Dedicated worker with excellent communication, time management and computer skills. Frequently praised as hardworking by my peers, I can be relied upon to help your team achieve its goals.
Overview
7
7
years of professional experience
Work History
Retirement Resolution Specialist Principal
Retirement Resolution Specialist Principal
03.2021 - Current
Coordinate research with administration partners and processing. Then communicating resolution to participants clear and concisely in a set time frame.
Assist in contacting participants requesting needed information in order to move forward with processing.
Participate in ongoing training to enhance own job skills and knowledge.
Collaborate with new hires on managing workloads and answering research request questions.
Consult with processing to finish ongoing requests.
Retirement Specialist Principal
Retirement Specialist Principal
09.2018 - 03.2021
Assisted participants with questions about their employer sponsored retirement accounts.
Collaborated with colleagues to provide accurate information in accordance to FINRA.
Met and surpassed goals set by my leader on average handle time, quality, and roll-in opportunities.
Partnered with the training team to onboard Wells Fargo representatives.
Mentored new hires after the onboarding process.
Footwear Sales Associate
Dick's Sporting Goods
07.2018 - 03.2020
Greeted customers and ascertained what each customer wanted and needed.
Recommended, selected and helped locate merchandise based on customer needs and desires.
Made recommendations based on my product knowledge.
Cross-trained in additional departments and helped whenever needed.