Kansas City, Missouri 64119  ·  610-563-4655 ·   becky@dtsys.us   

Personal Summary: I am looking to transition back to a salaried position to provide greater stability and consistency for myself and my family for the years ahead. My professional experience and work history demonstrate a proven ability to manage diverse personalities and responsibilities with tact and the highest level of professionalism. In every case, I’ve taken initiative and provided creative solutions to problems within an array of industries and at every level, and always with a positive attitude. There is truly no limit to my ability and potential to add value and growth to an organization fortunate enough to secure my commitment. Having the flexibility to start at virtually any level within an organization opens many doors. My family has relocating from Houston, TX to Kansas City, MO as of August 10, 2018.  If you have any administrative, management, or project-based need, and are looking to retain a true professional with the skillset to handle that need with the highest level of accountability and responsibility, then contact me right away.

Qualifications Profile

·        Leadership / Business Development: Optimize business operations, establishing sustainable and profitable operations; maintain control of diverse business functions including financial planning, P&L / budget administration, human resources operations, and general administration

·        Communication: Superior interpersonal skills with a passion for cultivating lasting relationships. Clearly communicate, quickly resolving problems and motivate teams to exceed business objectives.

·        Organizational Development / Process Improvements: Develop dynamic, pragmatic approaches to business opportunities and challenges. Committed leader and strategic decision-maker, working diligently with integrity and professionalism to seamlessly translate strategy into actionable plans.

·        Strengths & Accomplishments: Accomplished, versatile professional with a solid career history driving organizational success through the strategic management and support of diverse business functions; demonstrate aptitude for holding full accountability for millions of dollars in revenue.

Independent Insurance Agent

Insurance Agent (05/2016 to Present)

Serve as an executive leadership team member for Lionshare Protection Insurance, providing strategic leadership to establish sales and marketing operations with full P&L accountability; optimize processes and increase company growth. Build and maintain strong business partnerships, and align with executive leadership to establish objectives and implement strategic initiatives to exceed revenue and profit targets.

Key Achievements:

§  Spearhead strategic initiatives that improve acquisition, leading to higher-than-market sales growth; focused on customer-centric sales operations.

§  Benefits enrollment for individuals and large companies onsite, in-person, and telephonic.

§  Designed innovative marketing campaigns and developed new market development plans to expand customer base and generate new company growth; increased revenue by 13%.

§  Manage and maintained company finances; plan, organize, direct and control the financial activities of the enterprise, and monitor the financial resources of the enterprise.

REALM Real Estate

Realtor (01/2000 to Present)

Provide strategic leadership and industry experience to close valuable real estate deals in both the commercial and residential sectors. Forge strong partnerships with property owners and potential buyers, and build innovative branding, sales, and marketing campaigns to promote available properties. Network and build strong industry relationships, and conduct in-depth analysis regarding commercial real estate, translating analysis into impactful presentations to support decision-making.

Key Achievements:

§  Consistently deliver multi-million dollar annual sales results; evaluate market research, and adjust marketing strategies to meet changing market and competitive conditions.

§  Superior transaction management and documentation accuracy. Thorough knowledge and understanding of all required legal and transactional documents.

§  Maximize profitability and exceed customer satisfaction and sales objectives; build and maintain strong customer relationships, quickly responding to and resolving issues.

Cher’s Bar-B-Que

Director of Operations (4/2009 to 10/2010)

Developed goals and organized operations to ensure maximum productivity; coordinated business operations including sales management, financial planning, inventory control, and employee development and retention. Collaborated with senior leadership to review the analyses of activities, costs, operations, and forecast data to determine progress towards objectives.

Key Achievements:

§  Led a team of professionals to consistently meet or exceed objectives; provided consistent coaching and feedback to support employee development and drive team objectives.

§  Developed innovative communication tools, procedures, and resources to improve operations across multiple areas and increase efficiency throughout the restaurant.

§  Boosted customer satisfaction and loyalty, leading to a substantial increase in revenue; partnered with the senior-leadership to develop initiatives to drive a customer-focused environment.

Financial Services – Edward Jones and Waddell & Reed

Financial Advisor (10/2007 to 04/2009)

Managed client relations and satisfaction levels; provided direct support, relaying accurate and detailed information to create financial solutions and investment strategies, promoting products and services that aligned with client needs and supported the achievement of business objectives. Built and maintained effective customer relations; handling complex and escalated customer situations, while maintaining quality assurance standards.

Key Achievements:

§  Managed consumer accounts; reviewed financial information providing clients with asset management and financial investment guidance.

§  Maintained superior customer service, supporting the tactical and strategic service needs of clients; coordinated presentations and seminars to deliver financial recommendations to potential clients.

Additional experience

Customer Support Manager, contractor for Intuit (2 yrs seasonal 2012-2013)

Remote, contract work. Managed a customer support team to assist Intuit TurboTax customers with technical and functional matters.

Vice President of New Construction, Weichert Homes & Land (09/2006 to 06/2007)

               Project Management for all new construction projects in Pennsylvania, Delaware, and Maryland

Sales Executive / Consultant, Advantage Systems, Inc. (09/1995 to 01/2000)

Account Executive for network and CADD system integration and training. Selling and coordinating services with senior level decision makers and department management.

Office Administrator, Texas A&M University School of Business (09/1990 to 09/1995)

Office Manager for the Undergraduate College of Business.  Responsible for staffing student advisors, office secretarial, and student staff. Managed student class selections and discipline requirements.

Student Loan Program Manager, AmWest Savings and Loan Association (01/1989 to 09/1990)

Administered the student loan program for regional schools and student loans. Developed strong relationships with higher education schools in Texas to facilitate and market our programs.

Business Manager, Texas Mariculture (10/1987 to 01/1989)

Business startup company. Provided administrative services to establish office systems, business plan development and capital investor relationships.

Department Manager / Assistant to the Dean, Seattle Pacific University Dept of Residence Life and School of Humanities (07/1982 to 10/1987)

               Assistant to the Dean in both the Department of Residence Life and School of Humanities.

Loan Officer, Bancshares, Inc., Old National Bank / Seattle Mortgage; (2 yrs)

               Generated and processed residential purchase and refinance loans.

Escrow Officer, Better Homes & Gardens Mortgage & Escrow / Delta Mortgage & Escrow (3 yrs)

Transaction management for residential real estate transactions. Prepared legal and required documentation and managed all closing services for clients.

Coursework towards an Undergraduate in Business, Texas A&M University / Seattle Pacific University

Life and Health Insurance License

Realtor License

Financial Services Series 7 and Series 66