Leslie Morgan
Avondale,AZ
Summary
Operations professional with strong background in streamlining processes and optimizing efficiency. Demonstrates robust focus on team collaboration and consistently meets organizational goals. Adaptable and reliable with skills in project management, data analysis, and problem-solving. Known for clear communication, strategic thinking, and results-driven approach.
Overview
16
16
years of professional experience
Work History
Operations Associate
Charles Schwab Trust Banks
Austin, TX
07.2017 - Current
- - Sort incoming checks and then reconcile funds to ensure compliance with ERISA standards
- - Work w/Client Service Managers to process ACH returns and recalls, Stop Payments, Special Handling of checks to the clients
- - SME for Banking Functions with strong attention to detail when identifying checks that are due to be paid, returned or Fraud.
- - Assisted in training new hires and guiding into new roles with the company and team.
- - Created new training procedures to accommodate new job functions specific to Austin Location
Participant Services Associate
Charles Schwab
Austin, TX
01.2013 - 06.2017
- - Partner with participants of employer sponsored retirement plans educating them on how their plan works, along with what tools and resources are available to help reach their retirement and other financial goals.
- - Recognized as a subject matter expert regarding various plan specifics and federally regulated procedures within the department
- - Assist in training new/ hire classes and serve as mentor to help them progress in their roles
- - Coordinator for department wide engagement activities
Property Tax Collector
Bridgewater Partners- Core Logic
Austin, TX
04.2012 - 12.2012
- - Coordinate with Tax office to help borrowers seamlessly set up mortgage taxes
- - Create work orders to collect delinquent property and school taxes
- - Provide status updates and resolutions about tax disbursements
- - Educate borrowers on escrow analysis and how to deal with shortages or overages with payments
- - Establish new training materials that consolidated old procedures with updates
Sales and Customer Support
Apple
Austin, TX
01.2010 - 03.2012
- - Collaborate within multiple departments to effectively address client concerns, issues, & lost shipments
- - Provide post-sales support with a focus on European markets
- - Lead post sales team in follow ups on order placements and was a point of contact for resolution inquiries
- - Serve as ad-hoc manager for overnight team when needed
- - Training liaison for management, implemented best practices to bolster department efficiency by 8%
Education
Austin Community College
01-2015
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National American University
01-2012
Skills
- - Superior communication skills, devoted team player focused on personal integrity and strong work ethic
- - Ability to multitask and take on larger more complex workloads
- - Adept at working in deadline driven environments with efficiency and accuracy
- - Self-starter accustomed to working in a fast-paced environment with the ability to develop solutions within a demanding timeframe
- - Reliable/Dependable Employee
- - Proficient in Microsoft Office Suite applications: Word, Excel, PowerPoint, Access and Publisher
- - Skilled in Windows OS and Schwab proprietary software
Classification
Schwab Internal
Timeline
Operations Associate
Charles Schwab Trust Banks
07.2017 - Current
Participant Services Associate
Charles Schwab
01.2013 - 06.2017
Property Tax Collector
Bridgewater Partners- Core Logic
04.2012 - 12.2012
Sales and Customer Support
Apple
01.2010 - 03.2012
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National American University
Austin Community College