Summary
Overview
Work History
Education
Skills
Timeline
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Malik Coleman

Rockford,IL

Summary

Dynamic professional with a proven track record, enhancing operational processes and ensuring data integrity. Excelled in relationship building and rapid data entry, significantly improving efficiency and customer experience. Skilled in Microsoft Office and rapport establishment, using an adept approach at driving process improvements and fostering team collaboration.

Overview

6
6
years of professional experience

Work History

Retirement Plan Distribution Specialist

Savant Wealth Management
11.2022 - 12.2023
  • Processed any incoming distribution requests for 401k participants
  • Collaborated with other departments to establish smooth implementation of operational processes and procedures
  • Collaborated with other departments to establish smooth implementation of operational processes and procedures
  • Managed data and correspondence to secure information across multiple databases

Data Entry Operator

Chase Bank
05.2021 - 10.2022
  • Entered numerical data into databases with speed and accuracy using 10-key pad
  • Completed data entry tasks with accuracy and efficiency
  • Monitored database updates and verified for correctness
  • Increased data accuracy by diligently inputting and verifying information from various sources
  • Corrected data entry errors to prevent duplication or data decay

Teller

First National Bank And Trust Company
07.2017 - 08.2020
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Provided high-level customer service through friendly approach, strong professionalism, and timely assistance with customer transactions
  • Oversaw currency shipments and deposits while adhering to strict safety guidelines
  • Provided support during audits, gathering necessary documentation and demonstrating compliance with internal controls
  • Improved teller efficiency by developing and implementing comprehensive training programs

Education

MBA - Finance

Southern New Hampshire University
Hooksett, NH
06.2025

Bachelor of Science - Business Administration

Southern New Hampshire University
Hooksett, NH
05.2024

Skills

  • Relationship Building and Management
  • Verbal and Written Communication
  • Rapid Data Entry Skills
  • Process Enhancements and Revisions
  • Team Oriented
  • Efficient in Microsoft Office
  • Exceptional Customer Service
  • Cash Handling Expertise
  • Math Aptitude
  • Well Organized

Timeline

Retirement Plan Distribution Specialist

Savant Wealth Management
11.2022 - 12.2023

Data Entry Operator

Chase Bank
05.2021 - 10.2022

Teller

First National Bank And Trust Company
07.2017 - 08.2020

MBA - Finance

Southern New Hampshire University

Bachelor of Science - Business Administration

Southern New Hampshire University
Malik Coleman