Experience

VLP Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Manager

  • Jan 2022 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Service Manager

  • Sep 2017 - Dec 2021

  • Manage team of 8 employees: responsible for hiring and managing the direction of work for 8 direct reports; involved in the day-to-day operations of the teller line; provide coaching and training; identify and manage risks • Analyze team metrics and operations data on a weekly basis and report on progress to enhance performance • Lead bank operations: customer support, solving business problems, and implementing tools to manage activities • Analyze yearly business operations data and support report preparation • Consistently meet service goals each quarter; received Service Excellence Award (Star Performer, regional) Show less

• Personal Banker

  • Apr 2015 - Sep 2017

  • Conducted bank operations: opened/closed accounts, executed wire transfers, facilitated credit application process • Consistently met and exceeded team customer service goals and individual sales goals each quarter • Achieved 187% of goal for new household acquisition in 2016• Led team preparation for internal audit • Managed bills for the branch working effectively with corporate properties and account payable departments



CH2M

• United States
• Civil Engineering
• 700 & Above Employee

• Project Accountant

  • Oct 2013 - Apr 2015

  • Reviewed and analyzed data to prepare invoices for over 75 Federal projects on a monthly basis which required fast paced communication with Project Managers to meet client needs • Reviewed invoices for Federal projects to ensure compliance with Federal policies and procedures • Received 2 “Reward and Recognition” awards for customer service skills • Reviewed and analyzed data to prepare invoices for over 75 Federal projects on a monthly basis which required fast paced communication with Project Managers to meet client needs • Reviewed invoices for Federal projects to ensure compliance with Federal policies and procedures • Received 2 “Reward and Recognition” awards for customer service skills



K12

• United States
• E-Learning Providers
• 700 & Above Employee

• Enrollment Consultant

  • Mar 2011 - Oct 2013

  • Enrolled new clients on K12 services; trained new employees who became top consultants • Consistently in top four out of a team of 35; exceeded personal goals for each quarter • Tested Salesforce program/tools for errors and quality assurance • Key part of every pilot program launched during my 2.5 years in this position • Enrolled new clients on K12 services; trained new employees who became top consultants • Consistently in top four out of a team of 35; exceeded personal goals for each quarter • Tested Salesforce program/tools for errors and quality assurance • Key part of every pilot program launched during my 2.5 years in this position



Sweet Briar College

• United States
• Higher Education
• 200 - 300 Employee

• Supervisor

  • Feb 2007 - Apr 2010

  • Analyzed data for 3 years of Annual Fund giving and developed a comparative data packet for Phonathon program • Promoted after one semester to Supervisor • Managed a team of 11 employees while working for Annual Fund • Assisted with hiring and training of new employees • Analyzed data for 3 years of Annual Fund giving and developed a comparative data packet for Phonathon program • Promoted after one semester to Supervisor • Managed a team of 11 employees while working for Annual Fund • Assisted with hiring and training of new employees



Michael Baker International

• United States
• Civil Engineering
• 700 & Above Employee

• Intern in Finance

  • May 2008 - Aug 2008

  * Imported weekly reports from Oracle and prepared summary reports. Analyzed reports for accuracy * Supported program finance group by consolidating reports that tracked monthly expenses * Streamlined resource management tool using MS Excel spreadsheet * Imported weekly reports from Oracle and prepared summary reports. Analyzed reports for accuracy * Supported program finance group by consolidating reports that tracked monthly expenses * Streamlined resource management tool using MS Excel spreadsheet