Gregory Boothe, Mdiv Email & Phone Number

Chesapeake, Va, Us

Newport News, Virginia

Portsmouth, Va

Virginia Beach, Virginia

Workforce management Forecasting with WFM application VerintPrioritize, organize and summarize dataOversees and maintains the Workforce Management platform (configurations for skills, call & multi-channel routing) Multi-channel includes calls (Inbound & Outbound), Email and Chat

Assist with loan closings (FHA/VA, Business Loans, etc)Assist with document accuracyAnalyze documents for accuracy, adequacy of documentation, and compliance with regulations for goods and servicesBuild client relationships to establish successful communication linesProvide business/financial consulting to existing business and personal customers to assess their long and short term financial goals

Consult with clients to uncover financial needsAnalyze documents for accuracy, adequacy of documentation, and compliance with regulations for goods and servicesBuild client relationships to establish successful communication linesProvide financial consulting to existing business and personal customers to assess their long and short term financial goalsReconciled bank statements for customers to verify accuracy of account balancesReview income statements for loan process for business clientsNotary services for loans

Perform financial analyses including budgeting, financial modeling, and forecasting.Collects financial data to be uploaded into financial systemAnalyze budget and other financial reports in order to provide successful recommendationsExamine documents for accuracy, adequacy of documentation, and compliance with regulations in order to provide great serviceDevelop financial controls to evaluate the success of the implemented strategiesPrepare financial reports using database structures and end user interfaces to provide semi-annual and annual reviews for clientsNotary services for document accuracy

Examined documents for accuracy, adequacy of documentation, and compliance with regulations for goods and servicesMaintain relationships with customers to establish successful communication linesStrengthen and develop new business with existing customersProvide financial consulting to existing business and personal customers to assess their long and short term financial goalsProspect and identify qualifying leads for existing customersReconciled bank statements for customers to verify accuracy of account balancesReview income statements for loan process for business clientsNotary services for loan closings

Assist clients in the understanding and enrollment of their company retirement planMaintain client accounts for accurate documentationDevelop financial controls to ensure accurate goal tracking for clientsAssist clients in the preparation of retirement planningDevelop financial reports using database structures and end user interfaces to provide semi-annual and annual reviews for clients

Manage inventory levels for 50+ Regional locations ($20 million/month)Manage auto replenishment system for 50+ locationsMaintain vendor and branch relationsManage commercial and industrial job requirementsSupervise price and cost for over 200 line itemsAnalyze individual markets for different productsNegotiate product costs between branches and vendorsTrack trends in customer buying habits for each branch

Gather data used to analyze customer orders and the success of promotional materialData Entry regarding customer accounts

Master’S Degree, M. Div.

Bachelor Of Science, Business Administration; Finance