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Skills

  • Two-way radio operations
  • Operations research
  • Market trend analysis
  • Client administration
  • Project management operations
  • Vehicle operations
  • Branch operations
  • Customer services
  • Special needs clients
  • Manufacturing operations management

Work Experiences

  • Achieved a 44% efficiency improvement.
  • Achieved a 68% increase in success rate.
  • Achieved a 75% client retention rate.
  • Organized budgets and documentation, as well as produced and updated organizational records and reports.
  • Achieved a 56% increase in satisfaction ratings.
  • Conducted monthly interviews with an average of 8 loan applicants and provided expert financial advice on mortgage, educational, and personal loans.
  • Evaluated monthly reports in order to review client activity and spot opportunities.
  • Analyzed data from surveys, referrals, and follow-up services on financial, legal, crisis intervention, community referrals, and outreach services.
  • Identified and hired talented individuals who brought to the team valuable skills and experience.
  • Ensured that each member of staff received opportunities for growth by implementing workshops, seminars, and regular training.

Summaries

  • Category and metric have a proven track record.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Lean certified
  • Dedicated Social Services Director with 4 years of experience hiring, mentoring, and training talented employees.
  • Promoting incredible stakeholder engagement and project management abilities
  • Strong leader who prioritized collaborating with internal teams and motivating employees, which resulted in increased sales and exceptional client experiences.
  • Process improvement in metric settings and client relations in team leadership settings.
  • Well-rounded leader with Operations Asset Manager, Client Services experience looking for a new challenge with Harbor & Co..
  • Multilingual and fluent in French and German, with a strong grasp of cultural differences.
  • Using a consultative and personable approach, successful at increasing portfolio growth, client retention, and customer satisfaction.

Accomplishments

  • Collaborated with product teams to upgrade asset tracking software, increasing the speed of information retrieval by 17%, streamlining internal and external reporting.
  • Collaborated with key stakeholders to develop customer asset handoff protocols that reduced downtime during transitions and enhanced client onboarding experience.
  • Formulated customized asset management solutions for clients, leading to a 29% growth in recurring revenue streams and client portfolio expansion by 2022.
  • Designed and implemented a centralized asset management system using Microsoft Excel, improving tracking accuracy by 80% and reducing asset loss by 32%.
  • Refined the capital expenditure approval process by setting new asset evaluation standards, leading to cost-effective investments and a 18% higher return on investments.
  • Played a pivotal role in onboarding 17 new high-value clients; streamlined asset reporting processes, which significantly enhanced customer satisfaction from day one.
  • Reduced asset depreciation rate by 58% through a creative redeployment strategy and stringent performance monitoring process, saving the company 17 annually.
  • Reduced client onboarding time by 45% by restructuring asset allocation practices and improving internal communication channels.
  • Negotiated partnerships with vendors and external stakeholders, reducing acquisition costs by 47% and improving asset quality, leading to a 75% return on investment.
  • Worked closely with external partners and procurement teams to introduce high-value assets at a 27% lower cost than forecasted, driving sustainable growth.

Affiliations

  • Certified Lean Six Sigma Professional, Lean Enterprise Institute (LEI) 2017
  • Member, Institute of Certified Professional Managers (ICPM) metric
  • Alumni, metric’s Advanced Program in Portfolio Management 2020
  • Member, Association for Operations Management Professionals (APICS) method
  • Certified Professional in Asset Management (CPAM), Society for Maintenance and Reliability Professionals (SMRP) 2021
  • Member, Society for Human Resource Management (SHRM), focusing on diversity initiatives in Operations program
  • Certified, Technology Asset Manager (CTAM) from the Technology Asset Management Association 2015
  • Attendee, Annual Client Portfolio Strategies Conference 2021
  • Affiliate, Asset Performance Management Council (APMC), driving best practices in Asset and Risk Management initiative
  • Fellow, National Association of Business Management Professionals (NABMP) system

Certifications

  • Chartered Financial Analyst (CFA®) – CFA Institute
  • Apple Certified Associate (ACA)
  • First Aid/CPR
  • American Academy of Financial Management (AAFM)
  • Advanced Certificate in Operations Management – procedure
  • Project Management Professional (PMP)
  • Certified Business Analysis Professional (CBAP)
  • Certified Operations Manager (COM) - Lakeside Partners
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Supply Chain Professional (CSCP) – APICS

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