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Skills

  • Business operations
  • Customer service
  • MS Office
  • High-volume transaction processing
  • Relationship development
  • Budget report creation and analysis
  • Financial auditing
  • Project organization
  • Department productivity optimization
  • Operational improvement

Work Experiences

  • Acquired 16 new memberships.
  • Advised members on refinancing options, which resulted in a portfolio growth of $7 within 2015.
  • Achieved cost reduction within 2022.
  • Advised members on personal credit improvement.
  • Achieved a 62% client satisfaction rate.
  • Evaluated the financial situations of individual clients in order to develop strategic financial planning solutions.
  • Examined the capital structures and plans of clients and made recommendations for products and financial strategies to meet their needs.
  • Was in charge of all tasks delegated to me, including team leadership and client relations.
  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.
  • Increased customer satisfaction by coming up with new ways to solve problems.

Summaries

  • Accelerated onboarding process.
  • Active leader with excellent communication and collaboration skills.
  • Achieved stakeholder goals.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Achieved a 79% satisfaction rate.
  • Strategic thinker with expertise in risk assessment.
  • Knowledge of Microsoft Excel in depth, as well as project management and budget management abilities.
  • Client relations in process settings and process improvement in team leadership settings.
  • Motivating leader who has built and managed program teams in the past.

Accomplishments

  • Assessed member financial health using predictive analytics, proactively resolving potential loan default cases and improving repayment rates by 36%.
  • Successfully managed $10 in client assets, achieving a 68% increase in total portfolio value over 7 months.
  • Developed an automated member notification system that decreased customer waiting times by 48%, contributing to greater member retention.
  • Developed and implemented member onboarding strategies that resulted in a 67% increase in member sign-up retention.
  • Led the financial modeling for new investment ventures that successfully secured over $14 in new business from 6 strategic partnerships.
  • Introduced customized bi-lingual member support, reducing language barriers and improving service satisfaction for Japanese-speaking members.
  • Analyzed years of historical data to identify opportunities for cost savings, reducing departmental operational expenses by 72% annually.
  • Streamlined financial statement preparation processes, reducing time-to-report from 15 weeks to 2 days during critical deadlines.
  • Resolved 12 member inquiries monthly regarding various financial products, maintaining a 81% member satisfaction rate.
  • Identified cross-selling opportunities, increasing the uptake of add-on services by 37% and further contributing to company revenue growth.

Affiliations

  • Workshop presenter at the Global Association of Risk Professionals (GARP), detailing strategies for risk and compliance integration.
  • Collaborates with the International Monetary Fund (IMF) Professional Network, specializing in global financial regulatory compliance.
  • Collaborates with the Strategic Account Management Association (SAMA), streamlining refinancing advisory solutions for diverse member accounts.
  • Member of the Wealth Management Association (WMA), focusing on personalized financial solutions.
  • Regular attendee of seminars hosted by the Association of International Certified Professional Accountants (AICPA), specializing in member service financial solutions.
  • Active member of the Association for Financial Professionals (AFP), specializing in corporate finance best practices.
  • Active participant in the Financial Planning Association (FPA), with involvement in strategic budgetary workshops.
  • Part of Washington Financial Education Council, working to enhance customer satisfaction and member engagement through targeted solutions.
  • Member of the National Association of Black Accountants (NABA), focusing on optimizing financial processes through advocacy.
  • Volunteer advisor for standard focused on personal finance literacy for underserved communities.

Certifications

  • Financial Risk Manager Certification (FRM) - Beacon Labs
  • Association for Project Management (APM)
  • Certified Bank Auditor (CBA) - Summit Group
  • First Aid/CPR
  • Credit Union Compliance Expert (CUCE) - Meridian
  • Cisco Certified Internetwork Expert (CCIE)
  • Digital Banking Certification - Summit Group
  • Accredited Mortgage Professional (AMP) – Summit Group
  • Certified Internal Auditor (CIA) - Lakeside Partners
  • Certified Credit Union Financial Counselor (CCUFC) - Northwind

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