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Yyyyyy x. yyyyyy

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Career Profile


Key Contributor & Effective Leader supporting operations and administrative functions in fast-paced and high-stress environments within a variety of industries. Experienced in driving internal changes by applying expertise in strategy development, supervising staff members, and increasing customer service levels. Equipped with a significant ability to leverage skills in project management and to introduce new tools for cost/time savings and efficiency improvements while simultaneously fostering positive rapport with clients.


Key Competencies


       Sales/Business Development

       Strategy Development

       Process Improvement

       Oral/Written Communication


       Product Knowledge

       Attention to Detail

       Community Involvement

       Territory Management


       Vendor Management

       Complex Problem Solving

       Team Leadership

       Organizational Safety




A.A.S., Health Service Administration, Medical Insurance Billing/ Coding

Berkeley College, New York, NY


B.S., Business Management

University of the Virgin Island, St. Croix, VI


Credit Analysis Diploma

New York University, New York, NY


Financial Analysis Diploma

New York University, New York, NY


Professional Experience

Sykes April 2016-Present

Virtual Customer/Sales Agent

  Direct customer service and sales operations within a virtual call-center environment which includes identifying customer needs, making appropriate product recommendations, and evaluating results

  Review and diffuse escalated customer complaints, prepare comprehensive sales/service reports, and provide recommendations to members of executive management

  Successfully rated as the number 2 Sales Agent out of 600 total Agents


Valley National Bank NA November 2010-September 2011

Branch Sales Manager/Assistant Vice-President

  Handled several sales and business development functions within a retail banking environment which included maintaining positive rapport with both new and existing clients

  Designed and implemented strategies which focused on increasing community awareness, streamlining current sales processes, and increasing staff product knowledge

  Played a lead role in the implementation of a Business Call Program along with participating in all Community Reinvestment Act activities/programs

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Professional Experience Continued:

HSBC Bank, USA NA March 2007-April 2009

Senior Business Relationship Manager (Vice President)

  Utilized significant communication and interpersonal abilities to maintain strong relationships with clients along with monitoring compliance levels within a retail banking environment

  Gathered financial data from clients in order to make credit recommendations, performed quality control calls to clients on a regular basis, and monitored customer promotions/pricing

  Maintained positive relationships with local businesses within the community, developed unique business development strategies, and assisted clients with achieving individualized financial goals

  Identified potential credit related issues and developed unique solutions focused on addressing each individual financial issue


Wachovia Bank, NA October 2005-February 2007

Licensed Financial Specialist (Officer)

  Oversaw several financial and customer service related tasks with a concentration on improving customer relationships and targeting potential new customers within the community

  Attended community events on behalf of the organization, promoted new products and/or promotions, and providing individualized sales coaching to branch personnel


Healthcare Experience

The Institute for Family Health, New York, NY May 2014-Present


  Direct a variety of administrative and logistical functions within the organization with a focus on analyzing health plan contracts, performing cost utilization analysis, and assisting in agreement tracking

  Utilize exceptional analytical abilities to oversee HEDIS/QARR data provided by health plans along with gathering comprehensive health plan data in order to create in-depth reports

  Successfully identify and analyze risk areas within the organization with a concentration on improving productivity and efficiency


Hospital for Special Surgery, New York, NY May 2010-July 2010


  Coordinated several clerical functions within the organization s medical records department which included verifying medical records for accuracy and completeness and entering information into a database

  Completed comprehensive research of accounts receivable in addition to working closely with insurance companies on the settlement of accounts


Additional Professional Experience


  Small Business Relationship Manager (Assistant VP), JP Morgan Chase Bank (1998-2005)

  Business & Professional Banker, Citibank (1991-1998)


Technical Skills & Licensure

Licensure Includes: Life and Health Insurance License (New York State) and Series 6 & 63 License

Proficient In: Macintosh/IBM, Microsoft Office Suite, Lotus 123, Lotus Notes, Customs, Sinaps, Acaps, Interlink, DAQ Billing, ePaces, EMR, EHR, and Treats

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