Experience Customer Service Professional with Cross-Sector Experience
Overview
15
15
years of professional experience
Work History
Caregiver
Ameribest Home Care
Philadelphia, PA
01.2020 - Current
Assisted elderly clients with activities of daily living such as bathing, dressing and grooming.
Provided companionship for elderly clients by engaging in conversation and participating in recreational activities.
Transported clients to doctor appointments and other errands using wheelchair accessible vehicles.
Material Handler
University of Pennsylvania Hospital
Philadelphia, PA
01.2024 - 05.2024
Received and distributed incoming materials to designated areas.
Inspected materials for any damages or defects upon receipt.
Maintained accurate inventory records of all received items.
Project Consultant
Link Industrial Properties
Fort Washington, PA
11.2019 - 03.2020
Organized and entered files, documents, and data into SharePoint
Maintained logs of all data entries regarding client leases and documents
Edited and adjusted any previous data entry errors
Clerical Assistant, Compliance Operations
Philadelphia Insurance Companies
Bala Cynwyd, PA
03.2019 - 07.2019
Designed and implemented improved data tracking Excel Spreadsheets
Contacted producer on a daily basis with scripted language
With lack of systems within the company, analyzed to develop plans for resolving issues with lack of systems, respond to queries from various levels of compliance management and troubleshoot any issues raised
Review, monitor and reconcile Bond details to ensure subject Producer has the proper documents to write business with the company in their state
Business Analysis & Reporting Intern, Compliance Operations
JPMorgan Chase
Newark, DE
01.2017 - 04.2017
Designed and implemented improved data tracking mechanism adopted by department of 12 full-time staff members, reducing time to completion by 75%
Partner with 30 compliance and technology contacts each day to conduct analysis aimed at determining root cause of data issues and develop strategy on how to address/remediate such issues
Upon creation of both ad-hoc and periodic reports, analyzed output to develop action plans for resolving issues, share and vet data with business partners, respond to queries from various levels of compliance management and troubleshoot any issues raised
Performed 100-1,000 daily user acceptance tests to evaluate results and recommend solutions to identified issues
Managed escalation of potential breaches of the PAD policy and violation issuance
Review, monitor and reconcile transactional details to ensure subject employees' personal brokerage accounts and trading activity are compliant with the Policy
Securities Specialist Intern
JPMorgan Chase
Newark, DE
07.2016 - 01.2017
Sourced appropriate background documents and attestations for registration from employees and managers
Partnered with 3 compliance management staff members in insurance licensing operations regarding registration, continuing education, and product-specific training requirements
Managed paperwork processes required for registration of confidential FINRA registration records
Teaching Assistant
Education Works
Philadelphia, PA
06.2014 - 08.2014
Supervised children ages 6-12 by maintaining safety at play, on field trips, during organized activities as well as supporting teaching staff with learning activities
Participated in and organized sports activities in addition to providing meal service to camp participants
Youth Support Specialist & Camp Counselor
Lois Hackney Community Center
Philadelphia, PA
06.2009 - 08.2012
Supervised children maintaining safety at play, on field trips, during organized activities as well as supporting teaching staff with learning activities
Participated in and organized sports activities in addition to providing meal service to camp participants
Managed access and egress during transitions throughout the day
Education
B.S. - Business Administration
Peirce College
Philadelphia, PA
12.2019
Skills
Proficient user of MS Office Suite
Excel
Access
Word
PowerPoint
Operations and Process Improvement
Critical Thinking
Time-Oriented
Reliable
Quick Learner
Trainable
Timeline
Material Handler
University of Pennsylvania Hospital
01.2024 - 05.2024
Caregiver
Ameribest Home Care
01.2020 - Current
Project Consultant
Link Industrial Properties
11.2019 - 03.2020
Clerical Assistant, Compliance Operations
Philadelphia Insurance Companies
03.2019 - 07.2019
Business Analysis & Reporting Intern, Compliance Operations