I am currently looking for a full/part time position in an environment that offers a greater challenge, increased benefits for my family, and the opportunity to help the company advance efficiently and productively.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Operations Specialist
RTD Financial Advisors
07.2018 - Current
Coordinated meetings for up to 260 clients with efficiency using platforms such as Outlook and Calendly.
Prepare client correspondence, email, phone and hard copy.
Accurately create and maintain client records within Junxure Cloud, ensuring seamless data entry and organization for
client management.
Created RTD Project Management Manual for new hires.
Generate weekly reports for the Business Development team using Excel, providing insights to drive decisions.
Perform detailed data analysis on weekly averages within Pipedrive, identifying trends and optimizing business
development strategies.
Proactively reach out to prospects via telephone to generate leads, fostering new business opportunities and
strengthening client relationships.
Owner
Luxury Motors Inc.
01.2011 - 03.2016
Greet clients and guests
Ensure that customers or visitors are entertained properly until they meet the appropriate person
Account payable/receivables
Perform bank deposits, wire transfers, etc
Maintain inventory of office supplies and ensure that supplies are ordered on time
Data Entry
Collegiate Title Corporation
04.2013 - 07.2014
Received and placed title orders
Ordered municipal searches
Maintaining verbal/written email communication with parties and searchers
Communicated with attorneys real estate professionals and clients
Forwarded completed files to closing department
Sent Deeds for recording's
Recorded mortgages and deeds electronically and manually using SimpliFile software
Excellent follow up with internal office employees as well as President and Vice President of company
Scheduled closings with real estate attorneys and buyers
Prepare pre-packages and post packages
Executive Assistant To President
Central European Distribution Corporation
06.2008 - 01.2012
Prioritized daily activities for the CEO
Booked and arranged international flights, hotels, and transportation to and from airports
Assisted with general accounting functions; maintained and handled AP/AR
Processed all payroll and distributing payroll for overseas COO, CFO and Board of Directors
Assist with passports/visa
Property Tax Searcher/Team Leader
Signature Information, LLC
04.2003 - 01.2007
Prepare tax searches
Compiled training manuals
Supervised, supported personnel
Expertise in searching property tax information; liens
Calculated taxes, interest/penalties on properties with past due accounts
Worked with all NJ/PA tax collectors/assessors and municipalities
Promoted four times
Handled and developed client communications with attorneys and title companies
Administrative Office Assistant
Allstate Insurance Company
01.2002 - 01.2003
Provided excellent customer service for all new and steady clients
Posted insurance payments via walk-ins or over the phone
Made weekly fund deposits
Data Entry Processor
MIS Mortgage Company
01.2001 - 01.2002
Collected and researched all documentation needed to submit loan files, insurance, etc
Communicated with the loan officers, processing, management and all other departments
Mailed the letters of approval and denials to the applicants
Recorded data on the status of loans
Shipping/Receiving
Edker Industries
01.1996 - 01.2001
Prepare and complete orders for delivery or pickup according to schedule (load, pack, wrap, label, ship)
Receive and process warehouse stock products (pick, unload, label, store)
Communicate and cooperate with supervisors and coworkers
Follow quality service standards and comply with procedures, rules and regulations
Intern at PINNACLE FINANCIAL GROUP (Representing Great Eastern Financial Advisors)Intern at PINNACLE FINANCIAL GROUP (Representing Great Eastern Financial Advisors)
Senior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial AdvisorsSenior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial Advisors