Experience

Carter Bank & Trust

• United States
• Banking
• 100 - 200 Employee

• Commercial Credit Analyst

  • Oct 2021 - Present

  -Underwrite commercial loan relationships within established service levels -Independently construct financial models and perform financial analysis, including but not limited to discounted cash flows and enterprise valuation -Assists in the preparation of various reports, including loan committee activity, policy and procedure exceptions and other reports that assist in monitoring the credit metrics of the loan portfolio -Assists in the preparation of Industry Studies by reviewing the regional and national markets, preparing Industry Studies that include, 1. A review of the regional and national markets, 2. Analysis of the performance of the bank’s portfolio, 3. Analysis of the financial stability of the industry and key risks -Providing recommendation to senior and executive management regarding segment limits Show less



TTEC

• United States
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• CSR I - Healthcare

  • Jan 2021 - Oct 2021

  -Supported Cedars Sinai Line of Business for Covid-19 Vaccine Scheduling -Answered Inbound calls, verify patient information and schedule accordingly -Made Outbound calls to patients to schedule and update patient record -Practiced confidentially and privacy protocols in accordance to HIPAA requirements -Reported vaccine and patient information into a database -Answered patient and employee questions in regards to vaccines -Supported Cedars Sinai Line of Business for Covid-19 Vaccine Scheduling -Answered Inbound calls, verify patient information and schedule accordingly -Made Outbound calls to patients to schedule and update patient record -Practiced confidentially and privacy protocols in accordance to HIPAA requirements -Reported vaccine and patient information into a database -Answered patient and employee questions in regards to vaccines



ADP

• United States
• Human Resources Services
• 700 & Above Employee

• Licensed Health and Benefits Consultant- Dual Role

  • Dec 2018 - Jun 2020

  -Partnered with over 10 Sales Representatives in Richmond office-Generated business from both warm referrals and cold calling prospects and from existing client base-Positioned streamlining Health and Benefits through ADP's ADPIA agency-Worked closely with team members to present and effectively close Broker of Record and New Group Plans

• Accountant Centric District Manager

  • Jul 2018 - Jun 2020

  -Generate additional referral business from existing clients by providing excellent service -Work closely with Accountants, Bookkeepers and Financial Advisors to advise on current industry changes and assist with existing and new ADP clients-Connect both new and existing business needs with ADP products and services-Build network in-person and via phone with key decision makers in my designated territory

• District Manager

  • Aug 2016 - Jul 2018

  -Developed and executed a strategy to target prospects-Gathered referral business from existing clients-Worked closely with Bankers and Accountants to generate leads-Effectively implemented sales strategies-Connected customers' business needs with ADP products and services-Built network in person and via phone with key decision makers in my designated territory



Virginia Business Systems

• United States
• Retail Office Equipment
• 1 - 100 Employee

• Marketing and Support Representative

  • Dec 2013 - Aug 2016

  -Sole marketing contact for 11 locations throughout PA and VA -Assisted with the acquisition and retention of clients through RFP’s and B2B sales -Worked with sales team to coordinate the completion of personalized marketing campaigns -Initiated, maintained and enhanced social media and company website relations for EBS/VBS -Guided and train clients to use equipment and software during installation process -Organized print production needs for local music venues such as Innsbrook After Hours, The National, Pocahontas State Park and The Beacon Theater -Played a key role in 2014 Xerox Deal of the Year and 2016 Best Places to Work in Virginia awards Show less



Race IT

• United States
• Events Services
• 1 - 100 Employee

• Account Manager

  • Oct 2012 - Sep 2013

  -Secured sales with national and international race organizations and directors-Managed over 400+ accounts including Tough Mudder, Rogue Runner and True Grit-Guided Partners in updating their Content Management System-Acquired data and made platform changes to online registration forms using SQL database skills-Worked with developers and web designers to coordinate the completion of client requests and platform improvements

• Lead Customer Service Representative

  • Feb 2010 - Oct 2012

  -Managed Customer Service Department and trained new employees-Guided customers through event set-up with Race It-Answered all incoming calls and resolved any issues with event registration-Worked with sales team to effectively market the company-Directed incoming calls for prospective and current clients to account manager or sales team-Updated Web Design and CMS on for high end clients across the United States



Children's Museum of Richmond (CMoR)

• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Guest Services Associate

  • Dec 2010 - Jul 2011

  -Promoted Membership Sales -Front Desk Management -Maintained a safe and clean environment for children -Answered phone calls -Promoted Membership Sales -Front Desk Management -Maintained a safe and clean environment for children -Answered phone calls