Detail-oriented professional combining analytical thinking, data management, and customer relationship support. Strengths include monthly reporting, process improvement, staff training, and cross-department collaboration to improve operational performance and service quality.
20+
Years of experience
Work History
03.2016 - 10.20237 Years 7 Months
AVP QUALITY MANAGEMENT
SitusAMC | St. Petersburg, FL
Simplified processes and implemented strategies that enhanced customer satisfaction.
Reviewed data to identify areas for improvement, driving operational efficiency changes.
Created monthly reports utilizing advanced Excel functions to support decision-making.
Worked with cross-functional teams to maintain data accuracy and support better-informed decisions.
Supported team productivity through training and mentorship for junior staff members.
01.2006 - 08.201610 Years 7 Months
DEAL MANAGER
Opus Capital Markets Consultants | Lincolnshire, IL
Utilized risk management strategies to attain high approval rates.
Educated customers on loan terms and conditions, enabling informed decision-making.
Collaborated with customers, management, and sales team to identify customer needs and recommend tailored solutions.
Built strong customer relationships through high-quality service.
Provided exceptional service to strengthen and grow client relationships for future opportunities.
Managed client relationships through regular check-ins and project progress updates.
Developed talent through recruiting, hiring, and professional development planning.
Oversaw the recruitment, hiring, training, and onboarding processes for new employees within the department.
ADMINISTRATIVE & CUSTOMER SUPPORT
VARIOUS
Delivered excellent customer service through inbound, outbound, and in-person interactions, contributing to overall customer satisfaction.
Facilitated customer requests by providing timely assistance and information and answered questions to improve satisfaction
Staffed, trained, and managed up to 50 contractors and 15 office support staff, enhancing customer service and client liaison support.
Provided and compiled detailed reports tailored to client-specific needs
Produced presentation materials for employee and client meetings
Executed special projects including convention and event planning, domestic and international travel, and executive scheduling to ensure seamless operations.