Nicole Walker Email & Phone Number

San Diego, Ca

San Diego, Ca

• Collaborated with cross-functional team leaders to drive continuous process improvements, reduce inconsistencies, and achieve shared objectives• Created and maintained budgets for special events and projects, including 4 consecutive annual President's Club Luxury International Incentive Trips• Managed all logistical and planning aspects of key internal events including annual President's Club Incentive Trip, National & Regional Sales Meetings, Leadership Summits, and large-scale sponsorship initiatives• Sourced, vetted, and negotiated vendor contracts to meet financial targets • Developed initial proposals and project plans to ensure successful execution• Managed an organized library of internal processes and procedures, ensuring updates to documents as required• Generated comprehensive production reports for senior management including historical data analysis, monthly forecasts, performance reviews, and presentation deliverables• Hired, trained, and mentored sales support team members

San Diego, Ca

• Coordinated logistics for special projects and company events • Provided marketing and operational support to our sales and leadership team • Crafted corporate communications and monthly training calendar for the organization• Aided in the development, tracking, and renewal of internal policies and procedures • Prepared production reports for senior management • Managed special projects as required

San Diego, Ca

FKA "Synergy One Lending, d.b.a. Retirement Funding Solutions"• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors. • Executed record filing system to improve document organization and management.• Scheduled office meetings and client appointments for staff teams.