Experience

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  Yadkin valley bank

  Jan 2008 - Nov 2010

  Teller

  Processed commercial and consumer deposits and payments; Balanced cash drawer and daily transactions; Responsible for meeting both individual and team goals in cross-selling of various bank services and products.

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  Infusionpoints

  Jan 2010 - Dec 2019

  Quality assurance manager & staffing specialist

  • Develops, implements, and manages quality assurance measures for performance improvement processes• Monitors performance activity and responds to quality assurance issues as needed.• Develops and maintains InfusionPoints documentation, forms, and checklists to ensure consistent processes and procedures.• Develops client documentation, forms, and checklists to ensure consistent processes and procedures.• Ensures processes and measures are in place and adhered to through Quality Assurance Reviews and Internal audits• Develops and manages annual compliance trainings to ensure process understanding and basic security awareness.• Manages timesheets and DCAA compliance• Recruiting and onboarding• Analyzes data and creates reports for management meetings.• Provides varied Administrative Services for the CEO and office.Project Implementation and management of a new Quality Management System program and ISO 9001:2008 . Successful registration 2013 - current. Serves as Management Representative, Document Control Coordinator, Lead Internal Auditor, Corrective Action Coordinator. Co-lead for ISO 27001:2013 implementation and management. Successful registration 2018-current. Show less

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  Main street investment services, inc.

  Jan 2010 - Mar 2013

  Client services specialist

  Provided client support and administrative services to a high volume investment office. Responsibilities included but were not limited to client communications, scheduling, office maintenance, client account services, account paperwork preparation, mail, and report/spreadsheet preparation.

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  First community bank

  Mar 2020 - Mar 2022

  Personal banker & loan officer

  ● Educate customers on online banking, financial opportunities, building credit, safe banking practices etc. ● Promote financial products and solve customer challenges by understanding customers' needs and offering relevant accounts, loans, and services● Improve customer satisfaction rates through a commitment to empathetic customer service and timely resolution. ● Assist retail and business customers with requests for opening/closing accounts, CD’s, loans, orders, payments, account changes or signing up for new services. ● Originate, process, and close customer loan requests. ● Continually boost branch production and revenue by exceeding assigned goals. ● Identify and mitigate suspicious activity to ensure loss prevention to customers and the organization. ● Investigate and collaborate with other departments to resolve variances, fraud, and other customer issues. ● Network with local businesses to increase client base and expand existing portfolios.● Manage daily branch reports to resolve issues and satisfy banking requirements. ● Manage cash drawer processing customer transactions, vault operations, ATM operations and balancing. Show less

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  Bonanza group

  Mar 2022 - now

  • Business Development Manager

    Sept 2022 - now

  • Administrative Director

    Mar 2022 - Sept 2022
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  American aquatic

  Jul 2023 - now

  Director of operations

  Director of Operations for American Aquatic and subsidiary, Salt Fever Guide Service. Responsible for business development, process improvement, resource allocation and company efficiency.