Amber Namitz Email & Phone Number

Phoenix, Arizona, United States

· Leading integration of our models and operating procedures with outsourced trading firm· Trained two new staff members in two different operations areas that have succeeded in becoming leads in my department· Increased cross team communication efficiency by creating additional statuses in the cashiering queue and SalesForce account pages · Reduced trade errors by simplifying the process of notating accounts that have received funds and queueing said accounts for trading· Created ad hoc data reports for advisors and senior leadership as requested

Phoenix, Arizona, United States

· Coordinated the activities of Junior Traders to ensure coverage for all operational work items on a weekly basis· Investigated accounts that were not in good order and escalated for trade correction, suggesting process adjustments as needed depending on the cause of the error· Assist in training new team members on processes/best practices· Developed a faster daily restriction review process and created methods to bulk process allocation changes· Provided prompt assistance to our clients/advisors looking for trading or cashiering support· Participated in daily market recap calls to discuss current market trends/national or global events of significance to the financial sector

Scottsdale, Arizona

Created new Excel formula for Commercial Sales, increasing efficiency in their process; Responsible for clearing out back log of sales to be installed, as well as increasing each months install total from the previous year through proactive scheduling; Create contract files for each sold bath; process sales order confirmations through Microsoft Navision; Maintain records of past contracts, both installed and cancelled; create installation information booklets for each contract to be installed; process credit card deposits and final payments; process financing payments through Wells Fargo Retail Services; invoice and close installed contracts; schedule and complete service appointments; enter and amend timesheet records in Microsoft Dynamics to match staff paper timesheets; process payroll; verify and post cash receipts journals; create weekly product orders based on current inventory and new sales

Scottsdale, Arizona

Promote Bath Fitter values by handling all incoming calls with a friendly and welcoming demeanor; support business operations by managing lead records and enter new leads using Microsoft Dynamics CRM; promote business development by contacting all new leads from calls, walk-ins, online forms, or various local events via phone or email, as well as interesting new leads in and setting appointments for sales consultations; grow customer base by maintaining a lead to appointment conversion rate at or above 70%; support sales team by managing sales team's schedules for consultations, branch meetings, follow up appointments, and time off, as well as keeping sales room stocked with all necessary forms

*This position was part-time and in addition to my Inside Sales role.Interest people in Bath Fitter tub and shower solutions at trade shows, expos, festivals, etc.; Facilitate set up and break down of event displays; Create welcoming event spaces that showcase Bath Fitter products and encourage people to walk-through and see for themselves; Research upcoming events for Bath Fitter to attend as a vendor or sponsor; Fill out vendor/sponsor applications and corporate payment requests for the events; Recruit and train temp/part-time event staff on Bath Fitter products and event best practices; Generate quality leads for the local Bath Fitter branch and book free consultations

Contacting parents/students to schedule sessions, logging and billing session hours monthly, keeping session notes on student progress

Find and maintain client relationships, schedule in-home tutoring sessions as needed, create practice problem sets as needed, engage students in classroom material

Scottsdale, Arizona

Help cardholders book travel using their loyalty points through inbound calls; Find and utilize opportunities to up-sell cardholders with hotels, rental cars, activities or insurance for their trips; Handle all calls with the utmost of customer care and service; Maintain PCI compliance

Contacting parents/students to schedule sessions, logging session hours in a timely manner, keeping session notes on student progress

Math Center

Greet students as they enter the center, engage students on subject material they are having difficulty with, create a welcoming environment so students feel comfortable using the space and asking for help.Act as subject matter expert in anything from basic algebra through calculus, differential equations, and linear algebra, as well as general chemistry and physics

Tempe, Az

Greet and sign-in students for class using the MindBody Platform. Perform new student in-take and process payments. Maintain studio through weekly cleanings.

Tempe, Az

Perform general office tasks like answering phones, filing, sending out mailings, etc.; create mailing media like certificates or audio recordings as needed