Customer Service Management

LAUREN TATULLI

* **** ***** ( Tinton Falls, New Jersey 07753 ( 732-670-

**** ********@***.***

Financial services professional with eight years of combined experience in

financial services, financial analysis, planning, forecasting, accounting,

management; a proven ability to deliver accurate, timely results.

SUMMARY OF QUALIFICATIONS

. M.B.A. FINANCE; B.A. ECONOMICS

. Areas of Expertise:

Financial analysis Financial planning Budget development &

Financial services Analytical skills management

Financial reporting Accounting Economics

. Strong skills in oral and written communication, attention to detail,

able to multi-task and report to upper management, work independently or

on a team, building lasting/productive customer relationships, pro-

active.

Professional Experience

PERSONAL FINANCE ANALYST JULY 2007 - PRESENT

JP Morgan Chase

. Analyzing customers' financial needs to make appropriate recommendations.

. Delivering customer service excellence throughout a $35-40 million

commercial bank branch - consistently received 100% customer satisfaction

survey ratings.

. Consistently exceed lending and financial product goals by up to 40%.

. Supervising branch employees during managers frequent absences.

. Responsible for overriding verifications for tellers; balancing the vault

daily; ordering cash needed from the Federal Reserve; executing branch

opening and closing procedures.

. Controlling variable expenses and minimizing fee refunds maintaining

positive P&L for branch profitability.

. Saving the bank thousands of dollars by remaining alert to potential

fraudulent activity.

Lauren Tatulli

********@***.***

ADMINISTRATOR August 2003 - July 2007

JLR Associates

Property management company owns/operates/builds businesses; $200,000 in

annual revenues.

. Performed full range of accounting activities, including financial

analysis and financial reporting.

. Hired, trained, supervised new staff; managed compensation plan and

related HR duties.

. Managed day-to-day employee and customer relations issues, verified

completed work to ensure quality and timeliness, approved time card

entries; verified on-site cash.

. Reconciled cash collection from multiple sites to verify accuracy.

. Analyzed bids to procure $400,000 in inventory and equipment annually;

negotiated pricing with contractors to owner's satisfaction.

. Collaborated with advertising agency to create marketing slogans for TV

and radio advertising; contributed to direct mail components; arranged on-

site photo shoots; designed flyers, business cards, coupons, and

advertisements.

. Contributed to increasing overall revenues by 20% per year by assessing

financials, researching competition, and gathering comparable pricing

data.

Education

MASTER OF BUSINESS ADMINISTRATION - FINANCE GPA 3.82 JUNE 2011

DeVry University/Keller Graduate School of Management New York, New York

bachelor of arts - economics 2008

Montclair State University Montclair, New Jersey

PC Proficiencies:

Microsoft Windows OS, Excel, Word, Access, PowerPoint, Publisher, and

Outlook; Universal Workshop Application-VB; Loan Origination; C

Origination; Contact Manager; Customer Assist; Sales Express; Lotus 123;

SAP, SQL, Hyperion, Oracle.

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