Kristal Allen Email & Phone Number

Iowa, United States

Iowa, United States

Work to process paperwork in departmental queues timely and accurately including but not limited to new accounts, account transfers, account closures, address changes, IRA distributions, wire request, incoming checks, stock certificates, insufficient funds notices and creating/updating system IDs.Ensure proper application of and compliance with internal and regulatory standards, guidelines, and procedures.Understanding policies and procedures to execute them in daily work

Des Moines, Iowa, United States (Full Remote)

• Maximized employee performance with effective training and close mentoring.• Managed daily workloads by organizing effective schedules and delegating tasks.• Oversaw employee training and all staff management tasks.• Contributed to effective decision-making with detailed reports on daily operations.• Fixed problems with equipment using effective troubleshooting and repair abilities.• Collaborated with team members to meet daily demands and handle challenging projects.• Updated office files daily and kept records organized.• Developed solid relationships with staff.

West Des Moines, Iowa, United States (Partially Remote)

• Oversaw quality assurance, inspecting operations and documenting weaknesses to help develop effective solutions.• Maintained neat, professional office space with daily inspections and clean-ups.• Opened, closed and updated accounts based on individual customer needs.• Managed efficient transactions such as deposits and plan contributions.• Prevented fraud by spotting suspicious behavior and identifying problematic transactions.• Secured funds with careful attention to bank processes and legal requirements.• Troubleshoot problems and developed successful solutions.• Worked effectively with diverse team to accomplish daily objectives and meet long-term goals.

West Des Moines, Iowa, United States

• Created complete, accurate and compliant documents to meet record keeping requirements.• Updated processes based on feedback from department supervisors and other personnel.• Resolved issues by working effectively with suppliers and vendors.• Kept accurate records covering production volume, materials used and quality control measures.• Troubleshoot problems and developed successful solutions.• Developed solid relationships with staff, customers, and vendors.• Maintained full compliance with legal, health, and safety regulations.• Contributed many successful ideas to improve Direct Sales work.• Collaborated with team members to meet daily demands and handle challenging projects.• Protected company and customer data by consistently following compliance policies in each state and verifying correct materials were used.

Mba, Psychology, 3.9

Bs, Business Management

Certificate, Adult And Continuing Education And Teaching, 4.0