Kelly Paoletti
Pittsburgh,PA
Summary
Proactive candidate with a strong background in financial analysis. Successful at managing multiple priorities with a positive attitude. A hardworking and passionate job seeker who delivers and is eager to take on a professional challenge.
Overview
11
11
years of professional experience
Work History
Senior Relationship Manager
Bank Of America
10.2022 - 07.2023
- Researched current trends to identify prospective customers and determine specific needs.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Worked with clients to address and respond to client and partnership management issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Developed new banking relationships with business prospects.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
Senior Operations Analyst
LPL Financial
04.2020 - 09.2022
- Reviewed process failures and determined root causes.
- Engaged in collaborative design of production facilities, prioritizing business goals defined by VP.
- Analyzed and coordinated operations for advisors
- Contributed to pre-release logistical analyses for planned launches
- Utilized multiple business applications with extensively for macros, spreadsheets and models.
- Collaborated with management and employees to assess business practices and determine areas for analysis.
Operations Analyst
LPL Financial
10.2019 - 04.2020
- Assessed operational performance to identify areas for improvement.
- Created custom reports and visualizations to support decision-making processes.
- Conducted data analysis to identify opportunities for streamlining client operations and improving customer satisfaction.
- Created and managed operational databases to store and track data and maintain accurate information.
- Determined and developed algorithms to improve and optimize operational processes.
Executive Administrative Assistant
OrthoCarolina
05.2017 - 09.2019
- Handled scheduling for executive's calendar and prepared meeting agenda and materials.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
- Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
- Scheduled appointments and handled calenders for senior leadership.
- Organized and updated schedules for executives.
- Used software to coordinate meetings, appointments, and tasks senior executives.
Recruiting Analyst
Bank Of New York
12.2012 - 05.2017
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Conducted reference checks, background screening and other pre-employment checks to verify information on applicant's resume.
- Built strong relationships with internal and external candidates to ensure an excellent hiring experience.
- Advertised job opportunities on social media platforms and job boards.
- Assisted with onboarding and orientation of new hires to expedite acclimatization process.
- Evaluated strengths and weaknesses of candidates through effective screening processes.
Education
Bachelor of Science - Business Administration And Management
PennWest California
California, PA05.2012
Skills
- Remote Video Conferencing
- Presentations and Lectures
- Client Needs Analysis
- Strategic and Financial Planning
- Human Resources Knowledge
- Customer Relationship Management (CRM) Software
- Managing Client Relationships
- Team Goals
- Customer Engagement
- Spreadsheet Tracking
Timeline
Senior Relationship Manager
Bank Of America
10.2022 - 07.2023
Senior Operations Analyst
LPL Financial
04.2020 - 09.2022
Operations Analyst
LPL Financial
10.2019 - 04.2020
Executive Administrative Assistant
OrthoCarolina
05.2017 - 09.2019
Recruiting Analyst
Bank Of New York
12.2012 - 05.2017
Bachelor of Science - Business Administration And Management
PennWest California
Similar Profiles
Yaquelin GuevaraYaquelin Guevara
Relationship Manager Business Owner Specialist at Bank Of AmericaRelationship Manager Business Owner Specialist at Bank Of America
DEVI SITHDEVI SITH
Operations Consultant at Bank of AmericaOperations Consultant at Bank of America
AUSTIN MONREALAUSTIN MONREAL
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America
Scott PetersenScott Petersen
Mortgage Loan Originator/Loan Structure Specialist at Bank of AmericaMortgage Loan Originator/Loan Structure Specialist at Bank of America
Catazja HendersonCatazja Henderson
Patient Care Technician at Allegheny General HospitalPatient Care Technician at Allegheny General Hospital