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Management Customer Service

Jacksonville, Florida, United States
May 19, 2017

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Honorably discharged veteran, Supply Chain Management Professional with 14 years of diverse experience in procurement, operations, and technology. Quick learner, strong work ethic and good team player. Strong background in inventory management, bookkeeping, project management, vendor relations and research.

●Customer Service/ Support


●Data Management

●Detail Oriented


●Material Management

●Microsoft Office, Excel

●Strategic Planning

●Performance Management

●Financial Management


●Conflict Resolution


Merrill Lynch, Jacksonville, FL SEP. 2014 - Nov. 2016

Financial Operations Specialist, Global Wealth Investment Management Mutual Funds

●Performed daily reconciliation of out of balance discrepancies of distributions and dividend breaks for over 1,500 domestic and offshore mutual funds.

●Collaborated, demonstrated ability to successfully work in team environment and liaise with a wide range of internal and external clients.

●Processed distribution wires, analyzed, calculated, researched dividend accrual of equity and daily rate information for accuracy to the appropriate mutual fund.

United States Navy, Jacksonville, FL May 2000 - May 2014

Logistics Specialist-Aviation Support Detachment – Expeditor 2014

●Conducted technical research and data entry of material requirements in support of organization.

●Tracked the status of requisitions, contracts, and orders.

●Coordinated to customer and supplier inquiries’ about order status, changes, or cancellations.

●Supervised, assisted in the processing of 3,000 Proofs of Delivery, maintaining material integrity and compliance with Type Commander Directives.

●Validated and processed 100 critical requirements that supported 15 squadrons and the Fleet Readiness Center Southeast.

Logistics Specialist – Command Service Office Manager, Japan Tour, 2012-2013

●Improved organizational effectiveness, operational excellence and customer intimacy that increased sales and customer satisfaction.

●Created relationships with approved local vendors for healthier options at a decreased cost of

60 % resulting in increased profit in CSO fund raising.

Compared suppliers' bills with bids and purchase orders to verify accuracy.

Prepared, maintained, and review purchasing files, reports and price lists.

Checked shipments when they arrived to ensure that orders have been filled correctly and that goods meet specifications.

Logistics Specialist – Material Control Supervisor -Japan Tour, 2012

●Trained and supervised subordinates and other staff in the management and support of 2.5 million dollars’ worth of aircraft repairable equipment and consumables.

●Decreased turnaround time of expeditious repair parts shipping and receiving process by 50%

●Respond to customer and supplier inquiries about order status, changes, or cancellations.

●Prepared requisitions, bill of lading, transfers, shipping and receiving documents.

●Track the status of requisitions, contracts, and orders.

●Contact suppliers to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems.

Logistics Specialist – Operating Target Budget Manager, Tri-site Tour, 2010 -2012

Coordinated and prepared purchase orders and sends copies to suppliers and to departments originating requests.

Provided accounting assistance with review for proper approvals and processing of invoice, including general ledger.

Assisted and prepared invitation-of-bid forms and mail forms to supplier firms for government contracts collecting research and quotes.

Monitored in-house inventory movement and complete inventory transfer forms for bookkeeping purposes.

Maintained knowledge of all organizational and governmental rules affecting purchases, and provide information about these rules to organization staff members and to vendors.

Audited and processed credit card bills and expense reports, and maintained accurate files and documentation.

Meticulously managed 8.4 Million in operational funding and reconciled fuel funds. Resulting in the recouping of $300K of erroneous aviation fuel charges.

Logistics Specialist – Data Manager Specialist/ Budget Assistant, Iraq, 2006-2007

●Prepared and edited funding documents for Command’s Emergency Relief Program (CERP), the Transition Team Integration Fund and clearing document supporting four Brigades.

●Awarded Army Commendation Medal, as Data Management Specialist for the Multi-National Division North Project Coordination Cell during Operation Iraqi Freedom.

●Database specialist Iraq Reconstruction Management Systems (IRMS), learned and updated new and existing projects.

●Tracked projects status and financial obligations of over 5,000 projects valued at more than 375 million USD.

●Worked with Comptroller to reconcile Commander’s Emergency Response Program (CERP) obligations between IRMS database and the Army’s Standard Financial System; reduced error below three percent and ensured errors were resolved in an expeditious manner


Associate of Arts in General Studies, Cuyahoga Community College, Cleveland, OH


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