Certification and Compliance Officer

• Mar 2022 - Present

Certified Financial Coach

• Aug 2020 - Present

Financial professional who assists clients with goal setting, budgeting, credit building/rebuilding, debt repayment, savings, utilization for quality financial services, and asset development. Financial education classes/workshops: Provides one-on-one and group coaching for clients through the “Level Up” program. Develop and conduct financial education classes onsite or in a virtual environment. Financial professional who assists clients with goal setting, budgeting, credit building/rebuilding, debt repayment, savings, utilization for quality financial services, and asset development. Financial education classes/workshops: Provides one-on-one and group coaching for clients through the “Level Up” program. Develop and conduct financial education classes onsite or in a virtual environment.

Capacity Representative

• 2011 - Mar 2020

Secured capacity by balancing a portfolio of committed capacity as well as placing outbound calls and taking inbound calls generated from load boards. Autonomously negotiated commitments with carriers for volume, lane, and/or rates in alignment with longer term and/or strategic business opportunities. Focused on developing alternative capacity such as drop trailer, dedicated capacity and multi-leg movements as well as traditional coverage.Developed a deep understanding of carrier’s business, goals, preferences, capabilities, equipment and expertise to maximize the relationship, capacity utilization and carrier satisfaction.Used expertise and knowledge of the market and carrier preferences to source and provide capacity in both contractual and spot market environments.

Consultant

• Mar 2009 - Oct 2011

Conducted consultative selling by asking questions and understanding the clients' needs and how the Verizon Fios suite of products can solve those needs.Expanded relationships with current retail clients, while leveraging my business knowledge, to expand and even upgrade the services of customers.Helped customers enjoy the best things about their new products so they can begin using and enjoying them immediately.Excelled in a customer service, team-based, and sales driven environment.

Financial Center Manager

• Jun 2003 - Nov 2008

Instituted a sales and service culture with a sharp focus on providing clients with a best in class customer experience that left a mark of authenticity, warmth, competence and simplicity.Built and managed a robust branch loan and deposit sales pipeline. Reviewed reporting and provided consistent feedback to all employees on performance against sales targets.Developed a strong community network of local leaders and business to promote the branch's active involvement within the community.Was responsible for overseeing and coordinating operations of a branch, including trained and managed teams to adhere to operational procedures, recruitment, expense management, etc.