Highly-motivated and reliable employee demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Skilled in building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments, as well as adept at working effectively unsupervised and quickly mastering new skills.
Overview
18
18
years of professional experience
Work History
Manager
Oracle Corporation (formerly Cerner Corporation)
Kansas City, MO
08.2013 - Current
Coached, mentored and trained team members on company policies and procedures in order to improve their job performance.
Established processes to ensure efficient workflow throughout the organization.
Provided leadership during times of organizational change or crisis situations.
Assigned, prioritized, and delegated tasks and responsibilities to departmental associates.
Exercised good judgment and decision-making in escalating concerns and resolving issues.
Collaborated with associates to develop and enhance processes to improve performance and meet goals.
Conducted quality, timely performance feedback and performance appraisals.
Interviewed prospective employees and provided input to HR on hiring decisions.
Collaborated with senior management on special projects involving cross-functional teams.
Successfully completed complex projects on time while maintaining high-quality standards, showcasing strong project management abilities.
Senior Quote Analyst
Oracle Corporation (formerly Cerner Corporation)
Kansas City, MO
11.2011 - 10.2023
Managed a demanding workload of 10+ opportunities simultaneously through various sales stages to successful completion while meeting standard turnaround times and producing high quality results.
Built and executed quotes for a multi-state region with an average deal value between $10 million to $20 million.
Succeeded in managing the highest workload volume of the 10-15 person team year over year.
Engaged with associates is a variety of departments including sales, finance, contracts, and pricing and packaging to execute high-quality and accurate budgetary quotes.
Identified opportunities for process improvements across the organization.
Gathered and provided requirements to stakeholders related to system design decisions as we transitioned to a new quoting platform on three separate occasions.
Served as a key stakeholder in decisions related to the conversion and implementation of new quoting platforms from design conversations through testing platform features, functionalities, and enhancements.
Participated in regular meetings with management to assess and address issues and identify and implement improvements.
Performed quality assurance to ensure quotes completed by peers were accurate prior to release to clients.
Quality Analyst
DST Systems/BFDS Midwest
Kansas City, MO
08.2007 - 10.2011
Provided thorough documentation on all quality control activities and results.
Ensured compliance with company standards, regulations and procedures related to quality control.
Implemented corrective actions when necessary to improve overall product quality.
Assisted in the development of Quality Assurance procedures and protocols.
Monitored completed work and provided feedback to improve team member performance.
Sr. Mutual Fund/Corporate Securities Rep
DST Systems/BFDS Midwest
Kansas City, M0
04.2006 - 08.2007
Executed trades on behalf of clients following established guidelines.
Ensured accuracy of customer accounts through reconciliation processes.
Greeted customers, assessed their needs and provided appropriate services.
Answered incoming calls promptly and professionally.
Resolved customer complaints quickly and efficiently.
Answered phone calls and responded to questions and concerns.
Used service skills and technical knowledge to ascertain issues and provide swift, successful resolutions.
Received outstanding feedback for providing attentiveness and patience when assisting dissatisfied customers.
Documented and scoped actions taken to resolve issues after service calls.
Education
Bachelor of Science - Business Management & Marketing
Northwest Missouri State University
Maryville, MO
04-2005
Skills
Complex Problem-Solving
Project Management
Team Leadership
Cross-Functional Teamwork
Verbal and Written Communication
Operations Management
Staff Training and Development
Attention to Detail
Time Management
Adaptability and Flexibility
Documentation and Reporting
MS Office
Accomplishments
2018 Client Org Partner Award for Quote Specialist of the Year
2020 Salesforce Implementation Award
2023 Mission Possible Operational Integration Award
Timeline
Manager
Oracle Corporation (formerly Cerner Corporation)
08.2013 - Current
Senior Quote Analyst
Oracle Corporation (formerly Cerner Corporation)
11.2011 - 10.2023
Quality Analyst
DST Systems/BFDS Midwest
08.2007 - 10.2011
Sr. Mutual Fund/Corporate Securities Rep
DST Systems/BFDS Midwest
04.2006 - 08.2007
Bachelor of Science - Business Management & Marketing
Northwest Missouri State University
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