Kira Hailey
Greenville,SC
Summary
Insightful Senior Portfolio Analyst known for high productivity and efficiency in task completion. Specialize in risk management, financial modeling, and strategic asset allocation. Excel in analytical thinking, problem-solving, and communication, ensuring success in managing complex investment portfolios.
Overview
10
10
years of professional experience
Work History
Senior Portfolio Analyst
SPARTAN FINANCIAL PARTNERS
Spartanburg, USA
05.2022 - Current
- Oversaw team to ensure timely, accurate reporting, enhancing overall team accountability.
- Created and prepared weekly and monthly reports, monitoring compliance, performance, and cash flow to support strategic decision-making.
- Consistently demonstrate a strong attention to detail and excellent analytical skills by analyzing data of daily operations.
- Compiled daily reports on borrowing activity and relevant operational data, facilitating informed management decisions.
- Partner and collaborate with other teams to ensure daily deadlines are met.
- Demonstrate ability to work calmly under pressure as daily operations may change unexpectedly in a fast paced environment.
Annual Reverification Specialist
AMERISOURCE BERGEN
Remote
09.2020 - 04.2022
- Assisted patients during open enrollment by addressing questions and concerns, ensuring clarity and understanding of their options.
- Conducted outbound calls and managed inbound inquiries from patients needing assistance with open enrollment, providing timely support.
- Contacted patients to confirm their understanding of enrollment details with patients within a 3-day time period.
- Drafted follow-up letters to patients outlining instructions, facilitating their understanding of next steps.
Customer Service Representative
DRIVEN BRANDS
Charlotte, USA
10.2019 - 07.2020
- Addressed customer complaints and concerns regarding automotive services, ensuring timely resolutions.
- Served as a mediator between the customer and automotive shop owners by making outbound calls to the customers and shop owners to investigate both parties and to determine a resolution.
- Resolved cases by reviewing both parties' perspectives and coming to a mutual agreement that benefited both parties.
- Prevented potential lawsuits by resolving disputes between customers and shop owners, fostering positive relationships.
- Conducted training sessions for new associates to enhance their skills and knowledge.
Sales Representative
REPUBLIC SERVICES
Charlotte, USA
05.2018 - 10.2019
- Conducted outbound calls to sell waste services to residential, commercial, and industrial customers, enhancing customer awareness of available options.
- Delivered tailored waste service solutions to hundreds of customers, addressing specific needs and improving customer satisfaction.
- Set prices and wrote contracts for customers who purchased services.
- Established pricing and drafted contracts for services purchased, ensuring clarity and compliance for customers.
Banking Specialist
TD BANK
Greenville, USA
08.2016 - 04.2018
- Assisted customers with checking accounts, savings accounts, and credit cards.
- Assisted customers with business and personal account needs, ensuring tailored solutions for each client.
- Maintained a 100% compliance with federal laws, regulations, and authentication procedures.
- Educated customers on best banking practices, helping them save thousands of dollars on account management.
- Resolved various client banking issues and successfully de-escalated hundreds of calls from upset customers.
- Resolved various client banking issues and successfully deescalated hundreds of calls from upset customers.
Education
Bachelor of Science - Business Administration
UNIVERSITY OF SOUTH CAROLINA UPSTATE
Spartanburg, SCSkills
- Portfolio management
- Data analysis
- Financial reporting
- Report generation
- Compliance monitoring
- Stakeholder engagement
- Team leadership
- Cross-functional collaboration
- Deadline management
- Problem solving
- Detail-oriented
- Training program development
Timeline
Senior Portfolio Analyst
SPARTAN FINANCIAL PARTNERS
05.2022 - Current
Annual Reverification Specialist
AMERISOURCE BERGEN
09.2020 - 04.2022
Customer Service Representative
DRIVEN BRANDS
10.2019 - 07.2020
Sales Representative
REPUBLIC SERVICES
05.2018 - 10.2019
Banking Specialist
TD BANK
08.2016 - 04.2018
Bachelor of Science - Business Administration
UNIVERSITY OF SOUTH CAROLINA UPSTATE