Peter Mitchell Email & Phone Number

United States

My role as a Senior Trust Securities Operations Specialist includes all of the responsibilities as my previous role with additional responsibilities listed below:- Training new hires on our processes and procedures- Collaboration with sales team to onboard high net worth clients and improve the client onboarding process.- Manage the daily workflow of requests sent to the Asset Onboarding team.- Collaborate with various departments to help resolve client issues outside of the… Show more My role as a Senior Trust Securities Operations Specialist includes all of the responsibilities as my previous role with additional responsibilities listed below:- Training new hires on our processes and procedures- Collaboration with sales team to onboard high net worth clients and improve the client onboarding process.- Manage the daily workflow of requests sent to the Asset Onboarding team.- Collaborate with various departments to help resolve client issues outside of the normal day to day responsibilities Show less

Denver, Colorado, United States

*Process cash and securities transactions in the trust accounting system related to private equity, private debt and real estate position onboarding.*Ensure all transactions are processed accurately and according to the relevant documentation.*Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce.*Review relevant documentation for private equity, real estate, and private debt investments.*Complete risk analysis to determine if the… Show more *Process cash and securities transactions in the trust accounting system related to private equity, private debt and real estate position onboarding.*Ensure all transactions are processed accurately and according to the relevant documentation.*Ensure all documentation related to the transaction is appropriately archived and noted in Salesforce.*Review relevant documentation for private equity, real estate, and private debt investments.*Complete risk analysis to determine if the assets are acceptable for PP Trust to custody (inclusive of IRS guidelines, regulations, and internal polices/procedures).*Proactively communicate with clients via phone to advise them of the status of their request.*Quickly remediate any issues or concerns arising from the client contact.*Ensure all procedures related to client contact are adhered to.*Under the guidance of senior team members, assist in processing activities related to institutional client conversions and deconversions.*Under the guidance of senior team members, develop an understanding of processing activities across multiple security types (private equity and real estate). Show less

Denver, Colorado, United States

*Sales representative selling Telecommunications/Fiber Optic Equipment to local internet service providers and contractors*Cultivated and strengthened customer relationships to drive revenue growth*Contacted new and existing customers to discuss product and service solutions*Expedited customer orders for quick delivery and to promote satisfaction*Consulted with customers to aid selection and purchase of products that met needs*Collaborated with team members to determine… Show more *Sales representative selling Telecommunications/Fiber Optic Equipment to local internet service providers and contractors*Cultivated and strengthened customer relationships to drive revenue growth*Contacted new and existing customers to discuss product and service solutions*Expedited customer orders for quick delivery and to promote satisfaction*Consulted with customers to aid selection and purchase of products that met needs*Collaborated with team members to determine strategic sales approaches*Responded to customer inquiries quickly and professionally to maintain customer satisfaction*Took inbound calls,, promoting products and services to secure new accounts*Generated sales through outbound calling and lead follow-up efforts using scripts and other phone techniques Show less

Greenwood Village, Colorado, United States

• Lead sales representative selling debt collection software to companies providing financial services and SaaS.• Responsible for all phases of the sales cycle, with growing responsibilities to include the RPF process. • Engage with clients from many industries, including collection agencies, debt settlement companies, debt buyers/sellers, banks, credit unions, loan providers, and municipal governments. • Conduct customized demos for prospective clients based upon their needs… Show more • Lead sales representative selling debt collection software to companies providing financial services and SaaS.• Responsible for all phases of the sales cycle, with growing responsibilities to include the RPF process. • Engage with clients from many industries, including collection agencies, debt settlement companies, debt buyers/sellers, banks, credit unions, loan providers, and municipal governments. • Conduct customized demos for prospective clients based upon their needs. • Prepare cost estimates for prospective clients, partnering with the president of the company.• Attend conferences to promote the product with perspective clients and answer technical and non-technical questions.• Provide excellent customer service while learning the ever-changing rules of the industry. Show less

United States

*Overall support to various restaurant staff members*Supported management by resolving customer service and food-related issues to maintain guest satisfaction*Greeted customers to seat patrons at tables according to availability and customer preferences*Supported wait staff by setting up and replenishing condiment stands, trash containers liners and bus stations*Maintained table setting by removing courses as completed and replenishing utensils*Cleared tables to maintain… Show more *Overall support to various restaurant staff members*Supported management by resolving customer service and food-related issues to maintain guest satisfaction*Greeted customers to seat patrons at tables according to availability and customer preferences*Supported wait staff by setting up and replenishing condiment stands, trash containers liners and bus stations*Maintained table setting by removing courses as completed and replenishing utensils*Cleared tables to maintain high turnover rate and minimize wait times*Continuously went above and beyond expectations by helping with various tasks to support teammates and provide customer service*Supported serving staff in delivering accurate and well-presented food orders*Greeted guests with friendliness and professionalism*Performed walked throughs during service to monitor guest satisfaction and advise serving and bussing staff of specific guest needs*Collaborated with front of house staff to move tables and adjust seating to accommodate customers*Accommodated guests with children and special requests to promote comfortable dining experience*Managed daily card and cash transactions by maintaining payment records and investigating irregularities*Answered telephone to provide dining information and take party reservations*Notified server after seating parties in section to facilitate prompt service*Stayed attentive to server availability and table turnover to seat guests quickly*Monitored dining area to assess server capacity and estimate wait times. Show less

*Cleaned and detailed cars with high standards and service*Incentivized to do quality work as income was primarily customer tips*Promoted to leadership position in recognition of strong work ethic and demonstrated ability to provide exceptional customer service*Mentored newly hired employees on machine operations and implemented training on safety procedures to prevent injuries*Evaluated employee performance, identified areas of improvement, and communicated plans to… Show more *Cleaned and detailed cars with high standards and service*Incentivized to do quality work as income was primarily customer tips*Promoted to leadership position in recognition of strong work ethic and demonstrated ability to provide exceptional customer service*Mentored newly hired employees on machine operations and implemented training on safety procedures to prevent injuries*Evaluated employee performance, identified areas of improvement, and communicated plans to employees*Optimized team performance by training new hires on use of equipment, standard procedures, and organizational policies*Recommended additional, useful services to customers, which helped to increase overall sales*Received outstanding feedback for providing attentiveness and patience when assisting dissatisfied customers*Contributed to business growth by confirming customer satisfaction with service and quality. Show less