Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Delivery Driver
JCLG Logistics
04.2022 - 02.2024
Improved customer satisfaction by ensuring timely and accurate deliveries of products.
Enhanced delivery efficiency by optimizing routes using GPS navigation and mapping tools.
Maintained strong relationships with clients through proactive communication and personalized service.
Increased repeat business through excellent customer service and prompt resolution of any issues or concerns.
Daily routes could span up to 170 miles and 400 packages daily.
Demonstrated exceptional time management skills in consistently meeting tight deadlines without compromising quality or safety.
Boosted overall efficiency by effectively managing multiple tasks simultaneously, such as loading and unloading vehicles, route planning, and paperwork completion.
Sales Consultant
TASCA AUTOMOTIVE GROUP
01.2020 - 03.2020
Volvo, Ford and Lincoln Certified in order to provide accurate information to customers about available vehicles
Orchestrate Test drives with prospective buyers in addition to providing a tutorial of vehicle features and materials
Prepared documentation for Purchase order and credit application
Performed inbound and outbound calls to customers to acquire sale or complete necessary procedures for VIN Check, Registration or Insurance
Coordinated with other internal business groups on-site and off-site to maintain inventory and satisfy customer requests.
Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
Generated increased sales revenue through effective lead generation and follow-up efforts.
Successfully sold 5 vehicles during tenure
Sales Specialist
CASPER COMPANY
08.2019 - 01.2020
Provide product knowledge to customers including an assortment of bedroom items in a retail environment
Increased sales revenue by developing and implementing strategic sales plans
Built strong client relationships through consistent communication and effective problemsolving.
Expanded customer base with targeted prospecting and lead generation efforts.
Adapted selling approach based on each customer''s unique needs/preferences; tailoring product offerings accordingly.
Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
Built rapport with customers and assessed needs to make product recommendations and upsell.
Administrator
Cotti-Johnson
07.2019 - 10.2019
Logged and managed up to 100 purchase orders with the company's accounting software.
Registered-Customer equipment and submitted Rebate Applications
Streamlined office operations by implementing efficient administrative systems and procedures.
Improved employee productivity with effective time management strategies for daily tasks.
Enhanced internal communication by creating a centralized information hub accessible to all staff members.
Accounts Receivable
UNFI
10.2017 - 06.2019
Enhanced cash flow by efficiently managing accounts receivable and ensuring prompt payment from customers.
Maintained accuracy of financial data by promptly addressing any discrepancies detected during routine audits or system reviews.
Streamlined invoice processing for timely payments, reducing the overall outstanding balance of accounts payable.
Improved financial accuracy by thoroughly reconciling accounts and identifying discrepancies on a monthly basis.
Reduced late payments by maintaining strong relationships with clients and implementing effective follow-up procedures.
Assisted management in making informed decisions by generating detailed reports highlighting key financial metrics related to accounts receivable/payable operations.
Education Payment Advisor
Tuition Management Systems
08.2016 - 10.2017
Daily inbound calls could surpass 100 from existing and new customers
Students and Parents would call to process payments, Enroll in Payment Plans, Web Support, Refunds and Account Information or Adjustments
Recorded each call with the company software to keep a detailed record
Submitted requests via salesforce to facilitate communication with internal business units.
Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
Provided exceptional customer service, addressing client inquiries promptly and professionally.
Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
Health & Safety and Facilities Manager at GXO Logistics (previously Clipper Logistics)Health & Safety and Facilities Manager at GXO Logistics (previously Clipper Logistics)