Timothy Johnson

Experience

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  DM Services

  Nov 2013 - Oct 2015

  Credit Specialist Lead

  • Managed a team of fifteen direct reports to ensure each client was assisted accurately and efficiently• Addressed areas of opportunity and communicated those areas with each employee to help their future development within the Credit Specialist role. • Assisted with 30+ calls from escalated clients to address their concerns and to offer a viable solution in a quick and efficient manner • Contributed to new hiring onboarding and explained best practices to new hires. • Assisted entire Call Center Employees which totalled over 300 employees when any employee requested assistance or needed further clarification of our processes• Served on the Fun Committee at the organization to ensure the call center environment was positive and inclusive of all employee personnel Show less

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  Bridgepoint Education

  Apr 2016 - Sept 2017

  Duties and Responsibilities Include• I was assigned a population of 350 students who are currently enrolled in Ashford University's Forbes School Of Business Degree Programs • My primary duty is to ensure each student account is up to date and to monitor the student's degree progress to ensure they achieve graduation.• I arranged meetings with several students to assist them with any issues that may have arisen in their current course• I was the point of contact for the student to liaison between the student in their professor. I collaborated with financial aid, admissions and matriculation to ensure each student progress forward accordingly. Show less I assisted undergraduate students by screening each student to help them determine their ideal degree to pursue in their BA program. My primary duty was to ensure each student who enrolled met admissions requirements to successfully pass each course to move on to their upper-level courses. I worked interdepartmental with the financial and matriculation department to assist students with any issues they may have arisen. Duties and Responsibilities include: • Identifying and Qualifying Prospective Students.• Represent the organization's brand well and carry the sense of the organization's mission through each interaction.• Maximize opportunities with potential students with regard to outbound telephone calls with the intent to qualify prospective students regarding the enrollment services process and program offerings consistent with the University's academic catalogues and/or University websites.• Develop and adhere to an effective call strategy that includes communicating effective messages to potential students either through oral or written communications. This call strategy may be long term based on student circumstances and needs. Show less

  • Academic Advisor II

    Sept 2016 - Sept 2017

  • Admission Counselor

    Apr 2016 - Sept 2016
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  Center for Sustainable Energy (CSE)

  Apr 2018 - Apr 2019

  Project Associate

  Provided technical support to residential applicants of charging infrastructure rebate via telephone, email and in personProcessed 20+ rebate applications per day while ensuring 100% accuracy Handled highly sensitive documents that contain non-public personal information while adhering to our security policies

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  Wells Fargo

  Jun 2019 - Oct 2019

  Technical Project Coordinator 4 Short Term Contract

  *Primary point of contact for all project related information and updates; compile reports for project team * Coordinate Bandwidth upgrades with multiple departments. vendors and systems that are moderate to high risk complexity * Manage and track bandwidth upgrades in Sharepoint, meet deadlines; provide deliverables to project team; order new IPs; order hardware and equipment;obtain appropriate approvals* Continually monitor and adjust schedule as neccesary; process circuit disconnect orders; document and resolve site issues * Submit change request for all sites requiring upgrades * Complete Reverse Logistics for existing equipment* Troubleshoot site activations to ensure project completion utilizing existing procedures Show less

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  American Express

  Oct 2019 - Dec 2019

  Project Manager 3 Month Contract

  • Lead the Project Management Office and the governance processes for managing new initiatives throughout their lifecycle.• Partner with Product Owners in the Network Product and Delivery team as well as the PMO and Product Owners in the Network Modernization organization to ensure transparency of new development in order to facilitate seamless migrations.• Partner with key stakeholders to develop and document current processes related to core network functions (i.e. product deployment, new partner onboarding, etc.).• Develop a complete understanding of the customers and users interacting with the network.• Analyze and assess processes to identify impacts from NeMo to drive implementation of strategic initiatives by working with various Subject Matter Experts. Show less

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  ZipRecruiter (Covid-19) layoff

  Jan 2020 - Mar 2020

  Enterprise Customer Success Manager

  • Managed 20+ Client recruitment campaigns by monitoring daily spend, budget and cost per application to ensure client hiring needs were met • Assisted with ascertaining the client’s success metrics to meet or exceed their return on investment via video conferencing software such as Zoom and Hangouts • Partnered with Account Executives to manage their book of business and assist with client relationship management to keep our clients satisfied with our product to increase overall revenue and spend within our platform • Collaborated with multiple departments such as Product Strategy, Implementation Specialists, and Customer service to stay aware of market trends as well as new products that can assist our clients with their hiring needs • Achieved budget utilization goal and averaged 100% goal month after month • Collaborated directly with new clients and assisted with client onboarding via conferencing• Managed $75,000 book of business month after month while helping new solutions managers with their book of business and teaching them ways to optimize more effectively • Optimized and improved campaigns by looking at publisher spend and conversion of applicants for each client • Utilized Excel and other reporting software to provide client-facing data reports which visualized the campaign performance to be utilized for quarterly business reviews • Facilitated weekly one on ones with Account executives to properly align our daily activities to onboard new campaigns within the approved service level agreements Show less

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  Vanguard

  Jun 2021 - Oct 2021

  Partner with clients to assist them with asset transfer requests utilizing digital solutions to expedite the transfer process Utilize interpersonal skills to help clients navigate through the transfer process to provide solutions to complex asset transfer requests Assist with further development of the department by offering feedback and solutions to improve our processes and policies to better serve our clients Communicate verbally to relay the most up to date transfer policies and procedures with clients and other departments including Investments, retirement, participant services and onboarding Set weekly goals to exceed KPI’s to grow further as a specialist within my departmentContinually seek developmental opportunities and pathways utilizing our professional development platform Show less

  • Assest Management Specialist

    Apr 2021 - Oct 2021

  • Registered Client Associate

    Nov 2020 - Oct 2021

  • Senior Asset Management Specialist

    Jun 2021 - Aug 2021
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  Doma

  Aug 2021 - Aug 2022

  Onboarding Project Specialist

  Created detailed plans and frequently monitored progress to assure project goals were met.Worked closely with Senior Product Manager to ensure timely completion of new product role out company-wideManaged virtual and onsite on-boarding and off-boarding in over 20 statesCreated training resources for sales and operation staff and compiled them in a SharePoint site for continued use Built Slack workflows to automate onboarding communication to new hires Onboarded an average of ten new hires per week ranging from associate to director levelSupported 35 Branch Managers along with 10 Senior Leaders with all onboarding needs Worked collaboratively with IT, Service Desk, HR and Operations to ensure compliance with all process changes Show less

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  Wells Fargo

  Oct 2022 - Oct 2023

  Registered Wealth Management Escalation Specialist

  Research and resolve escalated inquiries for brokerage related complaints including managed and self managed funds Determine appropriate course of action by conducting investigative steps to identify the issues, research product information and process complaints or corrective transactions online Review escalated inquiries and complaints that require special handling process of complex or corrective transactions online and ensure resolution or negotiation of sensitive and time critical matters Show less

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  Northwestern Mutual

  Aug 2023 - Nov 2024

  Investment Analyst