Experience

Empereon Marketing

• Telecommunications
• 100 - 200 Employee

• Sales Reporting Analyst

  • Aug 2013 - Present



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Data Analyst

  • Jan 2010 - Jan 2011

  Management Fee Associate II) – Asset Management Services (Fees) Create, analyze and edit Microsoft Access tables and databases and Excel to properly bill clients and financial advisors. Correspond with financial advisors to properly educate rules, regulations and procedures on fees and billing. Specialize in program changes, account number changes, updated fee rate sheets, partial transfers, lottery winners, rebills and other specialized exceptions. Create daily, monthly and quarterly reports via Access, Excel and Crystal Reports to bill correctly and properly reconcile records internally and externally. Transfer advisory fees from one related account to another and send out quarterly specialized fee reports to specific high net worth/high value financial advisors. Study SEC regulations and rules through Raymond James University to better serve our branches, financial advisors and clients. Classes include Advisor Services, Compliance, Institutional Marketing, Financial Product Overview, Financial Planning Foundations and mandated SEC regulations. Cross-trained 2 new associates with windows systems, software, correct billing, AMS and SEC procedures. Create daily goals in order to be accurate, precise and quantitative in all assigned tasks in an efficient and timely manner. Show less



FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Business Analyst

  • Jul 2008 - Jun 2010

  Analyze credit card system information for credit unions and financial institutions to meet federal guidelines, fraud protection, profitability and retention. Create adhocs in order to generate customer statement messages. Administer daily monetary system requests for all institution and credit unions including but not limited to authorizations, bill codes, fees. Run Macro Express and SAS reports to create spreadsheets for financial institutions/credit unions and our system admin team for efficiency and accuracy. Maintain SharePoint and work with re-pricing and implementations to better develop our current systems and possible creation of further solutions. Manage Help Desk team including coaching, escalations, meetings, side by sides, IEX workforce scheduling, NICE for call auditing and CMS/AIM for stats and reporting. Build and maintain terminal profiles for all FIS Institutions and Merchants in MMS (TSYS terminal platform) and HEAT for call logging. Help develop and currently update and maintain Merchant Support site in GURU (intranet based knowledge base) Nominated for customer service employee of the quarter Show less



Wells Fargo Consumer Credit Group

• 2nd Loan Mortgage Specialist

  • Mar 2007 - Aug 2008

  Managed current and potential clients to produce new loans. Consulted with clients and prospect customers to ensure the best customer satisfaction and mortgage. Accomplished outstanding customer retention rates. Managed current and potential clients to produce new loans. Consulted with clients and prospect customers to ensure the best customer satisfaction and mortgage. Accomplished outstanding customer retention rates.



Countrywide Home Loans

• Production Assistant/Loan Officer

  • May 2006 - Mar 2007

  Provided sales-based transfers to mortgage professionals. Matched current and possible clients with appropriate loan packages. Assisted with training and document organization. Provided sales-based transfers to mortgage professionals. Matched current and possible clients with appropriate loan packages. Assisted with training and document organization.



International Cruise & Excursions, Inc. (Now arrivia)

• United States
• Travel Arrangements
• 300 - 400 Employee

• Cruise and Resort Vacation Specialist

  • May 2005 - Jan 2006

  Received inbound cruise/resort sales and information calls. Made outbound warm sales leads to potential clients. Number 3 out of 300 in sales for 6 months in a row and excelled at customer retention. Received inbound cruise/resort sales and information calls. Made outbound warm sales leads to potential clients. Number 3 out of 300 in sales for 6 months in a row and excelled at customer retention.



American Express

• United States
• Financial Services
• 700 & Above Employee

• Customer Focus Sales Representative

  • Jan 2003 - Apr 2005

  Reviewed small business credit card portfolio to provide better consulting and satisfaction. Professional account financing and balancing for card members. Ensure fraud protection is implemented properly and consistently. Reviewed small business credit card portfolio to provide better consulting and satisfaction. Professional account financing and balancing for card members. Ensure fraud protection is implemented properly and consistently.