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Work Background
Owner
Worley AdventuresOwner
Apr. 2024Florida, United StatesWelcome to Worley Adventures, your premier destination for seamless travel experiences tailored to your desires. At Worley Adventures, we understand that every journey is a story waiting to unfold, and we're here to craft unforgettable adventures just for you. Our team is dedicated to curating personalized itineraries that cater to your unique preferences, ensuring that every aspect of your trip exceeds your expectations. Whether you're dreaming of exploring exotic destinations, embarking on a romantic getaway, or seeking adrenaline-fueled adventures, we have the knowledge and expertise to bring your vision to life. From luxury escapes to budget-friendly excursions, our comprehensive range of services covers everything from flights and accommodations to tours and activities. With access to exclusive deals and insider insights, we guarantee exceptional value without compromising on quality. At Worley Adventures, we believe that travel should be more than just a journey; it should be an enriching experience that leaves a lasting impression. Let us take care of the details while you focus on creating memories that will last a lifetime. Start your next adventure with confidence and peace of mind. Explore the world with Worley Adventures today.
Owner - Virtual Business Bookkeeper
Absolute Bookkeeping CompanyOwner - Virtual Business Bookkeeper
Jan. 2022 - May. 2024Summerland Key, Florida, United StatesVirtual Business Bookkeeping to include basic bookkeeping tasks, recording and categorizing transactions, reconciling statements, historical clean-up, accounts payable/receivable, payroll, data entry, paying invoices, collect W-9s, and completing financial reports. Since I work virtually, everything is handled remotely through encptyed sites to secure and protect all statements and documents.
Virtual Assistant
Vissistant by VickiVirtual Assistant
Jan. 2012 - Dec. 2022Ocala, Florida, United StatesResponsible for general administrative assistant roles, including scheduling, managing calendars, travel arrangements, writing and typing documents, creating spreadsheets, and much more. I also managed emails and made phone calls.
Business Training Consultant II
Wells FargoBusiness Training Consultant II
Apr. 2011 - Oct. 2012Inverness, FLQualified Store Managers, Service Managers and Personal Bankers responsible for scheduling their employees through the new process. Trained professionals in a Virtual Classroom environment for Click2Staff software program. Assigned and reviewed homework for each participant in software education for their store. Led two-day classes of 30, concentrating on new procedures and auditing. Performed audio-recording with a PowerPoint base for classes available online after the shift to a new department. Used degree progression in Higher Education as a basis for the job to enhance learning experience.
Initiatives Consultant/Operations Project Manager
Wells FargoInitiatives Consultant/Operations Project Manager
Jan. 2007 - Dec. 2010Inverness, FLOperations consultant for North Central Florida covering all lines of Wholesale Banking. After the Operations Consultant position ended, I moved into Project Management with the merger (Wachovia to Wells Fargo) handling the transition operations for customer's relationship's to the new model based on guidelines.
Customer Service Manager
Wells FargoCustomer Service Manager
Jun. 2003 - Dec. 2006Orlando, Florida AreaRemotely managed 14 employees, facilitating discussions on sales results, focusing on generating additional revenue as a part of servicing the customer. Continually developed and mentored employees toward greater productivity and personal growth, directing customer service provided to Relationship Manager's multi-million dollar portfolios. Served as Systems Administrator for new employee set up and/or profile changes for sales, risk and service personnel within the team. Constructed and utilized Individual Development Plans for increased employee development and growth in measurable steps.
Financial Center Manager
Wells FargoFinancial Center Manager
Nov. 2001 - Jun. 2003Lake Placid, FloridaConducted morning huddles and team meetings to discuss branch issues, shortage in staff and new policies and procedures. Supported all positions within the store and drove branch production by sending referrals to Financial Advisor that brought in over $1M to the branch. Participated in Regional Development for Financial Center Managers
Personal Lines Customer Service
First Insurance of Lake PlacidPersonal Lines Customer Service
Jan. 1999 - Dec. 2000Lake Placid, FloridaOversaw the entire Personal Line of Business in all insurance products, processing claims, renewals, transactions, and endorsements. Provided customer service for personal and commercial insurance products.
Marketing Assistant/Sales and Service Associate
Bank of AmericaMarketing Assistant/Sales and Service Associate
Jan. 1993 - Dec. 1996Lakeland, Florida, United StatesSupported marketing activities throughout Polk County market, covering two regional presidents and all public advertising, sales contests and reward recognition. Served as primary support to the branch manager administering both the budget and marketing plan for the branch. Placed advertisements and developed new customer accounts, high volume of consumer loans, and investment referrals. Performed ATM Balancing, Managed for teller outages, performed telemarketing and delivered outside sales presentations. Worked on the platform opening, closing, and maintaining accounts.

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