WAIRTERRICA GALMORE
Dallas,TX
Summary
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
7
7
years of professional experience
Work History
Platform Consultant
Avantax Wealth Management
01.2023 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, third party partners and internal teams to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Provided expert consultation services for clients seeking to optimize their organizational performance.
- Evaluated the impact of implemented programs, making data-driven recommendations for continuous improvement efforts.
- Documented, tracked, and resolved client's needs/issues/concerns utilizing JIRA.
Advisor Compensation Specialist/Data Entry Operator
Avantax Wealth Management
04.2021 - 01.2023
- Use internal system of HDVest and AvantaxOps to properly document and process commissions for clients.
- Streamlined data entry processes for improved efficiency and increased productivity.
- Served as a reliable resource within the team, always willing to assist colleagues and ensuring seamless work transitions during periods of absence or high workload.
- Actively participated in team meetings providing valuable insights that led to process improvements.
- Provided training to new team members on company-specific data entry systems and protocols.
Mortgage Specialist
Simmons Bank
10.2020 - 01.2021
- Served as primary day-to-day contact for customer inquiries.
- Received, filed, and logged FedEx/UPS packages.
- Ensured all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
- Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
- Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.
Office Manager
Staff Zone
02.2020 - 05.2020
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
- Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
- Processed payroll, ensuring accurate compensation for all employees.
Social Service Worker
Sacred Heart Southern Missions
07.2017 - 01.2020
- Conducted comprehensive assessments to identify clients'' needs and determine appropriate services.
- Maintained accurate and up-to-date case files, ensuring compliance with agency guidelines and state regulations.
- Developed strong rapport with clients by demonstrating active listening skills and empathetic understanding of their circumstances.
- Facilitated group therapy sessions, fostering a supportive environment for personal growth and healing.
- Counseled individuals and families regarding mental health, substance abuse, physical abuse, and rehabilitation issues.
- Established and maintained a wide network of professional contacts within the social services sector, enabling rapid access to additional resources as needed for client success.
Education
MBA - Business Administration And Management
Western Governors University
Salt Lake City, UT05.2022
BS IN BUSINESS ADMINISTRATION - CONCENTRATION OF HUMAN RESOURCE AND MANAGEMENT
MISSISSIPPI VALLEY STATE UNIVERSITY
05.2018
AA IN SOCIAL WORK -
COAHOMA COMMUNITY COLLEGE
05.2014
Skills
- Office Management
- Organizational Skills
- Office Administration
- Customer Service
- Data Entry
- Clear oral/written communication
- Document Management
- Account Reconciliation
- Relationship Building
Timeline
Platform Consultant
Avantax Wealth Management
01.2023 - Current
Advisor Compensation Specialist/Data Entry Operator
Avantax Wealth Management
04.2021 - 01.2023
Mortgage Specialist
Simmons Bank
10.2020 - 01.2021
Office Manager
Staff Zone
02.2020 - 05.2020
Social Service Worker
Sacred Heart Southern Missions
07.2017 - 01.2020
MBA - Business Administration And Management
Western Governors University
BS IN BUSINESS ADMINISTRATION - CONCENTRATION OF HUMAN RESOURCE AND MANAGEMENT
MISSISSIPPI VALLEY STATE UNIVERSITY
AA IN SOCIAL WORK -
COAHOMA COMMUNITY COLLEGE
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