- I have earned my black belt in Tang Soo Do Karate Following a structured training regime instilled discipline and the the ability to set goals and achieve them
- I also train in Mixed Martial Arts regularly Discipline is also a staple when training MMA but it has also taught me self-awareness and how to remain focused and calm in high energy/high paced settings
- I enjoy sketching and drawing, which helps improve my creativity and attention to detail
Leandra Guerrero
Humble,TX
Summary
To obtain a position within a company that will allow me to perform at a standard, where my years of experience in the client support environment and proven track record of maintaining and developing new business can be fully utilized, as well as demonstrate my skills that may ultimately give me opportunities for advancement.
Overview
13
13
years of professional experience
Work History
Securities Administration Services Analyst
Computershare Trust
07.2023 - Current
- Balance and reconcile between 3-5 portfolios daily - each with incoming and outgoing transactions and receiving trades of at least $1M plus.
- Processing and maintaining cash files to ensure settled/traded positions.
- Reconciling daily cash movements to system or bank activity
- Collect, arrange, and input information into database systems.
- Work closely with the collateral manager to book and process trades communicated in the various trade systems.
- Daily response to clients/Collateral Managers individual requests.
- Providing remittance and correction information to servicers.
- Research and interpret all controlling legal documents as issues arise with collateral or bond payments.
- Legal/Controlling Doc Review (Indenture, Loan Service Agreement (Credit Agreement), trade docs, invoices, notices)
- Working knowledge of various systems (Fusion, Pacs, BPM, SEI)
New Business Specialist
LKJ Financial, LLC
04.2018 - 06.2023
- Provide dedicated operational and sales support to multiple Financial Advisors, assisting in all areas of practice including business management, development, planning, service and administration
- Serve as primary client contact to ensure proper account opening procedures and documentation
- Provide account information to clients and maintaining key client relationships
- Servicing client request and inquiries such as opening accounts and account maintenance
- Coordinate client meetings, reviews, conference calls, acquiring appropriate compliance approvals when applicable
- Process annuity applications and complete administrative duties such as reviewing corresponding application documents for completeness and ensuring statutory and regulatory compliance
- Build strong, long-lasting relationships with Agents and IMO's through both inbound and outbound communication
- Process and deposit client contribution checks to contra firms
Sales Specialist
Victoria's Secret
10.2016 - 04.2018
- Drives sales growth by flexing into multiple areas of the store including selling, cashiering, processing, and replenishing product
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices
- Completed all cleaning, stocking and organizing tasks in assigned sales area
- Contributed to team success by exceeding team sales goals; built relationships with customers to increase likelihood of repeat business
- Drives store sales and growth by connecting with multiple customers and moving with intention throughout the store
- Uses confident selling statements and is effective at overcoming customer objections
- Displays expert product knowledge and takes initiative to elevate personal and peer knowledge of product categories
- Creates an enthusiasm for selling strategies by inspiring, supporting and mentoring others' selling behaviors
- Delivers a friendly and efficient cash wrap experience processing customer transactions accurately and efficiently at the Point of Sale or Mobile Registers, as needed Operated a cash register for cash, check and credit card transactions
Selling Manager
Victoria's Secret
08.2013 - 10.2016
- Primary responsibility of driving top-line sales by leading the sales floor, coaching and development of the team, performance management, and selling
- Promoted from Team Leader to Selling Manager within 5 months
- Managed staff of 20 sales associates
- Reported to the district manager regarding all store and staff issues
- Oversees customer experience, overall appearance and day to day operations of the store, in partnership (or in absence of) with Store Manager
- Responsible for talent life cycle of direct reports, including recruitment, hiring, onboarding, training, development, performance management, terminations and succession planning
- Develops associates' product knowledge which in turn, enables high performance selling
- Building customer loyalty through current brand strategies, including credit and customer relationship marketing
- Effectively managing and controlling expenses
- Executing store opening and closing procedures
- Operated a cash register for cash, check and credit card transactions
Sales and Support Generalist
Victoria's Secret
01.2013 - 08.2013
Sales and Support Generalist
Victoria's Secret
01.2012 - 01.2013
Education
High School Diploma -
Jefferson Davis High School
Houston, TX05.2005
Skills
- Operational Improvement
- Client Service
- MS Outlook
- Adobe Acrobat
- Organization and Time Management
- Computer Proficiency
- Excel
- Compliance
- Communication Skills
- Attention to Detail
- Application processing
- Data Entry
Interests
Timeline
Securities Administration Services Analyst
Computershare Trust
07.2023 - Current
New Business Specialist
LKJ Financial, LLC
04.2018 - 06.2023
Sales Specialist
Victoria's Secret
10.2016 - 04.2018
Selling Manager
Victoria's Secret
08.2013 - 10.2016
Sales and Support Generalist
Victoria's Secret
01.2013 - 08.2013
Sales and Support Generalist
Victoria's Secret
01.2012 - 01.2013
High School Diploma -
Jefferson Davis High School
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