KEVIN C. DUNN
Finance, Accounting, Customer Relations
Orlando,FL
Summary
Organized team leader builds positive rapport, inspires trust and guides teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
12
12
years of professional experience
4
4
years of post-secondary education
Work History
EXECUTIVE OFFICE COMPLAINTS TEAM LEAD
WELLS FARGO
Orlando, FL
10.2020 - Current
- Responsible for intake, research, and resolution of executive office complaints.
- Lead process engineering team in quality assurance testing projects to improve ECMP functionality (complaint software testing and documentation).
- Coached team members in techniques necessary to complete job tasks.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
FINANCIAL ANALYST
BBA AVIATION SIGNATURE FLIGHT SUPPORT
Orlando, FL
10.2018 - 09.2020
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
ACCOUNTS PAYABLE/RECEIVABLE ANALYST
DARDEN RESTAURANTS
Orlando, FL
02.2018 - 10.2018
- Validated results and performed quality assurance to assess accuracy of data.
- Recommended process improvements to continually identify, analyze and fix constraints and challenges.
- Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
- Optimized core processes to improve business performance and operational agility.
RELATIONSHIP BANKER II & MANAGER
JPMORGAN CHASE
Orlando, FL
07.2013 - 02.2018
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Worked with clients to address and respond to client and partnership management issues.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
Client Service Analyst
N2N GLOBAL
Orlando, FL
08.2011 - 07.2013
- Escalated requests for service, acting as point of escalation for external and internal parties.
- Analyzed client disputes and offered solutions to fit client and company expectations.
- Maintained issues logs and prepared periodic reports based on data.
- Monitored daily performance against established metrics.
- Quality assurance testing and documentation of proprietary enterprise resource systems (accounting and finance software).
- Resolved malfunctions with systems and programs through troubleshooting.
Education
Bachelor of Science - Accounting And Finance
University of Central Florida
Orlando, FL 08.2007 - 12.2011
Skills
Employee Evaluation
Performance improvement
Documentation skills
Analytical and Critical Thinking
Adobe software
Finance
Data Collection & Research
Strong organization
Critical Thinking
Test implementation
Service standard compliance
Complaint resolution
MS Office
Written Communication
Timeline
EXECUTIVE OFFICE COMPLAINTS TEAM LEAD
WELLS FARGO
10.2020 - Current
FINANCIAL ANALYST
BBA AVIATION SIGNATURE FLIGHT SUPPORT
10.2018 - 09.2020
ACCOUNTS PAYABLE/RECEIVABLE ANALYST
DARDEN RESTAURANTS
02.2018 - 10.2018
RELATIONSHIP BANKER II & MANAGER
JPMORGAN CHASE
07.2013 - 02.2018
Client Service Analyst
N2N GLOBAL
08.2011 - 07.2013
Bachelor of Science - Accounting And Finance
University of Central Florida
08.2007 - 12.2011