Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
5
5
years of professional experience
Work History
Client Service Coordinator
Workhorse Wealth - Ameriprise Financial
11.2022 - Current
Monitor integrity and compliance of client file management.
Streamlined communication channels for improved team collaboration and quicker response times to client requests.
Assist with special marketing projects.
Enhanced client satisfaction by promptly addressing inquiries and resolving issues efficiently.
Achieved higher customer retention rates with proactive follow-up on client concerns and timely resolutions.
Developed strong relationships with clients through regular check-ins, fostering loyalty and trust.
Implemented new processes to increase operational efficiency in coordination of client services.
Maintained detailed records of client interactions, enabling better tracking of account history and facilitating continuity among team members handling same accounts.
Adapted quickly to changes in company policies and procedures, ensuring continued adherence to best practices and compliance requirements.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Conducted training and mentored team members to promote productivity and commitment to friendly service.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Coordinator of Religious Education
Cathedral Church of the Sacred Heart
08.2021 - Current
Enhanced student understanding of religious concepts by incorporating engaging multimedia presentations and interactive activities.
Improved curriculum content and delivery for increased student engagement and knowledge retention.
Promoted sense of community and respect among students by facilitating group discussions on faith, morality, and ethics.
Evaluated student progress regularly through assessments, providing constructive feedback to foster growth in their spiritual journey.
Organized special events such as retreats, field trips, and guest speakers to deepen students'' connections with their faith communities.
Streamlined administrative processes by implementing efficient record-keeping systems for student data tracking and reporting purposes.
Ensured compliance with all relevant policies and regulations pertaining to religious education programming within institution.
Developed strong rapport with students by demonstrating empathy, understanding, and respect while addressing sensitive topics related to faith.
Trained and supervised religious education instructional staff.
Hired, mentored and supervised instructors and volunteer staff to carry out program goals.
Sourced, modified and prepared class curricula and targeted lesson plans based on subject matter requirements.
Built, managed and upgraded K-12 educational program.
Directed pre-school, toddler and infant services to provide comprehensive family support.
Pastoral Associate
Cathedral Church of the Sacred Heart
08.2021 - 11.2022
Hiring manager for new employees; oversaw on-boarding and training, ensured all Diocesan and Cathedral policies and requirements were met.
Planned and executed all parishioner support, including funerals, weddings, and formation.
Worked closely with pastoral and finance councils to plan and maintain parish mission, goals, and budget including grant writing for support in major parish projects and facility upgrades.
Planned, executed, and advertised all parish events (including parish festival).
Responsible for overhaul and maintenance of parish communication systems and website.
Assisted in daily maintenance of parish and service of parishioners.
Collaborated with clergy to plan and execute meaningful worship services, fostering spiritual growth within congregation.
Contributed to church growth by designing targeted outreach programs aimed at attracting new members from diverse backgrounds.
Assisted in development of comprehensive youth ministry program, resulting in increased participation and enthusiasm for faith-building activities.
Provided compassionate pastoral care during times of crisis or personal struggle, offering support and guidance to individuals and families in need.
Facilitated open communication among staff members through regular meetings and transparent decision-making processes, contributing to positive work environment.
Managed budgetary responsibilities for several ministries within church organization, ensuring fiscal responsibility and proper allocation of funds.
Cultivated partnerships with other local churches for collaborative programming opportunities that benefited broader community.
Oversaw recruitment and training of new volunteers for various ministries, creating strong pool of dedicated individuals committed to serving their church community.
Evaluated ministry programming on ongoing basis to identify areas for improvement and implement necessary changes for long-term success.
Supported religious leaders in performing various duties.
Administrative Assistant/School Secretary
Angelo Catholic School - San Angelo, TX
02.2020 - 08.2021
Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
Supported administrative staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Collaborated with Diocesan Stewardship and Development Director for fundraising goals by assisting in grant writing efforts for supplemental funding opportunities to expand educational programs offered by Diocese and other state organizations.
Supported budget management processes by tracking expenses, identifying cost-saving measures, and assisting with annual reporting requirements.
Planned and executed all school fundraisers including grant writing to supplement programming.
Worked closely with principal to oversee hiring and on-boarding of new staff, effectively providing ongoing guidance, training, and support that adheres to state and TCCB standards as well as school and Diocesan policy.
Provided support with job descriptions and compensation related inquiries and developed training materials for new staff members to ensure smooth onboarding and integration into existing team.
Managed school calendar and scheduling, ensuring timely communication with parents, teachers, and administrators.
Maintained up-to-date database of student records, safeguarding confidential information while providing easy access when needed.
Managed inventory of school supplies and equipment, ensuring adequate resources were available for classroom instruction and activities.
Organized special events such as fundraisers, parent-teacher conferences, and graduation ceremonies to foster sense of community within school setting.
Answered multi-line telephones and greeted visitors and parents to facilitate office operations.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Ministry Coordinator
Independent Contractor
03.2019 - 02.2020
Assisted Protestant chaplains in coordinating, documenting, and organizing Protestant service.
Planned and executed large projects that required coordinating with multiple government agencies.
Enhanced ministry outreach by developing and implementing community engagement strategies.
Collaborated with other ministry leaders to create cross-functional programs that engaged diverse groups within church community.
Recruited trained, and managed team of volunteers to support various ministry efforts, increasing program efficiency and reach.
Evaluated program effectiveness by collecting feedback from participants and analyzing performance metrics, leading to continuous improvement initiatives.
Identified and recruited potential volunteer workers.
Receptionist
JBlair Salon
08.2018 - 08.2019
Provided exceptional, upscale customer relations with high-end clients
Maintained inventory and professional working relationship with suppliers.
Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
Assisted in onboarding of new employees by preparing orientation materials and providing guidance on company policies.
Education
Bachelor of Arts - Political Science
Ave Maria University
Ave Maria, FL
05.2010
Skills
Schedule Management
Training and Mentoring
Account Updates
Process improvement
Client relationship building
Interpersonal skills
Problem-solving
Additional Information
Proficient in productivity software including Microsoft Suite.
Timeline
Client Service Coordinator
Workhorse Wealth - Ameriprise Financial
11.2022 - Current
Coordinator of Religious Education
Cathedral Church of the Sacred Heart
08.2021 - Current
Pastoral Associate
Cathedral Church of the Sacred Heart
08.2021 - 11.2022
Administrative Assistant/School Secretary
Angelo Catholic School - San Angelo, TX
02.2020 - 08.2021
Ministry Coordinator
Independent Contractor
03.2019 - 02.2020
Receptionist
JBlair Salon
08.2018 - 08.2019
Bachelor of Arts - Political Science
Ave Maria University
Similar Profiles
Rebecca WisenbakerRebecca Wisenbaker
Operations Manager at Cordian Wealth, Ameriprise Financial LLCOperations Manager at Cordian Wealth, Ameriprise Financial LLC
FINANCIAL PLANNING ASSISTANT at COUNCIL ROCK WEALTH ADVISORY GROUP, AMERIPRISE FINANCIAL SERVICESFINANCIAL PLANNING ASSISTANT at COUNCIL ROCK WEALTH ADVISORY GROUP, AMERIPRISE FINANCIAL SERVICES