Trey Green Email & Phone Number

Cumming, Ga, Us

Alpharetta, Georgia, United States

Alpharetta, Georgia, United States

• Duties include reviewing five separate clients’ custom data in Intelligent Investigator and Suspect Address. Making sure data is accurate and correct for the current run. Also performing validation checks using Power BI comparisons, SQL queries, and THOR generated notifications.• Weekly Data Cleansing project for large Tier 1 Customer involving several stages in PowerBI and Delimit Software.• Lead Bi-Monthly Batch/Education/Solutions Team Townhalls over MS Teams, involving Power Point collaboration with presenters, guiding the meeting as it progresses through sections, and working with special guest content.

Alpharetta, Ga

• Performed QC for Identity based products (mainly SDOH) for Commercial HC clients. Wrote an extensive training plan for the SDOH QC process and taught other team members through training sessions on navigating the procedure.• Similar duties as above except with a larger team using an older legacy system (QC related items). Used other systems for QC procedures that are no longer in service.• Worked closely with management to devise a more streamlined QC process which is both more efficient and provides more value to the customer.

Alpharetta, Ga

• Provide world class support for the nation’s top insurance providers.• Advise adjusters on best practices to use OrderPoint website as well as assist in prompt retrieval of various types of police and fire reports from every agency in the country.• Provide technical assistance on a wide range of issues involving the report retrieval process.• Handle duties on a weekly basis through the Order Processing Queue system within CRU Operations.• Provide assistance for LexisNexis eCrash.• Assist with the internal DocuWiki system; manage content related to CRU and eCrash. Primary contact for management updates to the Wiki.• Handle account management responsibilities and regular reporting for sales for Enterprise Rent-a-Car account.• Work closely with teammates to solve various product issues and bugs to escalate to UAT and management when necessary.

Atlanta, Ga

• Product manager for the web’s leading provider of educational and challenging stock simulations. • Train and supervise 6 full-time support staff members both in the Atlanta office and in our Montreal branch.• Help manage professor inquiries regarding class accounts and trading procedures.• Work closely with the president of Stock-Trak to streamline training and development of customer service team.• Monitor email ticketing system regarding customer issues directed from the Stock-Trak website. • Insure that customer issues are responded too correctly and in a timely manner. • Troubleshoot for customer service reps• Manage daily spreadsheet of revenue streams and web traffic from multiple sources, including Google Analytics, Tribal Fusion, Commission Junction, Opt-Intelligence, Google AdSense, and Yahoo Ad Tracking. • Track and analyze sources of revenue. • Monitor web traffic using Google Analytics to determine most active pages of website. Take this information and insert proper ad placement with relevance to page content.• Monitor demographic stats about students and individual investors to find our target market.• Develop and distribute weekly/monthly email campaigns with stock market updates and stock quotes along with pertinent ad placement and website updates. • Manage list of 50,000 students and professors per semester using the SalesForce contact management platform.• Supervise and maintain daily student registration files by formatting correctly into MS Excel and running pertinent macros to allow functionality of our system setup. • Supervise and maintain daily reconcilement of all credit card payments through AuthorizeNet and PayPal. • Monitor and manage our recurring billing accounts to make sure they are up to date in all systems. • Manage our ranking system report that is provided to branded site admins at the end of each trading period.

Alpharetta, Ga

• Provided sales and marketing support for a top quality commercial and residential signage company. • Manage high end signage programs by continual follow up with clients regarding color schemes, graphical options, layout, brand continuity, price points, substrate decisions, and proof management.• Handle all incoming phone/walk-in signage needs by acquiring spending limit, quantity desired, turnaround times, and graphical content.• Regular follow ups with leads regarding their current needs and sign providers. Offered alternatives to their current signage programs• Designed and distributed printed marketing piece to major realtors, apartments, and local businesses to generate business for Tag Signs, Inc.• Maintained progress with advertising using ACT! Contact Management software.• Helped design, construct, and manage trade show booth for Apartment Association event.

• Worked closely with senior financial team as a licensed broker to provide brokerage services to large client base with combined assets of over 300 million.• Assisted in all aspects of client services including account problems, placing trades, processing account transfer forms, recommending portfolio allocations and products, processing money transfers between accounts, handling margin calls, educating customers about specific investment products, working closely with the back office to expedite requests, getting bond and CP quotes and orders from the Fixed Income desk, running revenue reports for my team, and handling senior VP specific inquiries.