Velma Fisher
Newport,MI
Summary
Experienced and organized professional with 18 years of industry expertise in Account Transfers. Possessing a deep understanding of the intricacies involved in this field, known for meticulous attention to detail and exceptional organizational skills. Consistently ensures smooth and efficient transfer processes. Motivated by a passion for delivering high-quality results and striving to exceed expectations, contributing to the team's success.
Overview
18
18
years of professional experience
Work History
Senior Transfer Associate
Raymond James & Associates
11.2019 - Current
- Involved in pilot programs, reviews and updates written procedures, process requests on multiple desks
- Provide coverage where and when needed
- Point of contact for questions/concerns
- Processes multiple reports on rotations
Account Transfer Team Lead-Specialist
Raymond James & Associates
11.2016 - 11.2019
- Quality Control review for processing and incoming phone calls
- Review, update and disperse written material
- Suggest, pilot, and implement process improvements
- Trained/Cross-Trained several associates on multiple processing desks
- Available to answer questions/concerns for Team Members
- Cover daily duties for associates when needed
- Assist with processing of back logged work
- Available for escalations/exceptions
- Promote Team building/learning
Transfer Associate
Raymond James & Associates
01.2007 - 11.2016
- Process incoming and outgoing transfer requests at a high volume and high-quality rate
- Processed year-end gifting requests
- Involved in pilot programs, suggested changes to procedures/processing
- Involved in updating procedures
- I processed requests on multiple processing desks
- Provided coverage where and when needed
- Point of contact for questions/concerns
Education
High School -
gRADUATED
Skills
- Confidence
- Planning and organization
- Multi-Tasking
- Problem-solving
- Reasoning and logic
- Time management
- Team work
- Integrity
Affiliations
Village of Estral Beach Council Person
Member of the Village of Estral Beach Planning Commission
Member of the Village of Estral Beach Zoning Board
Timeline
Senior Transfer Associate - Raymond James & Associates
11.2019 - Current
Account Transfer Team Lead-Specialist - Raymond James & Associates
11.2016 - 11.2019
Transfer Associate - Raymond James & Associates
01.2007 - 11.2016
OUR lADY MT CARMEL HIGH SCHOOL - High School,
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