To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
35
35
years of professional experience
Work History
Client Services Coordinator
Ameriprise Financial
01.2023 - 07.2024
Facilitated clear communication between clients and financial advisors through prompt response to inquiries via phone or email.
Set up in-office, via phone, and online team meetings between client and advisor.
Maintained client management system (i.e. CRM)
Answered questions and provided readily available information to clients as it related to servicing their accounts.
Conducted transaction requests as directed by the financial advisors.
Documented client contact/calls
Conducted client updates on income, expenses and assets for suitability and financial planning purposes.
New Construction/Residential Cleaning
Self Employed
05.2018 - 01.2023
Developed strong relationships with clients through consistent high-quality service and friendly interactions while tailoring to their individual needs.
Organized tasks efficiently, prioritizing workload according to client preferences and property requirements.
Demonstrated flexibility in scheduling, accommodating last-minute requests and urgent cleaning needs.
Golf Course Groundskeeper
Waterville Golf Course
08.2017 - 05.2018
Collaborated with other groundskeepers to maintain consistently high standards across all areas of the golf course property.
Maintained optimal course conditions for golfers through regular mowing, edging, and trimming of greens, tees, and fairways.
Supported successful golf tournaments by preparing the course for optimal playing conditions during events.
Conducted regular inspections of equipment to ensure proper function, reducing downtime due to malfunctions or necessary repairs.
Receptionist
Alana Haney Family Medicine
09.2016 - 05.2017
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Answered phone promptly and directed incoming calls to correct offices.
Kept reception area clean and neat to give visitors positive first impression.
Reading Interventionist
Bradley County Schools
10.2011 - 05.2016
Working with low performing students to meet student specific reading goals
Administer and document various assessments and rates of improvement throughout year
Communicate student progress with teachers.
Supported the development of phonemic awareness and decoding skills through targeted activities, promoting fluent reading in struggling learners.
Conducted one-on-one and small group sessions to provide targeted support, fostering a positive learning environment and boosting confidence in reading abilities.
Afterschool Program Counselor
YMCA
08.2014 - 05.2015
Provide child/student care with a faith-based focus
Assist students with homework/academics
Educate on healthy lifestyles.
Owner/Operator
Lazy J Pony Patch
01.2010 - 01.2013
Cow Train and Pony Rides
Children's Events.
Data Entry Clerk (Part-time)
Whirlpool
- 02.2009
Data entry for Materials Department.
Customer Service Parts Planner and Supervisor
Whirlpool/Maytag
01.1990 - 01.2006
Processed and distributed customer service orders to various departments
Supervised six customer service shipping dock employees
Communicated with in-house and external vendors to assure timely shipment.
ECO Planner/Kanban Leader
Whirlpool/Maytag
01.1990 - 01.2006
Served as communication link between in-house planners
Responsible for process completion of plant-wide obsolescence
Managed and coordinated assembly including cost charging, testing and sign-off.
Materials Leader/Parts Coordinator
Whirlpool/Maytag
01.1990 - 01.2006
Leader and scheduler for Materials Department fork truck drivers
Completed data entry for Steel Room and Finishing Department inventories
Made management decisions on part issues and provided direction to resolve such issues.
Education
Associate of Applied Science - Business Technology
Cleveland State Community College
Cleveland, TN
01.2001
High School Diploma -
Bradley Central High School
Cleveland, TN
05.1990
Skills
Strong written and verbal communication skills
Strong organizational experience
Supervisory and Leadership Experience
Team Player and Leader Experience
Detail Oriented
Strong People Skills
Documentation
Scheduling
Customer Service
Problem-Solving
Time Management
Proficient in Microsoft Office
References
Traci Blackburn, Supervisor/Instructional Coach, Taylor Elementary School, 423-421-0618
Dave Sherman, Former Supervisor, Whirlpool Corporation, 423-504-4971
Ron Barker, Barker Properties, 423-718-6062
Alana Haney, Haney Family Medicine, 423-303-9115
Timeline
Client Services Coordinator
Ameriprise Financial
01.2023 - 07.2024
New Construction/Residential Cleaning
Self Employed
05.2018 - 01.2023
Golf Course Groundskeeper
Waterville Golf Course
08.2017 - 05.2018
Receptionist
Alana Haney Family Medicine
09.2016 - 05.2017
Afterschool Program Counselor
YMCA
08.2014 - 05.2015
Reading Interventionist
Bradley County Schools
10.2011 - 05.2016
Owner/Operator
Lazy J Pony Patch
01.2010 - 01.2013
Customer Service Parts Planner and Supervisor
Whirlpool/Maytag
01.1990 - 01.2006
ECO Planner/Kanban Leader
Whirlpool/Maytag
01.1990 - 01.2006
Materials Leader/Parts Coordinator
Whirlpool/Maytag
01.1990 - 01.2006
Data Entry Clerk (Part-time)
Whirlpool
- 02.2009
Associate of Applied Science - Business Technology
Cleveland State Community College
High School Diploma -
Bradley Central High School
Similar Profiles
Esteban TorresEsteban Torres
Customer Service Expert at Ameriprise FinancialCustomer Service Expert at Ameriprise Financial