Fund University of Saint Mary
Team Coordinator Trainer, Correspondence 10/11-10/13 Reached an NQR 4.6/5.0 score(industry best) and prevented $75,000 in contractual fines each year. Resolved escalated customer calls concerning products, processing items, and account inquiries. Facilitated a training class for a client's mutual fund products with the use of internal resources. Lead Corporate Securities Representative, Correspondence Managed edits to a forms database through Remedy change requests to create process improvements. Wrote and proofed letters for inquires and processing rejection with exposure to over 50 investment firms.