Summary
Overview
Work History
Education
Skills
Timeline
Generic

Raasheedah Smith

San Tan Valley,AZ

Summary

Analytical, organized and detail-oriented complex sales and financial support specialist with ambition to expand education and career path. Versatile Support Specialist skilled handling data, technical issues and personnel support tasks in distributed environment. Self-motivated and attentive with good interpersonal and problem-solving abilities. Offering 7 years of experience in sales. A top leader on all teams and always striving to be a top performer. Collaborative team player with ownership mentality and a track record of delivering the highest quality of strategic solutions to resolve challenges and propel business growth.

Overview

17
17
years of professional experience

Work History

Ongoing support specialist

Merrill/Bank of America
Chandler, Arizona
10.2021 - Current
  • Resolves complex executive level escalations
  • Drives risk culture; influence self-identification of issues and control gaps within the business
  • Collaborated with multiple business partners in Supervision, Quality, Compliance, Business Controls, The Academy, and Procedures team to streamline business projects and to ensure Enterprise Risk Framework and Issue Management standards are met (CIP, Margin, WCMA, LDP)
  • Leads numerous training initiatives utilizing SaleForce, Synergy, PowerPoint, OneNote, Excel, Outlook, Skype, and Webex to onboard new hires to specialist role and fulfilled mentoring process
  • Managed high production levels completing 50 plus incoming documents for Consumer Investment accounts.
  • Assists with inbound/outbound calls, emails, and document processing by providing white glove service on operational activities with superior customer treatment on Margin, Options, Abandoned Property, Funds Transfers, Automatic Funding Services, Beneficiary, Transfer on Death, Client Relationship Agreement and Account Remediation.

IRA/Complex Sales

Bank Of America
Chandler, Arizona
11.2019 - 10.2021
  • Developed top-tier negotiating skills and turned customer objections into sales opportunities.
  • Managed over 200 plus calls during busy seasons
  • Engaged and delivered sales opportunities through SaleForce to clients that best suited their needs and their financial life path/goals
  • Execution of complex and escalated issues to resolve customers request and problems
  • Provide seamless delivery of service through inbound/outbound calls, answering written inquiries, emails and requests
  • Explanation and sale of IRAs and consumer products (checking, savings, credit cards, mortgage, HELOC, Auto loans) to help fit needs of customers
  • Handling all customer service and request with white glove service for IRA and consumer products such as withdrawal request, account openings, account closing, transfer request, etc
  • Audited and remediated checks submitted for IRA withdrawal at the end of day
  • Trained and successfully assimilated new associates into role; as well as mentored and job coached less seasoned associates.

Mortgage Servicing Specialist I & II

Chase
Tempe, AZ
01.2017 - 10.2019
  • Provided dedicated world class customer services through inbound calls and emails through secure message center
  • Managed over 100 plus customer calls per day and over 20 plus emails per day.
  • Drove high production level for completing incoming emails
  • Answer and resolve servicing questions and complaints about payments, loan documents and terms (including modifications and recast), taxes and insurance (escrow)
  • Resolved complex customer issues which required impeccable listening skills while reviewing multiple computer system, typing and talking
  • Sometimes complex request required outbound return call
  • Leads training initiatives utilizing PowerPoint presentation and OneNote to onboard new hires to specialist role and fulfilled mentoring process.

Title Loan Underwriter

Southwest Title Loans
Tempe, Arizona
05.2016 - 12.2016
  • Executed professional and experienced customer service to all customers on every aspect of the sales process which included product knowledge, appraisal, negotiations, presenting offer, courtesy calls, collection calls, and cold calls
  • Developed prospects for new loans by conducting 30 cold calls daily.
  • Responsible for selling, writing, and presenting car title loans
  • Provide cash management, disbursement of checks, and taking payments
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Understands and utilizes multiple work systems including: ProLoans and AutoPal
  • Improved operations through consistent hard work and dedication.
  • Worked actively to bring customers from other title loan companies through sales calls
  • Implemented and lead trainings for incoming new manager and sales associates.

Studio Sales Associate

Portrait Innovations
Chandler, AZ
01.2016 - 05.2016
  • Provided world class white glove customer service to all customers through the whole portrait session, while working in high volume and demanding portrait studio
  • Primary responsibilities included overseeing all studio functions, shooting a variety of photographs, driving sales, and upselling clients to a larger portrait package
  • Impeccable cash management skills, administrative tasks, scheduling appointments, and manufacturing portrait
  • Completed daily courtesy calls, cold calls, and sales calls
  • Implemented and lead trainings for incoming sales associates
  • Responsible for implementing, executing, and carrying out studio operations such as starting up, servicing, and maintaining industrial portrait printing machine
  • Maintenance & servicing of company equipment such as soft lights, DSLR cameras, props, and backgrounds.

Human Resource Director/Risk Manager

Golden State Human Development Coalition
Mesa, Arizona
11.2004 - 09.2015
  • Responsible for recruiting, hiring, training, suspending, and terminating a diverse body of employees
  • Provided provision, creation, and implementation for policies, procedures, & guidelines pertinent to the requirements of the State of Arizona and Golden State Human Development Coalition
  • Handled paystubs, bank statements, and tax forms as assistance to accountant
  • Provided administrative duties pertinent to the functioning of business needs including but not limited to maintaining accurate and up-to-date staff files and client files according to Arizona State licensing standards
  • Created and implemented employees work shifts/schedules in an organized, concise, and clear format
  • Assisted CEO and program coordinator in operational functioning of company needs
  • Completed accounting and payroll tasks including, but not limited to, payroll entry, payroll journals, quarterly and annual reports, preparation and reporting of quarterly unemployment reports to AZDES, and prepared W-2 and 1099 paperwork for employees
  • Managed and provided oversight to Assistant Risk Manager and Administrative Support Aid(s)
  • Performed confidential and discreet internal and state investigations
  • Performed secretarial and administrative functions on behalf of the CEO
  • Provided counseling services to staff and clientele as needed and requested
  • Supervised group home girls (ages 10-17)
  • Performed guardian duties, clerical work, issuance of medications
  • Other Positions held: Board of Directors Member, Business Specialist and Direct Care

Education

Bachelor of Science - Accounting

Grand Canyon University
Phoenix, AZ
06.2024

Bachelor of Science - Psychology

Arizona State University
Tempe, AZ

Skills

  • Interpersonal Skills
  • Attention to Detail
  • Highly Professional
  • Issue and Resolution Tracking
  • Exemplary communication skills
  • Proficient analytical and research skills
  • Sales and upselling expertise
  • Exemplary organizational abilities
  • Proficient technology competency
  • SalesForce Proficiency
  • Self-motivated and self-managed
  • Problem-solving skills
  • Relationship building
  • Adapt to diverse groups
  • Multi-tasking strength
  • Fluent in American Sign Language

Timeline

Ongoing support specialist

Merrill/Bank of America
10.2021 - Current

IRA/Complex Sales

Bank Of America
11.2019 - 10.2021

Mortgage Servicing Specialist I & II

Chase
01.2017 - 10.2019

Title Loan Underwriter

Southwest Title Loans
05.2016 - 12.2016

Studio Sales Associate

Portrait Innovations
01.2016 - 05.2016

Human Resource Director/Risk Manager

Golden State Human Development Coalition
11.2004 - 09.2015

Bachelor of Science - Accounting

Grand Canyon University

Bachelor of Science - Psychology

Arizona State University

Similar Profiles

  • Panna Patel

    Panna PatelPanna Patel

    Private Wealth Management Banking Specialist at Merrill Lynch / Bank of AmericaPrivate Wealth Management Banking Specialist at Merrill Lynch / Bank of America

  • Latisha Brown

    Latisha BrownLatisha Brown

    Account Maintenance Operations Specialist at Bank of America, Merrill LynchAccount Maintenance Operations Specialist at Bank of America, Merrill Lynch

  • GILBERTO GARIBAY

    GILBERTO GARIBAYGILBERTO GARIBAY

    Financial Solutions Advisor at Bank of America Merrill LynchFinancial Solutions Advisor at Bank of America Merrill Lynch

  • Alec Cynova

    Alec CynovaAlec Cynova

    Owner/ Lead Hairstylist at Cultivate StudioOwner/ Lead Hairstylist at Cultivate Studio

  • Tammy Sauer

    Tammy SauerTammy Sauer

    Supply Coordinator at Banner GatewaySupply Coordinator at Banner Gateway

CREATE PROFILE
Raasheedah Smith