Summary
Overview
Work History
Education
Skills
Timeline
BusinessDevelopmentManager

NIKKI FORNEY

Mt Pleasant,NC

Summary

Dedicated financial services professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

18
18
years of professional experience

Work History

US Rater/Data Analysis

Telus International
01.2021 - Current
  • Analyze and provide feedback on over 100 web pages, images, and other types of information for leading search engines daily
  • Performed reviews for specific results in search query and rate them in terms of relevance
  • Provide feedback on quality of pages returned for specific query.
  • Proved successful working within tight deadlines and fast-paced atmosphere

Accounting and Payroll Specialist

Yenrof Trucking
01.2014 - 01.2019
  • Enter information each week for contracted jobs for that week for all trucks dispatched by company into database that created was created by myself
  • Performed accounts receivable and payable functions
  • Created on average 30 invoices per week
  • Complete and deliver all paperwork related to Certified Payroll and other compliance-related issues
  • Created and maintained database and filing system to track sub-contractor information, such as insurance, company status and contact, and equipment information for compliance purposes
  • Calculated and processed weekly payroll for 10 employees, including payment of payroll taxes and filing any applicable payroll tax forms, as well as payments to all sub-contractors
  • Review current processes to ensure best possible service was provided to vendors and clients
  • Human Resources point of contact

Internet Assessor

Lionbridge Technologies
01.2009 - 01.2016
  • Evaluated quality of over 500 internet query results based on certain criteria for large search engine each week
  • Assist in providing more exciting and relevant internet search experience for end user.

Quality Assurance Analyst

Wachovia Securities
01.2004 - 01.2007
  • Maximized client satisfaction by analyzing and reporting critical service gaps and breaks in operational processes and increased 95% quality score or higher per process
  • Ensured accuracy and reliability of data through quality reviews of 4 teams
  • Ensured that standard operating procedures were followed
  • Worked directly with mid- and senior-level managers to perform root cause analyses of breaks and identify coaching opportunities, and facilitate periodic team training related to process improvement
  • Partnered with Continuous Improvement to enhance current processes, establish new processes, and establish process controls to improve client experience and adhere to organizational Standard Operating Procedures, Service Level Agreements, and industry compliance regulations
  • Familiar with Lean and Six Sigma practices
  • Completed monthly reporting to senior management providing data related to quality of work produced by individuals, teams, and departments
  • Acted as Subject Matter Expert (SME) for Quality Assurance Team
  • Performed final edit of letters responding to client complaints. This process was not only to maintain client relationships but also to ensure organization remained compliant with regulatory issues.

Individual Retirement Consultant

TIAA-CREF
01.2002 - 01.2003
  • Specialized in needs-based selling and education through discussions with individual clients about their financial and investment goals and how to successfully achieve them
  • Determined proper investment/insurance vehicle(s) to obtain that goal and organization's products most suited for that need
  • Products available to offer were mutual funds, after-tax annuities, and life insurance (term, universal and variable universal life)
  • All sales were by phone inbound calls in call-center
  • Successfully secured $10 million in mutual fund business for organization within one year in after-tax inside sales department
  • Assisted team manager in completing team reports related to team performance and call statistics
  • Served as backup customer service role for Annuities and 529 Program departments.

Education

No Degree - Biology

NC A&T State University
Greensboro, NC
1994

High School Diploma -

NC School of Science & Math
Durham, NC
06.1992

Skills

  • Employee File Maintenance
  • Tax Law Compliance
  • Intuit QuickBooks
  • Critical Thinking
  • Accounts Payable and Accounts Receivable
  • Processing Garnishments
  • Active Listening
  • Investment Recommendations
  • Insurance Knowledge
  • Consultative Sales Approach
  • Previously held FINRA Series 6, 63, as well as previously held Life & Health and Long Term Care and Medicare Supplement licenses

Timeline

US Rater/Data Analysis

Telus International
01.2021 - Current

Accounting and Payroll Specialist

Yenrof Trucking
01.2014 - 01.2019

Internet Assessor

Lionbridge Technologies
01.2009 - 01.2016

Quality Assurance Analyst

Wachovia Securities
01.2004 - 01.2007

Individual Retirement Consultant

TIAA-CREF
01.2002 - 01.2003

No Degree - Biology

NC A&T State University

High School Diploma -

NC School of Science & Math

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NIKKI FORNEY