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Customer Service Project Management

Location:
North Carolina
Posted:
December 28, 2024

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Resume:

JENNIFER F. WOTRING

*** ****** **** *****

Tega Cay, SC 29708

980-***-****

*********@*****.***

PROFILE:

Individual with excellent organizational skills, a strong work ethic, and the ability to build relationships and communicate clearly. Results oriented. Comfortable working in team environments, as well as independently. AREAS OF EXPERTISE:

Aseptic technique

OR procedure

Project management.

Data tracking, management, and analysis.

Database development.

Internet research.

Relationship development and management.

Proficient computer skills, especially in Microsoft Word, Outlook, and Excel.

Customer service and sales

PROFESSIONAL EXPERIENCE:

Southern Olive (Fort Mill, SC)

Sales Associate May 2023-Present

Provides sales assistance to customers in a high-end specialty store

Educate customers on the gourmet grocery items and specialty olive oils and balsamic vinegars

Explain our gluten free bakery and food options within the store

Perform opening and closing duties

Train new staff on store policies and procedures

Represent Southern Olive at craft fairs and festivals as needed The Riverside Company (New York, NY)

(The Riverside Company, headquartered in New York City, is a global private equity firm with over $3 billion in capital.) Administrative Professional (Part Time) June 2010-2016

Support the Cleveland-based marketing team with all aspects of travel and expense reporting

Provide monthly attendance reporting

Complete special projects such as assisting the transaction origination team in a marketing project involving researching unfunded private equity groups and developing a comprehensive database including details about these groups.

Maintaining a comprehensive database with all contacts and updating contact information Deal Origination Coordinator: 2001-2005

Coordinated all aspects of the Deal Flow Matrix, which involved collecting, interpreting, and organizing detailed transaction status data from every transaction professional in all 4 offices on a real time basis. Produced weekly, quarterly and yearly metrics from these reports, which were used as the basis for transaction professionals’ performance reviews.

Provided initial screening reviews of new deal opportunities and acted as a liaison between deal intermediaries/investment bankers and Riverside during the initial review process. Wrote detailed summaries of new potential deals for the origination team to review prior to the weekly deal flow review meetings.

Maintained and expanded the deal origination contact database. Initiated mailings of marketing materials several times a year to all companies and individuals in this database. Jennifer F. Wotring

Resume

Page 2

Instrumental in expanding the scope and professionalism of deal origination within the company, including implementing new software to manage deal flow.

Attended ACG, IBBA, and other similar deal sourcing conferences and functions as a representative for Riverside with a goal of fostering relationships with deal intermediaries/investment bankers and increasing Riverside’s deal flow.

Latta Equestrian Center (Charlotte, NC) 2000-2001

Manager

Coordinated daily operations of a public park system equestrian center housing 32 horses and employing 10 individuals. Responsibilities included:

Financial reconciliation Event coordination

Vendor scheduling Staff scheduling

New hire training Facility maintenance

Maintaining daily care schedule for horses Ensuring customer satisfaction. AT&T Federal Credit Union (Winston-Salem, NC) 1998-2000

(AT&T Federal Credit Union is now known as Truliant Federal Credit Union) Loan Officer

Created and evaluated consumer credit profiles to determine net worth and credit worthiness.

Had sole approval for granting unsecured and secured loans to consumers based on prior credit history.

Assisted in staff training by mentoring new hires.

Was instrumental in the implementation of a state-of-the-art video conferencing system used to facilitate both the loan process and the “Net Meeting” system used for meetings within the credit union’s employee base.

Nominated for the President’s Award for Service Excellence by managers and fellow employees (only employee with fewer than 6 years of experience to be nominated). PROFESSIONAL DEVELOPMENT:

Completed first year of the Surgical Technology program at York Technology School

Took several financial accounting classes at New York University and The New School (New York City).

Completed New Horizons courses in Microsoft Word, Excel, and PowerPoint.

Attended University of North Carolina at Wilmington and Alamance Community College



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