Sue Edmonds Email & Phone Number

Charlotte, North Carolina, Us

My positive contributions during key financial decisions opened an opportunity for me to expand my role with the company. I was subsequently integral in transitioning the company from a single LLC into a multi-entity corporate structure which included, tax planning, time line creation, account set up, contract review and role definitions.I was instrumental in overhauling the company’s financial processes, which included restructuring our line of credit, consolidating outstanding debt, updating PCI compliance rules and managing AIA billing. I accomplished these goals by formalizing roles for multi-branch operations and setting standards for all administrative talent. The changes made by our team, lead to significant improvements in cash flow by better leveraging credit terms and streamlining internal processes. My continuing goal is to keep our team focused on making each day productive and driving the company’s growth.

Charlotte, North Carolina, Us

When I joined Piedmont Door Solutions, the company was at a inflection point in its growth trajectory. I was integral in transitioning the company’s informal HR and benefit policies into formal and organized plans. I worked closely with leadership to develop comprehensive hiring packages, which included candidate vetting, redefining job descriptions, formal on-boarding processes and job listing strategies. During my time as HR Manager, the company increased from 23 to 57 employees while maintaining less than 3% turnover and with successful hires for all available positions. Through my extensive experience in managing insurance programs, I was able to significantly improve the company’s benefit package through negotiating with health insurance vendors. I oversaw the development of a new section 125 Plan for employees and negotiated the details on both Roth IRA and 401K programs. I led the implementation of the benefit plans from both an HR and accounting perspective, this included holding inter-branch training sessions, managing vendors, reviewing contracts, overseeing chart of account updates and reviewing payroll processes.

New York, Ny, Us

I managed a small staff of support people, setting goals, timelines and standards for my department. During my time in this position our team increased productivity and response times dramatically due to a renewed focus on candid communication. I was instrumental in all aspects of hiring, including candidate vetting and interviewing. I developed skills in strategic account planning and built lasting reciprocal relationships with clients through open communications around mutual objectives. Through tireless attention to detail I recognized, shaped and delivered profitable deals and anticipated strategic developments to benefit the client.

New York, Ny, Us

My key task was to evaluate and review life application data with the goal of verifying accuracy, authenticity and capacity of perspective clients. Working with the home office team of expert underwriters, our focus was the best possible package that we could put together for the client. I maintain complete knowledge of underwriting guidelines and standards. I managed approval and communicated with originator, per service standards; answered underwriting and product questions.I further completed and delivered work product with the highest degree of customer service and accuracy.

New York, Ny, Us

I worked to understand the needs of policyholders and set expectations for resolutions. This included contract review, reviewing and processing death and disability claims, and general advocacy for the policy holder. I spent time advocating on behalf of the business to set priorities. I then tracked progress against deliverables and influenced prioritization. During my time, I worked hard to grow my team and made exhibiting transparency and good decision-making skills a priority for all members. I was able to expand my role and collaborated with cross-functional teams on new initiatives.