Overview
Work History
Education
Skills
Timeline
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Lucila M Cunningham, M.A.

Overview

5
5
years of professional experience

Work History

Server

Smokey Note
Albuquerque, NM
05.2024 - Current
  • Provided excellent customer service to ensure satisfaction and delivered drink orders promptly and courteously.
  • Upheld high standards of sanitation in accordance with health department regulations.
  • Greeted guests and provided menus within the first 30 seconds upon arrival.
  • Performed opening and closing duties such as setting up and restocking supplies.

Proposal and Contracts Coordinator

Lovelace Biomedical
02.2024 - Current
  • Coordinated with internal departments to identify contractual needs and objectives.
  • Drafted new contracts based on established templates or negotiated terms.
  • Prepared reports summarizing contractual obligations for management review.
  • Ensured that all parties involved in the process were aware of their respective responsibilities under the agreement.
  • Provided updates on status of contract processes to upper management and other important personnel.

Client Associate

Merrill Lynch, Abq
12.2022 - 01.2024
  • Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
  • Used excellent communication skills to retain strong relationships between wealth managers and clients
  • Facilitated new client onboarding process and investment account setup.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
  • Organized and filled sensitive documents of clients to ensure security and safety of personal information.

Marketing Operations Coordinator

Del Norte Credit Union
10.2020 - 07.2021


  • Overlooking marketing projects and reporting progress to ensure that deadlines are met and the material was properly created and reviewed
  • Acquire and send out invoices to the accounting department to ensure vendors were paid on time
  • Create marketing projects highlighting new products and their services that helped grow the company.
  • Collaborated with cross-functional teams to establish successful execution of projects and campaigns.
  • Managed relationships with external vendors and contractors to acquire mutually benefiting contracts and successful project delivery.

Client Relation Consultant

US Bank
01.2020 - 10.2020


  • Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
  • Maintain efficiency and strong communication with customers and team members when dealing with high-pressure customers
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Opened accounts for clients who wanted to grow their assets with the bank
  • Helped clients achieve financial relief through with loan assistance

Education

M.A - Communication Management, Organizational Development

University of Denver
Denver, CO
06.2023

B.S - Marketing Communications

Pacific Union College
Angwin, CA
06.2019

Some College (No Degree) - Business Analytics

IQBBA
Remtoe

Skills

  • Savings Accounts
  • Client Requirements
  • Client Meetings
  • Administrative Management
  • Client Coordination
  • Customer Transactions
  • Complex Problem-Solving
  • Excellent Verbal Communication Skills
  • Conflict Resolution
  • CRM Software Usage
  • Teamwork and Collaboration

Timeline

Server

Smokey Note
05.2024 - Current

Proposal and Contracts Coordinator

Lovelace Biomedical
02.2024 - Current

Client Associate

Merrill Lynch, Abq
12.2022 - 01.2024

Marketing Operations Coordinator

Del Norte Credit Union
10.2020 - 07.2021

Client Relation Consultant

US Bank
01.2020 - 10.2020

M.A - Communication Management, Organizational Development

University of Denver

B.S - Marketing Communications

Pacific Union College

Some College (No Degree) - Business Analytics

IQBBA

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Lucila M Cunningham, M.A.