Karen Giorlando

Sales Coordinator at Undergrads
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • Spanish -
  • English -
  • French Elementary proficiency

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Bio

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Credentials

  • Insurance Agent (Health, Property, Casualty)
    National Insurance Producer Registry
    May, 2016
    - Nov, 2024

Experience

  • Undergrads
    • United States
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Sales Coordinator
      • May 2021 - Present

      • Learned to navigate and collaborate on projects in start-up environment. • Converted quotes into sales through effective inbound calls and from online leads. • Coordinated with scheduling, logistics, and sales to ensure accurate and timely jobs. • Learned to navigate and collaborate on projects in start-up environment. • Converted quotes into sales through effective inbound calls and from online leads. • Coordinated with scheduling, logistics, and sales to ensure accurate and timely jobs.

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Commercial Banking Summer Analyst
      • Jun 2022 - Aug 2022

      • Completed projects such as relationship reviews for client presentations. • Assisted in multiple excel related tasks including pricing proformas. • Collaborated with various internal partners to prepare client proposals. • Completed projects such as relationship reviews for client presentations. • Assisted in multiple excel related tasks including pricing proformas. • Collaborated with various internal partners to prepare client proposals.

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Bank Teller
      • Nov 2020 - Aug 2021

      • Managed a cash drawer daily and assured it was in balance. • Accurately and efficiently processed multiple transactions a day, including but not limited to, withdrawals, advances, deposits, payments, transfers, and more. • Provided excellent customer service and built rapport with clients. • Given approval authority to approve transactions for other tellers. • Managed a cash drawer daily and assured it was in balance. • Accurately and efficiently processed multiple transactions a day, including but not limited to, withdrawals, advances, deposits, payments, transfers, and more. • Provided excellent customer service and built rapport with clients. • Given approval authority to approve transactions for other tellers.

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Treasury F&S Specialist
      • Jan 2019 - Nov 2020

      • Handled about 100 inquiries or more a day from high revenue clients and internal partners via email and phone. • Solved requests relating to treasury, cash management, and depository products. • Worked with internal business partners for technical assistance. • Navigated Cashpro clients through PW resets, information reporting, and payment inquiries. • Handled about 100 inquiries or more a day from high revenue clients and internal partners via email and phone. • Solved requests relating to treasury, cash management, and depository products. • Worked with internal business partners for technical assistance. • Navigated Cashpro clients through PW resets, information reporting, and payment inquiries.

  • Latorre Insurance
    • United States
    • Insurance
    • 1 - 100 Employee
    • Insurance Sales Agent
      • Nov 2015 - Jan 2019

      • Sold auto and home insurance worth about $50,000 in premium monthly. • Facilitated entire insurance inquiry process from quoting to releasing and binding coverage. • Performed administrative tasks, such as maintaining records and handling policy renewals. • Attended meetings, seminars and programs to learn about new products and services, and to learn new sales tactics. • Sold auto and home insurance worth about $50,000 in premium monthly. • Facilitated entire insurance inquiry process from quoting to releasing and binding coverage. • Performed administrative tasks, such as maintaining records and handling policy renewals. • Attended meetings, seminars and programs to learn about new products and services, and to learn new sales tactics.

Education

  • University of North Carolina at Charlotte
    Bachelor of Science in Business Administration - BSBA, Finance
    2021 - 2022
  • Central Piedmont Community College
    Associate of Arts - AA, International Business
    2018 - 2020

Community

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