Joseph Ward, Mba Email & Phone Number

Wilkes-Barre, Pennsylvania, United States

In this role, I am delivering exceptional services to public related to general inquiries, such as retirement, disability, survivors, supplemental security income, replacement of social security cards, and Medicare related claims as well as addressing status inquiries, outstanding issues, and delivering referral assistance to other divisions of agency. I am responding to questions to public in line with Social Security laws and regulations, explaining requirements for eligibility determinations, redeterminations, and appeals, continuing eligibility for medical/work analysis, benefits entitlements, and potential candidates screening.Key accomplishments:• Communicated with team members, leads, supervisors, managers, and external partners at local field office locations to ensure seamless execution of operations.• Executed several tasks, including interviewing callers, conducting research, deploying policy/procedures, and confirming compliance of release of personal Information with Federal Privacy Act.

Here, I provided high quality customer service via coordination with callers and explanation of eligibility requirements, analyzed financial statements as well as carried out posting and balancing of general ledger accounts in line with Generally Accepted Accounting Principles (GAAP). I processed business loan applications and plans, while advising clients to complete applications, conducted detailed analysis of internal controls for business to identify risk exposures and identified risk of federal funding offering to approve and decline credit extension for optimizing profit and loss. I shared results/recommendations to NEPA Revolving Loan Fund Committee and NEPA-BFC, Board of Directors to evaluate loan application documents.Key accomplishments:• Composed quarterly and yearly fiscal reports by collaborating with other team members.• Interacted with attorneys representing NEPA and the NEPA- BFC to discuss legal requirements of loan processing and completion of loan documents.• Conducted audits, including assessment and appraisal of financial records, statements for completeness, and internal accuracy in line with Generally Accepted Account Principles (GAAP).• Introduced federal funding regarding Community Development Block Grant (CDBG) program to support small businesses affected by Covid-19 via partnerships with unison and Schuylkill County administrators.

Business Grader, Penn Foster, Scranton, PALoan Processor, PS Bank, Clarks Summit, PADepartment Manager, Shoprite Supermarkets, Mount Pocono, PADepartment Manager & Customer Service Representative, Lowe's Home Improvement, Dickson City

In this role, I coordinated with public and clients to address general inquiries, including retirement, disability, supplemental security income, life insurance, beneficiaries, estate planning, health insurance, and Medicare. I executed daily cold calling to all clients and team members using interpersonal skills, assessed client needs/goals by assessing expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance to develop financial plan as well as sourced and managed clients and new advisors.Key accomplishments:• Formulated and deployed strategies in line with client personally, professionally, and financially needs.• Conducted market research and analysis to design investment portfolios in compliance with client risk tolerance.

Here, I uncovered problems and resolved problems to identify significant factors as well as collected pertinent information data and recognized solutions, delivered support to HR in employee's benefits, payroll, employee/labor relations, staffing, and training. I executed numerous tasks, such as strategic initiative management in family of stores as head customer service advocate, onboarding/training of employees, collaborating with Pennsylvania Department of Agriculture to determine food safety, and acting as head of operations with computer generated ordering system. I led data mining product movement and previous sales trends via micro strategy software to predict future demand.Key accomplishments:• Built strong workforce by recruiting and training 150+ associates in collaboration with Human Resources.• Provided high quality service to public related to customer needs to achieve satisfaction.• Analyzed vendor performance as well as implemented marketing strategies to drive sales.• Monitored store Computer Generated Ordering system/software and executed support, upgrades, and troubleshooting.• Assessed financial integrity across supermarket, including budget analysis, cost configuration, and daily safe audits.

Master Of Business Administration In Finance

Activities and Societies: Consumer Goods Sector Manager for the Marywood Pacer FundScranton, PA (GPA: 3.75) Modules Business Taxation.

Bachelor Of Science In Business In Management And Marketing

Activities and Societies: Vice President of the Business Club; Student Activities Fee Board ExecutiveDunmore, PA (GPA: 3.38) Modules.