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Personal Assistant, Project Manager, financial consultant

Location:
Denver, CO
Posted:
June 17, 2021

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Resume:

MICHAELA VINSON

Colorado Springs, CO ***** 720-***-**** adm7hq@r.postjobfree.com

PROFESSIONAL SUMMARY

Project manager with a commitment to achieve customer satisfaction as well as surpassing company expectations. Able to focus on projects, develop strategies, and exceed deadlines. Adept at building a strong relationship with clients, answering questions, and providing the best financial consultation. SKILLS

● Team management

● Well-organized

● Detail-oriented

● Business-friendly personality

● Analytical and problem-solving skills

● Customer service

● Answering phones

● Analytical and problem-solving skills

● Competitive market analysis and revenue

generation

WORK HISTORY

Special Project & Marketing Manager, 10/2013 to 12/2017 PT. Bank Nationalnobu Tbk (Lippo Group) – Jakarta, Indonesia

● Increased business by 30% monthly.

● Acquired new savings account totaling US$5 million per month and obtained new loans totaling US$2 million monthly.

● Provided financial solutions that matched clients' profiles.

● Retained and increased clients' assets.

● Offered excellent customer service over the phone/in-person by responding to questions, identifying, and solving clients' problems.

● Built relationships with clients by providing direction concerning their financial transactions together with a long-range plan on their assets.

● Educated and communicated to clients on financial services along with their options with clear and concise explanations.

● Explained to clients how to use digital banking.

● Performed transactions on behalf of clients also kept records of all interactions such as inquiries, complaints, and actions taken.

● Skilled at receiving and processing banking transactions (cash handling).

● Conducted marketing research, implemented, also evaluated marketing strategy on financial products based on objectives and market segment for upcoming project planning.

● Ensured projects were successful as well as completed on time within budget.

● Executed, drove performance, including tracked progress between-group of people.

● Skilled at preparing business presentations.

● Arranged marketing events along with their marketing sales materials. Personal Assistant To CCO & Director, 01/2013 to 10/2013 PT. Rajawali Swiber Cakrawala – Jakarta, Indonesia

● Optimized 100% Director's time by maintaining personal and business calendar including coordination of domestic and international travel such as flights, hotel, transportation, travel advances, foreign currency, also passport/visa documentation.

● Performed general tasks including, but not limited to, preparing pre-meeting materials, producing effective business presentations, taking meeting minutes, coordinating appointments, handling incoming and outgoing correspondence, filing documents, screening telephone calls as well as inquiries, and directing them as appropriate.

● Recorded expenditure and reconciled monthly invoices such as credit card and personal payment.

● Organized offsite meetings for executives from venue selection to event planning.

● Assisted with profit and loss analysis and break-even point (BEP) on two projects every six months before investment.

● Facilitated communication for clients with limited Indonesian proficiency. Account Management for Insurance, Banking, TPA, 01/2011 to 12/2012 Siloam International Hospitals (Lippo Group) – Jakarta, Indonesia

● Negotiated and maintained relationships with 150 high net worth institutions, insurance agencies, banks, and third-party administrators.

● Achieved sales target by retaining existing clients and qualifying potential new clients to increase business by 30% monthly.

● Communicated health care product details and provided a further explanation to clients.

● Reported monthly on business development, analyzed revenue, and implemented strategy.

● Handled agreements with leading banks for card partnership programs as part of sales goals.

● Acquired sponsorship for events and maintained relationships with all sponsors. Marketing Administration, 01/2010 to 12/2010

Siloam International Hospitals (Lippo Group) – Jakarta, Indonesia

● Performed clerical tasks typically involved in daily office duties such as data entry, answering phone calls, sorting and filing documents of 2,000 health care agreements, welcoming and directing visitors, coordinating meetings and appointments, budget tracking, monthly report consolidation.

● Handled agreements with institutions and insurance agencies on healthcare collaboration.

● Facilitated new processing agreement for 20 institutions monthly and renewing contracts at least two months before expiration.

● Maintained relationships with 100 high net worth institutions and insurance agencies.

● Negotiated contract terms and discounts with clients also drafted them into agreements.

● Followed up on concern to make sure case resolution.

● Organized marketing events and marketing collateral distribution. Operation Line (System Auditing), 08/2009 to 12/2009 Lippo Group (Mochtar's Riady Project) – Jakarta, Indonesia

● Performed system auditing and created workflow processes for 125,000 employees of all subsidiary companies to ensure business expenses didn't exceed the budget.

● Implemented and refined employees' work procedures.

● Improved inefficient job descriptions for budget efficiency. EDUCATION

Certificate of Intensive English Program: Intensive English, 10/2020 Colorado School of English - Denver, CO

Bachelor of Economics And Business: Business Management, 10/2009 Bina Nusantara University - Jakarta, Indonesia



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