Patricia Bassham
Keller,TX
Summary
Trilingual professional Portuguese, English and Spanish, 28 Years of experience in both B2B and B2C. Excellent decision-making abilities, time management and problem-solving skills. Experienced in developing marketing initiatives, increasing business success and boost sales. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
29
29
years of professional experience
Work History
Digital Media Planner
Simpli.Fi
08.2022 - Current
- Streamlined digital media planning processes, resulting in increased efficiency and reduced costs.
- Collaborated with creative teams to develop engaging ad content that resonated with target audiences.
- Managed multiple simultaneous digital media projects, ensuring timely completion and optimal results.
- Evaluated potential new tools and platforms to enhance effectiveness of future campaigns.
- Researched and developed media buying plans, prioritizing cost-effective content with maximum impact.
RESEARCH ANALYST
PENNYMAC
07.2019 - 08.2022
- Research analyst of Private Mortgage Insurance (PMI) deletion process
- Ensure all Federal and State requirements are adhered to
- Streamlined internal workflows by automating data collection, analysis, and reporting tasks.
- Analyzed large volume of data to identify patterns, trends and correlations.
- Prepared detailed reports summarizing research findings and recommendations for further action.
SALES OPERATIONS
TREND MICRO
04.2018 - 04.2019
- Sales operations manager of two regions (14 account managers)
- Salesforce account management, tracking sales leads, creating and coordinating quotes and sales packs helping to reduce friction in the sales process to increase sales productivity, revenues, and profits
- Customer Portal technical support for licenses keys activations, POC requests, account management, contract processing, customer complaints, creation and maintenance of documentation for processes and procedures
- Responsible for executing and managing training programs for new hires.
- Conducted exploratory analysis on sales data to monitor sales operations.
DATA MANAGEMENT MANAGER
TEARLAB
08.2016 - 12.2017
- Worked directly with VP of marketing and technology to improve relationship between customers and business through improved operations strategic initiatives
- Responsible for managing the allocation process in Salesforce and Great Plains (Invoices/inventory/creation and modification of opportunities)
- Create and Update documentation for process and procedures utilized within the customer care team to provide reinforcement for training and on-boarding
- Cross-trained to handle all functions of Data Management, Contracts, and Internal Sales Support
- Facilitated successful cross-functional collaborations for the completion of key projects, fostering strong working relationships among team members.
LATAM RESOURCE MANAGER
JDA - MICROSOFT
02.2015 - 08.2016
- Focused primarily on the support of US and LATAM regions to Manage and dispatch engineers to a customer location as quickly and as efficiently as possible
- Managed requests from Technical Account Managers to identify and dispatch highly technical global Premier Field Engineers to handle remote and onsite customer engagements focused on a broad spectrum of Microsoft enterprise technology products.
- Enhanced team productivity with regular performance evaluations and targeted training programs.
- Regularly reviewed project scopes to ensure appropriate allocation of resources based on changing priorities or unforeseen challenges.
TESTING AND REPORTING SPECIALIST CONTRACTOR
FIDELITY
12.2014 - 02.2015
- Facilitated B2B customer service for institutional, corporate, broker dealer, and shareholder customers
- Performed trade execution, processed transactions, responded to inbound calls, and acted as a client advocate throughout the Fidelity organization
- Specialized in supporting annual 401/405 retirement application contracts and processes.
- Leveraged applications and tools to analyze data, compile and visualize historical information.
IT ANALYST SUPPORT CONTRACTOR
AIG
08.2014 - 10.2014
- Liaison between LATAM and US technical services leadership teams
- Solved level I and II technical support incidents as well as performing troubleshooting procedures and issues and other agency service desks
- Performed hierarchical escalation to service desk management and incident management
- Provided communication to end users concerning the status of incidents, service requests, and changes.
- Developed custom solutions for clients, tailoring technical specifications to meet unique needs.
EXAMINER
TARRANT COUNTY DPS
10.2012 - 08.2014
- Administered and graded written and oral driver examinations
- Conducted post-exam reviews, certifying drivers based on risk, and counseled applicants on areas for improvement
- Prepared daily bookkeeping reports
- Supported office and telephone inquiries from the general public
- Served as interpreter for Spanish and Portuguese speaking applicants
- Responsible for training new hires.
FINANCIAL COUNSELOR
DECAF
06.2008 - 11.2011
- Responsible for over 19,000 pre-bankruptcy counseling sessions including financial evaluation, budgeting, and credit management
- Occasionally reviewed language translations to course material
- Improved client financial stability by assessing their financial situations and developing tailored plans.
- Assisted clients in reducing debt through customized repayment strategies and budget adjustments.
- Evaluated client progress regularly, adjusting counseling strategies as needed to ensure continued success in achieving financial goals.
OPERATIONS MANAGER, CLEARANCE & CERTIFICATION
UNICAD RESEARCH
03.1995 - 07.2002
- Managed division of 25 Background Check Research Analysts
- Pioneered company's paperless transition, defined business rules, and set requirements for onsite and offsite IT implementations
- Scheduled and conducted company-wide meetings, performance reviews, and collaboration workshops to promote productivity and work/life balance
- Responsible for planning, executing, measuring, and managing training programs for several departments.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
Education
Bachelor - General Business
University North Texas
Denton, TX05.2015
Technical Accounting - Accounting
Escola Técnica De Comunicação (ETEC)
Rio De Janeiro01.1997
Skills
- Product management
- Powerful negotiator
- Process implementation
- Client assessment and analysis
- Staff development
- Budget Allocation
- Budget Management
- Campaign Management
- Data Analytics
- Proposal Development
- Team Leadership
- Conflict Mediation
Additional Information
Volunteered as a counselor for underprivileged children and adults of local community in Rio De Janeiro, Brazil. Proficient in productivity, project management, analytics, and office applications software.
Timeline
Digital Media Planner
Simpli.Fi
08.2022 - Current
RESEARCH ANALYST
PENNYMAC
07.2019 - 08.2022
SALES OPERATIONS
TREND MICRO
04.2018 - 04.2019
DATA MANAGEMENT MANAGER
TEARLAB
08.2016 - 12.2017
LATAM RESOURCE MANAGER
JDA - MICROSOFT
02.2015 - 08.2016
TESTING AND REPORTING SPECIALIST CONTRACTOR
FIDELITY
12.2014 - 02.2015
IT ANALYST SUPPORT CONTRACTOR
AIG
08.2014 - 10.2014
EXAMINER
TARRANT COUNTY DPS
10.2012 - 08.2014
FINANCIAL COUNSELOR
DECAF
06.2008 - 11.2011
OPERATIONS MANAGER, CLEARANCE & CERTIFICATION
UNICAD RESEARCH
03.1995 - 07.2002
Bachelor - General Business
University North Texas
Technical Accounting - Accounting
Escola Técnica De Comunicação (ETEC)
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