Sandra Zalud

• Team Collaboration: Work collaboratively with the USVET Wealth team to streamline processes and enhance overall efficiency in delivering financial services to clients.
• Adherence to Regulations: Ensure compliance with industry regulations and company policies, contributing to the maintenance of a trustworthy and legally sound financial advisory service.
• Continuous Learning: Stay abreast of industry trends, regulations, and financial products, demonstrating a commitment to ongoing professional development and providing clients with the latest insights
• Application Management Excellence: Lead the streamlined and efficient management of client applications, overseeing the end-to-end process from submission to approval. Demonstrate a keen attention to detail and a commitment to providing a seamless experience for clients.
• Problem Resolution and Policy Changes: Spearhead the resolution of problems, address issues, and actively contribute to policy changes, showcasing adaptability and problem-solving skills.

• Founded and managed a Home Decor Ecommerce business, growing revenue to $50,000 in the first year.
• Self-Motivation:Demonstrated strong self-discipline and motivation while successfully managing a home-based business, setting and achieving goals consistently.
  
• Adaptability:Proven ability to adapt to the evolving digital landscape, staying ahead of industry trends and implementing changes to optimize business strategies.
  
• Tech-Savvy:Proficient in leveraging various technologies and platforms for website management, e-commerce operations, and online marketing to enhance business efficiency.
  
• Time Management:Adept at effective time management, successfully juggling multiple tasks and responsibilities to ensure the smooth operation of the home-based business.
  
• Customer Focus:Established a customer-centric approach, understanding the target audience's needs, and consistently delivering products/services that meet or exceed customer expectations.
  
• Resilience:Demonstrated resilience in overcoming setbacks and challenges, learning from experiences to continually improve business operations.
  
• Creativity:Applied creative thinking to develop innovative ideas for the website, products, and services, contributing to a unique and competitive business presence.
  
• Financial Literacy:Utilized strong financial literacy skills to manage budgets, track income and expenses, and ensure optimal cash flow for sustained business success.
  
• Effective Communication:Exhibited clear and concise communication skills across various channels, enhancing marketing efforts and building strong customer relationships.
  
• SEO Knowledge:Applied foundational knowledge of Search Engine Optimization (SEO) principles to enhance website visibility and attract organic traffic.
  

Leadership and Vision:Provide visionary leadership for the non-profit organization, guiding strategic planning, and overseeing the execution of initiatives that align with the organization's mission.

• Community Impact:Lead impactful projects and initiatives that contribute to the well-being and development of the community, fostering positive change and engagement. To date have organized over 20 community fundraising events.
  
• Collaboration and Partnership Building:Cultivate and maintain strong relationships with stakeholders, community leaders, and partnering organizations to enhance the non-profit's reach and effectiveness.
  
• Fundraising and Resource Management: Successfully plan and execute fundraising campaigns, securing financial resources to support the organization's mission. Effectively manage resources to maximize impact. To date have raised over $100,000 for local charities and high school scholarships.
  
• Public Relations and Advocacy:Serve as a public face for the non-profit, advocating for its mission and building awareness through effective communication strategies.
  
• Impact Measurement:Establish and implement metrics to measure the impact of programs, providing valuable insights for continuous improvement and reporting to stakeholders.
  
• Collaborative Events:Plan and execute collaborative events, engaging the community, fostering partnerships, and generating support for the non-profit's initiatives.
  

• Project Management: Optimized client servicing systems, resulting in increased operational efficiency and a measurable elevation in overall client service satisfaction.
• Technology Proficiency: Utilized specialized CRM systems within the financial industry, showcasing adaptability to industry-specific technologies. Successfully transferred this experience to new systems, minimizing the learning curve for the team.
• Leadership and Team Collaboration: Guided a team of four employees to streamline workflow, achieving a 15% improvement in overall team efficiency and delivering enhanced client service.
• Training and Development: Successfully trained and onboarded new agents and administrative staff, contributing to a 25% increase in employee productivity within six months.
• Problem-solving and Innovation: Demonstrated a consistent ability to solve everyday problems for clients, showcasing adaptability and quick thinking, resulting in a 30% reduction in client issues.
• Customer Service and Administration Skills: Revamped customer service strategies, implemented proactive initiatives, and significantly elevated customer satisfaction levels.
• Developed and executed streamlined procedures, reducing customer issue resolution time and enhancing overall service efficiency.
• Communicated with clients regarding account services, statements, and balances.
• Initiated and maintained customer feedback systems, gathering valuable insights and inventing solutions that positively impacted overall customer experience.
• Accepted and processed payments, updated accounts and issued receipts.
• Provided knowledgeable service and support for all customer needs.
• Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
• Provided leadership, guidance and support to staff members.