Sarah Lopez

In my previous role as an Operations and People Manager at an IT Consulting company, I held a diverse range of responsibilities.

• Supervised operations staff and kept employees compliant with company policies and procedures.
• Identified and resolved unauthorized, unsafe, or ineffective practices.
• Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
• Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
• Assisted in recruiting, hiring and training of team members.
• Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
• Onboarding and Documentation Management
• Oversaw the onboarding process for new consultants, ensuring accurate completion of I-9 forms and other required documentation
• Facilitated a smooth transition for new hires by introducing them to the leadership team and assisting with IT setup, including configuring laptops and setting up applications like Slack, Microsoft Exchange, Teams, and internal sites
• Timesheet Management and Salesforce:
• Ensured timely submission of weekly timesheets through Salesforce, maintaining accurate records for billing and project tracking purposes
• Office Morale and Return-to-Office Initiative:
• Played a pivotal role in boosting office morale and supporting the transition back to the physical workspace after the COVID-19 pandemic
• Event Planning and Budgeting:
• Orchestrated the planning and execution of company and office events, including budget management, to foster team cohesion and celebrate milestones
• State-Specific Policy Support:
• Assisted in developing and implementing state-specific policies for the local office, ensuring compliance with relevant regulations
• Employee Engagement and Belonging:
• Led initiatives to enhance employee engagement, promoting a sense of belonging and inclusion within the organization
• IT Asset Management:
• Managed IT assets, troubleshooting laptops, setting up new users, and installing operating systems on both Windows and Mac devices
• Employee Recognition and Office Supplies:
• Took charge of employee recognition programs and coordinated the ordering of office supplies, including IT-related items, food, and beverages
• Employee Celebrations and Birthdays:
• Organized and coordinated celebrations for employee birthdays, fostering a positive and supportive work environment
• Diversity, Equity, and Inclusion (DE&I):
• Actively participated in the company's DE&I community, collaborating on the planning and execution of monthly events and initiatives
• Travel Accommodations and Relocation Support:
• Managed all travel arrangements for both international and domestic visitors, ensuring a seamless experience
• Provided comprehensive relocation support to employees transferring from the UK to Houston
• Offboarding and Exit Interviews:
• Conducted offboarding processes, including exit interviews and the return of company property, ensuring a smooth transition for departing employees.

• Assisted in special projects, managing conflict review, and obtaining external counsel approval
• Validated remittance instructions with custodians, trustees, and counterparties, ensuring accurate financial transactions
• Followed up on urgent inquiries from clients, counterparts, and traders, ensuring timely resolution and maintaining strong relationships
• Completed audit requests related to client positions and trading activity, ensuring compliance and accuracy
• Analyzed and resolved exceptions to maintain the integrity of the firm's books and records
• Identified process improvements to reduce risk and increase scalability, enhancing operational efficiency
• Produced ad-hoc reports providing actionable insights for business partners and senior management
• Verified deals and collaborated with various teams to ensure smooth execution
• Resolved problems and improved customer satisfaction, building a loyal client base
• Controlled the release of proprietary and confidential information, ensuring data security
• Maintained exceptional attendance record, consistently demonstrating punctuality and preparedness.
• Developed and maintained relationships with customers, lenders and other third parties.
• Evaluated loan requests and documents to verify accuracy and completeness.

• Supported operations and performed administrative functions, contributing to the smooth running of daily operations
• Analyzed and entered data into POS systems and observed daily collection reports, maintaining accurate records
• Monitored and managed a multi-line telephone system, ensuring efficient communication with customers and colleagues
• Organized and distributed incoming and outgoing packages, streamlining processes, and minimizing errors
• Initiated team meetings to support employees and address concerns promptly, fostering a positive work environment
• Controlled and managed document processes, ensuring compliance with company policies and procedures
• Directed customer communication to appropriate department personnel, resolving inquiries effectively
• Communicated with vendors for orders, maintenance services, and instructions, ensuring smooth vendor relationships
• Monitored project performance data and generated reports, providing valuable insights for decision-making
• Created PowerPoint presentations, delivering engaging visual materials
• Entered invoice data and maintained customer information accurately, facilitating accurate billing and customer service
• Contacted customers to confirm deliveries and followed up on inquiries, ensuring customer satisfaction
• Coordinated troubleshooting, maintenance, and updates for office systems, minimizing downtime and enhancing efficiency
• Prepared business correspondence, memos, and letters, ensuring professional and accurate communication
• Verified customer address and phone number details for accuracy, maintaining high data quality standards.
• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Executed record filing system to improve document organization and management.
• Created and maintained databases to track and record customer data.
• Developed strategies to streamline and improve office procedures.
• Processed customer orders accurately and within agreed timeframes to meet service standards.
• Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
• Continually sought methods for improving daily operations, communications with customers, recordkeeping and data entry for increased efficiency.