- Assess client business eligibility for the Employee Retention Credit by conducting thorough evaluations of financial data.- Interpret payroll documents with precision, reconciling data to identify and resolve variances efficiently. Maintain accurate records in the Client Relationship Management Tool, updating it with relevant details to streamline the review process.- Research government mandates and executive orders to confirm periods of eligibility for the Employee Retention Credit.- Utilize ERC program guidelines to conduct comprehensive analyses of calculation results and identify errors for resolution.- Effectively lead the team members, providing support by sharing experiences and skills to enhance overall team performance.

- Collaborated closely with a Senior Regional Retirement Director to identify, generate, and convert new business opportunities.- Initiated and maintained effective communication with sponsors and financial advisors, actively engaging in discussions about product offerings and scheduling product demonstrations to showcase key features and benefits persuasively.- Demonstrated continuous commitment to professional growth by actively developing and honing skills in sales techniques, business development, client engagement, and the art of building strong and strengthening client relationships.

- Developed and carried out curriculum and educational programs tailored for Better Real Estate staff and real estate agents.- Entrusted with studying additional teams’ processes and improving educational content for new hires within those teams.- Distinguished as a preceptor within the training team, playing a pivotal role in the integration and success of new hires.- Conducted engaging training sessions for new employees and provided ongoing support to facilitate continuous learning.- Worked with the management to monitor the effectiveness of training programs and develop modifications when appropriate.

- Supported the success of Better Real Estate agents by engaging new and current client leads through their buying process.- Performed 60 to 100 outbound client calls per day to potential new client leads and re-engaged with unresponsive client leads.- Answered approximately 50 inbound client calls per day in a courteous manner. Directed client calls to agents, scheduled client-agent appointments, collected client information regarding their desired home, and offered possible solutions to various issues.- Provided detailed information to new and existing clients regarding Better Real Estate's diverse range of products and services.- Successfully prepared for and acquired Nationwide Mortgage Licensing System credentialing to advance personal development.

- Served as the initial point of communication for approximately 200 potential clients per day via phone, online chat, and email. - Educated potential clients on Better Mortgage offerings and helped troubleshoot customer issues while on our website.- Consulted with potential clients to identify their needs and connect them with a team best suited for their home-buying goals.- Handpicked as the founding member of Written Communications division, specializing in email and online chat communications with clients. Pioneered the development of chat and email templates and workflows strategically designed to streamline written client communications and enhance response times, contributing to increased efficiency and client satisfaction.

- Supported the sales and service teams for Hendrick Automotive dealerships by answering inbound client communications. - Engaged with approximately 120 clients per day via phone or email. Used knowledge of multiple vehicle makes and models to identify potential vehicles fitting the needs of prospective clients and connected clients with dealerships carrying those vehicles.- Scheduled sales and service appointments for clients, managing the entire appointment process. - Proactively engaged with "no show" clients, rescheduled appointments as necessary, and conducted follow-ups to ensure the best possible client outcome.- Developed and demonstrated strong skills and competencies in sales, client engagement, and client relationship building.

- Completed a rigorous four-month training program at Fort Leonard Wood, MO, encompassing Basic Training and Job Training.- Acquired and employed comprehensive skills as a Combat Engineer, including driving and maintaining specialized military vehicles, operating various weapon systems, and fostering efficiency.- Mobilized and assisted with responding to state-wide emergencies, such as hurricanes or other natural disasters.