Goal-oriented professional motivated to achieve demanding targets under tight deadlines. Strategic thinker who collaborates with leadership to align HR practices with business goals. Known for fostering a positive work culture, resolving conflicts, and driving employee engagement
Overview
12
12
years of professional experience
Work History
Investment Analyst
IPS
12.2023 - Current
Market Research: Analyzing market trends, economic data, and industry developments to identify investment opportunities.
Lead a cross-functional team to support the programs, build strong relationships with key business stakeholders, and implement value-added enhancements.
Provide excellent customer service and solutions for requests related to travel and card programs.
Financial Analysis: Evaluating financial statements, balance sheets, and cash flow statements to assess the financial health of companies.
Valuation: Performing valuation analyses using various methods (e.g., DCF, comparable company analysis) to determine the fair value of securities.
Investment Recommendations: Developing and presenting investment recommendations based on research findings and analysis.
Provide guidance and feedback to staff to enhance their skills and support their professional development; provide general support of the finance internship and finance development rotation programs
resolving escalations from business leaders and executive administrative assistants
Risk Assessment: Evaluating potential risks associated with investments and providing insights on risk management strategies.
Senior Coordinator Customer Service
US Bank Service Center
01.2021 - 10.2023
Proactively identifies the need for and offers additional insurance products and services offered by Esurance and/or Esurance business partners to help us build and retain a profitable, multi-line portfolio
Maintains confidentiality of all patients according to HIPAA standards.
Efficiently uses resources to accurately issue policies in compliance with underwriting and state mandated requirements, as measured by survival and quality results
Achieves daily sales and productivity standards
Multitask in systems while patiently providing step-by-step instructions with a focus on accuracy and timeliness
Calmly provide conflict resolution and navigate frustrated customer situations with an aptitude for service-orientation and social perceptiveness
Work independently with discipline and motivation to succeed in a virtual environment where you work remotely with coworkers and supervisors from the comfort of your home.
Work in a highly structured environment with strict adherence to your assigned full-time schedule taking high-volume inbound calls from customers
Uses applications according to policies and guidelines to ensure quality delivery of services.
Maintains a mutually effective working relationship with callers, physician offices, clients, team
Ability to work across various departments as necessary to establish the root cause and resolution of the issue
Effectively communicate information about insurance billing and follow-up processes to patients and internal customers
responsible for providing patient information in accordance with HIPAA compliance requirements when providing Protected Health Information
respond to customer inquiries regarding billing statements, issues related to possible customer reimbursements and general inquiries
understanding problems and opportunities by gathering, analyzing, and interpreting information; choosing the best course of action by establishing clear decision criteria, generating, and evaluating alternatives, and making timely decisions
troubleshooting complex customer problems
May work in multiple products conducting outbound call projects to members for enrollment purposes,
Talent Acquisition Specialist
MCI Telecommunications - GA
01.2018 - 11.2020
Job Posting: Creating and posting job advertisements on various platforms to attract candidates.
Applicant Screening: Reviewing resumes and applications to identify qualified candidates for open positions.
Efficiently handle a large number of open positions
Utilize data-driven insights to refine recruiting processes, improve sourcing strategies, and drive better hiring outcomes.
Scheduling Interviews: Coordinating interview schedules between candidates and hiring managers, ensuring a smooth process.
Demonstrated ability to develop and execute strategic recruiting plans that align with business goals.
Ability to effectively manage multiple recruitment projects simultaneously, ensuring timely delivery on hiring goals while coordinating with cross-functional teams to streamline processes and overcome challenges.
Onboarding Support: Assisting with the onboarding process for new hires, including preparing materials and scheduling orientation sessions.
Administrative Officer
U.S. Navy - VA
01.2013 - 10.2017
Office Management: Overseeing daily office operations, ensuring a productive work environment.
Administrative Support: Providing administrative assistance to senior management, including scheduling meetings, managing calendars, and preparing documents.
Budget Management: Assisting in budget preparation and monitoring expenditures to ensure compliance with financial policies.
Record Keeping: Maintaining accurate records and files, including personnel files, financial documents, and operational reports.
Policy Implementation: Assisting in the development and implementation of organizational policies and procedures.
Communication Coordination: Acting as a liaison between departments, facilitating effective communication and collaboration.
Education
Bachelor of Science in Accounting -
South University
Savannah, GA
06.2021
Bachelor's in Business Administration -
South University
Savannah, GA
06.2020
Skills
Customer-Centric Closer
Ability to document resolution in written communication
Customer Centricity, Digital Literacy
Inclusive Leadership
Learning Agility, Results-Oriented
Ability to assist member in navigating the healthcare system and community-based resources
Culturally sensitive and competent for assigned membership
Strong organizational skills; ability to multi-task and be nimble
Ability to work remotely
Ability to determine when to escalate issues appropriately and in a timely manner
Timeline
Investment Analyst
IPS
12.2023 - Current
Senior Coordinator Customer Service
US Bank Service Center
01.2021 - 10.2023
Talent Acquisition Specialist
MCI Telecommunications - GA
01.2018 - 11.2020
Administrative Officer
U.S. Navy - VA
01.2013 - 10.2017
Bachelor of Science in Accounting -
South University
Bachelor's in Business Administration -
South University
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