
Laura Whelan
Project Manager
- Profile Created:
- 5 years ago
Candidate Description
WORK EXPERIENCE
Financial Services Representative – TD Bank – Topsfield, MA – August 2015 to February 2017
Selling life insurance and annuities, originating and closing mortgages, home equities, and personal loans, cross selling products and services, meeting or exceeding sales goals, understanding customer’s financial goals & offering solutions, opening personal and business accounts, supervisor duties such as opening and closing store, performing duties on the teller line, providing excellent customer service and problem resolution, coaching and training of co-workers. Health, life insurance, and NMLS licensed, as well as a Notary Public.
Sales Support – Mustang Motorcycle Seats – Three Rivers, MA – April 2014 to February 2015
Customer service, in charge of select accounts, creating training documents, generating sales reports, sales, phone & online order processing, order intake, inventory control, parts allocation & distribution, return authorizations, expediting orders, problem solving & resolution, calculating shipping times & costs, processing repairs, quality inspection, customer follow-ups, general office support.
Assistant to the Regional Director of Development – University of Massachusetts – Amherst, MA – April 2013 to September 2013
Writing and graphic designing newsletters and other documents using InDesign, running extensive reports on alumni, companies, and foundations for the Regional Managers to use for soliciting donations, planning events including finding venues and negotiating, creating spreadsheets in Excel to collect data pulled from the Advance database, managing expense reports and business credit card accounts, proactively gathering information for the Regional Managers, conducting basic office and administrative functions.
Client Services Manager – UL Verification Services – Milwaukee, WI – September 2011 to December 2012
Monitor, govern, execute, and continuously improve the delivery of product and services for the Bon-Ton Stores, including responsibility for ownership and oversight over both the client’s Responsible Sourcing audit program and Quality Assurance testing/inspection program, provision of day-to-day oversight over the speed and quality of work for their final product inspections and social compliance audits of their factories, maintain multiple data quality matrices, use technical expertise to evaluate test results as well as updates to key regulatory changes and explain the findings to the Client and their vendors, act as the primary point of contact for Bon-Ton regarding short-term execution of services and long term program development, prepare, update, and distribute client-specific procedures/protocols to required parties, communicate and collaborate within the organization to best serve the client.
Client Services Manager – UL Verification Services – Enfield, CT – November 2008 to September 2011
Manage clients’ unique testing programs in the U.S. and overseas labs, create and maintain client protocols consistent with current federal and state regulations and coordinate those processes with clients and world-wide labs, inform clients of changes to legislation and the impact on testing requirements, provide expertise in test methods and result interpretation, establish price quotes and troubleshoot client billing, review reports with clients, consult with clients regarding their technical fabric concerns, brainstorm modification of test methods to meet clients’ needs. Create generic and client-specific testing protocols, possess extensive knowledge of state, federal, and international regulations and testing procedures, and research these regulations for the United States, Canada, and other international countries.
EDUCATION
Bachelor of Science in Materials and Biomaterials Engineering
Minor in Business Administration
University of Massachusetts – Dartmouth, MA – 2007