 Successfully delivered expeditious resolution to customer and financial advisor inquiries and issues. Addressed and managed escalated and supervisory calls. Researched and resolved issues and achieved high service excellence and standards. Mentored customer service representatives; integrated peer coaching, call monitoring and analysis, department meetings, and serviced a resource line for questions and concerns. Utilized the following financial programs necessary to perform my daily tasks effectively: Workflow, AWD 3.2, AWD 10, Sprint, etreasury, 1099 Pro, Vantage RPS, Sharepoint, ABA, Merrill Connect, Docusign, Avaya and Annuities 360.

 Led campus and department catering needs and provided support to the Director of University Hospitality Services. Oversaw catering staff to ensure orders prepared and delivered on time. Coordinated major events for commencement, homecoming, parent weekend, and orientation. Supervised and processed U.S. required employment documentation for student and workforce. Booked and confirmed conference rooms and on-campus banquet facilities for events and meetings. Managed accounts receivable and payable for the department.