Ashley Nartea Email & Phone Number

Seattle, Wa, Us

PitchBook is a Seattle-based financial information technology provider. Their core offering is the PitchBook Platform, award-winning data and analysis software that provides insight into private and public companies, global M&A, private equity and venture capital activity, along with the limited partners, investors, funds and advisors involved.If you'd like to schedule a demo of the platform, advertise in our newsletter, or request your company profile, follow the links below.Schedule a Demo: http://s.pitchbook.com/demopitchbookAdvertise in PitchBook News: http://s.pitchbook.com/AdvertiseInNewsletterRequest Your Profile: http://s.pitchbook.com/RequestProfileFollow us on Twitter: @PitchBook

• Execute responsibilities of a Financial Services Representative while coaching, providing feedback and setting goals for employees • Assist in scheduling of employee work shifts, monthly audits, and member loan closings and appointments• Plan and organize monthly meeting minutes and branch events in collaboration with other senior staff• Exercise discretion and judgment when handling and proposing solutions to member inquiries or complaints• Maintain branch and member files in accordance with retention guidelines• Assist in preparation and proofreading of branch reports through the use of Microsoft Word and Excel• Certified trainings: Notary Public, Leadership and Negotiation Essentials, Customer Service Confrontation and Conflict

• Process transactions accurately and efficiently in accordance with established policies and procedures • Identify customer needs and effectively communicate additional financial products and services• Effectively execute loan process: accurately submit loan applications, create and compile proper documentation and close loans • Inventory supplies and replenish as required – Took initiative in creating supply order quick guide to increase efficiency • Provide a weekly email to employees inclusive of current branch monthly totals and current weeks focus in order to obtain goals • Track daily statistics through the use of Excel and monitor progress in relation to branch goals • Certified trainings: Teller Transactions and Services, Fraud Awareness, IRA and HSA Fundamentals, Consumer Lending

• Oversaw the planning and execution of birthday party events• Supervised on-site event operations and the setup of equipment while maintaining established schedule• Managed groups of up to or over 75 people in a gym environment while responding to and rectifying any concerns or complaints• Managed payment systems, attendee tracking and post-event evaluations• Compiled program records and monthly statistics

• Educated children by engaging them in activities outlined in daily curriculum• Provided a detailed email to parents recapping the week and providing the next weeks curriculum• Ensured the children had a clean and safe environment to learn• Counseled children as seen fit and followed up with parents in regards to their actions or behavior• Worked with children on an individual level to ensure growth and preparedness for the next level of education