Kimberlee McRoberts
Granite City,IL
Summary
To obtain a challenging position that will utilize my experience as an Operations and Support Specialist and help me to advance in my desired career goals. Multi-talented Generalist well-versed in Estates Hotline support in complex situation. Prepares and organizes materials, solves problems with minimal input and satisfies diverse daily needs. Adept at switching roles smoothly and completing simultaneous tasks with attention to detail and quality.
Overview
10
10
years of professional experience
Work History
Operations Dept Generalist
Edward Jones
10.2022 - Current
- Work with over 15,000 Branches to mitigate risk to at firm
- Process Estate Documents, answer Sales Force cases and Draft Hold Harmless Agreements for Heirs and/or family members to sign to distribute accounts.
Operations Specialist
Edward Jones
10.2021 - 10.2022
- Accurate and efficient processing of Salesforce Cases
- Work with outside vendors on agent change requests
- Collaborate with the team to insure all branch ranges and accounts are covered each day.
Operations Specialist
Edward Jones
02.2021 - 10.2021
- Accurate and efficient processing of 40+ Salesforce Cases
- Answer 10-20 Assist line calls
- Apply for Insurance Licenses for all 15,000 branches.
Operations Specialist
Edward Jones
03.2017 - 02.2021
- Accurate and efficient processing of all 20 Estate Documents
- Support department development committee
- Support primary and backup functions and processes
- Act in mentor capacity for Service Request Tickets
- Primary front-end beneficiary processor.
Support Specialist
Edward Jones
03.2016 - 03.2017
- Troubleshoot to resolve problems
- Answer 50+ branch calls and internal associate calls
- Log all calls into Service Center
- Answer and close internal Service Request tickets
- Provide additional support as needed
- Complete training as new systems is rolled out to firm.
Assistant Supervisor
The Cookie Factory Bakery
10.2014 - 03.2016
- Open up store and get cash ready for the register
- Take orders over the phone, and have these ready for customers to pick up daily
- Help complete weekly schedules
- Deposit daily cash to the bank
- Verify daily register receipts
- Manage daily work details for each associate
- Acting Supervisor when Owner/Supervisor is on vacation or not working.
Education
Associate of Arts -
Lewis And Clark Community College
Godfrey, IL2015
Skills
- Windows
- Excel
- Word
- Outlook
- Westlaw
- Snag It
Alt Phone
314-515-1239
Personal Information
Title: Graduated with an Associate's Degree in Arts-12/01/2015
References
- Rick Bellew, 314-520-2301, Friend
- Katelyn Dale, 618-660-2987, Former Co-Worker
- Kirsten Saettele, 314-277-4023, Former Leader
- Bill Horn, 618-709-2397, Former Boss
Timeline
Operations Dept Generalist
Edward Jones
10.2022 - Current
Operations Specialist
Edward Jones
10.2021 - 10.2022
Operations Specialist
Edward Jones
02.2021 - 10.2021
Operations Specialist
Edward Jones
03.2017 - 02.2021
Support Specialist
Edward Jones
03.2016 - 03.2017
Assistant Supervisor
The Cookie Factory Bakery
10.2014 - 03.2016
Associate of Arts -
Lewis And Clark Community College
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