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career objective
results-driven financial specialist eager to contribute superior business development, leadership, and customer service skills toward supporting the employer in optimizing revenue performance
profile
ø offer ten years of progressive financial administration experience, with expertise in financial analysis and planning, accounting, document review, business development, sales, and customer service
ø facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention, increasing revenues, and expanding market share
ø apply strong information management skills towards ensuring quality, accuracy, and compliance of all activity
ø sharp business acumen and experienced in managing broad scope of operations; extensive knowledge of financial products and instruments
ø implement quality control initiatives, efficiently resolve account-related issues, and knowledgeably respond to inquiries
ø dynamic communication, presentation, negotiation, and relationship management skills; demonstrated ability to assess and respond to client-specific needs
ø proactive team player equally effective in independent and collaborative environments
~ technical proficiencies ~
microsoft windows and mac operating systems ~ ms office (word, excel, powerpoint, access, outlook) ~ lotus notes ~ visio ~ ops technology ~ corrigo ~ foundation ~ amsi ~ omnis ~ larson ~ cfe ~ vpas
professional experience
case manager, prudential, insert location 2009 c present
- expertly manage a high volume of variable annuity contracts and provide excellent internal and external customer service in a fast-paced environment
- diligently review applications for compliance with regulatory guidelines and corporate policies; partner with financial consultants and clients to resolve any discrepancies
leasing consultant, avalon grove, stamford, ct 2006 c 2009
- successfully steered all aspects of leasing operations for this 402-unit luxury apartment rental community; delivered exceptional customer service and performed business development functions
- administered contracts, calculated and collected monthly rents, monitored accounts, and prepared notices regarding delinquent payments
- executed information management duties and maintained confidential tenant database; ensured compliance with all federal, state and local regulations, including fair housing standards
senior customer service associate, people s bank, westport, ct 2004 c 2006
- provided personalized client assistance with banking transactions and efficiently resolved escalated issues
- actively tracked sales figures and staffing levels; prepared detailed reports instrumental to senior management in assessing performance
- mentored junior-level customer service associates and provided procedural guidance
financial planner assistant, ac financial advisory group, danbury, ct 2002 c 2003
- worked closely with financial manager to develop advisory and processing strategies; provided assistance with investment, retirement, education, tax, and estate planning
- served as technical specialist performing software installations and network troubleshooting
staff accountant, meta group, stamford, ct 1999 c 2001
- accurately maintained accounts receivable, processed invoices, resolved account discrepancies, and managed vendor relations
education
western connecticut state university c ancell school of business, danbury, ct 2004
bachelor of business administration in management information systems with security options
westchester community college, valhalla, ny 2001
associate of science in computer science
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