Jason Mayta Email & Phone Number

Tempe, Arizona

• Placing Measurements of 3D scans of infant head with possible plagiocephaly from Digital Surface Imaging® (DSi®) Technology • Efficiently Crop, cleanup and orient 3D scans utilizing 3D software • Providing accurate reporting to insurances companies for approval• Create and send completed reports of 3D scans to clinics• Utilize the Intergy program, Microsoft Word and Excel for data and reporting• Correct and update report information per clinic requests• Communicating with Clinics to troubleshoot problems and resolve issues• Send 3D files to clients in encrypted emails per special requests

Scottsdale, Az

ADVICE OPERATIONS• Accurately and efficiently process financial and clerical instructions provided by clients and Financial Advisors• Serve as a subject matter expert for managers, crew and clients for a Daily Transaction Report, the manual mail process and legacy Personal Advisor Services• Special projects:• Created a job aid for the Daily Transaction Report• Created and improved job aid and training materials for several different daily processes.• Assisted in enhancing the new hire process• Lead in the training of new hires and current crew for the DTR VBA report and manual mail process• Assisted in creating a job aid for the VBA upgrade report• Created and programmed a rotating daily schedule in Excel• Experience in using both internal Vanguard systems and external online tools to research financial holdings and related financial analysis information• Effectively communicate with internal clients to educate and solve complex situations• Ensure the quality and security standards are met with all manual and electronic communications with clients• Utilize AWD, IMH and CRM systems for processing forms and the client enrollment process• Managed the one-off fee reject process• Exercise my experience and knowledge in Retail Services and the Education Savings Group to educate on the procedures of those departments and the various departments they interact withPERSONAL ADVISOR SERVICES• Quickly and accurately entered and verified information provided by clients to generate Vanguard Financial plans• Utilized internal and external services, such as WAVE, TIDE, Morningstar and PlanIT2000, to ensure all financial holdings provided by the client were properly classified in the final VFP reportI also took on customer service roles in Retail Services and the Education Savings Department

Phoenix, Arizona Area

• Followed company standards to properly install satellite cable services.• Communicated with clients to review installation plans and scheduling.• Used time management skills to complete multiple installs and various other services in a timely manner.• Leveraged problem solving skills to correct service interruptions and other errors.

Phoenix, Arizona Area

• Used company provided hardware to identify and log technical issues.• Reported findings to the programmers, provided detailed notes, descriptions and the steps to recreate the issues.

Phoenix, Arizona Area

• Assisted customers with fine arts and crafts product knowledge.