KEVIN ROBINSON, MBA
San Antonio,TX
Summary
Military Veteran with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
18
18
years of professional experience
Work History
Investment Specialist
Millennium Group /Contractor/Victory Capital
San Antonio, TX
08.2022 - Current
- Managed investment funds to maximize return on client investments.
- Selected specific investments or investment mixes for purchase by investment fund.
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
- Checked transactions and reporting for compliance with regulatory standards and investigated discrepancies.
Small Business Bookkeeper
Consulting
03.2019 - 07.2022
- Maintain accounts receivable and payable for different small businesses
- Establish system to maintain reports adjust and set up POS system to communicate with software
- Track and update tax information and insurance documentation
- Help businesses develop positive relationship with vendors
- Promoted business via social media to generate leads and maximize brand identity.
- Provided elite customer service by resolving escalated problems and calmly responding to shifting priorities.
Customer Service Representative
Charles Schwab | Financial Services
01.2021 - 11.2021
- Review and process Schwab Brokerage account application for various type of accounts, such as
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Trusts, individual and joint accounts, Ira’s 401K, Custodial, Company Retirement, Incorporated accounts, non-Incorporated accounts
- Performing high level of attention and research utilizing company resources to open client accounts while ensuring quality and meeting service needs
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Finance Manager
Viva Auto Group
El Paso, Texas
02.2017 - 11.2020
- Process credit and loan applications
- Prepared analyzed credit reports
- Evaluated contracts and loan agreements
- Maintained customer database
- Maintain contact with customers via email, phone calls, and regular updates on promotional offers.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Created organizational structures to improve accounting and finance functions.
BDC Manager
Viva Auto Group
El Paso, Texas
11.2015 - 02.2017
- Educate sales team on online marketing techniques
- Ensure that all customer inquiries are addressed promptly
- Analyze sales related issues and provide corrective actions
- Confirmed scheduled appointments to reduce chances of potential buyer no shows.
- Posted appointments on internal board to notify sales department.
- Offered incentives to reschedule no-show and canceled appointments.
- Engaged with internet customers and scheduled appointments electronically for added customer convenience.
- Build positive and productive relationships with customers.
- Responded to internet inquiries and phone calls in timely matter.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Managed and conducted outbound calling and texting campaigns to attract business and meet objectives.
Sales Associate
Viva Auto Group
El Paso, Texas
11.2015 - 11.2016
- Responsible for approaching new customers and initiating the sales process to completion
- Utilized social media to stay in touch with existing clients and interest prospects in vehicles
- Worked closely with customer service staff to make sure that customers were satisfied with their new vehicles.
- Provided positive first impressions to welcome existing, new and potential customers.
Inspector General
United States Army
03.2011 - 08.2015
- Completed thorough, well-organized and tightly written reports outlining case actions and findings.
- Applied expertise to right wide range of wrongs, including several types of criminal activities.
- Collected complaints from internal and external individuals and opened inquiries, complaint files or investigations.
- Interviewed witnesses to collect statements and gathered details from informants.
- Produced thorough, accurate and timely reports of project activities.
Cavalry Scout (19D) Platoon Sergeant
United States Army
02.2008 - 01.2011
- Trained and mentored new platoon members, providing assistance when needed and advising on how to perform daily duties.
- Supervised security on $40,000,000 worth of military equipment resulting in zero loss.
- Maintained wheeled and tracked vehicles and equipment valued at$ $20,000,000 used to transport personnel, supplies and equipment.
- Received and implemented combat orders and directed deployment of personnel in offensive, defensive and retrograde operations.
- Planned, memorized and navigated numerous routes during vehicular and foot patrols and coordinated movement between six vehicles via radio.
- Relayed information using advanced onboard communications devices.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Senior Drill Sergeant
United States Army
10.2005 - 01.2008
- Educated recruits in drill and ceremony, physical fitness and basic rifle marksmanship.
- Imparted and enforced values and standards of the Army through professional interactions and detailed communications.
- Applied traditional techniques to turn recruits into skilled and highly-trained soldiers.
- Explained goals and expectations required of trainees.
- Monitored, evaluated and recorded training activities or program effectiveness.
- Used role playing, lectures and simulations to present information in variety of instructional techniques and formats.
Education
MBA - Business Management
American Intercontinental University
Schaumburg, IL05.2021
BBA - Human Resources Management
American InterContinental University
Schaumburg, IL05.2019
Skills
- Service Oriented
- Financial Goal Planning
- Market Trends Monitoring
- Client Interviews
- Analytical Thinking
- Critical Thinking
- Microsoft Excel
- Verbal and Written Communication
- Attention to Detail
- Salesforce
- Portfolio Analysis
- Honest and Dependable
Timeline
Investment Specialist
Millennium Group /Contractor/Victory Capital
08.2022 - Current
Customer Service Representative
Charles Schwab | Financial Services
01.2021 - 11.2021
Small Business Bookkeeper
Consulting
03.2019 - 07.2022
Finance Manager
Viva Auto Group
02.2017 - 11.2020
BDC Manager
Viva Auto Group
11.2015 - 02.2017
Sales Associate
Viva Auto Group
11.2015 - 11.2016
Inspector General
United States Army
03.2011 - 08.2015
Cavalry Scout (19D) Platoon Sergeant
United States Army
02.2008 - 01.2011
Senior Drill Sergeant
United States Army
10.2005 - 01.2008
MBA - Business Management
American Intercontinental University
BBA - Human Resources Management
American InterContinental University
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