Rose Mary Sullivan, Afc® Email & Phone Number

Jacksonville, Florida, United States

San Diego, California, United States

Provided confidential financial assistance and education to service members and their families by evaluating case by case budgets and developing strategic plans for the clients to maintain financial stability. Supported and mentored a diverse group of volunteers to provide consistent, quality client services within the institutional policies. • Served as administrative support to Director, performing tasks related to daily operations of the organization consisting of accounts… Show more Provided confidential financial assistance and education to service members and their families by evaluating case by case budgets and developing strategic plans for the clients to maintain financial stability. Supported and mentored a diverse group of volunteers to provide consistent, quality client services within the institutional policies. • Served as administrative support to Director, performing tasks related to daily operations of the organization consisting of accounts payable/receivable, monthly/quarterly reports, volunteer records coordination, maintaining office supplies, relationship building with outside organizations and providing exceptional client service to those we assist• Developed and implemented volunteer recognition events, awards, and training• Created volunteer training documents to streamline training processes• Authored newsletters for distribution as it pertains to the office operations• Assisted with recruitment, onboarding, and training of volunteers Show less

Coronado, Ca

Client-focused professional, whom served as the client's ambassador. Welcomed clients and helped to determine eligibility to apply for services. Informed clients of the documents necessary for their interview. Processed Quick Assist Loans and completed data entry tasks using various computer software programs. Managed phone calls, scheduled appointments, and processed inquiries in a fast-paced environment.

Coronado, Ca

The manager of the volunteer workforce, whom along with the Director and employees, provides leadership, guidance, and support to volunteers. In partnership with the Director, recruits, screens, and places volunteers in positions that best suite the organization and the volunteer. Oversees the mentoring, training, feedback, recognition, and retention of a diverse group of volunteers. Reconstructed and streamlined training materials for ease of use for office and thrift shop procedures.

Coronado, California, United States

Managed receptionist area, including greeting clients and responding to telephone and in-person requests for information. Effectively managed client flow by scheduling, confirming, and using computer software to match clients with appropriate tax professional. Created, organized, maintained, and verified electronic and paper file systems. Handled and processed confidential client data. Routinely balanced cash register and processed varying forms of client payments. Maintained a neat and… Show more Managed receptionist area, including greeting clients and responding to telephone and in-person requests for information. Effectively managed client flow by scheduling, confirming, and using computer software to match clients with appropriate tax professional. Created, organized, maintained, and verified electronic and paper file systems. Handled and processed confidential client data. Routinely balanced cash register and processed varying forms of client payments. Maintained a neat and organized reception/waiting area. Show less

San Diego, California, United States

Led and supported tax office associates for a location with 500+ clients in a 5-month period. Lead daily activities to ensure office associates are scheduled and work is completed according to deadlines with attention to quality standards and overall goals. Implemented COVID-19 protocols to protect staff and clients during a pandemic.• Served as point of contact for onsite escalated client concerns• Lead daily huddles and communicated essential information to office… Show more Led and supported tax office associates for a location with 500+ clients in a 5-month period. Lead daily activities to ensure office associates are scheduled and work is completed according to deadlines with attention to quality standards and overall goals. Implemented COVID-19 protocols to protect staff and clients during a pandemic.• Served as point of contact for onsite escalated client concerns• Lead daily huddles and communicated essential information to office associates• Answered phones and directed calls to proper individual; Scheduled appointment with appropriate tax professional based on client needs; Encouraged prompt response to client’s needs, ensuring a world class client experience• Monitored client status and notified tax professionals of holds and/or deadlines that needed attention• Coached tax office associates when needed using the GROW method as laid out by the company Show less

San Diego, California, United States

Led and supported tax office associates for a location with 300+ clients in a 5-month period. Lead daily activities to ensure office associates are scheduled and work is completed according to deadlines with attention to quality standards and overall goals. • Served as point of contact for onsite escalated client concerns• Lead daily huddles and communicated essential information to office associates• Answered phones and directed calls to proper individual; Scheduled appointment… Show more Led and supported tax office associates for a location with 300+ clients in a 5-month period. Lead daily activities to ensure office associates are scheduled and work is completed according to deadlines with attention to quality standards and overall goals. • Served as point of contact for onsite escalated client concerns• Lead daily huddles and communicated essential information to office associates• Answered phones and directed calls to proper individual; Scheduled appointment with appropriate tax professional based on client needs; Encouraged prompt response to client’s needs, ensuring a world class client experience• Monitored client status and notified tax professionals of holds and/or deadlines that needed attention• Coached tax office associates when needed using the GROW method as laid out by the company Show less

Coronado, Ca

Managed receptionist area, including greeting clients and responding to telephone and in-person requests for information. Effectively managed client flow by scheduling, confirming, and using computer software to match clients with appropriate tax professional. Created, organized, maintained, and verified electronic and paper file systems. Handled and processed confidential client data. Routinely balanced cash register and processed varying forms of client payments. Maintained a neat and… Show more Managed receptionist area, including greeting clients and responding to telephone and in-person requests for information. Effectively managed client flow by scheduling, confirming, and using computer software to match clients with appropriate tax professional. Created, organized, maintained, and verified electronic and paper file systems. Handled and processed confidential client data. Routinely balanced cash register and processed varying forms of client payments. Maintained a neat and organized reception/waiting area. Show less

Martin, Tn

Assembled lawn products, performed routine quality and safety checks, and logged production numbers and tracking codes via organizational computer software.Participated in continuous improvement projects aimed at preventing workplace injuries and improving overall flow of production. Worked closely with upper management to ensure improvements were beneficial and actively being used on the production floor.