Business Analyst

• Apr 2022 - Present

• Managed donations, contacts, tax receipting, and reporting in DonorPerfect. • Performed daily cashiering and accounts receivable functions using Ellucian Colleague ERP software. • Interpreted complex legal documents pertaining to scholarship, grant, and endowment eligibility requirements to evaluate and allocate annual awards. • Identified accounts with overdue balances, maintained detailed records of collection attempts, and established payment plans. • Collaborated directly with the Chief Financial Officer, Athletic Director, Academic Advisors, Registrar, and Financial Aid Department on a daily basis. • Prepared daily bank deposits and reconciled general ledgers. • Communicated by phone, email, and face-to-face with students while displaying respect and value for the various cultures in which they come. Show less

Account Manager

• Jan 2019 - May 2021

• Worked directly with customer contacts and built relationships with upper management. • Invoiced customer accounts while displaying a high level of customer service. • Purchased product, quoted, sourced, and managed warehouse inventory. • Developed and executed a sales plan to reach and exceed business goals. • Performed deliveries and daily service calls with company owned vehicles. • Worked directly with customer contacts and built relationships with upper management. • Invoiced customer accounts while displaying a high level of customer service. • Purchased product, quoted, sourced, and managed warehouse inventory. • Developed and executed a sales plan to reach and exceed business goals. • Performed deliveries and daily service calls with company owned vehicles.

Fulltime Student (3.73 GPA)

• Jan 2016 - Dec 2018

Fulltime Student

• Jan 2013 - Dec 2016

Assistant Manager

• Apr 2011 - Aug 2012

• Achieved data entry operational objectives by contributing information and recommendations to strategic plans and reviews; prepared and completed action plans; implemented production, productivity, and quality standards; resolved problems. • Accomplished day-to-day operations by initiating, coordinating, and enforcing data entry policies and procedures. • Improved data entry quality results by completing audits; identifying trends; determining system improvements; studying, evaluating, and re-designing work processes; implementing changes. • Directed and allocated work to staff, as well as training, motivating, monitoring, and evaluating their work on a continuous and ongoing basis. Show less

Financial Counselor

• Oct 2007 - Oct 2010

• Identified hospital, public, and private financial assistance programs for patients unable to meet their financial obligations. • Explained financial responsibilities for services received, payment options, and collection procedures to responsible party. • Counseled patients concerning insurance benefits and recommended financial assistance when appropriate. • Initiated process for collecting prepays and performed follow up activity to insure maximum collection. • Worked with case management department and clinical staff to support patients in completing assistance program applications and determine eligibility. Show less

Operations Specialist

• Dec 2005 - Sep 2007

• Reviewed, processed, and validated account maintenance requests for client accounts. • Processed firm updates and third-party aggregation requests. • Received and initiated contact with independent advisors across several channels. • Managed and submitted fund transfers to custodial partners for completion. • Worked with custodial partners daily to facilitate back office support and streamline workflow. • Maintained high level of communication with colleagues on all levels including the Founders. Show less

Front Office Coordinator

• Dec 2003 - Nov 2005

• Received and initiated phone, written, and verbal communication with clients, the company owner, and managing partners at New York Life Insurance Company. • Scheduled and organized agent appointments, company events, and client seminars. • Oversaw all new business application processing, cash handling, and general office responsibilities. • Received and initiated phone, written, and verbal communication with clients, the company owner, and managing partners at New York Life Insurance Company. • Scheduled and organized agent appointments, company events, and client seminars. • Oversaw all new business application processing, cash handling, and general office responsibilities.

Annuity Specialist

• Aug 2001 - Nov 2003

• Resolved moderate to complex sales inquiries, operational needs, and service issues for Edward Jones and Morgan Stanley sales staff, while achieving specified department service standards. • Maintained a thorough understanding of the annuity industry including product knowledge, industry trends, and compliance issues. • Served as a liaison between producers, uplines, third party administrators, and other departments as needed. • Processed wire message requests using the Edward Jones satellite system to execute mutual fund trades, establish enrollments, and relay information to branch office administrators and investment representatives. Show less