Summary
Overview
Work History
Education
Skills
Timeline
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Sandi Flores

Fort Worth,TX

Summary

Results driven, dedicated, and adaptable professional with a proactive attitude, and the ability to learn quickly, with a desire to take on new challenges. Specializing in operations, problem solving, and account maintenance, with a knack for enhancing productivity and efficiency in task completion. Excel in teamwork, communication, and problem solving to achieve objectives and improve operational workflows. Eager to contribute to a dynamic team and support organizational goals.

Overview

11
11
years of professional experience

Work History

Workflow Operations Specialist

Charles Schwab
Westlake, Texas
01.2024 - Current
  • Managed documentation for account maintenance and transactions.
  • Resolved operational issues promptly to minimize impact on business activities.
  • Collaborated with team members to streamline operational processes.
  • Conducted data entry to maintain accurate client records.
  • Conducted outbound follow up calls when necessary for account maintenance or verification.
  • Worked closely with other departments within the organization to ensure proper procedures were followed in regards to account maintenance processes.

Brokerage Operations Representative

Fidelity
Westlake, Texas
08.2022 - 12.2023
  • Monitored customer accounts for any discrepancies or issues.
  • Provided support to other departments as needed to ensure smooth operations.
  • Performed data entry tasks accurately and quickly.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Responsible for processing assets in a responsible and timely manner

Insurance Lead

Rajan Dermatology
Fort Worth, Texas
05.2021 - 08.2022
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Prepare and review operational reports and schedules to ensure accuracy.
  • Managed daily operations ensuring compliance with industry regulations and standards.

Sales/Hiring Lead

Sephora
Fort Worth, TX
05.2014 - 05.2019
  • Trained and mentored sales staff to improve team performance and skills.
  • Collaborated with marketing to design targeted campaigns that drive sales growth.
  • Conducted interviews to assess candidate qualifications and fit for company culture.

Education

High School Diploma -

Arlington Heights
Fort Worth, TX
05-2006

Skills

  • Documentation management
  • Data analysis
  • Asset processing
  • Account reconciliation
  • Problem solving
  • Attention to detail
  • Cross-functional communication

Timeline

Workflow Operations Specialist

Charles Schwab
01.2024 - Current

Brokerage Operations Representative

Fidelity
08.2022 - 12.2023

Insurance Lead

Rajan Dermatology
05.2021 - 08.2022

Sales/Hiring Lead

Sephora
05.2014 - 05.2019

High School Diploma -

Arlington Heights

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