Shannen Gillick Email & Phone Number

San Diego, Ca, Us

San Diego, California, United States

San Diego, California, United States

In my role as a financial advisor's assistant, I provided versatile support encompassing administration, client communication, document management, research, and portfolio analysis. I excel in scheduling, client service, and maintaining organized records. Success in this role required refined organizational skills, attention to detail, and the ability to communicate effectively.

San Diego, California, United States

As an administrative assistant and event coordinator, my responsibilities include managing calendars, making 1st & 2nd appointment binders, and updating important client information. Additionally, I am responsible for organizing company events, including researching venues, managing vendor relationships, and coordinating logistics such as catering and audio/visual equipment. My responsibilities also include maintaining records, preparing budgets, and generating insightful reports for management. My role demands exceptional organizational skills, efficient time-management, and delivering exceptional support to the team.

San Diego, California, United States

As a loan processor, I collect and analyze loan applications, verify documentation, and ensure compliance with regulations while providing exceptional customer service. I work closely with borrowers, order appraisals and title reports, and coordinate loan closings. Throughout the process, I maintain strict adherence to federal and state regulations, including fair lending and privacy laws.

San Diego, California, United States

Specialize in building relationships with over 20 possible leads a day andspearheading marketing, marketing research, and marketing campaigns.Conduct due diligence and evaluate investment criteria and comparables.Developing client relationships through social media, emails, andpeer-to-peer conversations.

San Diego, California, United States

Effectively coordinated meetings for managers, officers, realtors, and clients, ensuring all documents needed were prepared. Answered company emails and client calls promptly and professionally. Increased office efficiency by organizing office materials, emails, files, and payoff contacts. Handled deposits and corrected errors made in company accounting systems. Strong attention to detail and ability to prioritize and multitask in a highly productive manner.

Florida, United States

Balanced daily cash deposits, examined checks for identification and endorsement, and handled thousands of dollars a shift. Maintained confidentiality of bank records and client information. Operated a schedule of over 20 associates daily and successfully established relationships with over 50 customers a shift. Answered phone calls and interacted with customers in a courteous and professional manner to identify their needs.

Winter Park, Fl

Implemented health and safety management even during high volumehours and specialized in client relationship building. Promoted the mobileapp with 200+ peer-to-peer conversations, established and executedstrategies for content marketing and social media, and generatedexcitement around new menu items which led to an influx of sales.

Orlando, Fl

Developed relationships with 50 to 100 customers a shift by memorizingover 20 menu items and rotating specials in order to give customizedrecommendations to guests and resulting is customer loyalty.Successfully resolved conflict resulting in customer satisfaction 100% ofthe time. Served breakfast, lunch, and dinner to over 50 customers pershift at a national chain restaurant. Executed the employee trainingprogram for all new recruits which led to a successful work environment.

Bachelor Of Science - Bs, Business Management

Associate Of Arts - Aa, Business Administration And Management, General