Manager of Mutual Fund Services Resume
MELISSA CROUSE
PO Box • Port Penn, Delaware
• •
MANAGEMENT PROFILE
Strategic Planning • Team & Operations Direction • Goal Achievement
Accomplished and energizing manager with proven track record of directing daily operations, employee development, and customer relations while driving staff to peak performances in sales and client service. Motivational leader with expertise in recruiting, training, and motivating product and efficient teams and developing key relationships to generate revenue and surpass corporate objectives. Repeated success designing and implementing effective and efficient procedures and solutions to streamline operations and grow business. Expert presenter and negotiator able to forge consensus and drive team success through multiple organizational levels.
Core competencies include:
• Staff Motivation & Training Programs
• Process Redesign / Improvement
• Report / Budget Generation & Analysis
• Goal Setting & Outperformance
• Communication & Time Management
• Team Building & Leadership
• Effective Marketing Initiatives
• Relationship Management
• MBA Education
• Exceptional Interpersonal Skills
PROFESSIONAL EXPERIENCE
Bowne / GCOM Solutions – Wilmington, DE -Present
MANAGER OF MUTUAL FUNDS SERVICES
Spearhead staff, operations, and account management functions for leader in financial, business, and marketing communications services.
Responsible for management of team members and general office operations; recruit and direct employees, supervise workloads, and oversee client relations efforts. Spearhead team meetings and motivate staff. Organize orientations and new-hire training. Orchestrate human resources initiatives with corporate office. Develop key reports and budgets; analyze variances. Implement cost-reduction initiatives. Manage monthly invoicing and billing functions; perform routine budget forecasts. Maintain monthly operating expenses; direct special projects. Forge solid partnerships with internal clients.
Key Achievements:
&#; Drove team to lead the company in generated revenue through effective account acquisition strategies, contributing more than $M each year.
&#; Implemented updated office policies to drastically improve productivity and optimize client relations; generated a team that consistently outperformed client objectives.
&#; Designed and distributed a monthly calendar of deliverables to effectively guide direct reports in their responsibilities and goals.
&#; Earned promotion from Assistant Manager to Manager in in recognition of superior managerial skills and performance; successfully turned around challenged department, improving employee morale and productivity within the first month.
&#; Efficiently reduced office expenses by thousands of dollars each year.
American Guaranty & Trust Company D/B/A/ RBC Trust Company – Wilmington, DE -
TRUST MARKETING ASSISTANT
Oversaw successful marketing and business activities in support of -member senior management team.
Reported directly to company CEO, Senior Vice Presidents, and Vice Presidents. Managed execution of trade purchases and sales, marketing collateral design and development, and staff training initiatives. Created marketing proposals and presentations. Generated forecasting reports for upper management and performed in-depth market research and analysis. Updated and maintained sales database. Coordinated client mailings and general correspondence. Interacted with multiple teams to achieve corporate goals.
Key Achievement:
&#; Established database correspondence and report templates to maximize efficiency and streamline processes.
Brandywine Electronics Ltd. – New Castle, DE
ACCOUNT MANAGER
Managed teams and general office staff to achieve maximum productivity and drive corporate success.
Directed customer meetings, product demonstrations, and client relations; motivated employees to achieve peak performances. Scheduled workloads and supervised staff activities and time. Developed detailed reports and budgets. Managed accounting procedures; oversaw billing / invoicing, accounts receivable, and collection. Conducted extensive staff and client training.
Key Achievement:
&#; Served as secondary Office Manager due to exceptional team-building skills and solid work ethic.
Label Dynamics, Inc. – New Castle, DE -
ACCOUNT REPRESENTATIVE
Established client relationships and propelled revenue enhancement through effective sales strategies.
Developed sales initiatives in conjunction with senior management team to drive sales and revenue growth. Delivered presentations, conducted meetings, and maintained direct contact with clients. Attended trade shows to promote company offerings. Directed production procedures; prepared and analyzed forecasting budgets and reports. Created vertical marketing brochures. Trained new staff.
Key Achievement:
&#; Created and managed a marketing database to achieve company goals; generated annual sales of $M+.
Combined Insurance Company – Wilmington, DE
MANAGER / SALES REPRESENTATIVE
Provided consultative sales across two-state territory while consistently achieving sales growth.
Sold supplemental policies to a wide variety of clients and managed key sales route. Prepared weekly reports for senior management. Prospected new accounts and retained current client base. Assessed client needs and suggested appropriate services and solutions. Evaluated competitor products; delineated benefits of company’s policies. Collaborated with other trainees to boost sales.
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Previous experience as a Billing Administrator for PRO Physical Therapy.
EDUCATIONAL BACKGROUND
Master of Business Administration (MBA), • Kaplan University – Fort Lauderdale, FL
Graduated Summa Cum Laude; Dean’s List; GPA .
Bachelor of Science in Business Administration, • Goldey Beacom College – Wilmington, DE
Focus on Management and Marketing
