Valencia Bridges
Oak Creek,WI
Summary
Innovative and adaptable analyst with a strong background in information science and technology, fraud prevention, project management, and customer service. Skilled in problem-solving, leadership, communication, and time management. Demonstrates attentiveness and assertiveness in remote work environments.
High-energy Chief Operating Officer with demonstrated record of exceeding profitability goals and driving increased revenues while containing costs. Successfully grew organizations to achieve excellence through efficient operational systems support.
Overview
12
12
years of professional experience
Work History
Chief Operating Officer
Bridges to Success
10.2021 - Current
- Assist with business proposals and provide technical support to clients
- Design and develop websites, incorporating illustrations and graphics
- Perform notary work for clients as a notary signing agent.
Annuity New Business Analyst
Northwestern Mutual
01.2019 - Current
- Oversee annuity applications and assist financial representatives in completing applications
- Educate financial representatives on annuities and provide guidance throughout the underwriting process
- Analyze and underwrite data to ensure accuracy and compliance
- Manage new accounts and cases, providing resolutions and troubleshooting as needed
- Take calls from financial representatives, providing information and support
- Collaborate with third-party companies to ensure timely receipt of funds for annuities.
Customer Service Representative
Kohls Corporate
01.2018 - 01.2019
- Assisted customers over the phone and online, providing support for online shopping and account management
- Collected funds within collections and resolved customer inquiries
- Retained accounts by addressing customer concerns and providing exceptional service
- Assisted customers with online account access and password resets
- Conducted fraud prevention activities and investigations.
Personal Banking Representative
BMO Harris Bank Corporate
03.2017 - 12.2017
- Provided banking information and assistance to customers, resolving issues and answering inquiries
- Conducted research to address customer needs and inquiries
- Retained accounts by ensuring customer satisfaction and resolving issues promptly
- Assisted customers with online banking access and password resets
- Conducted fraud prevention activities and investigations.
Line Supervisor
Tri City National Bank
08.2012 - 03.2017
- Supervised teller operations, including performing overrides and making managerial decisions
- Conducted teller duties, including opening and closing accounts and handling transactions
- Retained accounts by addressing customer concerns and resolving issues
- Managed tellers draw and ensured compliance with banking regulations
- Promoted credit card sales and provided exceptional customer service.
Education
Bachelor of Science - Information Science And Technology
University of Wisconsin - Milwaukee (UWM)
05-2024
Associate of Science - Business Management
Milwaukee Area Technical College (MATC)
08-2022
Skills
- Information Science and Technology
- Fraud Prevention
- Project Management
- Customer Service
- Problem Solving
- Leadership
- Communication
- Time Management
- Data Analysis
- Web Design
- Python
- SQL
- Adobe Photoshop
- Microsoft Office Suite
- Work from home
- Business Forecasting
- Compliance Management
- Planning and Execution
- Operations Administration
- Business Analysis
- Strategic Planning
- Operations Oversight
- Engineering
- Benefits Administration
- Operations Management
- Delegation
- Performance Management
- Technology
- Corporate Communications
- Management
- Marketing
- Business Development
- Financial Management
- Financial Oversight
- Budget Administration
- Business Administration
- Executive Leadership
- Process Improvement
- Policy Development
- Change Management
- Risk Management
- Contract Negotiation
- Organizational Development
- Production
Timeline
Chief Operating Officer
Bridges to Success
10.2021 - Current
Annuity New Business Analyst
Northwestern Mutual
01.2019 - Current
Customer Service Representative
Kohls Corporate
01.2018 - 01.2019
Personal Banking Representative
BMO Harris Bank Corporate
03.2017 - 12.2017
Line Supervisor
Tri City National Bank
08.2012 - 03.2017
Bachelor of Science - Information Science And Technology
University of Wisconsin - Milwaukee (UWM)
Associate of Science - Business Management
Milwaukee Area Technical College (MATC)
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