Najee Gray
Lillington,NC
Summary
Adaptable professional adept at quickly assimilating new information and thriving in dynamic environments. Demonstrates strong problem-solving skills and a commitment to continuous learning, effectively driving successful outcomes during periods of change. Proven ability to pivot strategies and optimize processes based on evolving needs.
Overview
9
9
years of professional experience
Work History
Proposal Specialist
Ncino
Wilmington, NC
04.2024 - Current
- Streamlined proposal prequalification meetings to clarify roles.
- Collaborated with subject matter experts to ensure accuracy of proposals.
- Maintained a database of historical data related to proposal development activities.
- Proofread and edited all outbound proposals prior to submission.
- Prepared oral presentations for senior management reviews.
- Tracked deadlines associated with each bid process from initiation through award notification stage.
- Coordinated review sessions with internal stakeholders for quality assurance purposes.
- Analyzed key performance indicators to identify effective strategies.
- Evaluated needs of departments and delegated tasks to optimize overall production.
Global Escalations Agent
Wells Fargo & Company
Philadelphia, PA
11.2020 - 02.2024
- Investigated, diagnosed and resolved complex customer inquiries through advanced technical problem solving techniques.
- Maintained professional communication with internal and external stakeholders throughout the escalation process.
- Prevented key account losses by researching discrepancies and correcting problems.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Prepared and evaluated CRM reports to identify problems and areas for improvement.
- Documented steps taken during each escalation process as part of an audit trail.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
Financial Operations Specialist
Vanguard
Philadelphia, PA
07.2018 - 10.2020
- Assisted customers with inquiries regarding their accounts and payment status.
- Processed customer payments according to established procedures.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
- Reviewed financial data to identify discrepancies and inconsistencies in customer accounts.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Analyzed trends in customer account activity, including payments and deposits.
- Created and updated financial reports on frequent basis to present information to leadership teams.
Account Manager
Optum, UnitedHealth Group
Philadelphia, PA
01.2016 - 06.2018
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Acted as main point of contact in matters relating to client concerns and needs.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Managed multiple accounts simultaneously while meeting deadlines.
- Conducted regular business reviews with clients to understand their needs and align products and services accordingly.
- Implemented customer feedback mechanisms to gather insights and improve service delivery.
- Prepared and presented detailed reports on account status, challenges, and growth opportunities to executive leadership.
Education
Some College (No Degree) - Fashion Marketing
The Art Institute of Philadelphia
Philadelphia, PASkills
- Proposal development
- Cross-functional team leadership
- Financial analysis
- Analytical skills
- Performance management
- Excellent communication
- Interpersonal skills
- Strategic planning
- Data analysis
- Process improvement
- Project planning
- Adaptability
Timeline
Proposal Specialist
Ncino
04.2024 - Current
Global Escalations Agent
Wells Fargo & Company
11.2020 - 02.2024
Financial Operations Specialist
Vanguard
07.2018 - 10.2020
Account Manager
Optum, UnitedHealth Group
01.2016 - 06.2018
Some College (No Degree) - Fashion Marketing
The Art Institute of Philadelphia