Leah Marie Martin
Winter Haven ,FL
Summary
Operations professional supporting institutional debt administration and high-volume financial workflows.
Experienced in KYC, reconciliations, audit processing, and loan transactions, bringing strong client communication and CRM management skills from experience in sales and client-facing roles.
Overview
9
9
years of professional experience
Work History
Financial Operations Associate
GLAS Agency
Jacksonville, FL
09.2025 - Current
- Manage and organize daily operational workload, ensuring all tasks are completed accurately and on schedule.
- Perform KYC reviews in OneView, including uploading and verifying tax forms to maintain accurate client records.
- Build new lenders and update existing lender records in Solvas to ensure data accuracy across the platform.
- Process audit and loan confirmations using Solvas, communicating results and updates to clients via Jira.
- Assign and manage requests for other associates through Jira to ensure timely resolution.
- Prepare JP Morgan reconciliation reports, including morning and end-of-day reports, to verify account balances.
- Support daily BAU client transaction tasks, including follow-up on missing notifications and drawdown/utilization requests.
- Receive, verify, and input Standing Settlement Instructions (SSIs) and carry out SSI call-backs.
- Upload and reconcile client bank accounts to ensure no accounts are overdrawn.
- Maintain accurate daily rates and administrative records, escalating operational matters to Team Leaders/Managers.
- Adhere to internal operating policies and contribute to process improvement initiatives.
Customer Support and Sales Associate (Contract)
Fire Engineering
Shelton, CT
11.2024 - 05.2025
- Assisted in coordinating communication between fire chief, captain, and training officers through calls and emails. Supported team by managing incoming and outgoing communications effectively. Facilitated smooth operations by handling various communication channels.
- Oversaw lead management in Salesforce and meticulously tracked outreach in Excel to ensure precise CRM records.
- Championed promotion of platform features to enhance certification tracking, training compliance, and reporting processes.
Sales Development Representative
Definitive Healthcare
Boston, MA
06.2023 - 07.2024
- Executed 60 outbound calls and 100 emails daily to engage vice presidents, officers, and owners at healthcare consulting firms.
- Utilized ZoomInfo to conduct in-depth research on prospect data and leveraged Salesforce for importing and managing lead account and contact records.
- Recorded outreach calls and follow-ups in Salesforce to ensure precise customer relationship management records.
- Established a network of over 1000 healthcare consulting leaders on LinkedIn to enhance prospecting efforts.
Sales Development Intern
Modernizing Medicine
Boca Raton, FL
01.2023 - 05.2023
- Generated and updated lead lists in Salesforce for dermatology practices. Assisted in researching contacts on LinkedIn. Monitored prospect engagement using VisitorTrack.
- Engaged with practice owners, office managers, and physicians to analyze Salesforce CRM data for identifying trends and supporting account managers in workflow optimization.
Sales Agent
Stanley Steemer
Tampa, FL
07.2021 - 07.2022
- Managed approximately 100 inbound calls daily, providing assistance with service bookings and inquiries.
- Maximized revenue by upselling additional services, including carpet protectant and deodorizer, resulting in increased commission.
- Assisted customers in resolving concerns and de-escalating conflicts. Maintained organized and accurate customer records.
Team Lead
Publix
Tampa
01.2017 - 07.2021
- Oversaw front-end operations by delegating cashier and customer service responsibilities to enhance staff efficiency.
- Oversaw end-of-day cash reconciliation for all registers, ensuring accuracy through point-of-sale systems.
- Spearheaded implementation of new frontend procedures in collaboration with management to enhance checkout efficiency.
Education
Bachelor of Science - Public Health
Florida State University
Tallahassee, FLSkills
Excel Reconciliations and Reporting
Bank and Account Reconciliations
KYC and Client Onboarding
Institutional Loans
Loan Confirmations and Audits
SSI Processing
Jira Ticketing and Workflow
Solvas Loan System
Salesforce
Excel
Timeline
Financial Operations Associate
GLAS Agency
09.2025 - Current
Customer Support and Sales Associate (Contract)
Fire Engineering
11.2024 - 05.2025
Sales Development Representative
Definitive Healthcare
06.2023 - 07.2024
Sales Development Intern
Modernizing Medicine
01.2023 - 05.2023
Sales Agent
Stanley Steemer
07.2021 - 07.2022
Team Lead
Publix
01.2017 - 07.2021
Bachelor of Science - Public Health
Florida State University