Rushellee Williams
PALMETTO
Summary
Customer-focused financial services professional with experience handling high-volume transactions, building client relationships, and maintaining strict compliance in regulated environments. Proven ability to assess customer needs, provide appropriate financial solutions, and maintain accuracy with sensitive financial data. Currently pursuing an MBA with a strong interest in expanding into licensed financial services roles (Series 6/63). Actively interested in obtaining FINRA Series 6 & 63 licenses to expand financial advisory capabilities.
Overview
11
11
years of professional experience
Work History
Secretary
Palmetto Cove Homeowners Association
Atlanta, GA
04.2025 - Current
- Build and maintain relationships with 100+ community stakeholders, ensuring clear communication and trust
- Coordinate meetings, schedules, and documentation with a strong focus on accuracy and accountability
- Track follow-ups and resolutions, improving response efficiency by 15–20%
Health Information Management Practicum
Caring Hub Inc.
Snellville, GA
03.2025 - 08.2025
- Audited and analyzed 100+ records, improving documentation accuracy by 20–25%
- Identified process gaps and recommended improvements to leadership
- Maintained strict compliance with confidentiality and regulatory standards
Administrative Specialist
Department Of War
El Paso, TX
02.2021 - 10.2023
- Managed high-volume administrative and reporting operations with 100% compliance
- Built strong working relationships across multiple units and departments
- Trained and mentored 10+ personnel, improving performance and accuracy
Financial Services Associate
Amscot Financial Services
Miami, FL
03.2020 - 02.2021
- Delivered customer-focused financial services, processing 50+ daily transactions with near-zero error rates
- Built trust with customers by providing accurate, efficient service in a fast-paced environment
- Assessed customer needs and recommended appropriate financial services (money transfers, bill payments, etc.)
- Maintained strict compliance with financial regulations and internal controls
- Handled sensitive financial information with a high level of integrity and attention to detail
Data Entry Manager
Ministry of National Security
Port Antonio, Portland
09.2015 - 03.2017
- Led data accuracy and documentation processes, improving accuracy by 30%
- Strengthened compliance and security protocols across operations
- Trained staff on documentation and data handling procedures
Education
MBA - Health Administration
American Military University
01-2027
Bachelor of Science - Health Information Management
American Military University
Charles Town, WV08-2025
Skills
Customer Relationship Management
Financial Transactions & Cash Handling
Needs Assessment & Solutions-Based Selling
Compliance & Risk Awareness
Timeline
Secretary
Palmetto Cove Homeowners Association
04.2025 - Current
Health Information Management Practicum
Caring Hub Inc.
03.2025 - 08.2025
Administrative Specialist
Department Of War
02.2021 - 10.2023
Financial Services Associate
Amscot Financial Services
03.2020 - 02.2021
Data Entry Manager
Ministry of National Security
09.2015 - 03.2017
MBA - Health Administration
American Military University
Bachelor of Science - Health Information Management
American Military University