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Yyyyyy x. yyyyyy
6243 N. 4th St. │ Xxxxxx, PA xxxxxx
xxx-xxx-xxxx │ abc@xyz.com
Summary of Qualifications
Accomplished and well-educated leader with a work history of earning promotions for stellar performance.
Promoted on four separate occasions at The Vanguard Group over a nearly 16-year period.
Outstanding people and training skills to improve productivity in order to enhance the bottom line.
Experience building and growing relationships with colleagues and clients in a fast-paced setting.
Master of Business Administration (MBA), Leadership; expected Jan. 2017; currently hold a 3.84 GPA.
Stellar analytical, time management, attention to detail and organizational skills, including prioritizing tasks.
Demonstrated ability to work well independently as well as part of a team.
Proficient with Microsoft Office Suite.
Areas of Expertise
> Team Training > Policies & Procedures > Auditing
> Curriculum Development > Problem Solving > Quality Control
> Collaboration/Teamwork > Process/Continuous Improvement > Client Relations
Professional Experience
The Vanguard Group Malvern, PA Sept. 2000-July 2016
Quality Assurance Auditor (July 2015-July 2016)
Reporting to the Quality Assurance Manager, collaborated with a diverse team of 13 colleagues.
Ensured proper systems, policies and procedures were in place in order to meet the specific needs of asset management clients.
Contributed to multiple groups within the organization, including brokerage; data management; check writing; money movement/ACH; service recovery; customer service/telephone; legal; and compliance.
Worked closely with production associates to ensure the proper usage of internal audits.
Adhered to a process manual and also created documents for both internal and external audits.
Resolved errors after completing root cause analysis that was directly related to audit findings.
Achievements:
Outperformed timeliness performance metrics on a regular basis.
Consistently met or exceeded accuracy performance metrics.
Processing Associate (May 2009-June 2015)
Demonstrated strong leadership skills while training teams and also performing processing functions.
Served as a Vanguard University Trainer, coaching up to 28 colleagues during in person training.
Worked with retail, brokerage and wealth transfer for asset management clients.
Showcased expertise of Asset Management Services and Personal Advisory Services for Retail Client Account Services, including performing all training.
Educated personnel for up 60 days on a daily basis, including developing the training materials and curriculum.
Developed processes and maintained a thorough understanding of policies and procedures.
Created a new process regarding fees for asset management clients, including testing different types of accounts.
Yyyyyy x. yyyyyy
6243 N. 4th St. │ Xxxxxx, PA xxxxxx
xxx-xxx-xxxx │ abc@xyz.com
Professional Experience (continued)
The Vanguard Group Malvern, PA (continued) Sept. 2000-July 2016
Processing Associate (May 2009-June 2015)
Achievements:
Saved the company money by improving system operations pertaining to both asset management and personal advisory clients.
Enhanced quality and efficiency of operational processes while serving as a Crew Empowerment Advocate.
Improved workflows through Vanguard Unmatchable Excellence (VUE) after developing procedures that enriched the client experience.
Service Associate (Aug. 2005-May 2009)
Identified and resolved advance level problems for cost basis clients.
Served as Lead Trainer and coordinated VUE initiatives and principles by identifying trends and inefficiencies.
Supported process improvement across Tax Reporting, RPO and cost basis clientele.
Chosen by management to train and coach contractors on best practices of operations.
Served as an Everyday Excellence Ambassador by educating crew on VUE principles.
Communications Associate (Sept. 2000-Aug. 2005)
Responded promptly and accurately to incoming telephone service related calls regarding client account information, legal requirements or processing procedures.
Identified routine shareholder needs with poise, patience, diplomacy, empathy and tact.
Education and Training
Rosemont College Rosemont, PA
Master of Business Administration (MBA), Leadership
Expected to earn degree in Jan. 2017 and currently hold a 3.84 GPA.
Studied at the University of Oxford in England for a semester and completed a 10-day Global Study Abroad course in London and Oxford.
Bachelor of Business Administration (BBA), Organizational Leadership and Human Resources focus
Graduated with a 3.42 GPA in June 2015.
Community Volunteer Leadership
Financial Co-Lead, The Oasis of Praise Ministries; since 2012-Current
Vice President, School Board, Penn Christian Academy; 2006-July 2016
> Director and Chair of Development for Fundraising; 2009-July 2016
> Human Resources, Admissions, Exiting and Faculty Interviews; 2009-2016
Yyyyyy x. yyyyyy
6243 N. 4th St. │ Xxxxxx, PA xxxxxx
xxx-xxx-xxxx │ abc@xyz.com
Dear Hiring Manager:
With this letter, I wish to express my strong interest in joining your organization as a (INSERT JOB TITLE HERE).
As demonstrated in the accompanying resume, I am an accomplished and well-educated leader with a work history of earning promotions for stellar performance. For example, I was promoted on four separate occasions at The Vanguard Group over a nearly 16-year period. I offer outstanding people and training skills to improve productivity in order to enhance the bottom line. I also have experience building and growing relationships with colleagues and clients in a fast-paced setting. Among my unique skills, abilities and achievements:
Outperformed timeliness performance metrics on a regular basis.
Consistently met or exceeded accuracy performance metrics.
Saved the company money by improving system operations pertaining to both asset management and personal advisory clients.
Served as a Vanguard University Trainer, coaching up to 28 colleagues during in person training, including developing the training materials and curriculum.
Enhanced quality and efficiency of operational processes while serving as a Crew Empowerment Advocate.
Improved workflows through Vanguard Unmatchable Excellence after developing procedures that enriched the client experience.
Master of Business Administration (MBA), Leadership; expected Jan. 2017; currently hold a 3.84 GPA.
As your leader, you will find me to be a team player committed to exceeding your performance expectations. I have no doubt that I would be a valuable asset to your operations, and look forward to interviewing with you in the near future.
Sincerely,
Yyyyyy x. yyyyyy
xxx-xxx-xxxx
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