales assistant, partnering with advisors and agents to process new business.

Administrative Assistant, Reception

MassMutual Northwest
Seattle, WA
04.2023 - Current
  • Managed daily office operations and maintained office supplies inventory, ensuring efficient workplace functionality.
  • Managed database systems containing customer contact information.
  • Greeted visitors and provided general information about the company.
  • Scheduled appointments for clients, agents, and other visitors.
  • Performed clerical duties such as filing, photocopying, transcribing, and faxing.
  • Handled mail distribution, including sorting and forwarding incoming mail and preparing outgoing mail.
  • Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
  • Deposited securities checks in accordance with compliance requirements and SEC regulations.

Sales & Leasing Consultant

Freeway Motors
Seattle, Washington
05.2022 - 04.2023
  • Created a welcoming atmosphere for all customers.
  • Verified stock availability at other locations using store system.
  • Responded to customer inquiries about product sizes and specifications, accessories, and care instructions.
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Assisted customers in selecting vehicles that met their needs and budget requirements.
  • Obtained referrals from satisfied customers by regularly following up with established personal and business customers.
  • Prepared large cash deposits with zero discrepancies.
  • Secured deals by countering objections, requesting sales, negotiating terms and finalizing contracts with minimal oversight.
  • Answered telephone and email inquiries from potential customers.

Customer Service Representative

Freeway Motors
Seattle, Washington
10.2021 - 05.2022
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Answered constant flow of customer calls with minimal wait times.
  • Offered advice and assistance to customers, paying attention to special needs, or wants.
  • Developed estimates by costing out materials, supplies, and labor.
  • Documented problems and corrective actions to maintain records.
  • Monitored cash drawers in multiple checkout stations and maintained an adequate cash supply.
  • Effective liaison between customers and internal departments.

Marketing and Business Development Director

Ruddell Auto
Port Angeles, WA
06.2021 - 10.2021
  • Cultivated connections with principal decision-makers to drive expansion and retention.
  • Worked with existing customers to increase purchases of products and services.
  • Engaged with prospective clients via phone calls, electronic mail, and face-to-face meetings.
  • Collected data and performed a customer needs analysis.
  • Completed and submitted monthly reports to support executive decision-making.
  • Kept meticulous client notes in the DealerTrack customer relationship management application.
  • Collaborated with sales and marketing departments to support business objectives and client acquisition.

Education

High School Diploma -

Port Angeles High School
Port Angeles, WA
06.2020

Some College (No Degree) - Associate of Arts

Peninsula Community College
Port Angeles, WA

Skills

  • Cash Register Operations
  • Client Needs Assessment
  • Financing Options
  • Pricing Structures
  • Market Tracking
  • Prospecting and Cold Calling
  • Deposits Management
  • Calm and Professional Under Pressure
  • Training coordination
  • Proposal, account generation
  • Financial compliance
  • Team collaboration
  • Time management
  • Project oversight
  • Department Creation and Management
  • Document preparation
  • Securities processing
  • Multi-task management
  • Microsoft Excel
  • Back office operations
  • Administrative support

Certification

  • Securities Industry Essentials - FINRA, 2023
  • Certified Fire Warden - Columbia Tower, 2023, 2024

Timeline

Securities New Business Coordinator

MassMutual Northwest
09.2023 - Current

Administrative Assistant, Reception

MassMutual Northwest
04.2023 - Current

Sales & Leasing Consultant

Freeway Motors
05.2022 - 04.2023

Customer Service Representative

Freeway Motors
10.2021 - 05.2022

Marketing and Business Development Director

Ruddell Auto
06.2021 - 10.2021

High School Diploma -

Port Angeles High School

Some College (No Degree) - Associate of Arts

Peninsula Community College

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Katrin "Katya" GoudieSecurities New Business Coordinator