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Skills

  • Communications
  • Cross-functional team leadership
  • Customer service
  • Project organization
  • Relationship development
  • Conflict resolution and mediation
  • Client satisfaction improvement tracking
  • Client Retention Strategies
  • Forecasting and budgeting
  • Customer Feedback Initiative Leadership

Work Experiences

  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Acted as a liaison between Tableau teams and clients, which resulted in a 27% reduction of service delays and errors.
  • Achieved a 65% reduction of service delays.
  • Assessed client financial health.
  • Oversaw the delivery of system project by program team, which resulted in framework.
  • Saved $9 by putting in place cost-cutting measures that addressed long-standing issues.
  • Looked for industry trends on social media and through online sources.
  • Delivered tailored lending solutions to clients, contributing to a $2 increase in annual loan portfolio for 2017.
  • Had an excellent attendance record and was always on time for work.
  • Achieved results in 9 months.

Summaries

  • Achieved 19% improvement in client satisfaction.
  • Addressed complex client concerns.
  • Conducted effective client risk assessments.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved a 80% increase in satisfaction.
  • Achieved a 58% success rate.
  • Boosted engagement by 31%.
  • Client-focused Preferred Relationship Manager.
  • Excellent market knowledge combined with a well-organized personality and strong critical thinking abilities.
  • Boosted satisfaction rates by 75%.

Accomplishments

  • Utilized framework for systematic tracking of sales and leads, converting 35% of leads into long-term clients during framework.
  • Managed a client portfolio of 11 high-net-worth clients, delivering personalized solutions that resulted in a 36% increase in client retention.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved system which led to method.
  • Utilized client feedback to optimize service offerings, leading to a 64% improvement in customer satisfaction scores year-over-year.
  • Identified and resolved discrepancies in client records, resulting in a 66% reduction of compliance risks and subsequent audit findings.
  • Reduced customer complaints by 37% through proactive issue resolution and enhanced service response measures.
  • Collaborated with clients and underwriting teams, reducing loan approval time by 83%, improving client onboarding experience.
  • Developed and executed CRM automation strategies which resulted in a 80% increase in client engagement across 2021.
  • Successfully reduced client acquisition cost by 83% through targeted CRM marketing campaigns and refined prospecting strategies.

Affiliations

  • Risk Management Association (RMA)
  • Rotary International
  • Mortgage Bankers Association (MBA)
  • Wealth Management Certified Professional (WMCP) Designation - The American College
  • Investment Advisors Association (IAA)
  • Estate Planning Council of Austin
  • Certified Financial Planner (CFP) Board
  • International Association for Quantitative Finance (IAQF)
  • International Association of Registered Financial Consultants (IARFC)
  • Consumer Bankers Association (CBA)

Certifications

  • Advanced Financial Planning Certificate (AFPC) by Ironclad Systems
  • Project Management Professional (PMP)
  • Digital Transformation in Financial Services Certificate by Vantage
  • SHRM Certified Professional (SHRM-CP)
  • Certified Trust and Fiduciary Advisor (CTFA) by Northwind
  • Six Sigma Green Belt Certification by Meridian
  • Chartered Retirement Planning Counselor (CRPC) by Summit Group
  • Regulatory and Compliance Certificate by Beacon Labs
  • Apple Certified Associate (ACA)
  • Series 65 License by Brightline

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