Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Proposal Coordinator
ZAP Engineering & Construction Services, Inc.
04.2023 - Current
Identified areas for improvement within existing processes, proposing changes that led to greater efficiency and effectiveness in proposal creation.
Conducted detailed analysis of client requirements, ensuring alignment with company capabilities and strategic goals during proposal development.
Managed multiple proposals simultaneously, ensuring timely submission without compromising quality or attention to detail.
Effectively prioritized tasks based on deadlines, resource availability, and complexity of projects to ensure successful completion across all assignments.
Developed customized templates for various types of proposals, improving consistency and reducing preparation time across the organization.
Maintained an organized database of past proposals as well as relevant industry research materials for easy access during future projects.
Managed all aspects of proposal production, including formatting, editing, proofreading, and ensuring adherence to company branding guidelines.
Collected, arranged, and input information into database system.
Maintained database systems to track and analyze operational data.
Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
BSA Analyst
Jeff Bank
02.2021 - 04.2023
Performed ongoing customer risk rating reviews, adjusting risk profiles based on new or updated information.
Conducted risk assessments to identify gaps in the bank''s AML program and recommend improvements.
Collaborated with cross-functional teams to address complex financial crime issues and strengthen internal controls.
Observed industry trends and changes in regulations, maintaining up-to-date knowledge of BSA/AML best practices.
Conducted investigations and enhanced due diligence reviews of various customer types and industries.
Played an active role in various committees focused on enhancing the bank's overall compliance culture and awareness among employees.
Utilized knowledge of bank products, policies and legal requirements to process work assignments within regulatory guidelines.
Reviewed alerts generated by transaction monitoring systems, ensuring accurate identification of suspicious activity.
Supported management during regulatory exams by providing requested documents as evidence of sound compliance practices.
Created, reviewed and analyzed customer transaction reports for purposes of satisfying Bank Secrecy and Anti-Money Laundering regulatory requirements.
Responded timely to questions from branches and departments regarding BSA policies.
Contributed to the development and updating of BSA/AML policies and procedures, ensuring alignment with evolving regulatory requirements.
Maintained detailed documentation of all investigative findings, providing clear rationale for case closure or escalation decisions.
Developed and delivered compliance training to team members and bank staff.
Bid Coordinator
Grace Industries LLC
11.2019 - 09.2020
Continuously updated knowledge on industry best practices and bid management tools, enabling the implementation of innovative approaches in proposal writing.
Coordinated and managed internal resources during proposal process and verified achievement of milestones and deliverables.
Established strong relationships with key stakeholders both internally and externally, fostering collaboration during the bidding process.
Collaborated with cross-functional teams to ensure timely delivery of high-quality bids and proposals.
Reviewed RFP requirements meticulously to ensure accurate interpretation of client needs before initiating proposal development efforts.
Managed multiple complex bids simultaneously, effectively prioritizing tasks and resources to meet deadlines.
Coordinated responses to any clarifications or amendments required by clients post-submission, demonstrating adaptability and commitment to client satisfaction.
Provided regular updates on bid progress to senior management, ensuring transparency and accountability throughout the process.
Prepared bids and proposals to submit to clients and secure new business.
Office Administrator
Bay Crane Service of Long Island, Inc.
08.2018 - 11.2019
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained electronic and paper filing systems for easy retrieval of information.
Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
Increased customer satisfaction through professional handling of inquiries and prompt resolution of issues.
Assisted in preparation and processing of payroll to facilitate prompt staff payments.
Expedited invoice processing by accurately reviewing vendor submissions, reconciling accounts payable discrepancies, and conducting timely payments.
Maintained confidentiality of sensitive information, adhering to strict data protection policies.
Facilitated smooth operations by maintaining updated inventory records, anticipating supply needs, and placing timely orders for essential materials.
Managed accounts receivable, ensuring timely collection of payments from customers.
Prepared accurate reports and monthly statements for accounts receivable.
Kept vendor files accurate and up-to-date to expedite payment processing.
Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
Education
Bachelor of Science - Business Management
New England College of Business And Finance
Boston
06-2019
Associate of Applied Science - Business Administration
SUNY Delhi
Delhi
12-2013
High School Diploma -
Liberty Central High School
Liberty
06-2011
Skills
Document formatting
Editing and proofreading
Proposal development
Time management
Attention to detail
Multitasking abilities
Task prioritization
Excellent communication
Organizational skills
Problem-solving aptitude
Performance metrics
Competency in Microsoft Office Suite
Certification
Notary Public License - Colorado Secretary of State
Timeline
Proposal Coordinator
ZAP Engineering & Construction Services, Inc.
04.2023 - Current
BSA Analyst
Jeff Bank
02.2021 - 04.2023
Bid Coordinator
Grace Industries LLC
11.2019 - 09.2020
Office Administrator
Bay Crane Service of Long Island, Inc.
08.2018 - 11.2019
Bachelor of Science - Business Management
New England College of Business And Finance
Associate of Applied Science - Business Administration
SUNY Delhi
High School Diploma -
Liberty Central High School
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