CURRENT CLIENTS

Clearbrook Builders, LLC 

EXPERIENCE

WACHOVIA SAVINGS BANK, Charlotte, NC

Senior Design Analyst and Project Manager

•  Maintain business relationships with current clients, business partners, peers and management.
•  Market to and develop relationships with new clients to assess their direct mail needs.
•  Design, develop, test, implement and support solutions and enhancements for application.
•  Coordinated all aspects of client mailings, including procurement of paper product, database extraction, mail piece design and logistics of mailing.
•  Manage and adhere to complex schedules for multiple projects within strict time constraints.
•  Act as liaison between internal departments and external print/mail vendors to coordinate and achieve timely, accurate mailings.
• Identify and solve or escalate issues relating to production, which timeliness, quality, or cost.
•  Write proposals outlining products and services to be provided to the client.
•  Developed direct mail pieces using Elixir Opus.
•  Developed and maintained client database.

Executive Learning, Inc., Brentwood TN

Client Relations Manager

•  Maintain business relationships with current clients and assist them with on and off-site training and consulting.
•  Market Executive Learning’s products and services to existing and new clients, by planning and executing the tactics related to advertising, direct mail, catalogue and brochure development, exhibit marketing and selling.
• Arrange special events such as public seminars and employee development retreats.
• Maintain and develop all aspects of database.
• Write proposals outlining products and services to be provided by Executive Learning.
• Assist in developing new training materials and customizing existing materials to meet the clients specific needs using various desktop publishing software.
• Develop and perform custom research for organizations relating to a variety of improvement activities, including employee perception / attitude surveys, customer satisfaction surveys, and quality audits.
• Provide technical assistance and hands-on support of all aspects of the research methodology, including data collection and analysis, report writing, and presentation design.

CHEVY CHASE SAVINGS BANK, FSB, Frederick, MD

Assistant Special Services Manager, Administrative Assistant

• Manage the Retention staff in the anti-attrition effort via handling inbound and outbound call volume, daily workflow, and reporting for the department.
• Lead a staff of four supervisors, thirty-five representatives and two analysts.
• Developed, organized and implemented new programs to staff.
• Assessed and coordinated training needs for new and existing employees.
• Conducted employee reviews, performance evaluations and interviewed and hired incoming staff.
• Developed workflow procedures for inbound and outbound phone volume and written correspondence.

PRUDENTIAL HOME MORTGAGE, Frederick, MD, Client Relations Assistant, Contract Underwriting Assistant, Production Assistant