Summary
Overview
Work History
Education
Skills
Timeline
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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

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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
KEVIN C. DUNNFinance, Accounting, Customer Relations