William Overton
Denver
Summary
Knowledgeable Risk Manager equipped with strategic planning and program leadership abilities honed in the financial industry environments. Establishes strong and successful policies to mitigate risk at each level and establish clear procedures for assessments, prevention and containment. Familiar with regulatory requirements to maintain strict controls. Results-driven risk analyst bringing proven skills in administering business risk management programs. Effective in training team members to proactively identify and highlight potential risks. Dedicated to long-term risk management by building strong internal protocols and instilling culture of responsibility and attentiveness.
Overview
10
10
years of professional experience
Work History
Contract Analyst
Primoris Renewable Energy
11.2023 - Current
- Provided key administrative assistance to senior management.
- Answered telephone and coordinated meetings and conferences.
- Drafted, reviewed and revised contracts for accuracy and completeness.
- Streamlined operations by developing and implementing improved contract management processes.
- Addressed contract disputes and provided advice and guidance to resolve issues.
- Reviewed quotes from contractors to obtain best pricing and service for organization.
- Prepared compliance reports and disseminated to upper management.
Business Risk Analyst
Charles Schwab
08.2021 - 07.2023
- Perform quality control of and approval on security level reviews performed by other members of team
- Perform ongoing review of Alternative Investments held in custody at Schwab, including obtaining audits and additional documents from issuers
- Investigated allegations to check validity and recommend actions to minimize risk.
- Assist Team Manager in identifying areas of opportunity and enhancing process efficiencies
- Master all team functions, including comprehensive understanding of related processes
- Meet expected service level agreements with respect to case reviews and additional team processing responsibilities
- Create and leverage partnerships with various teams throughout firm, including multiple teams within
- Provide guidance related to complex problems, including research to address situations involving alternative investments and respond to internal business partners as appropriate.
Financial Services Representative
Charles Schwab
08.2020 - 07.2021
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Advised clients on favorable investment opportunities to meet established financial goals.
- Managed over 50 customer call per day
Associate Liability Adjuster
American Family Insurance
08.2018 - 05.2020
- Evaluated insurance policies and analyzed damages to determine coverage.
- Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
- Established relationships with clients and insurance companies to foster timely claims resolution.
- Verified insurance claims and determined fair amount for settlement.
- Examined claims forms and other records to determine insurance coverage.
- Documented all investigation activity and presented reports to management.
Assistant Manager
Enterprise
01.2016 - 05.2018
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Developed strategy to increase sales and drive profits.
- Increased employee performance and job satisfaction to strengthen retention and engagement.
- Established team priorities, maintained schedules and monitored performance.
- Supervised day-to-day operations to meet performance, quality and service expectations.
Assistant Manager
Walmart
10.2013 - 10.2015
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Mentored team members to enhance professional development and accountability in workplace.
- Defined clear targets and objectives and communicated to other team members.
- Increased store sales by over 10% by working with our inventory team to place products various places.
Education
Bachelor of Arts - Political Science, Communication
Metropolitan State University of Denver
Denver, CO12.2017
Associates Degree - Business
Front Range Community College
Westminster, CO05.2014
Skills
- Knowledge of principles, problems, and methods of office administration
- Knowledge of organization, personnel, and fiscal management to complete daily work assignments
- Skill in working with diverse individuals to collect necessary information
- Skill in office management principles, methods, and procedures to complete work assignments
- Ability to monitor departmental programs to determine conformance with administrative policy
- Ability to analyze and evaluate impact and effectiveness of programs, policies, and/or procedures
- Ability to work independently and carry out a variety of critical and time sensitive programs without detailed
- Instructions
- Project Management
- Time Management
- Financial Management
Timeline
Contract Analyst
Primoris Renewable Energy
11.2023 - Current
Business Risk Analyst
Charles Schwab
08.2021 - 07.2023
Financial Services Representative
Charles Schwab
08.2020 - 07.2021
Associate Liability Adjuster
American Family Insurance
08.2018 - 05.2020
Assistant Manager
Enterprise
01.2016 - 05.2018
Assistant Manager
Walmart
10.2013 - 10.2015
Bachelor of Arts - Political Science, Communication
Metropolitan State University of Denver
Associates Degree - Business
Front Range Community College
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