Experience
​​[Company Name Hidden]
​​Senior Lead Project Coordinator | Enterprise Change Management (July 2018 - June 2025)
Drove enterprise level programs, projects and products affecting 200K+ employees: ensuring accuracy in company data, ensuring accuracy in reporting data, enforcing brand standards. Ensured confidentiality, privacy and sensitivity in difficult, multiple location strategy initiatives toward team optimization and reorganization, and location consolidation.
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Created SharePoint and template documents to promote benefits of locations for employees relocating.
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Established SOPs for the department, initiatives, SharePoint, dashboards and reporting.
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Streamlined and re-organized data over confidential roles and strategic restructure.
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Created innovative data tracking formulas, platforms, reporting, and distribution of data to tell a story that made it easier to interpret the data.
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Worked on 3 concurrent enterprise level programs simultaneously.
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Strategized, tested and implemented a creative and custom solution to solve for sharing data with a limited access for over 200 unique perimeters - created testing criteria, documented procedures and trained ~20 testers, admins and general users the result was to restrict access based on criteria.
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Worked on projects that were: cross-functional, Human Resources, Technology, Accounting, Regulatory, and Branding.
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Accounting projects were focused on dashboards and data management of transactions that were processed through both general ledger and non-general ledger accounts.
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Responsible for tracking risks, issues and actions – and ensure work was complete.
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[Company Name Hidden]
Project Coordinator | Learning & Development, Human Resources (May 2015 - July 2018)
Designed and updated training website content. Update training materials, curriculum and learning paths, reporting, procedure documentation, and support for new hire and upskilling courses for sales and originations teams.
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Created and tested training scenarios and practice loans for use in courses designed for new hires and to upskill employee knowledge, included testing training and production environments after releases.
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Generated innovative report to calculate post-release support estimate of practice loans for facilitators.
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Crafted report card template and tracked facilitator feedback on course participants - including optional feedback loop to direct manager for additional training or development needs.
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Tracked issues and risks that populated as a result of system deployments, and training schedules and class preparation.
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Prepared and presented information about quarterly update as a virtual "Road Show" for facilitators after quarterly update.
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Created surveys and analyzed data.
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[Company Name Hidden]
Research & Remediation Analyst (June 2014 - May 2015)
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Researched and provided recommendations for neglect reviews, completed corporate proposals, reporting, risk and issue identification, vendor management and communication on properties.
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Lead contact to coordinate work with international contracted team providing feedback, coaching and learning opportunities.
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[Company Name Hidden]
Operations Analyst (April 2013 – June 2014)
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Placed orders for valuations and titles
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Completed equity analysis on borrowers
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Streamlined processes and procedures
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Provided training on new procedures
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Provided support to supervisor for many special projects – including team ergonomics, organizing team activities, and team satisfaction surveys and results
[Company Name Hidden]
Loan Servicing Specialist (February 2011 – April 2013)
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Pulled and prepared daily reports
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Processed and filed claims based on investor guidelines
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Converted filed for on-going saving project
[Company Name Hidden]
Operations Clerk / Team Lead (July 2009 – February 2011)
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Promoted to Team Lead September 2009
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Team auditor
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Prepared daily numbers report; included establishing and communicating goals and work distribution for the team so goals and deadlines could be met
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Prepared, reconciled and quality checked loan documentation for lenders
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Trained and mentored team members for success
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Created and maintained training procedures and other team specific resources
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Monitored team e-mail box
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Maintained team calendar
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Tracked and mailed packets
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Coordinated workload with other teams and shifts
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Functioned as the back-up for checks to cash process and running the bi-monthly automation
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Provided training and mentoring to the “night crew” and got the team functional
[Company Name Hidden]
Operations Clerk - temp to hire (April 2009 – July 2009)
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Hired as a permanent employee in July 2009
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Prepared, reconciled and quality checked loan documentation for lenders
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Trained and mentored team members for success
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Created and maintained training procedures and other team specific resources
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Monitored team e-mail box
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Maintained team calendar
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Tracked and mailed packets
[Company Name Hired]
Receptionist / Front Office - part-time (September 2015 – February 2016)
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Answered phones
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Greeted guests and provided assistance
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Sorted packet materials
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Provided refreshments for office guests
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Ensured the conference rooms were clean
[Company Name Hidden]
Sales Associate - part-time (October 2013 – August 2014)
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Greeted guests and provided assistance
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Provided customer service, including scheduling appointments, checking in guests for appointments, checking out guests, promoted add-on services, selling memberships, retail sales and sales of gift cards
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Housekeeping of the clinic and filing client records
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Trained new employees
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Helped with special projects
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Balanced the cash register drawer when closed and opened the clinic
[Company Name Hidden]
Receptionist / Front Office Assistant (June 2002 – February 2009)
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Answered main switchboard phone, averaging 30 calls per hour
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Greeted guests
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Coordinated meetings, educational seminars and luncheons
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Filed project materials
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Prepared and proofed project materials
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Prepared all outgoing mail and packaged
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Distributed all incoming mail and packages
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Provided corporate wide training on VoIP phone system
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Provided ongoing training and technical support to employees with Microsoft applications
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Created and maintained a database to track quality reviews on projects
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Assisted in training of new employees
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Was active in the Employee Recognition and Quality Improvement committees
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[Company Name Hidden]
Health Advisor - part-time (December 2006 – August 2008)
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Worked with clients to design custom menus using Medifast Program meal supplements to lose/maintain weight
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Provided continuous support for clients as they lost/maintained weight
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[Company Name Hidden]
New Business Representative (September 2001 – June 2002)
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Reviewed and processed new applications for life insurance, as well as requests for changes on existing policies
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Responsible for several clients; processing approximately 350-600 requests per week
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Support customer service teams by following up on customer requests received via telephone
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[Company Name Hidden]
Customer Service Coordinator (March 2001 – September 2001)
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Provided the highest level of customer service to all internal and external customers
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Handled approximately 130 inbound calls a day regarding 75+ different incentive programs
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Covered the corporate front desk as needed
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[Company Name Hidden]
Client Information Systems Coordinator (October 1997 – March 2001)​
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Successfully functioned as Account Manager for programs, including coordinating with different departments and the client
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Worked with numerous programs; totaling over 10,000 participants
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Ensured quality control of all program information
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Worked with marketing to design program materials
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Worked daily with strict deadline schedules
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Implemented and maintained department training manual
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Assisted in job-specific training of new and existing employees
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Assisted in cross-training of new and existing employees
[Company Name Hidden]
Sales Associate (August 1994 – February 2000)
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Demonstrated consistently high levels of customer service, creativity and energy
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Set-up displays to highlight new merchandise
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Consistently met goals
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Created training manual for department, which was adapted and used corporate wide
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Trained new sales associates
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Training manual created was implemented within the store and eventually corporate wide
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Balanced department cash register drawers when closed and opened the store