Regulatory Reporting Process Improvement Contract Administration

Provided sales, service and execution support for new and ongoing client relationships.Gathered required documentation, Prepared, reviewed and verified documents and relevant information for accuracy. Performed common processing and ensures compliance with standard regulations and processes.Point of contact for clients, client teams and service partners and acted as an escalation point for complex client implementation and servicing issues.Initiated, updated and verified client, account, or transaction details in relevant systems/applications. Provided reports as needed.

- Centralized support team member handling complex client inquiries, exercising initiative in researching, analyzes and resolves problems, and exercises sound judgment regarding the proper handling of client requests all while meeting exceeding set deadlines. - Demonstrates exceptional communication in every aspect of the position with individuals at all levels in the organization, including clients, brokers, attorneys and operational personnel on a daily basis. - Generates ideas to improve workflow in order to increase efficiencies by responding, reacting and adapting quickly to new processes and procedures. - Demonstrates a high degree of accuracy and the ability to understand and minimize risk associated with all aspects of assigned responsibilities, while maintaining individual performance that directly impacts service to internal/external clients and influences other team members.

- Provided professional support through timely and accurate production of servicing requirements for the termination of all types of IMA's, IRA's, Custody, Assets Not Held, and Suspense Accounts. - Ensured a higher level of customer satisfaction while adhering to Wealth Management policies, procedures, and auditing and regulatory requirements. - Continually assessed frequent priority requests while managing workloads of 80-100 accounts. - Interacted with individuals throughout the organization at all levels in order to accomplish objectives.

- Drove sales and performance indicators for self and total team while leading the store.- Exhibited and modeled the customer experience fundamental in order for the store team to ensure store service culture is was representative of the Under Armour Brand.- Administered the sales associate census and store seasonal hiring needs and recruited / interviewed based on assessments to ensure store was fully staffed at all times. - Provided constructive feedback to the Store Manager in the areas of: sales, service, people, and product and process.- Managed wage payroll budget and sales associate scheduling to guarantee scheduling and floor coverage is was within allocated budget while optimizing business results.

- Drove sales and performance indicators for self and sales associates while leading the sales floor.- Exhibited and modeled the customer experience fundamentals for sales associates. - Supported sales associate training through on-boarding process in areas of: service and selling performance, product knowledge, point of sale, and general store standards.- Shared relevant retail and brand communication to store team through leading team shift huddles.- Maintained and enforced company issued asset protection policies and procedures.

- Maintained company defined customer experience. - Organized and displayed merchandise to company .-Promoted awareness of company programs.

-Managed and organized guest events, tournaments and daily operations of 200 or more guests.-Oversaw activities of outside operations and course staffing.-Opening and Closing procedures, including deposits and cash handling. -Guest service focused.

Assisted General Manager completing assigned tasks. Maintained general areas of the golf course.Assigned to make the surrounding & landscaping presentable while assisting arriving customers. Managed daily operations of the Pro Shop doing general office work and guest service.Responsible for month end inventory and numbers.

Creating Game Day Promotion.Setting up merchandise stands and advertisements for home games.Calling season ticket holders. Greeting fans upon arrival to area during home games.

Worked athletic events during the fall season.Crowd & facility management during home football games.Managed game operations within Division II athletic events.Set up and take down of multiple venues for sporting events.