Wendee Bristow
Finance/Business Management/Educator
Texarkana,AR
Summary
Detail-oriented professional effective at managing personnel, special projects and daily operations. Dedicated to interacting with staff and community members to manage on-site activities. Effective goal setter focused on working closely with clients and decision-makers for various needs.
Talented business manager with demonstrated operational and leadership skills. Offering 20 years of management experience paired with goal-oriented and performance-minded approach. Meticulous, well-organized and decisive field professional skilled at cultivating productive relationships with owners, companies and agency representatives. Ready to bring knowledge and abilities to challenging role with potential for long-term career advancement and success.
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement. Detail-oriented team player with strong organizational skills, and an ability to handle multiple projects simultaneously with a high degree of accuracy.
Business-minded Finance Executive promoting more than 10 years of expertise overseeing transactions and reconciling monthly financial reports. Skilled at working collaboratively with teammates to effectively train and coach staff members.
Overview
21
21
years of professional experience
Work History
Teacher/Curriculum Coach/Interventionist
Texarkana ISD
2016.07 - Current
- Directed, coordinated and provided support for 18 staff members related to lesson planning, time management, and curriculum.
- Delivered daily customer service to parents and staff, by telephone, electronically, and in person.
- Prepared instructional materials for group and one-on-one use to comply with established curriculum.
- Conducted staff wide presentations to 25+ people on professional development, leadership and state testing.
- Provided assistance to students and staff by teaching classes, conducting orientation programs, and entrance testing.
- Documented student behaviors, interventions, and outcomes to address pertinent issues.
- Developed strong organizational and communication skills through coursework, volunteer activities and presentations.
- Applied effective time management techniques to meet tight deadlines.
- Demonstrated leadership skills in managing projects from concept to completion.
Loan Analyst
Texar Federal Credit Union
2010.04 - 2016.06
- Evaluated loan requests and documents to verify accuracy and completeness.
- Reviewed credit histories and proactively identified solutions for customers experiencing credit issues.
- Developed and maintained relationships with customers, lenders and other third parties which increased personal loan volume by 10% each year.
- Processed loan applications and monitored progress from start to finish and improve financial growth.
- Explained very technical financial information to applicants in easy to understand language.
- Assisted customers daily with completing loan applications and other paperwork.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Customer Service Coordinator
BWI Companies
2006.09 - 2010.04
- Responded to customer needs through prompt problem-solving and depth of product knowledge and services.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Collaborated with marketing department to launch and manage promotional activities and campaigns.
- Resolved customer billing errors by researching issues in system, asking open-ended questions, and determining root causes of problems.
- Provided company information and policies to customers upon inquiry and answered questions via phone, email, or in person.
- Developed working relationships with internal and external customers while assisting with account management duties.
- Updated account information to maintain customer records and responded promptly to customer requests.
- Developed customer service policies and procedures to meet and exceed industry service standards.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Financial Services Representative
AIG American General
2003.03 - 2006.09
- Worked with clients to provide competitive insurance and investing solutions for financial planning.
- Maintained and updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and delivered financial portfolios to drive client engagement and profitability.
- Built and established relationships with clientele to improve future business opportunities.
- Advised clients on financial matters and recommended investments.
- Discussed financial options with clients and provided informed suggestions.
- Met with members to understand goals and recommend solutions to fit specific needs.
Education
Master of Science - Education
Texas A&M University - Texarkana
Texarkana, TX 2001.05 -
BBA - Finance
Stephen F Austin State University
Nacogdoches, TX 2001.05 -
Skills
Public Speaking
undefinedTimeline
Teacher/Curriculum Coach/Interventionist
Texarkana ISD
2016.07 - Current
Loan Analyst
Texar Federal Credit Union
2010.04 - 2016.06
Customer Service Coordinator
BWI Companies
2006.09 - 2010.04
Financial Services Representative
AIG American General
2003.03 - 2006.09
Master of Science - Education
Texas A&M University - Texarkana
2001.05 -
BBA - Finance
Stephen F Austin State University
2001.05 -
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