• Tailored insurance solutions for small businesses, families, and individuals based on financial situation, retirement goals, and tax considerations that balanced tax savings and income flexibility in retirement.• Assessed client needs, compared policies across carriers, educated clients on policy options, encouraged policy reviews, and provided ongoing support.• Recruited new agents and provided support with standardized training, and economical solutions for customer management (CRM) including website management, marketing strategies, sales, payroll, billing, reporting, and feedback processes.

• Troubleshot issues for internal and external customers with structured approach to diagnosing and resolving technical issues across various devices and systems.• Contracted to help develop software application for detecting and eliminating duplicate entries in warehoused client data by integrating multiple legacy systems.• Wrote procedures for scrubbing large databases, improving data accuracy and operational efficiency.

• Contracted through Beacon Hill Staffing Group led software programming project to develop an application for detecting and eliminating duplicate entries in client data systems.• Automated and standardized integration procedures for large databases, improving data accuracy and operational efficiency.Key Achievements:• Resolved critical technical issues, enhancing customer satisfaction and support outcomes.• Streamlined payroll processing by integrating data through custom scripts, leading to more efficient operations and reduced manual errors.• Delivered a robust application that significantly improved data integrity and reduced redundancy, resulting in enhanced database performance and reliability.

• Developed and deployed risk assessment software application designed to uncover insights, monitor, and report on warehoused data for billion-dollar business clients in line with stakeholders expressed priorities and compliance standards.• Built an Access-based dashboard system for Global Business Units, providing historical, current, and predictive data views from Teradata. This system supported comprehensive analysis of loan culpability and enhanced decision-making processes.• Automated communication and reporting processes by integrating MS Office, SharePoint, SQL, and VBA, resulting in more efficient and streamlined reporting workflows.

• Streamlined recurring processes such as printed travel binders for Development Officers and annual goal reporting to paperless procedures. These initiatives resulted in a 50% reduction in operational time and increased projections accuracy.• Restructured donor solicitation procedures for improved predictive data collection enabling more reliable strategic planning. • Enhanced data mining techniques and optimized procedures to systematically identify and track "warm" prospects with a combined giving potential of $200 million in support of the university’s billion-dollar, 7-year Capital Campaign.

• Qualified consumer marketing research data (thoughts and feelings expressed by consumers during testing and interviews) into graphic organizers (e.g. spider maps, network trees, scatter maps, story boards), media posts, presentations, and reports.• Calendar coordination, travel orchestration, and communications converted into actionable tasks, appointments, or meetings. Coordinated trade shows, consumer testing, and product launch gatherings for employees.• Integrated software, office equipment, and other resources to produce standard and non-standard methods of presenting information, completing projects, and communicating with internal and external stakeholders.

• Facilitated employee technical training courses for microchip manufacturers and designers.• Designed, created and maintained database interface for managing training courses and events.• Conducted needs analysis to recognize and close performance gaps in processes and/or individuals.• Managed projects / special events, advertising campaigns, and conducted orientation training.

• Contracts as administrative support to upper-level executives in International and U.S. Marketing responsible for coordination of travel, calendar management, and conference scheduling.• Initiated international Olympic pin exchange and produced promotional materials for presentations.• Managed special projects, and corresponded with local, national and international customers, vendors and contacts.

• Contracted through ABAR Staffing and assisted the National Director of Finance with the compilation and distribution of financial reports to stockholders and partners • Queried data using a Paradox interface for the ELITE Law database.

• Orchestrated committee and board meetings in support of the non-profit President and CEO of the organization built to empower vulnerable and disadvantaged children and their families.• Produced promotional brochures, flyers, form letters, etc., expertly utilizing MS Word, PowerPoint, Excel and Access.• Assisted grant writer in research and proposal submissions.

• Supervised, interviewed, trained, set performance goals, and evaluated telephone-based loan processors and admin personnel• Spearheaded project to migrate from paper loan origination documents to electronic processing, underwriting, and closing using new Imaging technology, wrote procedure manual, and trained department on new procedures.• Consistently superseded customer service, quality and turnaround time goals for department.• Led project team to eradicate backlogged CRA loans and created procedures to maintain compliance• Office management: wrote loan processing procedural and training manuals and consistently met production goals.Accomplishmentso Uploaded all paper files into the newly acquired imaging system.o Set up electronic routing /workflow and notification systems for loan representatives and loan processors in disparate locations with centralized underwriters and managers.o Wrote training manual and standard operating procedures (SOP)o Conducted in-person, audio, and one-on-one training classes o Rolled out technology throughout regional loan offices in California, Nevada, Utah, and Oregon