Oversees all internal systems and processes. Assists CEO with hiring and training new teammates. Responsible for building new services where appropriate. Directly onboards new agents onto the roster to establish smooth processes/procedures with new brokerages.

Functions as a liaison between real estate agents, clients, escrow companies and mortgage brokers during the process of a real estate sale and effectively manage the administrative tasks involved in closing a sale. Provides consistent, quality-controlled systems to ensure the smooth and efficient management of all relevant steps necessary to close a real estate sale, as well as monitor and assesses the progress of the sale so that important deadlines are met and clients have a consistently excellent experience.

Respond to Requests for Proposal (RFPs) from prospective clients and consultants across retail business channels. Assume primary responsibility for handling Retail RFPs. Assist in the maintenance of the RFP response database (Qvidian) with the most accurate, up-to-date information. Acquire broad understanding of products and all applicable content and data resources; over time, develop increasingly specialized knowledge of products and understanding of performance. Develop and maintain relationships with Subject Matter experts to obtain specialized data or content.

Research, write, and produce timely responses to comprehensive retirement plan Request for Proposal (RFP), Request for Information (RFI), intermediary databases, publisher surveys, ad-hoc requests, and other related inquiries from prospective and current clients. Partner with the retirement sales division to deliver high quality, competitive output that drives sales results.

Assist management with all manner of call center tasks including Call Quality review, Coachings/one-on-ones, morale enhancement, new hire training, complex projects, and escalation management.

• Answer and respond appropriately to Defined Contribution operational and procedural inquiries via telephone and e-mails from Putnam’s plan participants. • Initiate proactive/follow-up phone calls regarding pending issues to ensure timely and satisfactorily completion • Demonstrate enhanced knowledge of Putnam’s retirement products and services through practical application with clients. Demonstrate ability to encourage participants to take the “next best step” to their retirement goal. • Effectively diagnose client issues and demonstrate appropriate insight and judgment to provide customer focused solutions. Demonstrate knowledge of Defined Contribution transaction requirements and appropriate escalation when exception processing may be warranted. • Adhere to all department standards, including wrap, idle, talk, and hold time, schedule adherence, call quality measures and research responses • Process and QC all transaction requests within company standards. Ensure that all transactions are processed timely and accurately. • Display plan specific expertise through effective use of plan rules, FASCore systems, and other tools customized to individual client and plan provisions.• Demonstrate a sincere willingness to assist the participant and communicate accurate information. Make extended effort to identify participant needs and provide Putnam solutions. • Exercise good judgment and communicate potential problems to manager when necessary.

Started as a crew member responsible for booking and running events and delivering world class entertainment to customers. Steadily advanced to leadership roles in Marketing, Facility Maintenance, and Technical teams. Promoted to Assistant Manager in 2011, promoted to Store Manager in 2012. • Responsible for planning staff meetings, motivating staff, and ultimately overseeing a team of two assistant managers and approximately twelve crew• Responsible for interviewing and hiring new staff, training, coaching, and documenting staff development• Key holder, responsible for daily operations, cash handling, booking events, customer service and customer recovery• Oversaw technical operations as well as repair and regular maintenance of technical equipment, took inventory and maintained and ordered levels of office supplies• Facilitate center communication with upper management and home office staff• Oversaw entire Centre marketing and operations for 7 months in the absence of a General Manager, increased revenue, and developed a team with high communication and a welcoming attitude to new General Manager