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Staff Agent Resume

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Long Beach, CA

SUMMARY:

  • Accomplished Project Manager with extensive experience managing and administering projects to support revenue growth and profitability in corporate and small business environments.
  • Proven ability to collaborate and work successfully with senior management to ensure projects are completed within budget, on schedule, and in compliance with project specifications.
  • Achieved project success, by using strong analytical and time management skills, and a strong dedication to document control processes and procedures.
  • Excellent in verbal and written communication which promotes project involvement and overall project continuity.
  • Managed major revenue - producing Boeing project management software rollout and product management throughout the project’s lifecycle that generated over $3M in annual sales.
  • Created and managed processes and procedures for a national home mortgage company that generated over a $2M in additional revenue by implementing the top-down approach and efficiently aligning resources in the initial planning.
  • Co-managed (with V.P. of Operations), the re-branding of the company’s entire marketing campaign that generated over $500K in new business.
  • Successfully managed relocation project using checklists, vendor management, and detailed budget estimates.
  • Contributed to over $4M in revenue for two companies over 2 years.

KEY COMPETENCIES INCLUDE:

  • Project Management
  • Quality Assurance (QA)
  • MS Office Suite
  • Risk Management
  • Technical Writing
  • MS Project; Visio
  • Strategic Planning
  • Communication
  • Oracle; SAP; Sage Pro
  • Reporting/Research
  • Issue Resolution
  • Marketing Campaigns
  • Brand Management
  • Vendor Management
  • Budget Control
  • Team Management
  • Customer Service / Retention

PROFESSIONAL EXPERIENCE:

Staff Agent

Confidential, Long Beach, CA

Responsibilities:

  • Conducted community outreach designed to grow the company’s book of business.
  • Managed customer acquisition from initiation throughout policy issuance and follow-up.
  • Identified potential issues, risks, and incorporated strategies to assist in mitigating identified issues.

Financial Foundations Expert

Confidential, Phoenix, AZ

Responsibilities:

  • Evaluated and educated Confidential members about asset protection along with viable products and services available to attain financial security.
  • Identified and implemented critical success factors that propagated additional sales and services.

Assistant Project Manager / Office Manager

Confidential, Scottsdale, AZ

Responsibilities:

  • Managed and created goals, scopes, deadlines, aligned resources, managed issues, and risks.
  • Identified opportunities, researched new product possibilities, collaborated with the engineering team to assist with the development of campaigns that generated $3.6M in annual sales.
  • Co-managed brand management, corporate positioning, product launches, advertising, marketing collateral, and tradeshow marketing.
  • Provided project status reporting, client communication and coordination with project team and clients.
  • Worked with CEO to create an annual multi-million dollar contract proposal and subsequent approval for submission to a major aviation contractor for the Department of Defense.
  • Mentored staff in methodology and consulting excellence and encouraged best practice in project management and project planning.

Client Relations Supervisor

Confidential, Memphis, TN

Responsibilities:

  • Developed and monitored time sensitive projects like loan modifications.
  • Coached and developed team leaders, support coordinators, and customer services specialists.
  • Maintain proper documentation (general project plans, action items, timelines, and call logs) for all modification projects.
  • Lead, motivate and manage a team in all aspects of planning and resource evaluation.
  • Monitor compliance of state and federal banking regulations and train staff on new regulations.
  • Conducted department meetings on quality assurance and company procedures.
  • Coordinate work for and providing direction to staff to complete deliverables.
  • Created Ad-hoc reports for monitoring the department’s productivity.
  • Resolved escalated home equity/mortgage issues that originated from specialists, departmental managers and other internal divisions.

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