Jamie Edwards

Goal: Consult with operation teams to improve overall experience for all stakeholders and minimize cost. Manage the carrier fleet that is responsible for all long-distance logistics within the company. Train across multiple departments to increase efficiency and processes. Negotiate rates within budget to fulfill orders and meet company goals

My Contribution:

• Coordinated with carriers and operations to solve daily issues that may have impact on client experience
• Formed and maintained relationships with carrier fleet to ensure quality service and the best experience for clients
• Managed Carrier Fulfillment Team to improve dynamic and structure within team environment
• Solidified partnerships with third parties to expand carrier base and job capacity
• Trained agents on position and daily operations

• Goal: Manage sales process from prospecting to closing. Build rapport with customers and provide exceptional service. Work across departments to optimize customer experience. Train agents to handle daily operations and engage with clients.

My Contribution:

• Drove company revenue with over $6.5 million in lifetime sales
• Found innovative solutions for both clients and company, boosting customer satisfaction and profit
• Focus on relationship building and delivering customized solutions led to consistently passing KPIs and sales goals
• Mentored associates to create a revenue-driving sales environment

Goal: Accurately and efficiently record and process transactions for bank customers including deposits, withdrawals, check cashing, money transfers, and processing loan payments. Performed specialized tasks by preparing official bank checks such as cashiers’ checks or money orders. Correctly record all transactions in compliance with bank policies and guidelines

My Contribution:

• Assisted customers in achieving their financial goals by recognizing need and providing excellent customer service accordingly
• Ensured compliance to regulatory guidelines while processing customer transactions
• Handled compliance of regulatory issues and audit operations such as handling cash shipments and balancing the vault
• Identified banking needs and referred customers to branch partners, which led to increased checking growth, loan production, FA and mortgage referrals for the company