Customer Service Management

Amanda Lou Gentry

Chapel Hill, NC ***** – Email: ************@*****.*** – Phone: 919-***-****

Profile

** ***** ********** ** * strategist, caregiver, problem solver, marketer, business developer, standardized process

developer, and team builder serving in multiple industries and work environments servicing multiple communities

providing outstanding profitable results. Proven ability to coordinate fundamental analytics and strategy with inter

personal skills to create and provide an in depth assessment on commerce trends in correlation to behavioral

science. Recognized for having an infectious personality and recognized for outstanding leadership within multiple

professional roles. Analytical example format can be viewed at http://angelinvestmentconnection.blogspot.com.

Ideological example format can be viewed at http://scoopofthefinancialindustry.blogspot.com.

Self Assessment Profile

Job Skills: Extensive use in cost benefit analysis techniques

Personal Skills: Social Perceptiveness, coordination, negotiation, service orientation

Workplace Skills: Applied Mathematics and Technology, Locating Information, Reading for Information,

Listening, Observation

Work Interests: Investigative, Artistic, Enterprising

Work Importance Values: Recognition, Independence

Education

Meredith College, Raleigh, North Carolina

Bachelor of Science, May 2007

Major: Business Administration, Concentration in Finance

Centered Studies: Studies in Religious Philosophy and Intercultural Communication

Eligible for CFA Institute regular membership

Eligible for preparation for CPA designation

Amanda Lou Gentry Resume Page 1

Example – Profitable Results from Strategic Actions:

1. In 2008 regulatory implementations required individual managed discretionary portfolio to be linked to a

model and validated.

Role to work with administrative team, Personal Asset Management Model Team, to link the accounts

code on system per portfolio manager request

Assumed responsibility to design a pattern for the administrative right personnel to channel requests

through a centralized email address, PAM.MODEL

Design saw transparency in requests to validate linked codes

Results from administrative link design pattern

Minimal coding errors, pattern recognized error source

Met investment coding deadline in 2009

In 2010 regulatory 9 questions were not up to date on securities that were restricted on daily security buy

and sell list for wealth and investment management portfolios.

Assumed responsibility and programmed in excel a worksheet that depicted assets in portfolio that was

congruent with daily security buy and sell list

The spreadsheet formula was derived from a personal attribution research found in search of a formula

from the internet

Used formula found on internet to program excel column to read tickler in column A from tickler in

column B and would copy in column C if match and would not copy in column C if not a match

Results from daily programmed excel security list

Sold security before regulation 9 questions were due as a result reduced regulation 9 questions

Proactively portfolio managed as a result reduced under sight from relying on regulation 9 system

questions

Worksheet separate from trading system as a result minimized trading errors

Amanda Lou Gentry Resume Page 2

Agriculture Product Management and Marketing Experience

Multiple roles throughout thirteen years experience

CFO, Strategist, Designer, Blue Moon Meadows

Hillsborough, North Carolina, 2011 Present

Co Founder Blue Moon Meadows farm with the established presence at The Chapel Hill Farmers’ Market, a

local venue organization

Compose and assess financial statements and expenditures statements

Analyze non profit and for profit farm options similarities and differences

Analyze and reconcile bank statements and make cash inflow and cash outflow forecast assessments

Design and create merchandize from raw material

Community outreach in serving in volunteer roles and in contributing to commerce in merchandize

donations

Extensive use in volunteer work for non profit organizations

Volunteer, Non Profit Organizations

Continue Involvement in Community Outreach

Chapel Hill/ Carrboro City Schools in encouraging students to read campaigns

Chapel Hill Service League

Chapel Hill City Town in Locally Grown social uplift campaigns

Clerk, Village Charter School

Chapel Hill, North Carolina, 1999 2001

Managed daily office operational and administrative duties

Managed hard files and reconciled, reviewed, and audited financial statements for committee review

Assisted principal with unsupervised projects performed in timely manner

Marketed and participated in school functions, helped prepare for functions and cleaned up afterwards

Financial Experience

Total nine years in progressive roles serving at one establishment.

Trust Advisor Officer, SunTrust Wealth & Investment Management, Atlanta Advisory Center,

Atlanta, Georgia, 2011

Discovered in 2011 fee change language in 2011 disclosures, the due diligent oversight saved bank from

future litigation

Implemented standardize Investment Policy Statement into specialized industry group to lead and captivate

objectives and constraints that had not previously been recorded, end result, to forecast cash flows relative

to their stated asset allocation guidelines and strategies

Restructured weekly bill pay investment account cash forecast table to reallocate investment account

rebalance priorities, the strategic assessment gave teammates an in depth analysis of fixed distributions to

be able to predict future cash forecasts

Designed regulatory data management process plan for account acceptance forms for 2011 acquisition, the

design lead auditors to better understand Atlanta Advisory Center administrative responsibilities and

obligations to monitor the new account 2011 acquisition

Amanda Lou Gentry Resume Page 3

Investment Portfolio Specialist, SunTrust Wealth & Investment Management, Personal Asset Management,

Atlanta, Georgia, 2008 2011

In 2011 met Investment Policy Statement asset allocation project deadline, wrote objectives and constraints

in database for future asset allocation reconciliation alignment

Team contributor in 2010 for customizing new business investment presentations capturing the prospective

client’s current asset by displaying company’s viewpoint investment reviews

Reduced regulatory oversight time for determining restricted securities in 2010, formulated excel worksheet

to depict restricted securities in investment portfolios to examine portfolios risk tolerance on a daily basis

In 2009 and 2010 crafted PowerPoint presentations to examine and explain current allocation structure, fee

charges, and revenue income for clients that held constraints in privately held and closely held investment

vehicles

Developed administrative management processes in investment model group in 2008 and in 2009, the

process saved time for auditors in monitoring the coding requests

Coached offshore investment group in 2009 in providing the team with beneficial curriculum courses, what if

investment presentation scenarios, help full internal investment links, and trained on specific presentation

pages

First internal colleague to report to Atlanta, G.A. for Investment Center implementation

In 2008 met investment coding project deadlines, completed time sensitive investment coding tasks while

multi tasking with implementing fiduciary oversight regulations, the coding methods used were in depth

validation checks and balance and reduced minimal investment coding errors and enhanced fiduciary

management governance

Administrative Assistant, SunTrust Wealth & Investment Management, Personal Asset Management,

Chapel Hill, North Carolina, 2007 2008

Managed 6 portfolio managers’ client review cycles, created presentation and process that incorporated

annual performance data and monitored regulatory data, the process drove client satisfaction and

established a process for fiduciary oversight and was enacted in 2008 as a standard process for Investment

Portfolio Specialist responsibilities. The packet included performance, asset allocation portfolio presentation

slides and regulatory documents, the packet reduced operational cost in obtaining prudent information once

on an annual basis and eliminated confusing client mailing interpretations. After the packet was endorsed

by the client the packet of information was transmitted into central database for all team members to

retrieve. The oversight enhanced fiduciary management and brought transparency in communicating

investment management guidelines.

Evaluated Investment Policy Statement asset allocation to system investment code, conceptualized on

teammate investment oversight by uploading documents onto central teammate database

Introduced performance review optimization, studied performance measurement manual script to

strategically analysis client requests to software functions. Implemented enhancement tools to improve

performance measurement and satisfy client requests

Amanda Lou Gentry Resume Page 4

Financial Service Representative, Commercial Retail Banking, SunTrust Bank,

Orange and Durham Counties, North Carolina, 2002 2007

Ordered foreign currency for clientele and client money in purchasing power

Established and built trusted client relationships upholding consistency in providing branch representation

service for five consecutive years

Met brokerage branch goal in 2007 in cross selling brokerage division, a total of $500,000 fee base income

for branch. Did not receive incentive from new business.

Awarded in February 2007 for providing excellent customer service

Mentored new teammates on bank procedures, operations, and sales

Internship at SunTrust Mortgage in Fall 2006, learned loan documentation oversight process

Awarded April 2005 for executing high volume of transaction in a short time frame with minimal errors in

National Bank of Commerce and SunTrust Banks, Inc. acquisition in 2005

Managed and audited daily responsibilities in non traditional banking environments, counted money orders,

cashier’s checks, traveller checks and cash drawer

Awarded superior service quality in 2005 for client retention and customer service

Received solid rating performance in sales activities and customer service throughout the five years in

traditional and non traditional roles

Established well known relationship with managers in my understanding of bank regulatory guidelines, sales

achievements, and customer service enthusiasm

Participated in operation training, team building, and product marketing training seminars at SunTrust

University in Durham, North Carolina

Amanda Lou Gentry Resume Page 5

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