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Yyyyyy x. yyyyyy

2950 West 35th St. Apt. #0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com

Business Development / Strategic Planning / Operational Analysis / Customer Service

Quality Assurance ~ Organizational Efficiency ~ Human Capital Development

Results-driven Professional eager to offer cross-functional leadership, management, and communications talents toward supporting an employer in achieving key performance objectives.  Particularly astute at collaborating with internal organizations, ensuring the highest level of customer service and satisfaction as well as building and retaining client loyalty through strategic plans.

Key Transferable Skill Sets

Strategic/Feasibility Plans • Leadership Principles • Customer Retention and Loyalty Focused • Business Analysis

Financial Management • Efficiency Strategies • Proactive Problem Solving • Business Development

Data Gathering and Analysis • Time Management Effectiveness • Market Penetration

Customer Service Programs • Competitive Intelligence Assessments

Select Achievements & Contributions

         Executed action plan, recovering millions of dollars. JPMorgan Chase had an excessive amount of uncollected funds over three years old. Implemented comprehensive recovery action plan, incorporated new procedures and enforced C-level corporate authorization for tighter fiscal controls. Recovered $3M and put several corporate accounts in the black.

         Implemented strategic action plan, salvaging key account. JPMorgan Chase was in danger of losing major client requiring audits and reviews within a short time frame. Implemented quick recovery plan to accommodate client requirements. Retained loyal customer, mending relationship between client and company.

         Developed internal controls, enabling accurate reporting of cash flow. JPMorgan Chase had problems with late data entry updates, negatively impacting company cash flow. Developed process for internal controls, reducing late entries and delays. Improved on-time reporting performance by 5% and ensured accurate cash flow reporting.

         Initiated quick response, securing business. JPMorgan acquired new client who demanded quick program installation and turnaround. Directed quick response team that collaborated with internal and external organizations. Installed complete process within the customer time frame, solidifying a loyal customer relationship. 

         Identified error and improved process. Computershare discovered an error in client s dividend statement. Alerted corporate management, who sent a representative for a personal meeting with client. Developed immediate corrective action plan. Implemented double-check system to prevent recurrence.

         Audited and monitored $500M monthly transaction accounts, performance and internal operational metrics. (JPMorgan)

Qualifications Profile

         Strong analytical background with the ability to work independently on multiple projects with specialized experience in project oversight, information management, operational efficiency practices, conflict management and effective communication techniques, research and data analysis, strategic planning, organization development and change management.

         Possess strong organizational and analytical skills and highly adaptable in quickly changing business environments.

         Skilled at managing multiple projects and leading teams in cross-functional, concerted efforts.

         Knowledgeable in numerous facets of management with a focus on high yield results with as minimal risk as possible.

Academic Training

 

- BBA C Business Administration (Emphasis in Operations Management)                          Baruch College

Transferable Competencies

         Strong analytical background with the ability to work independently on multiple projects with specialized experience in operational analysis, strategic planning, financial feasibility assessments, effective customer service methodologies, conflict management and effective communication techniques and research and data analysis.

         Manage key accounts, with high level of accuracy and integrity as well as monitor account activity to ensure regulatory compliance and loss mitigation.

         Develop and implement internal controls to optimize performance.

         Manage business facets including high level analyses related to departmental budgets and financial analyses.

         Demonstrate dynamic leadership qualities and strong communication skills in successfully steering planning meetings and delivering comprehensive strategies.

         Capable of in-depth research and data analysis with the purpose of improving customer edification and comprehension of different products and services.

         Proven ability to adapt strong process knowledge and technical skills to diverse organization needs. 

         Technology savvy and proficient in numerous software applications and platforms.

Professional Summary

 

Client Service Administrator

JPMorgan Chase                                                                                                                         2006 C 2010

 

Senior Account Administrator

Computershare Ltd.                                                                                                                    1991-2006

 

Primary Job Functions: Strategic Planning, Creation of Client Management Programs, High Level Analyses, Feasibility and Viability Plans, Management of Complex Cross Functional Teams, Client Cultivation and Retention Programs, Both Short Term and Long Term Financial Planning and Management Initiatives for Business Solvency, Valuation and Competitive Intelligence Assessments, Project Management and Adherence, Human Capital Training Programs, Customer Needs Analyses.

 

 

 

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