Sonja Johnson
Frisco,TX
Summary
Motivated professional offering a Degree in Business. Dedicated customer service professional with extensive experience in events planning and the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed, and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships, and growing businesses through event planning. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Organized and motivated employee eager to apply time management and organizational skills in various environments.
Overview
13
13
years of professional experience
Work History
Marketing Events Coordinator
Retirement Planners of America
Plano, TX
08.2021 - 11.2023
- Independently coordinate marketing and community events, including overseeing logistics, managing registrations, coordinating with vendors, creating itineraries, and ordering marketing collateral.
- Coordinated products, events, or content email marketing campaigns, including copy, scheduling, testing, and database management.
- Assist with developing and managing content and social media marketing programs, including blogs and public relations efforts.
- Managed relationships with external vendors to ensure high-quality and timely execution of marketing programs, and to ensure competitiveness.
- Conducted market research and identify trends.
- Developed and implemented event plans, budgets, objectives and timelines.
- Ensured compliance with legal regulations related to events.
- Responded promptly to inquiries from guests or other stakeholders regarding event details.
- Worked closely with other departments to ensure seamless integration of activities between different areas of responsibility.
- Collaborated with colleagues on developing innovative ideas for enhancing guest experience at future events.
Administrative Assistant
Retirement Planners of America
Plano, TX
08.2018 - 08.2021
- Assisted with special projects as needed by researching information on the internet or through other sources.
- Reviewed files, records and other documents to obtain information or respond to requests.
- Performed data entry tasks into various computer systems accurately and efficiently.
- Managed office supply inventory by tracking orders and ensuring adequate stock levels are maintained at all times.
- Maintained and updated filing, inventory and database systems, manually or using computer.
- Answered telephones, directed calls and took messages.
- Monitored calendars and scheduled appointments based on availability and established load limits.
- Offered diverse clerical support to office team members, managed correspondence, answered telephone calls and tracked documentation.
Client Service Associate
Retirement Planners of America
Plano, TX
02.2018 - 08.2018
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
- Processed new accounts quickly and efficiently while ensuring compliance with regulations.
- Facilitated communication between clients and other advisors within the firm regarding investment decisions or strategy changes.
- Resolved issues that arose during account transfers or other operations processes in a timely fashion.
- Performed periodic reviews of existing accounts to identify any discrepancies or changes that may be needed.
- Managed advisors’ calendars, including efficiently scheduling and confirming appointment reviews
- Cross-trained and provided back up for customer service managers
- Assist with office supplies and orders
- Handled investment clients in fast-paced setting in coordination with solid team of service professionals
- Resolved account balances issues over phone with clients daily.
Client Service Representative / Account Manager
JPMorgan Chase
Dallas, TX
06.2016 - 02.2018
- Processed domestic trades such as the receivable and delivery (RVP & DVP) and free of payment trades (FOP) to ensure daily settlements.
- Engage Security Lending Teams to resolve outstanding trades due to fail loan returns.
- Attained extensive knowledge of Global and Domestic trading markets settle traction, adjusting for trading time and requirements (broker, quantities of trades, and penalties).
- Ensure trade settlements by communicating with partners across the world (Mumbai, Bournemouth, China, New York).
- Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction.
- Answered average calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information.
- Resolved settlement issues over phone with customers daily.
Document Review Senior Specialist I
JPMorgan Chase
Dallas, TX
09.2010 - 09.2016
- Spearheaded compliance with all subpoenas, IRS Summons and other legal correspondences served to JPMC
- Able to produce documentation and information when organization has proper authority to do so via electronic document data management
- Acts as effective liaison between JPMC and requester of documentation and applied legal requirement to negotiate complex documentation
- Works with various state and federal agencies, as well as attorneys when needed on wide range of information related to documentation
- Provides professional and respectful customer communication and follow sup directly with agencies on deficient documentation.
- Coordinated with other departments to ensure successful completion of projects.
- Analyzed complex problems and identified effective solutions.
- Reviewed processes and procedures to identify areas of improvement.
Education
Bachelor of Science in Business -
University of Phoenix
Dallas, TX10.2022
High School Diploma -
Little Rock Central High School
Little Rock, AR05.1989
Skills
- Special Events Planning
- Meeting Planning
- Event Setup and Breakdown
- Vendor Relations
- Guest Relations
- Contract Negotiations and Administration
- Time Management
- Problem Solving
- Verbal and Written Communication
References
References available upon request.
Timeline
Marketing Events Coordinator
Retirement Planners of America
08.2021 - 11.2023
Administrative Assistant
Retirement Planners of America
08.2018 - 08.2021
Client Service Associate
Retirement Planners of America
02.2018 - 08.2018
Client Service Representative / Account Manager
JPMorgan Chase
06.2016 - 02.2018
Document Review Senior Specialist I
JPMorgan Chase
09.2010 - 09.2016
Bachelor of Science in Business -
University of Phoenix
High School Diploma -
Little Rock Central High School
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