Michelle Goldsberry

Business Integration Specialist at Purpose Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Windsor, Colorado, US

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Bio

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Credentials

  • Designing a Presentation
    LinkedIn
    Mar, 2021
    - Nov, 2024
  • Compliance Training
    BANKERS EDGE, INC
    May, 2018
    - Nov, 2024

Experience

    • Business Integration Specialist
      • Nov 2019 - Present

    • Regional Compliance Specialist
      • Apr 2005 - Nov 2019

      Beginning April 2018 I have transitioned my role to Regional Compliance Specialist. In my role I conduct compliance reviews at 30 location across 2 states. I stay up to date on federal and State laws and ensure compliance. 1 year sabbatical taken between 2013 and 2014. Multiple positions held within this organization. Business partner with all levels of management for customer service, loss prevention and center profit objectives. Leader and resource to all district locations… Beginning April 2018 I have transitioned my role to Regional Compliance Specialist. In my role I conduct compliance reviews at 30 location across 2 states. I stay up to date on federal and State laws and ensure compliance. 1 year sabbatical taken between 2013 and 2014. Multiple positions held within this organization. Business partner with all levels of management for customer service, loss prevention and center profit objectives. Leader and resource to all district locations on marketing concepts to assist the organization in attracting business and promoting sales. Followed strategies in the areas of recruitment and retention that align with corporate and business district goals. Responsible for talent development initiatives and compliance with all company training programs and policies. Company representative in litigation cases involving delinquent clients. Proactively developed community and agency relations to build a stronger business network. Responsible for attaining budget requirements that included overdue account collections. Monitored numerous profit center locations and conduct frequent audits to ensure state and federal regulatory practices were followed. Partnered with business unit management to develop innovative marketing plans to increase exposure and sales. Assisted senior management with the development and implementation of a new district organizational structure. Delivered management development programs for new location managers. Supervisory experience in leading teams of up to 35 employees. Achieved company goals on a consistent basis.Complete monthly forecasting of 10 locations. Awarded Divisional Director of the year for 2015 and 2016. Show more Show less

    • Premium Auditor
      • Mar 2013 - Jun 2014

      Complete commercial plan workers compensation, general liability, and garage plan insurance audits.Contact insured by phone and send all required audit paperwork for completion.Follow up with clients and answer any questions on audit paperwork.Complete audits using assigned software and submit to carriers.

    • Restaurant Assistant
      • Dec 2002 - Apr 2005

      Initial contact for customers and accountable for ensuring their satisfaction of bakery purchases or dining experience. Able to operate numerous pieces of culinary equipment and prepare orders upon request. Responsible for maintaining high standards with regards to food safety and sanitation. Additional management duties included inventory control, sales tracking and staff scheduling. Assisted in the continuous annual growth of the operation.

Community

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