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Work Background
Customer Success Manager
PrismHRCustomer Success Manager
Jan. 2024 - Mar. 2024United States · On-site
Client Services Representative
KeyHRClient Services Representative
Jul. 2020 - Nov. 2023Orlando, Florida, United States · On-siteConsultant and Business Partner: Functions as a consultant and business partner to assigned client issues, Service/Operational Teams, Sales and Market leadership to evaluate and deliver on client needs. Responsible for driving client retention and delivering message to clients and associates regarding the Retirement Services value proposition, creating and executing an issue resolution and retention strategy that will help develop a value-based relationship with each client. Participates on task force or project teams that focus on strengthening client relationships. Designs and executes improvements for process and procedures so that established goals are met. Sets and manages client expectations and activity, including identifying and developing additional service opportunities and coordinating delivery of ADP Retirement services and products. Acts as escalation point person overseeing complex client or advisor issues, coordinating internal stakeholders and swiftly bringing issues to resolution. Communication: Actively and consistently communicates with clients and internal teams. Also, provides continuous inter and intra departmental communications to enhance the market's effectiveness in dealing with critical client issues. Works with the Senior Director to develop and implement best practices and on business service challenges, product quality and solutions to enhance service delivery.
Sr. Executive Administrative Assistant
KeyHRSr. Executive Administrative Assistant
Jul. 2019 - Nov. 2023Orlando, Florida, United States · On-siteProactively provide executive administrative support, delivering excellent service and professionalism in every interaction. Demonstrate outstanding judgment, integrity, and discretion, handling sensitive correspondence, issues, and information with diplomacy. Coordinate all travel arrangements, including flights, car service, hotel reservations, and timely processing of reimbursable expenses. Take charge of calendar management, scheduling meetings, arranging logistics, and resolving conflicts effectively. Interact with executives and assistants internally and externally, promptly responding to requests with a sense of urgency. Prioritize and manage your workflow to ensure high-quality and efficient work, meeting deadlines and adapting to changing priorities. Proactively address and resolve issues within your area of responsibility, keeping leadership informed of any significant matters. Prepare various materials such as correspondence, reports, presentations, and ensure timely completion. Assist with special projects and take on additional assignments with a growth mindset.
Project Implementation Specialist
KeyHRProject Implementation Specialist
Mar. 2019 - Nov. 2023Orlando, Florida, United StatesEnsure various integration elements of assigned projects are properly coordinated including project plan development, project plan execution, and overall change control; Develop highly technical, detailed project plan including all work required to complete both internal and client-facing projects. Act as the primary liaison and handle expectations of key sponsors and client executive staff related to timing, functionality, and business objectives needed to support a successful go-live.Monitor, control, update and coordinate changes to existing projects while summarizing and communicating project status information producing effective reports, as appropriate.Assume responsibility and provide final approval for the entire project on behalf of all stakeholders; Troubleshoot project issues and escalate them to upper management if necessary.Ensure that project information is communicated on time through communication planning, information distribution, performance reporting, and administrative closure.Travel to client locations to meet and discuss specifications, assist with project options, and business objectives, and facilitate meetings with key client personnel including IT for network connectivity and file mapping.Serve as a mentor for other Operational Services staff related to project management methodologies and best practices.
Administrative Assistant
KeyHRAdministrative Assistant
Jul. 2018 - Jun. 2019Orlando, Florida Area · On-siteHelp enable and augment the company’s self-service model for specific administrative functions. Establish processes that enable cost and time efficiencies, related to administrative tasks. Assume accountability for end-to-end processing of POs, preferred vendors, and travel arrangements (domestic/international). Establish ways of collaborating with teammates and Commercial colleagues. Understand internal processes and policies, to serve as a base of knowledge when establishing complementary processes. Analyze needs and problems, and determine approach and priority in collaboration with senior leaders, their teams and administrative colleagues across functions. Serve as a point of contact to answer questions and guide colleagues. Support Commercial Leadership and Admins with meeting and events
Administrative Assistant
JDTECK Administrative Assistant
Dec. 2017 - Apr. 2018Celebration, FL · On-siteCheck inventory to make sure requested product is available. Creates quotes and applied appropriate discounts for new and established clients. Prepares invoices and verifies customer information is correct and up-to-date. Checks customer account for credit and outstanding payments. Informs customer of shipping date and any possible delays. Notifies appropriate department of order and shipping date. Reviews orders for accuracy and completion. Files copies of all orders received via email.
Mortgage Loan Officer Assistant (Intern)
Peoples Home Equity, Inc.Mortgage Loan Officer Assistant (Intern)
May. 2017 - Sep. 2019Orlando, Florida · HybridManage all incoming emails or calls between Loan Officer, Realtor's and clients. Setting up new clients thru Floify system for secure and private uploading of required documents. secure accurate documentation for a timely transition and prioritized files of immediate attention. Organize presentations Processed Conventional, FHA, VA loans for purchase initial documents, submitted to processor for review and submitted Desk Underwriting for pre-qualifications. Attended daily meetings for up to date status of all loans in start up process or closing process.
Student Intern
Hispanic Chamber of Commerce of Metro OrlandoStudent Intern
Feb. 2017 - Mar. 2017Orlando, Florida · On-site.
Admitting Clerk
St Cloud Regional Medical CenterAdmitting Clerk
May. 2015 - Aug. 2016St Cloud, Florida · On-site.
Medical Receptionist/Billing Clerk
ANDERSON ALLERGY & ASTHMA, INC.Medical Receptionist/Billing Clerk
Jun. 2014 - May. 2015Orlando, Florida Area · On-site
General Assistant HR Operations (Contract
Florida Virtual SchoolGeneral Assistant HR Operations (Contract
Apr. 2013 - Jun. 2013Orlando, Florida Area · On-site
Patient Services Coordinator
Central Florida Family Health Center - True HealthPatient Services Coordinator
Jan. 2012 - Mar. 2013Orlando, Florida Area · On-site
Patient Access Representative
NCBH Downtown Health PlazaPatient Access Representative
Jan. 2008 - Oct. 2010Wintson salem, NC · On-site
Marketing Assistant
MRI Overseas PropertyMarketing Assistant
Oct. 2005 - Jun. 2007Orlando, Florida Area · On-site

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