Madeline Jockell
Summary
Accomplished Program Coordinator ready to apply 7+ years of experience in the financial industry. Comfortable operating in high-stress, and fast paced environments. Meticulously organized and highly motivated to learn as much as possible. Skilled at building lasting relationships with clients and staff members. Goal-oriented and passionate about team growth.
Overview
9
9
years of professional experience
Work History
Program Coordinator
Heritage Family Credit Union
Rutland, VT
01.2016 - Current
- Provided ongoing direction and organization for program operations.
- Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones.
- Handled advisor calendars, scheduling client meetings, personal meeting, etc.
- Managed marketing initiatives for program development and growth.
- Prepared monthly reports on sales and referral numbers for upper management.
- Gathered and organized printed materials from wholesalers, as well as general office supplies.
- Handled shipping logistics for numerous large mailings to hundreds of clients.
- Monitored compliance regulations for the program as a whole.
- Provided general servicing for clients, ranging from address changes to new account paperwork.
- Worked closely with Credit Union staff to develop stronger relationships with advisors and promote additional referrals.
- Worked closely with wholesalers and representatives from LPL to troubleshoot client account issues.
- Provided financial counseling to clients, using my Certified Financial Counseling certificate.
Crew Member
Dunkin' Donuts
Rutland, VT
08.2017 - 08.2019
- Provided excellent customer service by greeting customers and meeting quality expectations.
- Took orders, prepared meals and collected payments.
- Kept food preparation area, equipment and utensils clean and sanitary.
- Worked front counter, drive-thru and other areas.
Education
High School Diploma -
Fair Haven Union High School
Fair Haven, VT2010
Skills
- Sales Growth
- Critical Thinking
- Project Coordination
- Report Creation
- Complex Problem-Solving
- Task Delegation
- Generating Schedules
- Clerical Support
- Pipeline Maintenance
- General Organization
- Strategic Planning
Timeline
Crew Member
Dunkin' Donuts
08.2017 - 08.2019
Program Coordinator
Heritage Family Credit Union
01.2016 - Current
High School Diploma -
Fair Haven Union High School