SUMMARY:

• Experience performing project coordinator, compliance, QA, proposal writing, editing and administrative duties.
• Worked in various industries, including financial services, security, engineering, government, IT, economics, education, and insurance relating to critical illness, accident, disability, and life.
• Detail - oriented, efficient, and compliant/quality-driven, with superior organizational, writing, editing, and quality assurance skills.
• Team player in multi-tasking environments.

• Word
• Excel
• PowerPoint
• Qvidian
• RFP Machine
• SharePoint
• KYC
• Client Link
• CRM
• Adobe Acrobat
• Bloomberg.

PROFESSIONAL EXPERIENCE:

Confidential, Golden Valley, MN

Proposal Coordinator

• Created proposal outlines and timelines for civil engineering, planning, environmental, and construction services RFPs.
• Participated in kick-off proposal meetings.
• Kept track of proposal deadlines.
• Ensured that proposal submissions were in compliance with RFP requirements.
• Performed QA checks/editing on proposals prior to submission to clients.
• Researched new business opportunities.
• Developed materials for finalist interviews.

Confidential, Minneapolis, MN

Contractor (Project Coordinator)

• Conducted Quality Assurance (QA) in the Anti-Money Laundering division (AML) of the Wealth Investment Management department.
• Performed QA on cash vault accounts using KYC to identify compliance issues, and escalated issues for resolution.
• Conducted SharePoint site testing for OFAC to confirm user friendliness. Escalated issues to be fixed.
• Made recommendations on the QA process for compliance improvement.

Confidential, Minneapolis, MN

RFP Questionnaire Specialist

• Wrote and edited RFP questionnaire responses relating to insurance products offered for Life, Disability, Critical Illness, Accident, Hospital Indemnity, FMLA, EAP, and Stop Loss.
• Ensured that high-volume questionnaires were in compliance with the RFP requirements and were completed on time, often with tight deadlines.
• Recommended improvements to the questionnaire completion process.
• Collaborated with Subject Matter Experts to obtain new or updated information for inclusion in responses.
• Provided my Notary Public services to notarize proposal forms.
• Won several bids, including from a Florida city government in June 2016 valued at $800,000 in premiums.

Confidential, Minneapolis, MN

Temporary Copy Editor

• Reviewed statewide online student testing system for functionality and ease of use, for grades 7-10.
• Recommended solutions to functionality issues discovered.
• Ensured that the content of test questions/passages were free of grammatical errors.
• Made recommendations for improving the online student experience.

Confidential, Chicago, IL

Temporary Project Coordinator

• 3-month temp job at the auditing firm KPMG during the tax season, preparing audit reports for Partners within tight deadlines, for submission to clients.
• Proofread and edited documents in compliance with requirements.
• Ensured quality control of reports prior to submission to clients.
• Unemployed after being laid off from Confidential in the DC area, due to cutbacks in Federal Government spending on contractors during the Federal Government shutdown/sequestration. I moved to Minneapolis in November 2013.

Confidential, Alexandria, VA

Proposal Coordinator

• Assisted the Proposal Director with the preparation of proposal documents in response to Department of Defense IDIQ and Task Order solicitations in the subject areas of logistics, engineering, information technology, training, and security.
• Assisted with the development of the proposal process.
• Prepared proposal timelines, outlines, and compliance matrices in compliance with RFP requirements.
• Kept track of proposal deadlines.
• Scheduled review meetings and prepared documents for distribution at the meetings.
• Formatted and edited proposals in accordance with the proposal preparation instructions.
• Used SharePoint for proposal document control.
• Actively searched for new business opportunities.

Confidential, Arlington, VA

Proposal Manager/Coordinator/Writer

• Managed the proposal process at this Federal Government security services contractor, from receipt of RFPs/RFIs to final proposal submission. Submitted compliant proposals to such agencies as the Department of Defense, Department of Energy, the Department of State, Army Corps of Engineers, and the Department of Homeland Security (FEMA, U.S. Coast Guard, TSA).
• Wrote responses in security-related subject areas of emergency management, vulnerability assessment, critical infrastructure, intelligence, cyber security, COOP, personnel security, physical security, IT security, training, and other security disciplines.
• Wrote resumes, past performances, company background sections, and capability statements.
• Created timelines, templates, and compliance matrices.
• Assigned proposal sections to writers.
• Completed all required forms for proposal attachments.
• Ensured that all deadlines were met and that proposal responses complied with RFP/RFI requirements, contained win strategies and themes, and complied with company format and style criteria.
• Proofread/edited sections included in final proposal submissions to ensure quality control and proper grammatical usage.
• Prepared final proposal submissions according to solicitation instructions.
• Actively searched for new business opportunities to broaden PSI’s customer base.

Confidential, McLean, VA

Proposal Specialist II/Coordinator

• Assisted Proposal Manager with the preparation of various documents for Federal and State IT proposals, including proposal schedules, compliance matrices, and writing templates.
• Proofread/edited sections included in final proposal submissions to ensure quality control (Technical, Business, Resumes, and Past Performance sections).
• Ensured that proposal responses complied with RFP requirements, contained win strategies and themes, and complied with Confidential ’ format and style criteria.
• Coordinated with Document Services to ensure accuracy of proposal submission guidelines, to include the appropriate number of copies produced and the correct format applied.
• Assisted in preparation of oral presentations using PowerPoint.

Confidential, Washington, DC

Marketing Specialist/Proposal Writer/Coordinator

• Served as lead writer responding to RFPs and RFIs at this financial services firm, relating to 457 and 401K retirement plan services. Proposals targeted institutional prospects as well as state, county, and local government agencies.
• Prepared data on internal and external investment fund performance, and compiled statistics, assets, manager tenure, and other investment information requested in RFPs.
• Created timelines for each RFP project where I served as lead writer, to ensure that information requests, draft reviews, compliance reviews, and final proposal shipments to prospects were completed on time, often within tight deadlines.
• Ensured that all items requested in RFPs were included and properly organized and formatted.
• Proofread and edited final proposal documents to ensure proper grammatical usage.
• Prepared follow-up information responses to questions posed by prospects after proposal submissions.
• Created customized presentations and plan reviews using PowerPoint.
• Used RFP Machine database to research and update proposal responses.

Marketing Specialist/Proposal Writer/Coordinator

• Managed the proposal writing/editing process from start to finish.
• Wrote investment proposals on the firm’s domestic and international equity and fixed income products that targeted institutional prospects, including foundations, endowments, corporations, and high net worth individuals, as well as state, county, and local government agencies.
• Prepared portfolio holdings, asset spreadsheets and performance updates for use in RFP responses.
• Interviewed proposal managers/analysts for responses to questions.
• Responded to ad hoc fixed income and equity data requests from marketers, consultants, and overseas offices.
• Proofread and edited final proposal documents to ensure proper grammatical usage.
• Submitted proposals in compliance with RFP instructions.
• Actively searched for new business opportunities.