Jody Watkins Email & Phone Number

Barrington, Illinois, United States

Financial Product Knowledge, Administrative Support, Regulatory Compliance, Digital Banking Solutions, Marketing Strategy Implementation, Account Management, Wealth Management Services✔️ Identify and facilitate appropriate firm services such as banking products and secure digital offerings, which resulted in the successful onboarding of new clients and increased engagement with digital platforms.✔️ Streamline account management by collecting necessary documentation and processing transactions efficiently through meticulous attention to detail, enhancing accuracy and reducing processing time.✔️ Collaborate with Financial Advisors in developing and executing business plans, employing strategic planning and teamwork, which contributed to the achievement of business growth objectives.✔️ Engage in continuous professional development via training and education programs on firm policies and new platforms, while staying current with industry trends for improved performance and adherence to strategic priorities.

Schiller Park, Illinois, United States

Executive Meeting Coordination, Technical Proposal Development, Document Workflow, Approval Management, Administrative & Executive Support✔️ Arranged high-level executive meetings and organized complex calendars to streamline scheduling and enhance meeting efficiency.✔️ Created and reviewed technical proposal documents in coordination with engineering and project management teams, contributing to winning new business and increasing company profitability.✔️ Supported the Vice President with key administrative tasks including drafting correspondence, sorting mail, and answering phone calls.

Pricing Contract Formulation, Technical Proposal Development, Project Documentation Management, Project Coordination, Resource Management, Stakeholder Communication, Financial Management Expertise✔️ Led the development of technical proposals by managing proposal documentation, collaborating with engineering and sales teams, and utilizing project management software and technical expertise for successful project bids and increased sales.✔️ Expedited project workflow by creating and organizing various technical reports and presentations as well as facilitated internal and external communications by preparing correspondence and coordinating meetings with stakeholders.✔️ Coordinated project schedules and resources in collaboration with cross-functional teams for successful project execution within budget and timeline constraints.

Schiller Park, Illinois, United States

Accounts Receivable Management, Financial Reconciliation, Invoice Dispute Resolution, Collections & Payment Negotiation, Financial Record Maintenance, Customer Service Excellence✔️ Managed accounts receivables by processing customer payments, reconciling accounts, and ensuring accurate finances by applying strong financial and analytical skills, improving cash flow and keeping accurate records.✔️ Resolved invoice discrepancies by researching and addressing claims, facilitated collections by following up on overdue invoices, and negotiated payment terms with clients, which reduced outstanding receivables and timely payments.✔️ Offered exceptional customer service by addressing inquiries and resolving account issues through a customer-focused approach.

Schiller Park, Illinois, United States

Office Administration, Client Interaction, Scheduling, Front Desk Operations, Customer Service Excellence✔️ Oversaw front desk operations, including handling incoming calls, greeting visitors, and directing them to appropriate departments, ensuring smooth daily office functions.✔️ Welcomed and assisted visitors with a professional demeanor, provided information, addressed inquiries, coordinated effectively with internal staff and external clients, and ensured clear and prompt information exchange, contributing to efficient office operations.✔️ Organized appointment calendars for executives and staff by scheduling meetings, conference calls, and appointments, ensuring optimal time management and reduced scheduling conflicts.✔️ Maintained a tidy and organized reception area, managed mail distribution, and handled general office tasks, contributing to a welcoming and efficient office environment✔️ Oversaw and planned the company picnic

Macomb, Illinois, United States