John Woods Email & Phone Number

Raleigh, North Carolina, United States

Working alongside Project Managers to ensure SIC's projects remain financially successful. Ensure project effort forecast aligns with the most current parameters in the contract, evaluate current inventory compared to the future needs of the projects and work with Sponsor's to ensure Change Orders are built, negotiated and signed in a timely manner. Complete and submit all required documentation to the necessary parties.

Raleigh, North Carolina, United States

Durham, North Carolina, United States

Assisted IBM participants with their 401k accounts by helping process transactions. Discussed their needs and helped make decisions based on their options within their plan. Asked probing questions to unveil the participants true needs. Reviewed resources to best assist the participant while following IRS guidelines. Inquired about participants' needs and tailored the options to best fit their needs. Processed rollovers, withdrawals, loans and exchanges to best assist the participants financial needs. Ran calculations for participant’s pension options and analyzed which choice would best fit their financial needs. Ensured that all plan rules were discussed, assisted with the processing of the pension and initiated the desired option. Well versed in all pension options for the IBM employees and assisted with any concerns that arose.

Greensboro--Winston-Salem--High Point Area

Develop relationships with real estate agents assisting them in making co-marketing material for open houses, promotional fliers for individual loan programs and communicating these programs with potential buyers. Help borrowers navigate the complicated loan process as their trusted mortgage advisor. Analyzed borrower’s financial situation and developed a personalized mortgage option to best fit their needs. Assist with the weekly sales meetings by keeping up to date with market trends, being aware of new loan programs that would be beneficial to our real estate partners and answering mortgage related questions.

Raleigh, North Carolina, United States

Raleigh-Durham-Chapel Hill Area

Aided members in a variety of banking scenarios including deposits, withdrawals, wire transfers, safe deposit box entry and phone inquiries Maintained great customer service while keeping my cash box in balance at all times. Cross-trained to oversee the vault and ATMs, as well as become a certified tax preparer through our Low Cost Tax Service. Kept current on the Credit Union’s procedures and trained new employees in these bylaws. Maintained updated and accurate records in accordance with audit procedures.

Raleigh-Durham, North Carolina Area

Collaborated with IT Department to assist with day to day technical issues in the Morrisville office, re-imaged old devices for recent hires and aided in setting up a new company wide phone system. Required me to install in office phones as well as distributing remote employees phones to them.

Assisted in gathering clinical information for internal and external audits. Helped implement new strategies for easier access and comprehension of large amounts of data waiting to be audited.