Trey Poole Email & Phone Number

Greensboro, NC, US

Columbus, Ohio, United States

• Processed corrections for participants and retirement plans, ensuring compliance with IRS guidelines and plan-specific rules.
• Addressed distribution-related issues by contacting participants through calls, emails, or letters.
• Resolved requests that were not in good order and participated in the fraud prevention process.
• Collaborated with partnering teams to resolve escalations and issues, demonstrating teamwork and effective communication in a fast-paced environment.
• Attended daily huddles and meetings to stay informed and contribute to team discussions.

Raleigh-Durham-Chapel Hill Area

• Educated office staff on how patients can save up to 80% on prescription medications through a free pharmacy savings card.
• Distributed savings cards by actively engaging with medical offices.
• Built and maintained relationships with healthcare providers, serving as an account manager.
• Leveraged existing medical-industry relationships to expand sales opportunities.
• Operated on a 100% commission-based compensation structure, with uncapped earning potential.

Durham, North Carolina, United States

• Provided excellent customer service to customers renting tools and equipment.
• Engaged with customers to effectively build rapport and lasting relationships.
• Processed rental transactions and collected payments accurately.
• Answered customer inquiries about tools and equipment, providing product knowledge and recommendations.
• Collaborated with team members to ensure smooth operations and customer satisfaction.
• Participated in training sessions to enhance product knowledge and customer service skills.

Raleigh-Durham-Chapel Hill Area

• Prospected quality physicians for neurology assignments using tools such as cold calling, database sourcing, medical associations, mass outreach, and referrals.
• Informed physicians about hospital details, required procedures, compensation structures, and malpractice insurance.
• Implemented recruiting strategies to attract top talent in a highly competitive market.
• Established and maintained strong relationships with new and existing physicians
• Negotiated contract terms with physicians and clients and extended offers
• Utilized social media and other online platforms to source, connect with, and engage potential candidates.

Winston-Salem, North Carolina, United States

• Analyzed business tax returns and financial statements
• Acknowledged/statically proven as a top loan processor officer in production, numbers, and success
• Carry out dealer penetration and relationship building campaign initiatives through tele-consulting, dealer meetings and open houses.
• Assist in managing fraud and mitigating BSA/AML risk by following approved policies.
• Field and service dealer/customer client questions relating to underwriting, operational or procedural details including promotional offerings, policies, incentives, and lien perfection.
• Assist dealers with upselling customers loan products and backend products.

Winston Salem, North Carolina

• Evaluate and underwrite retail loan applications for credit approval consideration.
• Facilitate the service necessary to build and maintain lending relationships.
• Assist dealers in all aspects of financing procedures, policies and options.
• Effectively exhibit perfect client experience behavior during outbound and inbound calls with external dealer/customer clients.

Wilmington, North Carolina Area

Wilmington, North Carolina Area

• Developed and reviewed comprehensive personalized financial plans with clients
• Learned to identify clients needs and wants to build goals for their future
• Adhered to compliance laws while upholding the highest standard of ethics with each client
• Established and maintained outstanding relationships with clients and management

Wilmington, North Carolina Area

Wilmington, North Carolina Area

• Crafted and executed a comprehensive financial strategy that led to the elimination of fraternity debt.
• Managed and maintained all financial records (annual budget of $30,000)
• Developed a budget to manage funds for charitable contributions.
• Initiated and executed fundraising campaigns to support fraternity initiatives and events.
• Conducted financial analysis to forecast future financial needs and provide recommendations for financial planning.
• Coordinated tax documentation and filings to ensure the fraternity's compliance with tax regulations.

Greensboro/Winston-Salem, North Carolina Area

Masters, Accounting

Bachelor Of Science - Bs, Business Administration (Finance)

Activities and Societies: Delta Kappa Epsilon-Brother and Lead Treasurer