Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Software
Timeline
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Kyle L. Young

Sr. Benefits Advisor
Houston,TX

Summary

Decisive leader with strong project management skills and data-driven approach. Strong analytical ability to accurately and efficiently evaluate information with significant background in financial management over a 6 year career. Ability to communicate complex ideas, as well as an expertise in identifying initiatives and facilitating action driven plans to support corporate growth and objectives.

Overview

10
10
years of professional experience
4
4
years of post-secondary education

Work History

Sr. Benefits Advisor

UNUM Group
Houston, TX
03.2022 - Current
  • Oversee and manage payroll related duties and benefits
  • Exceeded monthly corporate performance quotas by 20%
  • Used coordination and planning skills to achieve results according to schedule
  • Offered friendly and efficient service to customers, handled challenging situations with ease
  • Establish trusted and strategic advisor relationship with internal team to help drive continued value of products and services
  • Utilize extensive product knowledge and problem-solving skills to enhance client engagement and achieve successful outcomes

Wealth Management Analyst

PNC Financial Services Group LLC
Houston, TX
07.2019 - 03.2022
  • Executed initiatives to streamline operations leading to 18% increase in department efficiency
  • Managed project teams of over 12 associates for strategic planning of new business implementation
  • Performed 20 hours weekly of deep financial analysis to devise strategies that align with client goals
  • Utilized complex investment tools to achieve strong performance exceeding goals by 10% annually
  • Create and nurture positive relationships with high value clients involving portfolio updates, market conditions, personal goals, and establishing expectations
  • Research and detailed reporting on trends and developments in trust management sector to ensure prudent administration and application of corporate resources.

Fraud Specialist

PNC Financial Services Group LLC
Troy, MI
01.2018 - 07.2019
  • Analyze consumer accounts to detect fraudulent activity
  • Utilize latest fraud detection software to determine outcomes of reported cases
  • Document findings on accounts and record detailed notes of consumer self-reporting
  • Use of Microsoft Word and Excel spreadsheets to keep organized reporting of all accounts
  • Inbound and outbound of 200+ calls daily to assist consumer with potential fraud noticed on accounts
  • Follow up with consumers to let them know outcome of fraud investigations, as well as posting any credits to account

Consumer Lending Agent

PNC Financial Services Group
Kalamazoo, MI
05.2016 - 01.2018
  • Established hardship programs to meet consumer repayment needs
  • Use of skip tracing to locate past due consumers updated contact information
  • 150+ daily inbound and outbound calls to consumers to aid with overdue accounts
  • Performed various financial services for clients involving credit cards, personal lines of credit and loans
  • Maintain continued weekly contact with clients in file to assure status of their situation is current
  • Recover monetary assets for hundreds of delinquent accounts to secure monthly goal often exceeding $1,500,000

Vice Director

JD Sports Corporation
Auburn Hills, MI
04.2012 - 08.2015
  • Facilitated hiring and training of employees and managers
  • Provided promotions and market events out of workplace to increase sales by 60%
  • Organized implementation of promotional campaigns which ensured high volume of sales
  • Maintained store operations by performing duties to monitoring productions and sales
  • Acquired effective communication skills and learned to quickly assess and expedite customer needs
  • Regulated all inventory and supplies, resulting in uninterrupted daily operations, ensuring 15% cost savings

Education

Bachelor of Business Administration of Finance - Finance

Western Michigan University
Kalamazoo, MI
09.2015 - 04.2019

Skills

    Problem-Solving

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Accomplishments

  • Coordinate networking events on campus with Financial Service leaders
  • Conduct educational and informative workshops to improve financial analyst skill
  • Host renowned guest speakers to provide platform for sharing knowledge and insight into financial services industry

Affiliations

V.P. of Finance, Alpha Kappa Psi Co-Ed Professional Business Fraternity. Created a template for future usage by Organizations Treasurers Analyze and set budgeting for all fundraising events and sees to it fiscal policy is upheld Oversees and keeps detailed record of all fiscal transactions and approval of every monetary activity for more than 40+ members Co-Founder & Treasurer, Men of Business. Implement monetary policies for the organization in order to keep finances accurate and up to date Devise and present detailed budgets to Student Association Panel in order to receive allocations to fund Maintain comprehensive spreadsheets for tracking expenditures, profits, and future budget allotment for organizational activities Society of Financial Service Professionals Member, Financial Services Association.

Software

Amazon Web Services

Microsoft Word

Microsoft Excel

One Note

Timeline

Sr. Benefits Advisor

UNUM Group
03.2022 - Current

Wealth Management Analyst

PNC Financial Services Group LLC
07.2019 - 03.2022

Fraud Specialist

PNC Financial Services Group LLC
01.2018 - 07.2019

Consumer Lending Agent

PNC Financial Services Group
05.2016 - 01.2018

Bachelor of Business Administration of Finance - Finance

Western Michigan University
09.2015 - 04.2019

Vice Director

JD Sports Corporation
04.2012 - 08.2015
Kyle L. YoungSr. Benefits Advisor