Experience

National Content & Technology Cooperative

• United States
• Telecommunications
• 1 - 100 Employee

• Group Purchasing Account Manager

  • Nov 2023 - Present

  Overland Park, Kansas, United States



RTS Financial

• United States
• Financial Services
• 500 - 600 Employee

• Financial Account Representative II

  • Feb 2019 - Nov 2023

  • Managed a book of $10 million with zero loss, averaging 20 to 25 clients at a time • Trained and mentored new members to the team on factoring process and day to day tasks • Took on role as team coordinator when manager was out on sabbatical • Reviewed invoices from clients to determine viability for funding • Maintained close client relationships to address needs and provide quality client services • Worked closely with brokers via phone and email to identify payment… Show more • Managed a book of $10 million with zero loss, averaging 20 to 25 clients at a time • Trained and mentored new members to the team on factoring process and day to day tasks • Took on role as team coordinator when manager was out on sabbatical • Reviewed invoices from clients to determine viability for funding • Maintained close client relationships to address needs and provide quality client services • Worked closely with brokers via phone and email to identify payment status • Performed regular auditing to identify potential fraud risks • Provided mediation between clients and brokers • Trained clients on how to upload invoices, check status of purchases, purchase history, and collection notes through RTS Pro system • Generated weekly reports to identify aging invoices that required follow up • Researched unassigned payments and worked with accounting department to apply payment correctly • Audited and reviewed other reps purchases for funding approval • Risk assessment of other rep’s accounts to define action items required to mitigate loss • Communicated with clients when invoices needed to be charged back due to non-payment • Performed UAT (user acceptance testing) when IT department deployed new features to the system Show less



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Sr. Escheatment Representative

  • Oct 2014 - Feb 2019

  • Part of the initial team established to stand up the escheatment department within the company • Defined and documented standard operating procedures for the escheatment process per state • Reviewed all legislative state laws and updated daily operations/procedures documentation when rules and regulations were changed • Trained and led new hires brought on to the team as the department grew • Worked closely with each state’s unclaimed property/escheatment departments and point… Show more • Part of the initial team established to stand up the escheatment department within the company • Defined and documented standard operating procedures for the escheatment process per state • Reviewed all legislative state laws and updated daily operations/procedures documentation when rules and regulations were changed • Trained and led new hires brought on to the team as the department grew • Worked closely with each state’s unclaimed property/escheatment departments and point of contacts to document and follow regulations for what each state classified as unclaimed or abandoned funds or properties • Analyzed accounts that were considered unclaimed or abandoned and had been classified as property to the state • Analyzed all data that states provide to determine which accounts were potentially escheatable • Analyzed state claims for returning shares back to a client; included reestablishing accounts and documenting transfer procedures • Worked closely with 3rd party vendors to analyze state reports and collect all relevant data to meet state deadlines to avoid penalties and late fees • Utilized several DST systems to gather all required data to perform analysis • Conducted outreach to clients at risk for escheatment to prevent their accounts from being turned over • Proficient in Excel, including functions such as V-Lookups, to perform all analysis work • Identified and saved approximately $75 million in assets from being turned over to states

• Client Service Representative

  • Oct 2014 - Jun 2015

  Overland Park, KS • Aided and provided guidance to financial advisors for investment procedures • Assisted shareholder with redemption and exchange requests • Researched problems, determined solutions, and performed corrective actions for any account needs • Worked closely with shareholders and financial advisors to help reach investment account solutions • Developed decision making skills to help facilitate different and unique situations built upon set procedures and training • Clear… Show more • Aided and provided guidance to financial advisors for investment procedures • Assisted shareholder with redemption and exchange requests • Researched problems, determined solutions, and performed corrective actions for any account needs • Worked closely with shareholders and financial advisors to help reach investment account solutions • Developed decision making skills to help facilitate different and unique situations built upon set procedures and training • Clear understanding of FINRA (Financial Industry Regulatory Authority) Series 6 License to cover all potential investment scenarios



RadioShack

• United States
• Blockchain Services
• 700 & Above Employee

• Store Manager

  • Oct 2009 - Oct 2014

  • Hired and managed team of employees; between 5 – 8 employees at any given time • Provided regular employee reviews and coaching to ensure monthly quotas were met • Reviewed and provided monthly reports of store progress and performance to district manager • Managed and planned monthly store budget, consisting of employee hours, and building utilities • Worked closely with customers to understand their needs to provide quality customer service



US Army

• United States
• Armed Forces
• 700 & Above Employee

• E4 Specialist

  • Feb 2001 - Feb 2009

  Fort Bragg, North Carolina Area • Stationed at Fort Liberty, previously named Fort Bragg in North Carolina • Afghanistan deployment from January to July 2003 • Trained new members on standard operating procedures for food services • Developed and utilized time management skills to ensure hard timelines were met three times a day • Parachuted out of high-performance fixed wing aircrafts