Summary
Overview
Work History
Education
Skills
Certification
Volunteering And Leadership
Work Availability
Timeline

Sommer Combs

Ruther Glen,Virginia
The way to get started is to quit talking and begin doing.
Walt Disney

Summary

Forward-thinking and inventive Operations Specialist with comprehensive knowledge of business techniques, methods and principles. Outstanding expertise in diverse business functions, including content management systems, report analytics, expense management and market research. Exceptional negotiation and multitasking abilities.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Remote Operations Specialist

Wealthcare Capital Management
02.2022 - 06.2023
  • Provided support to Financial Advisors by handling account operations tasks, including preparing, processing, and tracking new account paperwork
  • Developed procedures to reduce order processing time by 25% in 6 months
  • Meticulously documenting and archiving information maintaining an electronic file for all clients
  • Excelled at all money movement requests and assisted advisors in resolving inquiries and general client account servicing items
  • Responsible for account set up and maintenance in Orion, updating contributions and distributions in planning software
  • Utilized excellent communication skills to effectively collaborate with custodians across multiple platforms, including Schwab, Transamerica, and Fidelity.

Branch Manager

One Main Financial
01.2008 - 02.2022
  • Ensured compliance with underwriting and collection guidelines, adhering to all company, state, and federal requirements
  • Analyzed financial ratios and data to assess credit risk and resolve underwriting and regulatory issues
  • Analyzed data on applications and accounts, minimizing errors and inaccuracies
  • Provided financial and production reports to measure office profitability and efficiency
  • Trained and developed staff members to ensure compliance and quality control
  • Built and maintained loyal customer relationships, delivering superior service
  • Managed expenses and earnings to achieve growth and budget goals.

Education

MBA -

University Of Phoenix

Skills

  • Account Analysis
  • Account Management
  • Branch Operations
  • Communication
  • Credit Risk Assessment
  • Customer Relationship Management
  • Data Analysis
  • Economic Growth
  • Ensuring Compliance
  • Finance Operations
  • Loyalty
  • Production Reporting
  • Quality Control
  • Regulatory Compliance
  • Relationship Building
  • Strategic Planning Software
  • Underwriting
  • Content Management Expertise
  • Experience in Leadership
  • Planning and Coordination
  • Quality Assurance
  • Staff Supervision
  • Compliance Management
  • Risk Management
  • Performance Monitoring
  • Human Resources
  • Task Delegation
  • Employee Development
  • Team Training
  • Customer Relationship Development
  • Knowledge of business operations
  • Front office operations
  • Onsite and remote services
  • Finance and accounting operations

Certification

Notary Public

Volunteering And Leadership

Special Olympics Virginia, Volunteer at the 2016 Special Olympics, Richmond, Virginia

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Timeline

Remote Operations Specialist - Wealthcare Capital Management
02.2022 - 06.2023
Branch Manager - One Main Financial
01.2008 - 02.2022
University Of Phoenix - MBA,

Similar Profiles

CREATE PROFILE
Sommer Combs