LINDA MITCHELL
**** ********* ***** ******* ******* PA 19018 610-***-**** acw1qo@r.postjobfree.com
https://www.linkedin.com/in/linda-mitchell-67928827
AREAS OF EXPERTISE
Process Improvement
Quality Control
Team Leadership
Training
Vendor Management
Client Retention
Needs Analysis & Assessment
Compliance
Risk Management
PROFESSIONAL EXPERIENCE
CGFNS International- Operations Manager 03/2015 – Present
Provider of Education and Licensure Credential Evaluation Services
Develop and manage staff of Authentication and Verification evaluators
Forecast staffing needs to maintain support of related assessment teams and service level agreements (SLA).
Renew and strengthen company’s relationship with the New York State Education Department.
Lead department to consistently exceed monthly revenue-generation budget.
Vendor management
Handle escalated customer calls to resolution
VENIO, LLC d/b/a KEANE 09/2002 – 03/2015
Provider of unclaimed property communications, regulatory compliance and consulting services
Director of Operations – Unclaimed Property Reporting
Drive client service coordination team providing contractual data analysis, due diligence, and
unclaimed property/escheatment reporting services for mutual fund, transfer agent, banking and brokerage clients.
Implement web-based workflow management software for documentation, management, and tracking for each client status throughout execution of components of annual reporting cycles. Labor reduced by 50%.
Establish solid accountability and client communication by driving client familiarity with all personnel ensuring full comprehension of client contractual, data and reporting requirements.
Zero findings on annual SSAE16 audits.
Client Relationship Manager
Manage relationship with 25 banking, brokerage and mutual fund clients handling services for SEC compliance and State Unclaimed Property/Escheatment laws.
Contract fulfillment in time-sensitive, fast-paced environment
Prepare and present reports to clients
Travel to client sites to assess and forecast evolving client needs for Risk Management solutions.
Data Analyst
Liaison between Client Relationship Managers and Data/IT department
Evaluate and implement quality assurance controls and data integrity within database and reporting services. Emphasis on stock pricing research and calculations following stock splits, re-verse splits and mergers and acquisitions
Convert former Venio clients onto Keane platform, after acquisition, while maintaining client satisfaction and retention.
LINDA MITCHELL Page 2
Director of Operations- Administrative
Manage administrative staff including managing project delegation, on-boarding and personnel development.
Serve as contact for property manager for facilities issues
Participate in plan and execution of office relocation.
Vendor oversight for procurement and annual security review of vendors.
Fulfill outbound mail projects - 500k+ pieces annually including the mail merge and printing of material.
Cost reduction- elimination of staff overtime through merger of two departments and cross-training of staff.
Introduce electronic solutions for high volume certified mail, and implement pre-sort mail solution to reduce costs 14%, labor costs 33% and expenses 22%
Mail Operations Manager
Supervise, train and develop personnel in execution of batch mailing services, back-end data entry and report-generation
Develop enhanced shareholder correspondence with Chief Compliance Officer
Vendor management- cut annual shipping costs 25% within 3 months of hire
Employee performance evaluations
United Parcel Service (UPS) 04/1996-07/2002
Training Supervisor, Sort Supervisor, and Document Auditor Details available upon request.
EDUCATION
BA, Spanish, The Pennsylvania State University
Non-degree program, Pennsylvania Real Estate Fundamentals and Practices
COMPUTER SKILLS
Intermediate Excel, Word, PowerPoint, Outlook, Adobe Pro, Salesforce, Chesapeake (UPCS), various proprietary software