Valarie Williams
Elk Grove,California
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Project Implementor
Elk Grove Unified School District
Elk Grove
10.2019 - Current
- Responsibilities include develop and manage grant-funded and fee-for-service programs, monitor materials and supplies to support programs, assist in developing program budget, monitor expenditures and complete monthly fiscal claim reports, publicize, promote and provide information regarding programs, coordinate with outside agencies to maintain program information, counsel and assess applicants and assist with linkages to community partners and provide input to administration and work on assigned program needs
- Additional responsibilities include serve as a liaison between Administration and others involved in project-related business
- Compose correspondence independently; type letters, reports, documents, records and other materials.
Program Assistant
Elk Grove Unified School District
Elk Grove
09.2016 - 10.2019
- Responsibilities include providing support and technical assistance to the Administrator, staff, parents, students, school sites and outside agencies in areas related to Career Technical Education; independently resolve issues or concerns
- Answer and screen telephone calls; direct callers to appropriate authority or schedule appointments; interpret, apply, explain and provide information regarding policies, procedures, rules and regulations related to assigned activities
- Maintain a variety of complex records and files; organize and compile reports requiring use of independent judgment; collect and compile statistical data and prepare program-related reports and summaries
- Additional responsibilities include monitor site reports and records related to Career Technical Education
- Serve as a liaison between Administrator and others involved in program-related business; provide clerical support to staff and others as necessary; monitor and assure timelines are met
- Compose correspondence independently or from oral instructions; type letters, reports, documents, records and other materials from straight copy, rough drafts or oral instructions; review, proofread and verify accuracy and completeness of documents.
Client Service Analyst
Hanson McClain Investments
04.2010 - 09.2015
- Responsibilities include preparing and processing new account and asset transfer paperwork using Microsoft Office based products, Customer Relationship Management (CRM) tools and internal work queues
- Provide customer service, including notarizations for clients, working with clients in sensitive situations and problem resolution
- Answering incoming client calls in a courteous and professional manner
- Respond to and investigates customer inquiries, concerns and issues via phone, fax, mail and email in a timely manner
- Review and analyze administrative problems; recommend and implement effective courses of action
- Maintain working knowledge of products and services and prepare correspondence as needed
- Duties also include, interfacing with other internal departments, such as marketing, back office, and compliance.
Retirement Transfer Senior Associate
Franklin Templeton Investment
09.2002 - 04.2010
- Responsibilities include responding to shareholder and broker dealer inquiries in a courteous and efficient manner
- Satisfy client's concerns by effectively communicating information regarding company products, policies and procedures
- Review all messages in the account inquiry system when responding to queries and place detailed notes on the account regarding action taken
- Research, and resolve all types of shareholder and broker dealer problem
- In addition, I train new employees on policy, procedures and investar software system
- Analyze shareholder issues and recommend corrections to maintain shareholder accuracy
- Duties also include, interfacing with other internal departments, such as sales, legal, marketing, retirement, and finance.
Education
Bachelor of Arts - Clinical Psychology
San Jose State University
San Jose, CA05-1995
Academic Diploma -
Crenshaw High School
Los Angeles, CA06-1990
Skills
- Google Drive, Microsoft office (Windows, Excel, Word, Outlook, and PowerPoint)
- Creative Problem-Solving
- Reporting and documentation
- Contract negotiation expertise
- Project Management
- Implementation Management
- Business Analysis
- Complex issue resolution
- Vendor Relationship Management
- Partnership Development
- Teamwork and Collaboration
Certification
Notary Public Certification, State of California
References
- John Buckmaster, Elk Grove Unified School District, Program Specialst, 916-793-2672
- Kiah Featherston, Elk Grove Unified School District, Program Specialist, 916-892-2211
Timeline
Project Implementor
Elk Grove Unified School District
10.2019 - Current
Program Assistant
Elk Grove Unified School District
09.2016 - 10.2019
Client Service Analyst
Hanson McClain Investments
04.2010 - 09.2015
Retirement Transfer Senior Associate
Franklin Templeton Investment
09.2002 - 04.2010
Bachelor of Arts - Clinical Psychology
San Jose State University
Academic Diploma -
Crenshaw High School
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