• Support financial and administrative operations by managing client onboarding, account setup, and ensuring accurate documentation for investment accounts • Generate and maintain detailed financial reports in Excel to support business decision-making and data accuracy • Coordinate with clients to ensure timely processing of account-related requests • Track account progress and proactively follow up to ensure completion timelines are met • Maintain organized documentation systems to support compliance and operational efficiency • Identify process inefficiencies and implement workflow improvements that reduce administrative delays
Store Manager
Loft
Oct 2022 - Jun 2024(1 year 9 months)
Positions and promotions held include Sales Associate, Sales Lead, Assistant Manager, and Store Manager. • Designed and executed promotional campaigns, significantly boosting store traffic and revenue. • Hosted and advertised community outreach events, using Canva for creative designs and social media marketing. • Managed sales forecasting, budgeting, and store operations using reporting software. • Oversaw recruiting, hiring, onboarding, and training of new team members, ensuring smooth transitions. • Developed employee schedules based on promotional events, sales forecasts, and store needs. • Collaborated with visual merchandisers to optimize store layout and customer experience. • Conduct
H
Keyholder
Hello Fancy Boutique
Aug 2022 - Oct 2022(3 months)
Account Specialist
The Bash
Jun 2022 - Aug 2022(3 months)
• Assist clients in finding and booking vendors for their special events • Increased featured profile sales and membership renewal rates • Identify and implement efficiency improvements • Handling each service inquiry with positivity and enthusiasm to find a solution • Encourage renewals and assist existing members with renewal inquiries
Operations Specialist II- Appraisal Direct Support
United Wholesale Mortgage
Dec 2021 - Jun 2022(7 months)
-Address client inquiries and provide ongoing support throughout the appraisal process -Collect information from appraisers, brokers, and clients to provide a solution to inquiries -Connect with appraisers in areas across the United States to complete appraisal orders -Verify accurate appraisal bookings and due dates through the Appraisal Direct system, ANOW -Consistently communicate accurate discussed information through ANOW to all parties involved -Provide necessary documentation to various parties in order to complete the appraisal process -Use of Salesforce and Microsoft Office
Assistant Manager
ANN INC Ann Taylor LOFT Lou Grey
Apr 2021 - Dec 2021(9 months)
Keyholder
Paper Source
Sep 2020 - Mar 2021(7 months)
Sales Lead
ANN INC Ann Taylor LOFT Lou Grey
Dec 2018 - Aug 2020(1 year 9 months)
Sales Associate
ANN INC Ann Taylor LOFT Lou Grey
May 2018 - Dec 2018(8 months)
Education
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Associate's degree, Business, Management, Marketing, and Related Support Services