Melissa Myers

Consolidation Specialist at Retirement Clearinghouse
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Contact Information
us****@****om
(386) 825-5501
Location
Albemarle, North Carolina, United States, US

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Credentials

  • Accounting Foundations
    LinkedIn
    Oct, 2021
    - Oct, 2024
  • Accounting Foundations: Bookkeeping
    LinkedIn
    Oct, 2021
    - Oct, 2024
  • Project Management Foundations: Quality
    LinkedIn
    Oct, 2021
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Consolidation Specialist
      • Jan 2022 - Present

      Assist participants in the consolidation of their retirement plans. Complete and transmit required forms and communicate with all parties working towards a seamless transaction for each case. Communicate and assist teammates while reaching out to all provided leads for their business. Assist participants in the consolidation of their retirement plans. Complete and transmit required forms and communicate with all parties working towards a seamless transaction for each case. Communicate and assist teammates while reaching out to all provided leads for their business.

  • Primetime Sports Apparel
    • Concord, North Carolina, United States
    • Project Account Manager
      • Aug 2018 - Dec 2021

      Project Account Manager • Account maintenance of apparel projects on a Customer Relationship Management (CRM) system. • Trained and managed associates in tasks on the CRM system. Acted as a resource for all inquiries. • Learned all project order tasks and invoicing followed by my training up csrs to take over the tasks. • Handled customer conflict resolution; order issues; problem solving and processed any apparel returns. Collected information and processed all confidential customer payments. • Contacted leads interested in selling products in our wholesale line. Maintained communication with all new wholesale line dealers to build our relationship and both of our businesses. Customer Support Representative • Provided stellar customer service; answered customer project questions; created order forms and recorded customer electronic payments. • Consistently requested that each customer contribute and help maintain our Google Review rating of 4.9. Communicated on company and process improvements that were identified. • Assisted in all other departments including shipping and receiving. Show less

    • United States
    • Staffing and Recruiting
    • 400 - 500 Employee
    • Contract Associate
      • Jan 2017 - Aug 2018

      Caregiver Associate - Provided care / companionship to elderly client so she could remain in her home. Administrative Associate - Directed and matched applicants and employees to appropriate work duty. Trainer - Assisted schedulers on job tasks and responsibilities. Scheduler - Communicated with customers and colleagues for seamless cabinetry delivery. Caregiver Associate - Provided care / companionship to elderly client so she could remain in her home. Administrative Associate - Directed and matched applicants and employees to appropriate work duty. Trainer - Assisted schedulers on job tasks and responsibilities. Scheduler - Communicated with customers and colleagues for seamless cabinetry delivery.

    • Administrative Receptionist
      • Aug 2007 - Jan 2017

      • Maintained corporate phone line. Assisted with corporate luncheons and board meetings. • Assisted customers and associates in all departments, including finance, sales and human resources. • Completed company errands and handled company mail. Ordered company office supplies and maintained office machinery maintenance schedule. • Entered fiber data for inventory changes and completed various inventory reports. • Maintained corporate phone line. Assisted with corporate luncheons and board meetings. • Assisted customers and associates in all departments, including finance, sales and human resources. • Completed company errands and handled company mail. Ordered company office supplies and maintained office machinery maintenance schedule. • Entered fiber data for inventory changes and completed various inventory reports.

Education

  • Eastern Illinois University
    Bachelor of Science - BS, Home Economics in Business
    1982 - 1986

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