Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Assistant Manager
Team Car Wash
01.2024 - Current
Assisting in management of labor, retaining 25 laborers supporting day to day operations.
Client facing role promoting a positive customer experience.
Quality assurance, effectively maintaining equipment promoting high quality of service and operations.
Responsible for inside sales resulting in membership growth of approximately 15% YOY.
Operations Analyst II
S.E.I.
03.2021 - 01.2024
COST BASIS TEAM, Analyzed and gathered asset data for our customers tax requirements.
Retained and reacted to customer complaints and questions in a respectful and appropriate manner.
Answered customer service calls and worked to bring them a productive and corrective result according to their needs.
RECEIPTS TEAM, Smoothly transitioned laterally to a new team in order to broaden my knowledge and gain further understanding of the coalition of operations.
Initiated processing of client’s onboarding, mail documentation collected efficiently and effectively.
Communicated clearly with agents and clients on corrective measures.
Hand curated, analyzed, and delivered sensitive documentations using careful and thoughtful discretion to ensure that protection of our valued clients information remain safe and secure.
Pended and processed assets according to incoming portfolios in a timely and accurate fashion.
Financial Advisor
McAdam Financial Group
08.2020 - 11.2020
Assisted Financial Advisors in the general client maintenance and the on-boarding process of establishing new relationships.
Analyzed client accounts to determine whether life changes, economic developments, or financial performance indicated a need for plan revision.
Achieved Individual Residential Producer Insurance License, for Accident and Health, Life and Fixed Annuities.
Internship
Monroe Energy
06.2016 - 06.2018
Managed and oversaw projects assessing fuel tank and pipeline integrity while supporting facility maintenance.
Led a group of new interns on key projects interfacing and mapping a vast pipeline network in the energy industry.
Enhanced leadership skills and community development through peer-to-peer learning opportunities.
Education
B.A. - Organization and Management Studies, Minor in Business
Gettysburg College
Gettysburg, PA
05.2020
Skills
Customer Service – Integrity, Focus, Stewardship, Patience, Eloquent Communicator