Project Manager Financial Services
Resume:
Lisa Chavez
Albuquerque, NM *****
ad0kvo@r.postjobfree.com
Lisa has her hands on administrative tasks. She is also experienced with mail management. Supporting the project manager with administrative tasks and the development of procedures. She is well versed with computer applications such as excel and Microsoft office Lisa has also worked for AR/AP for her company when it was needed. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Authorized to work in the US for any employer
Work Experience
Financial Services Representative
Alorica - Albuquerque, NM
June 2022 to February 2023
● Assisted in preparing business plans and investment strategies.
● Generated financial projections and forecasts for short- and long-term.
● Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
● Monitored changes in financial markets and kept clients informed of latest developments.
● Built and established relationships with clientele to improve future business opportunities.
● Advised clients on favorable investment opportunities to meet established financial goals.
● Negotiated and managed financial contracts with vendors and suppliers.
● Negotiated agreements with clients and suppliers to cultivate favorable terms.
● Analyzed financial trends and provided detailed financial reports to management.
● Developed and maintained database of financial records for clients.
● Developed and delivered financial presentations to drive client engagement.
● Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
● Maintained updated records of all financial transactions to support traceability. Project Manager
Lowes Home Improvement
January 2021 to July 2021
● Support the project manager with administrative tasks and the development of procedures
● Develop and monitor project schedules, track work hours to ensure project deadlines are met
● Organize meetings to coordinate work and communicate with the team on project updates
● Assess project risks and monitor budget
● Collect data and ensure documentation is up to date. House Manager
Ybarra Household
June 1999 to March 2020
● Overseeing caring for the family and the home
● Paying the bills, buy anything that was needed for the home and its residents
● Cleaned the home entirely three times a week
● Helped run their construction company
● Administrative duties but kept the house manager role primarily
● Would deposit money
● Deliver the children and pick them up from school and extracurricular activities. Education
Bachelors in Data Management Technology
Strayer University - Washington, DC, US
September 2023
Associates in Information Technology Project Management Strayer University - Washington, DC, US
May 2023
Skills
• Life Insurance
• Sales Goals
• Short Selling
• Insurance Industry
• Account Documentation Accounts Receivable
• Microsoft Office
• Consumer Demand
• Helpdesk Operations Management
• High Net Worth
• Profit Analysis
• Information Updates
• Economic Trends Spanish Limited Working
• Business writing
• Oral and written
• Support services
• Technical Operations Understanding understanding Optimization
• Teller Transactions
• Prepare Sales Agreements
• Managing Wealth
• Regulatory Compliance
• Account Retention
• Proofreading
• Professional and mature
• Meeting planning Individuals Marketing
• Grid Balancing development
• Technical Solution Analysis
• Excel spreadsheets
• IT Ticket Documentation
• Sell Investments
• Customer Relationship
• Information Gathering
• Risk Management
• Financial Reporting
• Financial Services
• AR/AP
• Billing and coding
• AV Technical Support
• Product and service
• Business correspondence
• Cash Handling management
• Foreign Currency
• Accounts Payable and
• Administrative duties
• Solution Optimization communication
• Quick Books expert
• Develop Proposals
• Document control
• Schedule and calendar Exchanges
• Virtual Market
• Service Sales
• Report writing
• Executive presentation
• Inventory replenishment
• Mail management Knowledge
• Strong problem solver
• Negotiation
• Fraud
• Analysis skills
• Customer service
• Organizational skills
• Customer relationship management
• Banking
• Sales
• Customer service
Certifications and Licenses
Driver's License
November 2021 to November 2023
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