Compliance Director, Aug 2024 - current Data Systems, Inc. Stay current on Local, State, and Federal labor law updates.
- Involved with processing and handling insurance claims.
- Process all new hire background checks and motor vehicle reports (MVRs)
- Run annual MVR check of all employees within the company.
- Send out yearly compliance training videos to all employees.
- Create bookkeeping standard operating procedures.
- Train newly hired bookkeepers.
Branch Manager, Apr 2018 - Jun 2024 American National Bank, Council Bluffs, IA
- Coached and built team by evaluating and offering constructive feedback to personnel. Evaluated employee performance through regular appraisals and reviews.
- Managed daily operations to ensure smooth functioning of branch. Always ensuring adherence to company policies and industry regulations.
- Coordinated with other departments on joint projects or initiatives.
- Established strong relationships with clients to drive customer loyalty and satisfaction, building trusting rapport and offering individualized service. Investigated customer complaints thoroughly and resolved issues in a timely manner.
- Showed accountability by taking ownership of business and willingness to make customer-focused decisions.
- Safeguarded account holders and assets using data management and data security planning.
Crop Insurance Specialist, Oct 2015 - Apr 2018 Crop Risk Services, Council Bluffs, IA
- Assisted customers in troubleshooting technical issues, providing exceptional customer service.
- Provided customers with gracious, quick and efficient service through modeling behaviors. By utilizing tools and resources to resolve customer inquiries or prepare correspondence.
- Ensured compliance with all relevant regulations by staying current on industry laws and guidelines.
- Assisted front-line personnel with delivering timely service to customers by expertly managing support needs.
- Maintained up-to-date knowledge of company offerings through continuous learning initiatives.
- Collaborated with cross-functional teams to address issues and achieve common goals.