United States Onboarding Specialist

Contact

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

www.linkedin.com/in/lewis-

mishlove (LinkedIn)

Top Skills

KYC Verification

BSA

monday.com

Honors-Awards

Emerging Leaders

Dean's List

Lewis Mishlove

Excellence, always.

Casselberry, Florida, United States

Summary

Graduated with a Bachelors of Business Administration in 2019. A motivated, ambitious, hard working and coachable team player. Has a sharp attention to detail, strong organizational, and leadership skills. Experienced with Microsoft Office as well as various ERP, and CRM softwares.

Experience

GFG Solutions

Investments Operations Specialist

May 2024 - April 2025 (1 year)

Orlando, Florida, United States

- Successfully managed a book of business exceeding $220 million in AUM, applying advanced project management principles to oversee and enhance client relationships. Ensuring strategic alignment with clients' financial goals.

- Provided exemplary white glove service to high-net-worth and ultra-high-net- worth business owners. Ensuring seamless communication and unparalleled client satisfaction through proactive problem-solving.

- Implemented cutting-edge AI solutions to streamline the client lifecycle, condensing the department which resulted in significant savings and enhanced operational efficiency.

- Collaborated successfully with eight different advisors, each with unique personalities and sales styles. Driving AUM growth and setting a firm record for the highest AUM in a single quarter through strategic coordination.

- Built scalable training process designed for long term departmental growth and sustainability using AI technologies to streamline and record all training sessions and materials

Housecall Pro

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Onboarding Specialist

March 2022 - November 2023 (1 year 9 months)

Orlando, Florida, United States

As a QuickBooks Onboarding specialist, I owned the end-to-end onboarding process for Housecall Pro clients that were integrating their Quickbooks. As a QuickBooks Onboarding Specialist at Housecall Pro, I consistently exceeded KPI expectations month after month, was a top producer in my department, and was recognized with the “Do The Work” award in our company-wide Townhall meetings.

- Conducted comprehensive client data analysis and formatting.

- Utilized both client and proprietary software to integrate client QuickBooks Desktop and Online into the Housecall Pro SaaS solution.

- Collaborated with other departments to develop highly optimized SOPs, enhancing client experience in the onboarding process, resulting in improved CSAT scores throughout the team.

- Participated in interdepartmental projects.

- Onboarded over 45 clients end-to-end, monthly.

- Produced detailed reports on the onboarding process of each client.

- Provided technical support to clients in regards to the Housecall Pro software, QuickBooksintegration, and QuickBooks operations.

- Provided data analysis, educational onboarding, and QuickBooks Online and Desktop integration and QuickBooks support for clientele.

- Spearheaded new processes, analyze existing processes, and implement process improvement in aninterdepartmental environment. HORNE LLP

Eligibility Analyst

March 2021 - May 2021 (3 months)

Orlando, Florida, United States

Worked closely in small multi-functional teams consisting of Eligibility Analysts, QA/QC, and Outreach Liaisons to correct and qualify rent assistance applications.

Consistently exceeded production expectations with accuracy and attentiveness despite regular adjustments to the Standard Operating Procedures.

Conducted analysis in compliance with Tennessee state laws and regulations set out by the Tennessee Housing Development Agency. Page 2 of 4

Quickly mastered the cloud-based ERP software: Neighborly. Organized, documented, and managed case records, maximizing efficiency in review.

Conveyed case findings effectively to team members, cultivating strong and positive communication.

Streamlined personal review process to surpass personal production goals and prevent bottlenecking.

Robinhood

Anti-Money Laundering Analyst

November 2020 - March 2021 (5 months)

Orlando, Florida, United States

- Researched economic data and reviewed records to assess the adequacy of customers' operations concerning established structure.

- Produced in-depth reports outlining findings and recommendations for continued procedure.

- Spearheaded new programs that resulted in increasing productivity.

- Juggled multiple projects and tasks to ensure high-quality and timely delivery.

- Contributed to the development, planning, and completion of project initiatives.

- Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.

- Demonstrated leadership by making improvements to work processes and helping others.

- Wrote numerous comprehensive narratives regarding between KYC and client activity - indicating areas of suspicion and potential fraud daily.

- Monitored client transactions and patterns of activity. Page 3 of 4

- Wrote SAR Narratives.

- KYC and BSA knowledge.

Education

Indian River State College

Bachelor of Business Administration - BBA · (2015 - 2019) Indian River State College

Associate of Arts - AA, Accounting · (2015 - 2017) Page 4 of 4

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