Timothy Skelton
Haslet,TX
Summary
Adept at enhancing process efficiency and solving complex problems, I leveraged my expertise in customer service and critical thinking at Schwab Charitable. Recognized for professionalism and adaptability, I excelled in roles demanding high accuracy and team collaboration, significantly improving client satisfaction and operational workflows.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Giving Specialist
Schwab Charitable
Westlake, TX
01.2022 - 03.2024
- Processed grant recommendations submitted by Schwab Charitable account holders to eligible public charities
- Handled outgoing correspondence and answered incoming calls from clients, financial advisors, and charitable organizations
- Addressed client escalations and communicated with appropriate parties
- Served as a subject matter expert for the Grants team and point of contact for other departments
- Ensured accuracy and timeliness of work within established time frames
- Assisted with onboarding, mentoring, and training of new Grants team members
- Demonstrated a professional and confident attitude with all clients
- Delivered superior customer service, particularly when communicating with affluent clients and their investment advisors
- Exhibited a high comfort level with financial services and trading operations
- Displayed a high level of individual ownership, emotional intelligence, and critical thinking
- Consistently thought creatively and identified opportunities to improve process efficiency
- Maintained a positive attitude, team orientation, enthusiasm, professionalism, and a strong work ethic with a high level of integrity and ethics
- Coordinated with other departments to ensure efficient workflow processes.
- Identified theneeds of customers promptly and efficiently.
- Reviewed documents for accuracy prior to submission or publication.
- Maintained positive working relationships with fellow staff and management.
Transportation Operator
U.S Air Force
Washington, D.C
06.2018 - 06.2022
- Diligently adhered to all set procedures for operations and safety within every shift.
- Gained accolades for displaying efficiency in strengthening team operations.
- Consistently executed vehicle and load inspections to spot and correct issues to prevent major breakdown incidents.
- Completed routes to pick up, secure, and transport diverse equipment.
- Completed routes to pick up, secure, and transport diverse equipment.
- Constantly maintained the cleanliness of the vehicle's interior and exterior, and scheduled routine maintenance.
- Ensured consistent communication of delays and early arrivals to management.
- Coordinated operations of licensed drivers and trucks, with a focus on ensuring quality and timely delivery of products.
- Assigned and dispatched drivers on loads. Monitored driver operation and verified adherence to federal and state DOT regulations.
- Planned travel routes in accordance with applicable traffic, bulk cargo transportation laws, regulations, standards, and guidelines.
Education
Some College (No Degree) -
University of Arizona Global Campus
GED -
Texas Education Agency
San Antonio, TXBachelor of Arts - Studio Arts
Texas Christian University
Fort Worth, TXSkills
- Outgoing Correspondence
- Customer Service
- Subject Matter Expertise
- Problem Analysis and Solution Creation
- Accuracy and Timeliness
- Training and Onboarding
- Professionalism
- Process Improvement
- Adaptability
- Team Orientation
- Positive Attitude
- Critical Thinking
- Team collaboration
Certification
- Security Clearance, Secret
- CDL, Class A License with passenger endorsement, 2021
- CPR(AED), 2021
References
Available upon request.
Timeline
Giving Specialist
Schwab Charitable
01.2022 - 03.2024
Transportation Operator
U.S Air Force
06.2018 - 06.2022
Some College (No Degree) -
University of Arizona Global Campus
GED -
Texas Education Agency
Bachelor of Arts - Studio Arts
Texas Christian University
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