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Credentials

  • Life Insurance
    State of Washington
  • Property and Casualty Insurance
    State of Washington

Experience

    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Field Instructor & Liaison
      • Mar 2018 - Present

      Tasked to execute 20+ education tour options around the United States Southwest region to 50+ clients per trip. Ensured that myself and team successfully executed all tour plans, safety and controls that were in accordance with regulatory guidelines. Was promoted as a Liaison between Pinal County Schools and Project Exploration. • As Lead Instructor each season trained a team of 30 + new hire tour guides to accommodate a group of 50 students for a 24 to 48-hour tours. • Became the most requested tour guide by utilizing various learning methods to enhance the learning experiences of 500+ students. • Facilitated 50+, ‘Parent Meetings’ on safety protocols and field trip itineraries, which increased sales by 10%. These meetings included creating PowerPoint Presentations for each school. • Ensured safekeeping and enjoyment of clients within sites visited of more than 500 field trips. • Promoted to Liaison Leader, was assigned to multiple Pinal County School Districts to provide Administration and parents with quick resolve to problems that arise from pre-trip to post-trip. Improved relationships and brand awareness by fostering relationships that resulted in year-over-year repeat customers. Show less

    • Payroll Auditor
      • Jan 2021 - Mar 2021

      Brought on to successfully inspect and examine payroll for a high-volume payroll processing medical field clientele base. Shared subject-matter-expertise in payroll functions, tax forms, and pre-tax deductions and state, federal, and local rules and laws. • Processed and reconciled weekly and monthly payroll accounts for accuracy. • Verified employment time periods before processing salary. • Verified hourly pay rate and calculated it with the numbers of hour worked. • Reviewed paid holidays, sick leave, maternity leave, and casual leaves for pay eligibility. • Calculated taxes and other deductions and entered them correctly into the system. • Completed tax reconciliation for pay roll submissions. • Collated, checked, and analyzed spreadsheet data. • Examining company accounts and financial control systems to identify gaps, create reporting accountability resolutions, and ensure assets are safeguarded. • Onboarded new hire employees and conducting background checks. Show less

    • India
    • Truck Transportation
    • 1 - 100 Employee
    • Payroll Manager
      • Aug 2020 - Jan 2021

      Brought on to successfully manage a high-volume payroll processing clientele base. Shared subject-matter-expertise in payroll functions, tax forms, and pre-tax deductions to assist teammates and self in meeting deadlines. Coordinated local, state, and federal tax filings pertaining to basic payroll, leave of absence and bonus structures. • Processed bi-weekly payroll disbursements to include base pay, garnishments, vacation time, insurance, 401(k) deductions, bonus structure and leave of absent pay to more than 400+ staff members. • Review the accuracy of payroll payments to full time and part time staff. • Created actionable leadership reporting that identified trending patterns of employees that were not reporting time correctly. This eliminated the incorrect reporting issues and assisted leadership in staff accountability coaching conversation. • Selected as a liaison to cross train with multiple departments as a back of subject-matter-expert. • Maintained quality and efficiency numbers that exceeded expectation and consistently met deadlines. • Evaluated existing payroll policy and procedures. Updated the policy and procedures to ensure the messaging was clear, concise, and user-friendly. • Evaluated existing payroll systems and made efficiency recommendations. • Worked to resolve escalated issues while maintaining payroll deadlines. Show less

    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • District Leader at Primerica
      • Feb 2013 - Nov 2019

      Effectively built a clientele/referral base with local business owners for financial services in the United States. Assisted clients in achieving financial independence. Promoted to District Leader after becoming the number one agent in the United States. • Completed Financial Needs Analysis with 1000+ clientele to help clients achieve their financial goal plans. • Identified new and existing client’s financial investments needs and recommended solutions to those needs. • Created a client record system that tracked current clients, new prospective clients, and client referrals. This resulted in building a robust client referral system that surpassed customer loyalty targets by 10%. • Synthesized clientele data into comprehensive quarter written reports for management. • Successfully recruited, hired, and trained 35+ representatives within Primerica Financial Services. • Completed continuing education courses to maintain financial literacy/industry knowledge and to meet all licensing requirements for Arizona and Washington state standards. Show less

    • Freelance Consultant and Operations Coordinator
      • Feb 2016 - Feb 2018

      Built a company that provided freelance support to businesses or individuals, specializing in REO, asset management, and property preservation. • Fostered business relationships that gained and retained customer base by 8% year-over-year. • Managed the foreclosure property turnover process for financial institutions. This included created internal systems that tracked inventory materials efficiently while researching product cost, purchasing materials, and scheduling delivery for large scale renovations. • Project managed renovations by setting high level timelines for appropriated contractors, managed timesheets, and addressed contractors' project barriers while ensuring project deadlines were reached and safety guidelines were followed in accordance to state and federal regulations. • Managed daily operations, client relations, and client acquisition by adding investors, realtors, and large asset management firms. • Negotiated contracts with prospective clients, studied market reports and maintained Fannie Mae, Hud, and VA requirements for distressed properties. • Responsible for hiring new contractors nationally, trained in the field, and remotely. Created an online training module for all new hires. Increased revenue by 47% in a 24-month period Show less

    • Billing Specialist
      • Nov 2014 - Feb 2016

      Tasked to complete billing and invoicing for a leading industry trucking company. Ensured the packages and supplies were maintained and system files were updated. • Completed billing and invoicing for more than a 500 + customer base, ensured that billing and invoicing was met with impeccable accuracy and efficiency. • Updated invoices and credit memos, to keep inventory and files current. • Speed, accuracy, and unwavering attention to detail played a key role in ensuring all clients invoice were paid on time. • Supervised all files for "Package Express" working directly with UPS and USPS to streamline process and have product delivered on time. • Elected as the Fire and Safety manager to represent over 300 persons, I worked directly with the S.A.L.T. team as the secretary for 3 terms. • Successfully implemented, organized, and executed "Bring Your Child to Work Day". Show less

Education

  • Kaplan University
    Business and Personal/Financial Services Marketing Operations, A
    2004 - 2008

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