Summary
Overview
Work History
Education
Skills
Timeline
Generic

Mauricia Matchett

San Diego,CA

Summary

Hardworking military spouse and passionate job seeker with strong organizational skills eager to secure entry-level Data Analyst position. Ready to help team achieve company goals.

Overview

6
6
years of professional experience

Work History

Associate Service Consultant

LPL Financial
03.2022 - Current
  • Providing phone support with complex death/divorce-related issues via an inbound call center environment, by taking ownership of each inquiry as the main point of contact and providing 'First Call Resolution' when possible
  • Taking ownership of complex cases that result in follow-up phone calls and processing
  • Processing and monitoring various death and divorce claims through to completion; this includes tax operations review, processing, completing proper documentation for each request, and updating business partners as well as reporting to comply with departmental standards
  • Reviewing documentation such as letters of testamentary, trust agreements, Qualified Domestic Relations Order, divorce decrees, and other estate-related paperwork as it pertains to both death and divorce situations
  • Providing support and managing escalated issues in a timely manner and being point of contact for all case resolutions
  • Keeping apprised of and promoting new processes and controls; provide feedback and process improvements to drive the business forward
  • Participating in daily huddles and monthly department meetings.

Sales Development Representative

Vector Solutions
10.2021 - 01.2022
  • Proactively pursue and qualify sales leads via tele sales and email marketing
  • Conduct a needs assessment, determine client requirements and expectations in order to pass qualified sales opportunities onto the Enterprise Sales team
  • Generate new business leads by providing some basic product information in a timely manner
  • Vet leads based on sales and marketing-determined criteria and pass in a timely fashion to Enterprise Sales team
  • Manage time effectively, meet personal goals and work effectively with other members of the team
  • Effectively communicate with Enterprise Sales team and schedule calls, webinars, and appointments with qualified leads for them
  • Utilize salesforce to enter data
  • Strategize with top-producing sales leaders
  • Engage executives in targeted prospect accounts
  • Orchestrate discussions with senior executives around their business needs
  • Performs other duties as assigned
  • Analyze data to strategize and generate new business.

Logistics Account Executive Trainee

Total Quality Logistics
04.2021 - 09.2021
  • Responsible for generating leads, building relationships and producing sales with potential and current customers while providing superior customer service
  • Communicating with customers and carriers in matters relating to freight shipments
  • Monitor location of drivers and ensure eta's are correct
  • Analyze data to update broker of timely deliveries
  • Communicating with drivers to ensure proper pickup and delivery of loads
  • Providing database with updates and new carrier information.

Sales Associate

XFINITY
08.2019 - 03.2021
  • To engage with customers walking into the Xfinity center in a professional manner
  • To assist in promoting and selling Comcast products and services (cable, internet, phone and home security)
  • To resolve existing customer's concern with billing and technical equipment
  • Responsible for running transactions and payments
  • Acquiring and maintaining new business opportunities.

Clinique Beauty Consultant

Belk
11.2018 - 06.2019
  • Ranked #8 beauty consultant in region in 2019
  • Performing Makeovers
  • Working with POS system
  • Meeting sales goals
  • Ordering products/Maintaining inventory
  • Building customer relations through demonstrations.

Bookkeeper/Accountant

Lifestyles Rentals-Burbridge Realty
05.2018 - 10.2018
  • Responsible for taking rental payments from tenant
  • Scheduling maintenance upon tenant's requests
  • Updating all accountant information in database
  • Create a variety of reports to submit to management
  • Filing evictions.

Education

Bachelor of Science - Business Administration

Florida State College At Jacksonville
Jacksonville, FL
08.2020

Skills

    Compliance Management

    Policy Interpretation

    Data Entry

    Microsoft Office Suite

    Clerical Support

    Spreadsheets

    Data Collection

    Microsoft Excel

    Documentation

Timeline

Associate Service Consultant

LPL Financial
03.2022 - Current

Sales Development Representative

Vector Solutions
10.2021 - 01.2022

Logistics Account Executive Trainee

Total Quality Logistics
04.2021 - 09.2021

Sales Associate

XFINITY
08.2019 - 03.2021

Clinique Beauty Consultant

Belk
11.2018 - 06.2019

Bookkeeper/Accountant

Lifestyles Rentals-Burbridge Realty
05.2018 - 10.2018

Bachelor of Science - Business Administration

Florida State College At Jacksonville

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Mauricia Matchett