Download - Karen Wain -CA - 2015
Karen WainAddress: 3330 30th St Apt 18, San Diego, California 92104
Phone: 619-719-0033 E-mail: [email protected]
Strategic-minded and lead-by-example professional with proven expertise in operations management, office administration, solutions delivery, fiscal management, and hands-on leadership; along with the ability to plan, design, and execute on a global scale. Recognized for exceptional commitment to deliver excellent service and maintain the highest degree of integrity in all relationships and transactions. Adept at delivering solutions and services in various areas of business transformation consulting, software development and integration, ERP selection and implementation, IT outsourcing, and customer care.
TECHNICAL SKILLS
Windows 95, 97, NT, and XP, Microsoft (Access, Excel, FrontPage, Outlook, PowerPoint, Publisher, Visio, and Word), Adobe PageMaker/Professional, SalesForce, WebEx, IMS, Portal, ACT, Gorilla,
Lotus Notes, DAVID, Versadex, COPLINK, Tracker, CorelDRAW, Passport, Profs, Razor’s Edge, Ad Pics, FAMIS, BPREP, Mainframe
PROFESSIONAL EXPERIENCE
USAA Tampa, FL and San Diego, CA (2010-2015)Wealth Management Office Manager 20132015 Hosted monthly Wealth Management seminars for current and prospective members Leveraged technical skills in maintaining member data and employee information Coordinated Director’s calendar, emails, and mail, along with team meetings and staff
activities Interviewed job applicants, conducted on boarding of new employees, and approved time off Ordered, entered, and processed purchase orders (POs) for travel, supplies, and marketing
materials Troubleshot maintenance and equipment issuesFinancial Foundations Specialist 20102015 Provided protection to members’ financial security by identifying specific needs and life events
as well as by offering competitive solutions to ensure exceptional member experience Rendered assistance in achieving enterprise business goals through enterprise referrals and
relationship building Demonstrated in-depth product knowledge, such as homeowners, renters, valuable personal
property, billing, and auto insurance
CITY OF TAMPA Tampa, FL (20042010)Departmental Computer Specialist/Fiscal Analyst 20072010 Administered the conversion of Crystal Reports, while running macros as well as merge Managed the processing of Community Development Block Grant (CDBG) entitlement
reimbursements Leveraged industry expertise in assuming diverse functions, such as receiving requests for
proposal (RFPs), creating client agreements, verifying qualification, creating invoices, and processing payments
Formatted reports, such as CDBG Needs and Reconciliation and Caper Prepared PowerPoint presentations for the council and mayor Contributed to the editing of data, as well as to the design of CIP Budget Book, BIM, and
Annual Report Controlled CDBG grant and Tampa Theater budgets Imparted knowledge on both one- and five-year COT action plans Demonstrated proficiency in ordering, entering, and processing purchase orders (POs) for
travel, supplies, and legal advertisements, along with maintaining records retention schedule Handled the distribution of process resolutions (DocGenda) and BOTs, as well as the
processing of 263s, vacancy reports, and fuel cost reports
Civilian Detective, DTO/CSO/OSSIII 20042007 Performed backdoor investigations to recover stolen property, while solving property crimes Worked collaboratively with victims in order to assist in solving crimes Established and executed juvenile and pawn databases on MDTs
Completed comprehensive background checking Assumed various administrative functions, including supplies, data entry, filing, and phones
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DIVERSIFIED FINANCIAL STRATEGIES Tampa, FLExecutive Assistant to CEO 2003 Administered the prospecting for new clients by facilitating mail-outs and dinner seminars Leveraged technical skills in maintaining client database in ACT and Gorilla Coordinated CEO’s calendar, e-mails, and mail; along with the preparation of complete
paperwork and endorsement of account changes to the clients Rendered direct supervision with diverse accounts, including Schwab, ReliaStar, JNL, and
Unum.
CORPORATION TO DEVELOP COMMUNITIES OF TAMPA Tampa, FLExecutive Assistant to CEO, President, and HR 20022003 Organized the board of director’s activities and meetings, which included recording the
minutes of meeting Ensured proper organization of CEO’s calendar, emails, and mail
PREVIOUS EXPERIENCE
Executive Assistant to Major/GM THE SALVATION ARMY Tampa, FL Customer Care Representative GTE WIRELESS Tampa, FL
Floating Secretary IBM GLOBAL SERVICES Tampa, FL Radiologists’ Assistant SDI RADIOLOGY Tampa, FL
Area Trainer of Operations BUSCH GARDENS Tampa, FLSales VICTORIA'S SECRET AND COUNTY SEAT Tampa, FL
EDUCATION/CREDENTIALS
Master of Public Administration, with Concentration in Non-Profit: 2011Graduated summa cum laudeTROY UNIVERSITY Tampa, FLBachelor of Science in Computer Science: 2007UNIVERSITY OF ST. LEO Tampa, FLAssociate of Science in Biology: 2000UNIVERSITY OF SOUTH FLORIDA Tampa, FL
Chartered Property Casualty Underwriter (CPCU): In ProgressTHE INSTITUTES Tampa, FL
Certified Process Server, CC Private Investigator Intern, Co-owned a Private Investigating Company, Notary
AWARDS AND HONORS
USAA: Achievement Award for creating/implementing San Diego Volunteer Program, Employee of the Month (5x), ICE Award, MAS Award, Pen Pal (for underprivileged students), Sales ProAmerican Legion AwardCity of Tampa Police: Employee of the Month1996 Who’s Who in America
ACTIVITIES AND AFFILIATIONS
Member: American Society for Public Administration (ASPA), Future Homemakers of America (FHA), National Honors Society (NHS), SERHO Toastmasters, Students Against Drunk Driving (SADD), VetNet Editor-in-Chief, Student Newspaper and Yearbook, VP of Serteen and Fellowship of Christian Athletes (FCA)Volunteer: American Legion, Children’s Home, Cigna Medical Records, City of Tampa Wellness Coordinator, Emergency Disaster Services, Fischer House, Library, Manor Care Nursing Home, Pierce Middle School Advisory, Salvation Army Public Relations Committee, VFWInterests: Labor Coach - Dr. Wimbrow – Zumba, Drama, Dance, Softball, and Chorus3 | P a g e K W a i n
Secretary, Florida Government Finance Officers Association (FGFOA)
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