Operations Manager
Resume:
Profile
Effective leader who excels at using adaptive methods to successfully cut costs, streamline
and improve operations, while increasing productivity. Assertive and enthusiastic, with extensive knowledge, experience, and an unsurpassed work ethic. Skills
Leadership Financial Oversight Management Recruiting Strategic Planning Process Improvement Accounting Problem Solving Project Management Team Building Spreadsheets Development Experience
FINANCIAL CENTER MANAGER, BANK OF AMERICA
PHOENIX, AZ — 2018–PRESENT
Execute risk and service delivery strategy, and evaluate key performance indicators to identify opportunities for improvement.
Emphasize the need to exceed metrics while also focusing on long-term strategies. Utilized Salesforce to improve client relationships and assist with opportunities. Drive associate performance through active and continuous coaching, continued education and performance plans.
Observe, model and coach the financial center team on proper execution of risk and service strategy
Personally invest in talent through interviewing and hiring associates. VICE PRESIDENT OF OPERATIONS, PRESETTLEMENT SOLUTIONS MESA, AZ — 2009–2017
Produced 400% growth in business within three years. Oversaw all financial transactions, including payroll, bills, credit cards, advances to clients. Kept detailed records in QuickBooks of accounts payable, bank account transactions, debt payments, and generated P&L reports regularly.
Coordinated the company's HR activities including personnel and benefits. Designed and managed spreadsheets to track current and past contracts. Constructed in unison CRM, Intake, Underwriting and Approval systems. Developed marketing plan and budget, using Google AdWords, SEO, and creation and use of television commercial.
Planned strategy, installation, and implementation of IT systems, as well as ongoing maintenance.
Jake Taylor
*****************@*****.***
https://www.linkedin.com/in/jaketayloraz/
VICE PRESIDENT OF INVESTMENTS, TUSHAUS WEALTH MANAGEMENT SCOTTSDALE, AZ - 2009
Provided research on fixed income investments for portfolio model. Assisted in writing and generation of client statements and letters from firm. Obtained Series 7 license.
HIGH NET WORTH RELATIONSHIP MANAGER, VANGUARD GROUP SCOTTSDALE, AZ — 2002-2009
Worked with clients to assist them in achieving their financial goals by effectively positioning Vanguard products and services, using relationship management skills and Vanguard's investment methodology.
Created and led project to digitize over one million+ pages of paperwork for 15,000+ client files, providing instant access.
Senior Associate for department, mentoring and coaching new personnel. Accountable for client issues by accepting ownership throughout the problem resolution process.
Acted as a liaison between departments to exceed client expectations and deepen relationships.
SMALL BUSINESS SERVICES ASSOCIATE, VANGUARD GROUP
SCOTTSDALE, AZ — 1999-2002
Educated small business owners and employees on the details of retirement and mutual fund investment options while tailoring information to their situation. Acquired skills in leadership and investments through training and weekly team meetings. Effectively communicated Vanguard's investment methodology and corporate philosophy when establishing new relationships with prospective clients. Obtained Series 6 & 63 licenses.
TEAM COACH, DISCOVER FINANCIAL SERVICES
PHOENIX, AZ — 1996-1999
Supervised 10-15 collections representatives in an inbound/outbound call center. Developed and educated representatives to achieve monthly goals. Created and maintained spreadsheets to measure and track data for Department. Education
Northern Arizona University — Bachelor of Science, History
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