career objective                                           

results-driven financial specialist eager to contribute superior business development, leadership, and customer service skills toward supporting the employer in optimizing revenue performance

profile                                                              

ø  offer ten years of progressive financial administration experience, with expertise in financial analysis and planning, accounting, document review, business development, sales, and customer service

ø  facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention, increasing revenues, and expanding market share

ø  apply strong information management skills towards ensuring quality, accuracy, and compliance of all activity

ø  sharp business acumen and experienced in managing broad scope of operations; extensive knowledge of financial products and instruments

ø  implement quality control initiatives, efficiently resolve account-related issues, and knowledgeably respond to inquiries

ø  dynamic communication, presentation, negotiation, and relationship management skills; demonstrated ability to assess and respond to client-specific needs

ø  proactive team player equally effective in independent and collaborative environments

 

~ technical proficiencies ~

microsoft windows and mac operating systems ~ ms office (word, excel, powerpoint, access, outlook) ~ lotus notes ~ visio ~ ops technology ~ corrigo ~ foundation ~ amsi ~ omnis ~ larson ~ cfe ~ vpas

professional experience                            

case manager, prudential, insert location                                                                                               2009 c present

• expertly manage a high volume of variable annuity contracts and provide excellent internal and external customer service in a fast-paced environment
• diligently review applications for compliance with regulatory guidelines and corporate policies; partner with financial consultants and clients to resolve any discrepancies

 

leasing consultant, avalon grove, stamford, ct                                                                                  2006 c 2009

• successfully steered all aspects of leasing operations for this 402-unit luxury apartment rental community; delivered exceptional customer service and performed business development functions
• administered contracts, calculated and collected monthly rents, monitored accounts, and  prepared notices regarding delinquent payments
• executed information management duties and maintained confidential tenant database; ensured compliance with all federal, state and local regulations, including fair housing standards

 

senior customer service associate, people s bank, westport, ct                                                        2004 c 2006

• provided personalized client assistance with banking transactions and efficiently resolved escalated issues
• actively tracked sales figures and staffing levels; prepared detailed reports instrumental to senior management in assessing performance
• mentored junior-level customer service associates and provided procedural guidance

                                                     

financial planner assistant, ac financial advisory group, danbury, ct                                                2002 c 2003     

• worked closely with financial manager to develop advisory and processing strategies; provided assistance with investment, retirement, education, tax, and estate planning         
• served as technical specialist performing software installations and network troubleshooting

 

staff accountant, meta group, stamford, ct                                                                                         1999 c 2001

• accurately maintained accounts receivable, processed invoices, resolved account discrepancies, and managed vendor relations

education                                                          

western connecticut state university c ancell school of business, danbury, ct                                      2004

bachelor of business administration in management information systems with security options

                                                                         

westchester community college, valhalla, ny                                                                                        2001

associate of science in computer science