Customer Service Management

Jennifer N. Lee

**** ******** ********* **, ******* Grove, TN 37046

Email: ************@*****.*** Phone: 615-***-****

Young Professional committed to integrity, personal growth, and ambition

seeks the Client Reporting Consultant position where my demonstrated

knowledge, skills, and abilities will contribute to the continued success

and support for the CHs Health Services team. Key strengths include:

Customer Service Analytics

Research Customer Information Management

Problem Solving Budget Management

Communications Financial Industry

Project Management Team Player

Presentation to C Suite Executives Account Management

Strong Organization Skills Business Management

EXPERIENCE

SUNTRUST BANK, INC. (NASDAQ: STI)

Nashville, TN

Private Wealth Management Client Advisor Associate

April 2008 - present

Sports and Entertainment Specialty Group

. Manages portfolio of approximately 100 Entertainment clients with

individual average assets exceeding $3MM.

. Leads key client interactions (in-person and via phone) to profile,

recommend and attain deposit and loan products/services.

. Provides support to wealth strategists, team leads, and investment

brokers to achieve client goals.

. Increased new loan production volume to $4,000,000+ year over year.

. Drove average deposits by private wealth clients up by 22% from 2012-

2013.

DIAMOND L EQUIPMENT

Nashville, TN

Project Communications Manager

July 2007 - April 2008

* Led all marketing and communication efforts to broaden sales base by 20%.

* Overhauled, modernized, and managed accounting procedures, systems, and

software for over 60 clients.

* Evaluated logistical and information system structure and offered

innovative suggestions to streamline and improve processes.

INTERSECTIONS INC. (NASDAQ: INTX)

Chantilly, VA

Identity Theft Assistance Center (ITAC)

Dec 2005 - Jul 2007

Senior Account Management Associate (Promotion after 7 months)

. Worked with over 50 financial institutions and their representatives

(such as Bank of America, SunTrust, Wachovia) to address and reduce the

human and economic consequences of fraud and identity theft.

. Supervised fraud management information system training for over 100

representatives and call center personnel nationwide.

* Worked closely with the international sector to train and act as liaison

to ensure proper coordination between parties.

PERENNIAL STRATEGY GROUP (PSG) Washington, D.C.

Public Relations & Fundraising Associate

Sept 2004 - Sept 2005

. Organized logistics and marketing for bipartisan political fundraisers.

* Composed press releases and articles for placement on client websites

(such as the NBA Referees Association).

* Traveled with clientele to manage public relations during media

interviews.

TAC TECHNOLOGIES Arlington, VA

Deputy Specialist Under-Secretary of Defense, Pentagon

Feb 2004 - Sept 2004

Executive Assistant

* Cultivated collaborative and networking contacts with senior officials in

private and public sectors.

* Assumed military deputy responsibilities of action memoranda delegation

and task identification.

* Compiled and edited classified documents and drafted memoranda to high-

level DoD officials and international officials.

EDUCATION

BELMONT UNIVERSITY, THE JACK C. MASSEY GRADUATE SCHOOL OF BUSINESS,

Nashville, TN

. Master of Business Administration, August 2011

VANDERBILT UNIVERSITY, Nashville, TN

* Bachelor of Science, Cognitive Studies, May 2003

PROFESSIONAL & COMMUNITY SERVICE

Junior League of Nashville

. Volunteer for Oasis Center, Boys and Girls Club, Vanderbilt Children's

Hospital, Youth Encouragement Services, and McNeilly Center for Children,

2008 - present

. Member, 2008 - present

Youth Encouragement Services

. Tutor - Tutors elementary school children each Tuesday on school assigned

homework and additional outside reading materials, 2012 - present

Reading Is Fundamental

. Reader - Reads to fourth grade elementary class each month, 2012 -

present

The Next Door

. Mentor - Mentors ladies in crisis transition with financial, spiritual,

and child care needs, 2011

Preston Taylor Ministries

. Lunch mate mentor - Mentors a child weekly over her lunch break, 2010

Young Leaders Council

. Alumni and active participant, 2011 - present

Member

. Member of the following organizations - ACM, NARAS, CMA, CABLE, NAWMBA,

Brentwood Baptist Church, The Heritage Foundation, and Board member of

Book'em

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