Director of Operations/Client Associate

ASHLEE NORTON

Irving, Texas ***** 313-***-****

adwaq3@r.postjobfree.com

SUMMARY

A resourceful, dependable, and versatile associate. A learner with demonstrated experience in client/vendor relations, reporting, document management, implementations, project coordination, data entry and management. A solutions-focused proven performer with a keen eye for detail and dynamic interpersonal skills. EXPERIENCE

EDUCATION

● Bachelor of Science Degree, 2005-2010

Grand Valley State University, Grand Rapids, MI

Major: Liberal Studies Emphasis: Accounting, Management & Ethics Minor: Criminal Justice EXPERIENCE

● Encompass Financial Partners; Southlake, TX; 2022 - Current Director of Operations; Client Associate

● Manage email inbox and calendar of Wealth Management Advisor

● Create, review and modify company policies and procedures

● Assisting clients through the wealth management process utilizing excellent customer service skills.

● Associa Inc., Richardson, TX; 2021- 2022

Delinquent Accounts Specialist

● Set up and maintain delinquency statuses of homeowner association accounts

● Prepare attorney/collection agency packages

● Complete delinquency activities per policies, such as lien filings, title searches and release of liens.

● The Remington at Valley Ranch, Irving, TX; 2020 - Current Receptionist

● Answering and directing calls

● Mail and correspondence distribution.

● Welcoming guests to the community and showing compassion/empathy to residents.

● Communicating effectively by email, verbally with lists, phone messages and body language to assist colleagues, residents and guests.

● Celanese, Corporation, Irving, TX; July 2019 - Feb 2021 Customer Service Associate

● Sales order entry into SAP

● Order status management for my group of customers.

● Working closely with Sales, Planning/Scheduling, Logistics and Finance to ensure a pleasant customer service experience for our customers.

● Uline Inc., Coppell, TX; Aug 2016 - July 2019

Customer Service Representative

● Assist with and process customer orders in a fast-paced environment

● Communicate with customers and internal departments via phone and email.

● Provide knowledgeable answers to questions about products, pricing and availability.

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