Alana Woolison
Colorado Springs
Summary
Driven, natural leader with diverse experience and exceptional communication skills who is ambitious, learns quickly, works well independently, and goes above and beyond with every new challenge.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Loss Prevention Specialist
Ford Credit
Colorado Springs, CO
03.2026 - Current
- Provided account support to customers experiencing payment delinquency and offered solutions, learned and navigated through 20+ internal systems while speaking with customers daily, worked accurately and efficiently under pressure, managed 60+ accounts assigned to me and took inbound calls simultaneously daily, utilized analytical and problem-solving skills to generate custom remedies for each respective customer, obtained and exercised knowledge of collections laws across the United States, maintained accurate account notes, collaborated with other business groups and cohort to execute tasks as needed, performed investigative inquiries regarding accounts to gain an understanding of a customer’s unique situation, adhered to metrics (total loss budget, account resolution, wrongful repo), communicated with supervisor daily regarding coaching opportunities and approvals needed, attended weekly team meetings, maintained an empathetic and firm rapport with customers.
Customer Relationship Advocate
Fidelity Investments
Greenwood Village, CO
02.2024 - 09.2025
- Obtained SIE, series 7, and series 63 licenses in 3.5 months. Consistently achieved and exceeded metrics, (CPH, survey ratings, trading accuracy), earned award for top 5% of performing associates and several awards for positive client interactions. Maintained meticulous notes for all calls to facilitate continuous improvement, executed plans customized to clients’ financial goals, de-escalated activated clients, completed requested trades for clients, assisted with servicing clients’ accounts daily, ensured an elevated client experience with all interactions, attended weekly team meetings, one-on-one meetings, acted on all feedback given in quarterly performance reviews, collaborated with other business teams to accomplish clients’ goals, learned and utilized 15+ internal programs to execute tasks daily, communicated with supervisor daily about client needs and improvements, participated in call reviews, researched events related to the stock market, shared intel with my team on a weekly basis to improve client experiences and boost financial portfolios, worked accurately and efficiently under pressure.
Business Development Manager
Julie Patra Publishing
Colorado Springs, CO
10.2023 - 11.2023
- Managed social media accounts, promoted events and books, researched candidates for assigned projects, made phone calls to said candidates, kept an organized and running list of projects, kept up with frequently changing duties, tapped to contribute to special projects, edited and created digital media and documents on Canva, maintained professional communications with authors, attendees, potential partners and sponsors, managed RSVP lists for business mixers and promotional events.
Business Solution Specialist
Express Employment
Colorado Springs, CO
08.2023 - 10.2023
- Scouted clients, built rapport and qualified them to identify needs, set up meetings with prospective clients, attended job fairs and networking events to harvest business, generated creative custom solutions for client's needs, consistently achieved 120+ connects per week consistently, followed up with clients daily, executed business plans, cold-called prospective client leads daily, mastered Q4 software in one week and input data each day. Attended meetings daily, communicated regularly with colleagues regarding progress with clients, candidate placement, etc.
Crew Member
Tropical Smoothie Café
Ames, IA
06.2020 - 12.2020
- Responsible for taking and completing customer orders, created a friendly and pleasant atmosphere, memorized 60+ recipes, worked efficiently and accurately under pressure, exercised physical stamina for up to 10 hours on a shift, ensured proper food safety handling, always kept busy regardless of customer flow/volume.
Assistant Manager
Tropical Smoothie Cafe
Ames, IA
01.2021 - 07.2023
- Promoted after 7 months, resolved customer complaints, prepped food, assisted staff with duties and tasks, learned all opening and closing duties, processing cash transactions, balanced the drawer, trained new staff members, managed 6+ different staff on a given shift, enforced food safety, handled inter-employee conflict, creatively solved store issues daily (plumbing, A/C, leaks, freezer problems, etc.), communicated with supervisor daily, filled-in when staffed called in sick to cover duties, created welcoming and friendly environment for new staff members, thought of creative ways to execute daily tasks more efficiently, placed staff in respective roles for a shift, solved real-time issues that arose.
Student Employee
Iowa State University
Ames, IA
06.2019 - 08.2019
- Responsible for preparing food for all the dining halls at Iowa State University, following precise recipes, measuring and weighing all ingredients, counting and recording food items, cooked under time constraints, solved real-time issues that arose, trained new employees.
Preschool Staff Member
Hand-in-Hand
Bettendorf, IA
04.2019 - 06.2019
- Handled children with behavioral issues and various mental disabilities, monitored children’s behavior daily to ensure safety and obedience to school rules, kept a structured schedule for children, cultivated creative solutions to disputes and problems, supervised children during nap time, free play, recess and snack time.
Preschool Staff Member
Red Apple
Bettendorf, IA
06.2018 - 08.2018
- Handled children with behavioral issues and various mental disabilities, monitored children’s behavior daily to ensure safety and obedience to school rules, kept a structured schedule for children, cultivated creative solutions to disputes and problems, supervised children during nap time, free play, recess and snack time.
Concession Stand Worker
TBK Bank Sports Complex
Bettendorf, IA
11.2016 - 02.2017
- Processed customer orders, handled cash transactions, resolved customer complaints, made food to order.
Receptionist
Dr. Chamein Clark-Witter
Davenport, IA
11.2016 - 02.2017
- Dealt with multiple insurance companies and claims, greeted all patients upon entry, organized patient information files, made beds, did laundry, ensured patients’ comfort, notified Doctor of patient arrivals, escorted patients to treatment rooms.
Education
Diploma -
Pleasant Valley High School
Bachelor of Science - Psychology
Iowa State University
Skills
- Interpersonal Skills
- Communication
- Issue Resolution
- Customer Service
- Training
- Team Leadership
- Multi-tasking
- MS Excel
- PowerPoint
- Word
- Outlook
- Teams
- Salesforce
- Client relationship building
- Regulatory compliance
- Risk assessment and management
- Taxation awareness
- Problem-solving skills
- Trading execution
- Self-motivated nature
- Customer Service-oriented
- Employee motivation
- Verbal and written communication
- Teamwork and cooperation
- Time management
- Strong work ethic
- Self-discipline
- Attention to detail
- Mental toughness
- Competitive
- Adaptable/Coachable
- Lifelong learner
- Focus and concentration
- Personable and friendly
Accomplishments
- 3.987 GPA in high school
- 2-year volleyball starter
- 1st chair in high school band
- Obtained Seal of Biliteracy in Spanish
- Member of National Honor Society
- 3.42 GPA in college
Certification
Currently possess Series 7 and Series 63 licenses
Timeline
Loss Prevention Specialist
Ford Credit
03.2026 - Current
Customer Relationship Advocate
Fidelity Investments
02.2024 - 09.2025
Business Development Manager
Julie Patra Publishing
10.2023 - 11.2023
Business Solution Specialist
Express Employment
08.2023 - 10.2023
Assistant Manager
Tropical Smoothie Cafe
01.2021 - 07.2023
Crew Member
Tropical Smoothie Café
06.2020 - 12.2020
Student Employee
Iowa State University
06.2019 - 08.2019
Preschool Staff Member
Hand-in-Hand
04.2019 - 06.2019
Preschool Staff Member
Red Apple
06.2018 - 08.2018
Receptionist
Dr. Chamein Clark-Witter
11.2016 - 02.2017
Concession Stand Worker
TBK Bank Sports Complex
11.2016 - 02.2017
Diploma -
Pleasant Valley High School
Bachelor of Science - Psychology
Iowa State University