Check out our past shows! New shows live the 1st and 3rd Wednesdays each month. We explore the importance of the outdoors and maintaining life balance. Through this series, we will be talking to women business owners to understand their journey.

Financial Wellness Begins With Education

Through an education based approach, partnering with clients to help reach their goal of financial independence.https://www.seasidesolutions.net

Through an education based approach, partnering with clients to help reach their goal of financial independence. Jeanne is a SmartVestor Pro with the Dave Ramsey program.

Jeanne is a SmartVestor Pro with the Dave Ramsey program.

Through an education based approach, partnering with clients to help reach their goal of financial independence.

I provide financial education and planning thru the Money Map, which is our complimentary, yet comprehensive financial planning tool. We implement these plans through our extensive array of products, which consists of Life Insurance, LTC Insurance, Disability Insurance, Retail Securities, Fixed & Indexed Annuities, Variable Annuities, 529's, IRA's, 401k,403b, Managed Securities accounts, and other products.

I provide financial education and planning thru the Money Map, which is our complimentary, yet comprehensive financial planning tool. We implement these plans through our extensive array of products, which consists of Life Insurance, LTC Insurance, Disability Insurance, Retail Securities, Fixed & Indexed Annuities, Variable Annuities, 529's, IRA's, 401k,403b, Managed Securities accounts, and other products.

To help families earn more income, become properly protected, debt free and financially independent.

Managed a team of Client Service Representatives that oversees a monthly freight spend of $218M with a monthly freight bill volume of over 1M.Oversees and manages client and carrier services team.Global direct liaison between clients (Motorola, Colgate-Palmolive, Lockheed, etc.), IPS and the transportation carriers.Client portfolio spend of $49M per month with a freight bill volume of 500,000.Oversee global implementation process for client business expansion.Managed multiple client divisions, operating within different compliance guidelines for each. Monitored transportation billing processes, ensuring that multiple components of process are in place. Proactively analyzed current procedures, provided streamlined solutions for identified areas.

Analyzed new customer credit card usage patterns to understand profitability factors utilizing historical data and supported assumptions. Made recommendations to senior management, based upon analysis, which directly affected future marketing campaigns, ensuring profitability factors were exceeded. Reorganized compliance-regulated, record-keeping process to provide consistency.Increased audit compliance results to Superior while ensuring banking regulations were met. Streamlined performance rating process for representatives by creating and implementing a user-friendly system, which increased productivity by 15%.Section Manager, Customer Assistance 2003 - 2004Managed the efforts of 12-23 people in a customer contact environment.Became a content expert on employee benefits to ensure that employees and employer operated within compliance guidelines.Ability to identify employees at risk due to job performance and develop personal programs, increasing productivity and avoiding termination.Impacted team performance and collection practices by exceeding departmental goals: 89% success rate by providing targeted continuing education modules.Provided support and feedback, written and verbal, to team members to increase personal performance and career development while maintaining superior customer service.Maintained a team retention rate of 96% by understanding and addressing team needs.Averaged an 8% promotion rate for team members.Created and facilitated education modules, subjects determined based upon performance needs, to an audience of 12-90 people, for team and department use.

Risk Management, Business Analyst, Call Center Management

Established new Inward Call Center Operations for the Credit Department.Created new staffing schedules for a department of 200, meeting ASA goals each month.Managing volume and appropriate staffing for four business types within the department. Created reporting, staffing analysis and managed call volume for a staff of 200 people. Managed the physical reorganization of department, which included overseeing the physical reconfiguration of the department and complete schedule redesign.Coordinated vendors during reconfiguration to minimize department downtime.Ensured all call measurements and customer needs were met by routing calls to other sites during reorganization process.Benchmarked reporting process of other call centers within the company to determine the most efficient manner to report results and increase productivity. Introduced and managed upgraded call monitoring systems. Provided weekly education for Call Center staff.Created and facilitated education modules in a dynamic environment for three additional lines of business, exceeding goals upon inception.

Processed Credit Card loans ensuring accuracy and quality lending, exceeding goals 98% of tenure.Assisted in the education process for new hires.Determined the creditworthiness of clients through the in-depth analysis of applications, credit score, financial statements, credit reports and historical performance.Negotiated payment plans and loan terms for high-risk users.Participated in education support as mentor for month-long new hire education process.Provided support to new hires after education to ensure smooth transition to new positions.

Managed loan losses by mitigating possible risk. Analyzed current customer spending patterns and financial situations to best determine future business relationships.Through effective communications with customers, utilizing open-ended questions and active listening skills, demonstrated the ability to balance business needs with customers current ability to repay the loan.Participated in education support as mentor for month-long new hire education process.Provided support to new hires after education to ensure smooth transition to new

Encouraged current customers to retain accounts by effectively explaining the benefits of MBNA.Assisted delinquent customers by negotiating appropriate payment plans to limit loan losses.

Developed a strong, repeat customer base.Created and implemented education material and dining room procedures for seasonal 60 seat restaurant.Hired and trained staff, requiring a complete understanding of menu and procedures. Organized and planned special events.Managed staffing levels.Off-season, site manager for the Inn and restaurant.