Melissa Colmenares
Westerville,Ohio
Summary
Talented Team Leader experienced and dedicated to enhancing employee satisfaction and business success. Diplomatic and friendly with proven commitment to employee training. Hardworking team player bringing necessary experience and knowledge to tackle any operational demand.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Team Lead/Compliance and Commission Specialists
e-Merge Real Estate
11.2020 - Current
- Processed paperwork for new employees and entered employee information into payroll system
- Computed wages and deductions and entered data into computers
- Processed and issued employee paychecks and statements of earnings and deductions
- Compiled statistical reports, statements and summaries related to pay and benefits accounts and submitted to appropriate departments
- Completed commission payouts
- Collected fees from agents based on programs agents selected
- Ran updated weekly sales reports
- Reconciled monthly bank reports to reports in accounting system.
- Developed and maintained effective relationships with key stakeholders to better understand their needs and expectations.
- Managed risks and mitigated potential issues through proactive planning, monitoring, and timely decision making.
- Implemented process improvements that led to reduced turnaround times for critical tasks without compromising quality.
- Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
- Served as role model for team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
Office Manager
Polaris Dental Care
10.2017 - 11.2020
- Performed billing, collection and reporting functions for office
- Improved office operations by automating client correspondence, record tracking and data communications
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities
- Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving
- Handled all incoming business and client requests for information
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel
- Supervised and led team of dental hygienists and support staff
- Solved problems timely and effectively, ensuring customer satisfaction
- Ensuring optimal operational flow within practice, managing patient wait times, production budget, and daily staffing
- Providing daily feedback, coaching, and training of staff
- Writing employee schedules for each month while approving requested PTO for staff
- Overseeing daily chart auditing, care calls, claim connect, fast attach, and resubmits tracking of lab cases, ensuring timely delivery for patient appointments
- Presenting treatment plans and all financial options to patients.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Improved employee retention rates by fostering positive work environment and providing growth opportunities through training programs.
- Implemented new software tools for streamlined project management, increasing efficiency in task completion across teams.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to well-organized workplace culture.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Served as liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
- Maintained computer and physical filing systems.
Real Estate Agent
e-Merge Real Estate
02.2014 - 11.2020
- To assist buyers and sellers in process of selling or new purchases
- Call leads and follow-up with prospects
- Actively search for new clients via marketing and ads
- Showed homes to prospective buyers
- Conferred with escrow companies, lenders, home inspectors and pest control operators on adherence to terms and conditions of purchase agreements before closing dates
- Coordinated property closings, overseeing signing of documents and disbursement of funds
- Prepared documents such as representation contracts, purchase agreements, closing statements, deeds and leases
- Developed networks of attorneys, mortgage lenders and contractors to whom clients may be referred
- Promoted sales of properties through advertisements, open houses and participation in multiple listing services
- Accompanied buyers during visits to and inspections of property, advising them on suitability and value of homes are visiting
- Acted as intermediary in negotiations between buyers and sellers
- Generated lists of properties that were compatible with buyers' preferences.
- Increased property sales by implementing innovative marketing strategies and utilizing social media platforms.
- Negotiated favorable contract terms for clients, resulting in higher satisfaction rates and repeat business.
- Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline home buying process for clients.
- Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
- Expanded client base through consistent networking events, maintaining high level of customer service and professionalism.
- Improved property listings by collaborating with photographers to capture visually appealing images that accurately represented each property's unique qualities.
- Conducted comprehensive market research to provide clients with accurate information on current trends and pricing strategies.
- Assisted first-time homebuyers in navigating complex real estate process, guiding them from pre-approval to closing.
- Streamlined communication between all parties involved in transactions, ensuring smooth closings and satisfied clients.
- Successfully managed multiple offers for sellers, securing best possible outcome in each situation.
- Maintained up-to-date knowledge on local zoning regulations, providing valuable insights to both buyers and sellers throughout transactions.
- Enhanced client experience by offering personalized consultations tailored to individual needs and preferences.
- Utilized advanced technology tools such as virtual tours to showcase properties more effectively, attracting more potential buyers online.
- Strengthened professional reputation through consistently positive client reviews and referrals from satisfied customers.
- Provided exceptional support during negotiation process, advocating for clients'' best interests at all times.
- Consulted with homeowners on appropriate listing prices based on extensive comparative market analysis, resulting in faster sales and satisfied clients.
- Consistently stayed up-to-date on industry trends and best practices, attending professional development courses and seminars to better serve clients.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
Retail/ Business Resource Specialists
Huntington National Bank
01.2012 - 02.2014
- Providing phone support to Huntington Retail banking colleagues by answering questions regarding Huntington policies, procedures, customer service issues, and systems
- Resolving complicated customer issues through completion, within service level
- Recommending process improvements for internal and external customer service
- Completion of special projects in timely manner
- Assist in training of new colleagues
- Reviews missing business documents for completion and errors
- Reviews commercial loans for accuracy of payments and account history using AFS
- Assists with input of applications into Velocity
- Assists with input of Tremolo requests
- Assists with MAX cases and referrals for both business and personal accounts
- Researches and analyzes complicated account and operational issues
- Maintains up to date product knowledge, services and policies and procedures
- Works on internal projects with outside departments to assist in testing of new programs and software updates
- Knowledgeable with Trust and Estate accounts
- Reviews legal docs for accuracy
- Knowledgeable on CD and IRA accounts policy and procedures.
- Developed comprehensive resource plans, enabling successful project completion on time and within budget constraints.
- Collaborated with cross-functional teams to identify resource gaps and create solutions for streamlined operations.
- Implemented data-driven decision-making processes for resource allocation, leading to increased operational efficiency.
- Evaluated team performance metrics to identify areas for improvement and implement targeted training programs.
- Streamlined communication channels between departments to improve collaboration on shared projects and resource planning initiatives.
- Identified useful resources and coordinated referrals.
Assistant Banking Center Manager
Huntington National Bank
07.2010 - 01.2012
- Manage operational functions including loss control, compliance, and customer retention and audit standards; supervise, coach and develop branch staff
- Strong knowledge of branch operations, paying and receiving transactions, regulatory compliance, and bank policy & procedure; lead and develop branch staff to meet customer's service needs and to foster an environment in which all employees can perform their best work in a team environment
- Responsible for staffing, coaching and motivating branch staff
- Extensive experience with customer contact and ongoing customer relationships
- Strong probing, listening, analytical, problem solving and decision-making skills to effectively and resolve complex customer and employee issues
- Assisted in Training of Assistant Managers, Personal Bankers and Tellers
- Held weekly staff meetings to help train/coach in all areas of bank
- Proactively seeks out current and potential clients for sales and customer service opportunities through calling activities and use of marketing resources
- Actively opened up several different types of accounts from personal to business, including Trust and Estate accounts
- Actively sent over investments referrals
- Review Legal docs for accuracy
- Review max cases on business to clear exceptions.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Streamlined banking operations by implementing efficient processes and procedures.
- Increased sales revenue with targeted marketing strategies and exceptional customer service.
- Mentored team members, fostering professional growth and improved overall performance.
- Managed daily banking center activities, ensuring smooth operations and optimal customer experiences.
- Collaborated with senior management to develop strategic plans for business growth and increased profitability.
- Maintained strong relationships with key clients, resulting in high levels of customer retention and loyalty.
- Conducted regular audits to ensure compliance with federal regulations and internal policies.
- Improved staff performance through ongoing coaching, training programs, and performance evaluations.
- Coordinated community outreach initiatives to promote bank's brand presence within local market.
- Oversaw operational efficiency by conducting regular reviews of branch policies and procedures.
- Recruited and hired talent for operations and service delivery and managed branch offices by mentoring and cross-training new leadership as part of succession planning.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Assistant Banking Center Manager
JPMorgan Chase & Co.
12.2000 - 06.2008
- Provided Excellent customer service
- Effectively handle various tasks including but not limited customer inquires and transactions
- Cross-trained and provided back-up for other customer service representatives when needed
- Handled various accounting transactions and reconciliation tasks
- Actively balanced cash drawer
- Vault and ATM teller
- Providing simply best customer service
- Resolved customer issues and request in timely manner
- Adhered to policy and procedures
- Continuously looks for sales opportunities by uncovering financial needs and ensuring that client is communicated with for possible product opportunities
- Maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products
- Proactively current and potential clients for sales and customer service opportunities through calling activities and use of marketing resources
- Called Book of Business and system generated leads to prospect for cross sell and retention; documenting activities by using call report feature in desktop
- Manage operational functions including loss control, compliance, and customer retention and audit standards; supervise, coach and develop branch staff
- Strong knowledge of branch operations, paying and receiving transactions, regulatory compliance, and bank policy & procedure; lead and develop branch staff to meet customer's service needs and to foster an environment in which all employees can perform their best work in a team environment
- Responsible for staffing, coaching and motivating branch staff
- Extensive experience with customer contact and ongoing customer relationships
- Strong probing, listening, analytical, problem solving and decision-making skills to effectively uncover and resolve complex customer and employee issues
- Assisted in training of Assistant Managers, Personal Bankers and Tellers
- Held weekly staff meetings to help train/coach in all areas of the bank.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Streamlined banking operations by implementing efficient processes and procedures.
- Increased sales revenue with targeted marketing strategies and exceptional customer service.
- Mentored team members, fostering professional growth and improved overall performance.
- Managed daily banking center activities, ensuring smooth operations and optimal customer experiences.
- Collaborated with senior management to develop strategic plans for business growth and increased profitability.
- Assessed loan applications, making informed decisions to minimize risk while promoting financial growth for clients.
- Conducted regular audits to ensure compliance with federal regulations and internal policies.
- Improved staff performance through ongoing coaching, training programs, and performance evaluations.
- Coordinated community outreach initiatives to promote bank's brand presence within local market.
- Oversaw operational efficiency by conducting regular reviews of branch policies and procedures.
- Championed cross-selling initiatives that enhanced product penetration per household.
- Recruited and hired talent for operations and service delivery and managed branch offices by mentoring and cross-training new leadership as part of succession planning.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Education
Business Administration and Management, General -
Ohio Dominican University
Columbus, OH01.2011
Business Administration and Management, General -
Columbus State Community College
Columbus, OH01.2000
Skills
- Accounts payable
- Accounts receivable
- Auditing
- Banking
- Regulatory Compliance
- Management
- Retail Banking
- Commercial Banking
- Operations Management
- Diversity and Inclusion
- Coaching and Mentoring
- Trend Tracking
Affiliations
- Traveling, working out and reading.
Certification
Real Estate Broker/Sales Agent, 05/2014, 01/2022
Timeline
Team Lead/Compliance and Commission Specialists
e-Merge Real Estate
11.2020 - Current
Office Manager
Polaris Dental Care
10.2017 - 11.2020
Real Estate Agent
e-Merge Real Estate
02.2014 - 11.2020
Retail/ Business Resource Specialists
Huntington National Bank
01.2012 - 02.2014
Assistant Banking Center Manager
Huntington National Bank
07.2010 - 01.2012
Assistant Banking Center Manager
JPMorgan Chase & Co.
12.2000 - 06.2008
Business Administration and Management, General -
Ohio Dominican University
Business Administration and Management, General -
Columbus State Community College
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