Carole Curd, MBA

Experience

• 

  Cognasante

  Dec 2015 - Apr 2016

  Case Analyst II

  Remediated pre-defined cases and identified data issues for both consumers and health insurance issuersApplied appropriate research and technical knowledge to resolve outstanding issues in an accurate and timely manner

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  DriveTime

  Apr 2016 - Sept 2017

  Talent Support Specialist

  Coached and trained all levels of management on Performance Management Documentation Identified trends to assist business units with proactive solutions through detailed monthly reporting Partnered with appropriate parties on Talent Support related issues, i.e. Legal and BenefitsDeveloped and coordinated customized training for various departments as requested

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  Edward Jones

  Sept 2017 - now

  Responsible for the direct conversations with Financial Advisors about going on Performance Improvement Plans, separation of employment or completing the Performance Improvement PlanCollaborate with Regional Leadership and internal stakeholders on decision making related to employment of Financial Advisors, provide recommendations based on a variety of data pointsServes as a SME on Performance Improvement Plans including providing information, guidance and direction on Performance Improvement Plans policies, programs, and processes to Financial Advisors and stakeholders Show less Responsible for the day-to-day coordination of programs and initiatives within Professional Designations, including: Contact management and escalation resolution with branch teams, status tracking and spreadsheet maintenance, meeting agendas and notes, monitors, tracks, and communicates progressManage data for the program or initiative including identification of trends in issues and questions, potential solutions when possibleOngoing process improvement by working in partnership with internal and external teams to ensure smooth on-going program management and to create a more positive branch experience Work directly with the firm's preferred vendors for professional designations Show less Excellent verbal and written communication skills, including the ability to respond and adapt to callers and peers with appropriate tone, organized thoughts, and confidence as well as respond to written correspondence in a clear and succinct manner.Organizational and time management skills with ability to multi-task and follow up appropriately for resolutionWork in a fast paced, team-oriented environment, quickly learning and applying new informationStrong computer skills, including effective use of Microsoft Office applications and Internet Explorer Show less

  • Employment Specialist

    Oct 2023 - now

  • Program Coordinator

    Feb 2022 - Oct 2023

  • Training Support Coordinator

    Jun 2019 - Feb 2022

  • Service Support Specialist II

    Sept 2017 - Jun 2019