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Work Background
Bureau Veritas GroupKey Account Manager
Mar. 2023Houston, Texas, United States● Cultivated and maintained strong relationships with enterprise-level clients, acting as a trusted advisor and primary point of contact across multiple communication channels, including in-person meetings, virtual platforms, and email. ● Proactively identified client goals and challenges, leveraging insights to deliver customized solutions that enhanced client satisfaction and achieved measurable business outcomes. ● Streamlined communication between clients and cross-functional teams, ensuring timely resolution of inquiries, concerns, and project deliverables. ● Collaborated with sales teams to manage client onboarding, ensuring seamless transitions and fostering long-term retention through proactive engagement. ● Managed audit scheduling and project workflows to align with client-specific requirements, ensuring compliance and operational excellence. ● Partnered with internal stakeholders to verify and maintain data integrity, ensuring all client and contract details were accurately reflected in company systems. ● Provided actionable feedback for process optimization, contributing to improved efficiency and customer experience. ● Delivered data-driven insights and prepared impactful reports and presentations using MS Office tools to support client meetings and strategic discussions.
ABS GroupAccount Manager
Aug. 2021Spring, Texas, United States● Collaborated with sales teams and onboarding coordinators to develop strategic plans for system audits, ensuring alignment with client objectives and timelines. ● Engaged confidently with clients, auditors, business development teams, and global program managers to facilitate seamless communication and achieve shared goals. ● Managed scheduling for over 300+ QHSE clients across multiple states and countries, representing 20% of the North American client base, while ensuring timely and accurate coordination with auditors. ● Leveraged data entry and analysis skills using MS Word, Excel, and PowerPoint to streamline reporting and support informed decision-making. ● Utilized proprietary systems to efficiently schedule complex, multi-site, and multi-auditor certification audits, ensuring accuracy and client satisfaction. ● Built and nurtured relationships with key stakeholders and decision-makers by delivering prompt, solution-oriented responses to inquiries and challenges. ● Researched and resolved client inquiries to deliver superior service and ensure long-term client satisfaction and loyalty.
PrimeWay Federal Credit UnionFinancial Services Coordinator
Sep. 2016 - Sep. 2021Houston, Texas Area● Identified customer needs to effectively cross-sell bank products and services, ensuring alignment with customer goals and driving increased adoption of solutions. ● Researched and resolved customer issues by acting as a liaison between departments, ensuring seamless communication and timely resolution to enhance customer satisfaction. ● Maintained expertise in regulatory compliance standards, including BSA/AML and Anti-Money Laundering, ensuring all customer interactions adhered to legal and ethical guidelines. ● Built and nurtured strong member relationships to consistently exceed established sales and service goals, fostering trust and loyalty.
TDECUService Manager
Nov. 2013 - Nov. 2014• Held responsibility for leading operations, including completing quarterly coaching forms to ensure direct reports were aligned with both individual and company goals.
• Tracked and reported training outcomes, providing detailed feedback to program participants and senior leadership on progress and completion.
• Administered various policies and procedures to ensure compliance, as well as all Standard Operating Procedures (SOP) to align with company goals. • Created and maintained month end compliance and operational reports.
• Completed all mandatory compliance testing within designated time frame and other compliance assignments including Office of Foreign Assets Control (OFAC), Unusual Activity Reports (UAR), and Security processes.
• Provided employees with incentive reports detailing transactions, as well as preparing monthly reports, work schedules and assigning duties to operations personnel.
• Accurately compiled and reported all financial data in 100% alignment with government regulations.
• Oversaw standard Human Resources compliance, including enforcing dress codes and interviewing candidates for new positions within the company.
Whitney BankOperations Manager
Apr. 2012 - Nov. 2013Rosenberg, TX• Held responsibility for leading operations, including completing quarterly coaching forms to ensure direct reports were aligned with both individual and company goals.
• Tracked and reported training outcomes, providing detailed feedback to program participants and senior leadership on progress and completion.
• Oversaw standard Human Resources compliance, including enforcing dress codes and interviewing candidates for new positions within the company.
• Administered various policies and procedures to ensure compliance, as well as all Standard Operating Procedures (SOP) to align with company goals. • Provided employees with incentive reports detailing transactions, as well as preparing monthly reports, work schedules and assigning duties to operations personnel.
• Accurately compiled and reported all financial data in 100% alignment with government regulations.
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