Nicki Anderson
Omaha,Nebraska
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence, with over 20 plus years of experience.
Overview
36
36
years of professional experience
Work History
Client Associate
Avior
10.2019 - Current
- Supported multiple Advisors.
- Worked with all three main custodians, including being the first CA to use LPL.
- Helped with transitioning four new Advisors prior to having a Transition Team.
- Served on the Fun Squad and Culture committee to develop a fun and engaging experience for all Avior employees.
- Along side my Advisor we became the Beta Testing for Seminars.
- Lead CA for the Seminar procedures.
- Works hand in hand with third party vendors securing invites, demographics, and venues for Seminars.
- Generates reports from Salesforce and Black Diamond for advisors and clients.
- Prior to Salesforce, I submitted bulk emails and mailings to clients.
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Organized meetings between clients and financial advisors for regular updates on portfolio performance or strategy adjustments as needed.
- Handled sensitive information with discretion, adhering to strict confidentiality guidelines and policies established within the organization.
- Provided exemplary customer service, promptly responding to requests and proactively addressing concerns that arose during interactions with clients.
- Streamlined internal processes for improved efficiency while working closely with team members.
AP/AR Administrator
Y-W Electric Association
03.2007 - 01.2017
- Coordinated with vendors to ensure timely delivery of services.
- Maintained personnel records and updated internal databases to support document management.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Established an organized filing system that streamlined document retrieval and reduced misplaced files.
- Streamlined invoice processing, reducing average payment turnaround time.
- Led transition to paperless office, reducing operational costs and environmental impact.
- Met weekly timeline making sure Accounts Payable were posted while maintaining cashflow to cover payables.
Consumer Billing Representative
Y-W Electric Association
09.1995 - 01.2007
- Processed customer billing inquiries to ensure accurate account information.
- Improved customer satisfaction by resolving billing discrepancies promptly.
- Generated invoices for timely billing and payment processing.
- Addressed customer questions and concerns about billing policies.
- Assisted with account adjustments to ensure correct billing amounts.
- Maintained confidentiality of customer billing information for secure transactions.
- Entered billing information into database to maintain comprehensive records.
- Supported collection efforts by preparing and sending account statements.
- Improved billing cycle efficiency with timely processing of invoices.
- Trained new hires on company-specific billing software, policies, and procedures, promoting team cohesion and productivity.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
Teller Team Lead - Loan Processor
First National Bank of Otis
06.1989 - 09.1995
- Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Balanced cash drawers at the end of each day, ensuring accuracy in financial reporting.
- Resolved customer complaints professionally, maintaining a positive brand image and fostering customer retention.
- Learned duties for various positions and provided backup at key times.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Prepared comprehensive reports for our monthly meetings with our Board of Directors.
Education
Associate of Arts - Business Management
Northeastern Jr College
Sterling, CO05.1987
High School Diploma -
Otis High School
Otis, CO05.1981
Skills
- Task scheduling
- Attention to detail
- Work Planning and Prioritization
- Problem-solving
- Schedule coordination
- Personable and approachable
- MS office
- Strong in Excel
- Customer-oriented
- Knowledge of LPL-Charles Schwab-Fidelity
- Salesforce
- Sharepoint Administrator
Timeline
Client Associate
Avior
10.2019 - Current
AP/AR Administrator
Y-W Electric Association
03.2007 - 01.2017
Consumer Billing Representative
Y-W Electric Association
09.1995 - 01.2007
Teller Team Lead - Loan Processor
First National Bank of Otis
06.1989 - 09.1995
Associate of Arts - Business Management
Northeastern Jr College
High School Diploma -
Otis High School
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