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.

• 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

• 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

• 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