Mark Miranda Email & Phone Number

Denver, Colorado, United States

• Built a high-performing, empowered team by proactively identifying risk, developing skill sets, and improving morale.
• Coached and developed direct reports to achieve successful results through accountability and ownership and drive individual and team performance improvements.
• Maintained accuracy of reconciliation over multiple bank accounts and validated and provided a detailed payment breakdown of commissions and underwriter payments.
• Provided wide-ranging customer support between the Advisors and Fund company to drive overall goal achievement.
• Reviewed and maintained legal contracts based on fee structures and provided quarterly data reports to the board.
• Played a key role in designing and rolling out a new internal validation platform.

Greater Denver Area

• Led multiple high-performing teams ranging from Specialized Estate Processing, Print Operations, Research, Input and Output Mail Operations, Check Depositing and Reconciliation, and Purchase Processing.
• Coached and developed direct reports to achieve successful results through accountability and ownership while driving individual and team performance improvements.
• Continually demonstrated the ability to build successful teams by improving metrics and morale.
• Responsible for interviewing, scheduling, forecasting volumes, representative career development, performance management/disciplinary action, and writing and delivering monthly and annual reviews.
• Developed and implemented metrics/key performance indicators (KPIs) to measure and identify trends for volumes, quality, and efficiency to implement change to improve performance.
• Created a project plan to evaluate functions and implemented strategies to mitigate risk to the group.