Robert Klingerman Email & Phone Number

Tampa, Florida, United States

Specialty Services owner and processor at the company, accountable for overall review and compliance of approximately 5,000 documents and bank accounts each month. Monitoring daily operations for compliance with Bank of America policies and procedures. Prepare detailed reports on operational performance and present findings to senior management. Analyze data to identity trends and recommend changes to optimize operations.Manage projects related to process improvements and system upgrades. Quality assurance to ensure that the bank’s operations are running smoothly and efficiently. Process improvement to identity inefficiencies in a process and develop solutions to improve the process. Administering defined procedures, analysis and report generation and exception processing. IPO analysis and documentation on retail brokerage accounts. Client data management, process design and maintenance review.

Pennington, New Jersey, United States

Specialty Services processor at the company, accountable for review and compliance of approximately 5,000 documents and bank accounts each month. Work directly with business development teams and to develop strategies for improving customer satisfaction and analyzing data to identify areas for improvement. Ownership and accountability for compliance and control reports. Development and delivery of training, mentoring and supervising new employees. IPO analysis and documentation on retail brokerage accounts.

Pennington, New Jersey, United States

IJCT (Individual, Joint, Custodial, and Trust & Specialty Services processor at the company, accountable for review and compliance of approximately 2,500 phone calls, documents and bank accounts each month. Provided exceptional customer service to branch office partners regarding client brokerage accounts. Provided tutorial support with clear, complete and accurate information at point of call. Handle customer complaints provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution. Keep records of customer interactions, process customer accounts and file documents. Follow communication procedures, guidelines and policies. Development and delivery of training, mentoring and supervising new employees.

Newtown, Pennsylvania, United States

Aquatic Supervisor and Swim Coach at the company, accountable for lifeguard safety trainings, facility maintenance operations, daily practices and swim meets. Develop a clear understanding of proper stroke technique, training and racing strategies through collaboration with the swimmers and coaching staff. Execute daily practices in accordance with the season training plan. Aid swimmers in reaching their goals; communicate with parents, administration and coaches in a positive manner. Attend staff meetings and trainings. Responsible for lifeguard staff and day-to-day operations including facility maintenance, operations, filtration and safety.

Horsham, Pennsylvania, United States

Architectural Designer at the company, responsible for working on multiple projects (luxury residential single-family homes) and preparing construction drawings for clients. Managed multiple project teams assisted with design team in creation/evaluation of design initiatives. Responsible for meeting projects deadlines, budget and quality projects include new construction documents, lots specifics and revisions. Review and prepare construction drawings for luxury residential single-family homes.

Plymouth Meeting, Pennsylvania, United States

Drawing, detailing, and rendering in all job phases including commercial building, site analysis, energy codes, and sustainable design.

Langhorne, Pennsylvania, United States

Aquatic Supervisor and Team Lead at the company, accountable for lifeguard safety trainings, facility maintenance operations, attractions and rides, safety checks and documentation. In charge of guest and employee safety and satisfaction, teamwork and time management skills, lifeguard certified in CPR & AED, overview of the organization and park environment. Maintained high standards of safety on all attractions and rides. Performed daily safety checks, responded to all maintenance related radio calls in a timely and appropriate manner and maintained all appropriate documentation.

Minor, Small Business Management And Entrepreneurship

Bachelor'S Degree, Building Science And Sustainable Design

Associate'S Degree, Architectural Drafting And Cad