Amanda L. Email & Phone Number

Canonsburg, Pennsylvania, United States

• Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
• Facilitate Financial Advisor and client requests for account related information and/or quotes
• Schedule and prepare for appointments with new or prospective clients
• Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
• Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining.
• Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships

• Conduct thorough reviews of background investigations, including reports of investigation, to ensure investigations are complete and adhere to DCSA and CACI requirements
• Provide guidance on DCSA investigation requirements to Field Investigators and Record Searchers
• Maintain quality production that meets DCSA contract requirements and CACI performance expectations
• Identify trends in errors and communicate trends to Field Investigators, Record Searchers, and management
• Work closely with review team members, field investigators, and record searchers to develop training and guidance to improve background investigations

Pittsburgh, PA

• Directly responsible for the supervision of assigned caseworker staff
• Reviewed all documentation related to the specific caseworker tasks
• Interface with client and management staff regarding client specific issues
• Prepared written reports to/for leadership team of Child and Family services on designated subjects
• Gathered monthly statistical data on client information
• Served as the fist line regarding on-call situations

Pittsburgh, PA

• Provided a full range of emergency/temporary care service to parents and children within the foster care system (which includes training, crisis intervention services, placement, monitoring, and transporting)
• Maintained case history records and write detailed reports
• Prepared monthly progress reports and other reports that are required by Allegheny County Children and Youth Services, as well as the Department of Public Welfare

• Completed record searches and conducted face-to-face interviews to elicit information about applicants seeking federal, executive, contract, and positions within the military
• Obtained information from a variety of personal and record sources to produce a report of investigation, containing all pertinent facts, of an individual’s background and character, in accordance with agency guidelines.
• Performed Subject, Personal Source, and Employer interviews to obtain suitability and eligibility criteria for personnel seeking a Public Trust or National Security Clearance.
• Conducted in-depth research and analysis using a full range of data systems including Case Management System (CMS), Field Document Repository (FDR), Personnel Investigations Processing System (PIPs) and Field Work.
• Reviewed reports submitted by other investigators to ensure reports are meeting OPM/NBIB reporting and quality standards for six months

Pittsburgh, PA

• Monitored work queue and organize workload to facilitate the timely submission of data to Canada Border Services Agency (CBSA) and/or Customs and Border Protection (CBP).
• Reviewed shipment documentation to identify or interpret data to be entered into Descartes’ proprietary web-enabled software application.
• Monitored work queue to ensure shipment acceptance by regulatory authorities.
• Interacted with customers by phone or email to resolve issues and/or questions that arise.
• Monitored work queue and contact customs brokers based on the shipment’s estimated time of arrival (ETA) at the border.
• Handled other work assignments in other related Descartes departments as needed.

Orlando, FL

• Participated in the Disney College Program Fall 2015
• Served a diverse guest base in a high capacity location
• Worked in both Disney's Animal Kingdom and Disney's Hollywood Studios
• Performed daily tasks of cash handling, POS usage, stocking, store opening and closing procedures
• Provided exceptional guest service to enhance guest experiences