Ashley Bradshaw Email and Phone Number

• Lead the processing of complex financial transactions by evaluating and approving client accountretirement transactions.• Diagnosed issues and provide solutions in accordance with IRS regulatory requirements.• Conducted account audits to ensure transactions meet regulatory compliance laws.• Executed client requests for corrections and provide guidance to branch personnel on resolution.• Analyzed research results and conduct complex data analysis.• Partnered with leaders on process improvement initiatives.• Provided one-on-one training sessions for new associates, fostering their development and integration intothe team.Key Achievements:• Successfully transitioned from Retirement Plan Service Associate to Fee Based Senior Associate-AMSTrading, demonstrating strong leadership and performance.• Conducted thorough audits of account activity, ensuring compliance with regulatory standards.• Successfully improved process efficiency by providing regular feedback to leadership, driving positivechanges.• Developed and delivered training programs for new associates, enhancing team capabilities andensuring smooth on-boarding.• Recognized for maintaining a positive and motivating work environment.Handle incoming calls and direct callers to appropriate department.

Verified accuracy of customer information by collecting and inputting data into system. Maintained the security of customer information through proper collection, storage, and handling. Ensured accurate processing and review of loan documents for PPP loan forgiveness. Exemplified outstanding customer service skills in interactions with PPP loan lenders.

• Managed mortgage documents in accordance with banking and compliance regulations.• Processed time-sensitive shipping documents.• Provided customer service and data entry.Key Achievements:• Consistently maintained a high level of accuracy in processing mortgage documents, reducing errors by20%.• Recognized for exceptional customer service, receiving positive feedback from clients and colleagues.• Improved efficiency in document processing, leading to a 15% increase in productivity.

Managed over 50 client accounts daily while achieving the highest goal attainment.Increased productivity within my team by 15%Processed patient client Medicaid enrollmentsManaged patient financial reports and follow-up visitsCurated employee training programsInitiated maintained Medicaid and SSI account appointments and relationships