Alan Ruddy

Experience

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  Brio Tuscan Grille

  Aug 2010 - May 2015

  Bartender/Server/Trainer

  - Developed an individualized approach to customer service, and built lasting rapport with repeat and first -time clientele.- Creatively delivered high end experiences, tailored to each guest's specific needs.- Acted upon the opportunity to excel at multiple positions, and infuse each position with personal style and energy.- Direct inventory and cash flow management in an extremely high-volume, high-energy environment.

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  PrimeLending

  Apr 2015 - Dec 2016

  Team Loan Originator

  - Integral member of a team of 3 individuals which produced volume in the top 1% of all mortgage origination professionals in 2015 and 2016.- Active in the community and in job-related organizations to enhance the network of beneficial contacts, and actively seek out new business opportunities.- Demonstrate judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. - Demonstrated the ability to anticipate the needs of clients, mitigate potential risks, and match clients with the optimal product to suit their immediate and long term financial goals.- Interact with realtors, sales agents, builders, appraisers, regional & corporate departments, etc. to provide clients a top quality mortgage origination experience. -Continued to expand knowledge of issues influencing the industry and the financial spectrum, while remaining highly compliant with FNMA, FHLMC, USDA, FHA, FINRA, and CFPB regulations and guidelines. Show less

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  Wright State Research Institute

  Dec 2016 - Jul 2017

  Contract Finance and Accounting Analyst

  -Provided ongoing analysis of financial positioning using project based accounting management software, including MS Excel, MS Access, Deltek CostPoint 7. -POC for Project management team and Senior finance team regarding PO and Contract budgeting, including daily management issues and monthly/annual reporting.-Processed all Purchase Requisitions to ensure Purchase Orders were created quickly, accurately, and within budget. - Ad Hoc reporting/budgeting tasks as assigned, including preparation of annual budget, account reconciliation, and various administrative duties. - Responsible for all A/P invoice functions, including creation of tracking processes to ensure timely payment. Show less

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  Boost Engagement

  Sept 2017 - now

  Customer Success Manager

  - Integrates Marketing, Sales, Account Management, and Support to deliver a highly successful and sustainable Account-Supplier relationship.- Manages relationship for key regional accounts, and directly supports V.P. of Sales in on-boarding new clients, and expanding impact on existing accounts.- Creates maximum ROI for company and managed accounts, by providing a consultative approach to customer needs.- Manages online content, on-site promotions, and optimizes new and existing opportunities to create efficiencies within customer-client relationship. Show less