Advisor

• Collaborate with internal and external partner stakeholders to manage administration, strategic planning, and other activities for an assigned portfolio of Multifamily loans
• Support a portfolio's vision and strategic objectives
• Lead portfolio progress analysis and enact changes
• Report portfolio performance to key stakeholders
• Evaluate risk of current assets while complying with governance and controls
• Monitor end-to-end execution of business processes using enterprise systems
• Provide continuous feedback for effective tracking and reporting
• Recommend business process changes and implement efficient processes for new business products
• Evaluate legal documents and applicable forms to understand business impact and ensure continuity of loan management

Multifamily loan asset management advisor advancing Fannie Mae’s housing finance mission

Multifamily Asset Management – Advisor

Multifamily Asset Management Advisor managing Fannie Mae loan portfolios and risk. Improving processes and reporting to expand housing finance and affordable rental access.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Answer all incoming calls and initiate member interactions
• Own and be accountable for the entire member experience upon greeting the member
• Conduct loan conversations and recommend products as needed
• Serve as liaison between member and underwriter
• Conduct research to answer member concerns
• Cross-sell appropriate credit union products and services
• Process Skip-A-Pay and Loan Deferral Requests
• Maintain a professional workstation

Remote Member Advisor servicing credit union members' needs

Member Advisor – Service Center

Remote Member Advisor for DuPont Community Credit Union. Handling member interactions and providing excellent service remotely after training in Waynesboro, Virginia.

• Assist customers and internal teams with parts related questions in person, via email and/or on phone
• Effectively communicate estimated parts ship and arrival times, and provide support for technical parts questions
• Accurately record parts transactions and data into our Dealer Management System
• Prioritize and efficiently manage a high volume of work and meet deadlines
• Maintain daily metric goals
• Perform other duties as needed

Parts Advisor assisting customers in parts questions at dealership

Parts Advisor

Parts Advisor at Herb Gordon Subaru assisting customers and internal teams with parts-related queries. Requires automotive experience and strong communication skills.

• Utilize trade applications and software to analyze import/export data
• Perform HS and ECCN classification, ensuring compliance with US Customs and regulatory requirements
• Act as the client‑facing contact, providing guidance, answering inquiries
• Analyze and interpret data, documentation, and regulatory information
• Develop, track, and present metrics and performance insights
• Identify compliance risks, recommend corrective actions
• Collaborate cross‑functionally with operations, compliance, and regulatory teams
• Stay current on regulatory changes, and industry best practices

Advisor supporting US ECCN and HS classification at Livingston

Advisor in Global Trade Management at Livingston handling HS and ECCN classification for US and international clients. Collaborating with global teams and ensuring compliance in trade practices.

• Manage technical clarification for customer inquiries in the form of quotes and orders to upgrade and convert machines and sub-units, as well as partial overhaul machines and new machines
• Quality inspection of kits and conversions and machines
• Support Account Administrators in Order Processing, Purchasing, Sales and Assembly as well as Körber Technologies concerning customer inquiries/orders requiring technical clarification to minimize the time in which customers receive a response and/or to ensure that orders are executed in a technically correct manner
• Ensure that all pertinent technical information on inquiries/orders clarification is kept on file in an orderly fashion to allow referencing
• Maintain and update history files for equipment installed at customer site
• Perform all other duties as assigned

Technical Advisor managing machinery inquiries and orders for Körber Technologies

Technical Advisor

Technical Advisor managing machinery inquiries and orders for Körber Technologies, responsible for technical clarifications and quality inspections. Requires degree in mechanical engineering and relevant experience.

• This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals
• Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs
• Job expectations include ensuring retention of clients
• This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
• Encourages use and adoption of digital capabilities to enhance the client and client team experience
• Builds relationships with internal and external partners and centers of influence

Private Client Advisor acquiring new clients and deepening relationships at Bank of America

Private Client Advisor II

Private Client Advisor acquiring new clients and deepening relationships at Bank of America. Delivers a Branded Client Experience leveraging the full array of Private Bank capabilities.

• Provide consulting services to clients in order to evaluate, recommend, design and implement information security solutions and process improvements
• Identify client requirements by establishing personal rapport with all clients and internal and external resources to understand business and information security requirements
• Develop knowledge of supported client areas and builds relationships by assessing, evaluating and fully understanding the needs and requirements of clients
• Provide strategic support to clients and leaders and advise clients on best practices and how to implement changes to address their business needs, potentially through the preparation of recommended alternatives
• Review and assess necessary data to address clients’ business and information security needs
• Lead process improvement and long-term information security solution discussions, and present outcomes in written and verbal format to senior management
• Drive investigative activities arising from security events escalated from the security operations center (SOC)
• Oversee cybersecurity emergency response actions including zero-day mitigation
• Be a key participant in project development surrounding new processes and the integration of new processes with existing ones; communicate changes to impacted clients and other resources
• May require extended work hours and overnight travel (up to 15%)

Senior IS Advisor consulting on information security for the Federal Reserve System

Senior IS Advisor, Treasury Services Division

Senior IS Advisor consulting on information security solutions and process improvements for the Federal Reserve System. Collaborating with technology teams to enhance security posture in economic and payment systems.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Be an expert in all Zillow Rentals Network products and services
• Perform a high volume of calls (approximately 40 per day) to increase participation from multifamily rental management companies
• Utilize Salesforce, Salesloft, and internal and third party reporting to prospect and strategize, log activity, and manage your calendar and opportunities.
• Clearly communicate performance expectations to clients internally and externally.
• Consistently meet and exceed success metrics, including revenue and retention, as well as activity based KPIS
• Excel in high-level conversations and presentations with decision-makers via Zoom and phone calls with a focus on building positive relationships to drive business results, as well as be proactive and reactive in servicing account needs
• Serve as a brand ambassador for Zillow Group, representing the best interests of the company, its advertisers, and industry partners
• Represent the voice of the customer to influence product, marketing, and sales process and improvement
• Execute against the MEDDPICC sales process and adopt Challenger principles in every customer interaction to drive insight-led, value-based conversations

Business Advisor focusing on client growth and retention in real estate sales

Business Advisor, SMB, Rentals

Business Advisor in Zillow Rentals driving growth and retention for existing client portfolios through consultations and strategic insights. Collaborating with clients to achieve sales goals and enhance partnerships.

• Support national account strategies for multi-region rental partners by executing day-to-day account management activities
• Maintain data accuracy and coordinate with cross-functional teams to deliver a consistent, high-quality partner experience
• Drive renewals, adoption, and performance insights across distributed portfolios
• Serve as a brand ambassador for Zillow Group, representing the interests of the company, advertisers, and industry partners
• Mentor and educate partners on Zillow’s products and services to achieve shared goals
• Conduct regular business reviews with partners to assess goals, analyze results, and provide recommendations
• Analyze data and communicate insights to identify strengths and opportunities for partners
• Demonstrate expertise in local real estate trends, compliance, and market activity
• Utilize Zillow’s tech stack, including Salesforce and analytics tools, to manage business and client relationships
• Represent the voice of the customer to influence product, marketing, and sales process improvements
• Execute against the MEDDPICC sales process and adopt Challenger principles in every customer interaction

National Business Advisor managing multi-region rental partner account strategies

National Business Advisor, Rentals

National Business Advisor managing multi-region rental partner accounts at Zillow. Supporting national account strategies through data management and education on Zillow’s products.

• Support new franchise launches, including in-store setup, marketing activations, and operational readiness
• Provide one-on-one coaching and business guidance to franchise owners
• Assist franchisees with sales strategies, networking opportunities, and local business development efforts
• Train new and existing franchise owners on operational systems, processes, and brand standards
• Identify operational challenges and implement practical solutions to improve performance
• Collaborate with franchisees to drive marketing initiatives and local market growth
• Develop, enhance, and maintain training materials, Success Guides, and educational resources
• Work closely with corporate leadership on special projects and brand initiatives
• Participate in Discovery Day events and support franchise candidate education
• Attend industry events, conferences, trade shows, and franchise meetings
• Ensure franchisees remain aligned with brand standards and operational programs
• Partner with internal teams to identify field trends, training opportunities, and best practices

Business Advisor supporting franchise owners at UFG

Business Advisor

Business Advisor supporting franchise owners across a growing network at UFG. Providing coaching, operational guidance, and business optimization for franchise success.

• Lead end-to-end implementation and onboarding of telecom and SaaS solutions, ensuring operational readiness, successful deployment, and customer adoption.
• Own customer engagement outcomes, including OKRs, success metrics, and value realization aligned to business objectives and delivery plans.
• Manage provisioning, integrations, migrations, and deployment activities while coordinating cross-functional teams in a matrixed environment.
• Independently drive customer projects from kickoff through completion, ensuring delivery milestones, timelines, and objectives are achieved.
• Serve as the primary customer contact, providing project updates, communicating outcomes, and building trusted relationships with executive stakeholders.
• Proactively manage risks, issues, and escalations using data-driven recommendations, ensuring timely resolution and stakeholder alignment.
• Ensure SLA/ KPI compliance, operational readiness, and seamless transition of customers to support and service operations teams.
• Drive customer training, early-life support, and adoption initiatives while identifying and mitigating retention or engagement risks.
• Influence delivery excellence by providing peer guidance, promoting best practices, driving process efficiencies, and supporting automation initiatives.
• Contribute to account growth opportunities and business development discussions while maintaining flexibility to travel up to 30% as required.

Lead implementation and onboarding of telecom and SaaS solutions at TransUnion

Advisor, Solutions Consulting

Lead implementation and onboarding of telecom and SaaS solutions at TransUnion. Manage customer engagement outcomes and drive customer training and adoption initiatives.

• Partner with Talent Business Leaders and Advisors to support the execution of core talent processes across the employee lifecycle
• Serve as the point of coordination for operational tasks such as Leaves of Absence (LOA), Flexible Work Arrangements (FWA), and relocations
• Act as a resource to employees and leaders by addressing routine talent-related inquiries and escalating complex matters as appropriate
• Collect, maintain, and prepare data and reports for review by the Talent Business Advisory and BU Operations teams
• Assist in identifying data trends or inconsistencies that may inform talent decisions or process improvements
• Ensure compliance with HR policies and procedures in all actions and communications
• Help drive awareness and understanding of talent programs through employee education and communication support
• Contribute to the implementation of firmwide and business-unit-specific talent programs

Talent Business Advisor Senior Associate facilitating core HR functions at Crowe.

Senior Talent Business Advisor

Talent Business Advisor Senior Associate at Crowe supporting HR operational and logistical needs. Collaborating with stakeholders for onboarding, performance management, and employee engagement efforts.

• Supporting Risk Management Framework (RMF) and Authority to Operate (ATO) activities, reciprocity initiatives, and continuous monitoring strategies.
• Providing guidance on zero trust planning, identity, segmentation, encryption, and secure access patterns.
• Advise on incident response processes, vulnerability management, and security operations improvements.
• Integrate security into DevSecOp development pipelines and acquisition planning.
• Develop metrics, dashboards, and briefs for reporting to executive leadership.

Senior Cybersecurity Advisor at KBR providing guidance on cybersecurity strategy and governance

Cyber Advisor

Senior Cybersecurity Advisor role at KBR advising executive leadership on cybersecurity strategy and risk management. Supporting critical national security initiatives in partnership with government clients.

• Develop, deepen and maintain relationships with investment management clients and trust clients
• Perform and coordinate client estate planning
• Conduct full needs assessments with current and potential customers
• Maintain long-term client relationships by providing excellent customer service
• Handle customer calls and inquiries professionally
• Identify and refer business to other areas within the Bank
• Work with investment, tax, and legal professionals to meet client needs
• Adhere to all applicable laws and regulations governing bank operations

Trust Advisor managing investment relationships and compliance at Atlantic Union Bank

Trust Advisor II

Trust Advisor developing and maintaining client relationships and ensuring compliance. Collaborating with investment management clients at Atlantic Union Bank in Virginia Beach.

• Greet customers, answer telephone calls and schedule appointments in a prompt and courteous manner.
• Review repairs and services with customers to ensure a complete understanding of the services performed.
• Contact customer any time there is a deviation from the original estimate of cost or time when the vehicle will be ready for pickup.
• Note the name and time of approval for all repair/service orders and any additional costs.
• Distribute work to all shop technicians while monitoring progress and accuracy of each job.
• Supply information on request to technicians, as needed.
• Arrange for repairs and payment for vehicles that are covered by extended warranty programs.
• Arrange towing and/or alternate transportation such as shuttle or rental vehicle when necessary in accordance with Total Repair Care (TRC) standards.
• Monitor inspection dates of vehicles in system to ensure the inspections are completed before due dates.
• Notify customer of need to have vehicle serviced per manufactures recommended intervals and as required by the state and explain the information to the customer.

Automotive Service Advisor serving as key connection between customers and technicians

Automotive Service Advisor

Automotive Service Advisor serving as key connection between customers and in-shop technicians. Responsible for scheduling, reviewing services, and ensuring customer satisfaction.

• Provide comprehensive post-sales onboarding assistance ensuring customers reach full production readiness and achieve long-term adoption.
• Lead solution workshops with customers to identify key requirements/objectives and develop prescriptive strategies to address customer needs.
• Configure and demonstrate the RegScale platform for customers.
• Work with ecosystem partners on integrations, digitizing frameworks, and bringing risk and compliance programs to production in the RegScale platform.
• Develop and provide customer training to ensure successful platform adoption and utilization.
• Capture and relay customer requirements to the Product team to inform future enhancements, while also supporting product development by piloting new offerings.
• Work with existing customer base to assist Customer Success team with increasing platform utilization and expansion opportunities.
• Provide technical responses to customer and prospect inquiries, including support for RFPs, RFIs, SOWs for RegScale’s Sales team.

Solution Advisor driving customer engagement and platform adoption at RegScale

Solution Advisor

Solution Advisor engaging with customers to ensure platform adoption and drive measurable outcomes. Addressing security, risk, and compliance challenges with RegScale’s technology.

• Serve as the primary relationship manager for a portfolio of mass affluent clients.
• Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services.
• Establish and periodically update understanding of client financial needs and conditions based on sound profiling and personal financial planning analysis.
• Proactively work with the financial advisor on assigned investment accounts.
• Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues.
• Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
• Establish and maintain excellent working relationships with various Truist teammate product and service specialists.
• Work within existing audit, compliance and regulatory framework to ensure a compliant portfolio of client relationships.

Primary relationship manager for mass affluent client portfolio at Truist

Virtual Premier Advisor

Serve as primary relationship manager for a portfolio of mass affluent clients at Truist. Develop comprehensive client relationships through banking, mortgage, and investment solutions.

• Leads technical analysis for official correspondence between military services, combat support agencies, the intelligence community, Congress, and the White House on space technology matters, including technology maturation assessments, transition strategies, and capability gap analysis.
• Coordinates congressional response actions regarding space technology maturation, transfer, and transition, including preparation of technical briefings, position papers, and testimony support materials.
• Develops technical strategies and roadmaps for priority space technology areas including Multi-Orbit Constellations, Beyond GPS/Position, Navigation, and Timing (PNT) systems, AI/ML for space systems, and emerging commercial space partnerships.
• Conducts comprehensive technical assessments of space systems, architectures, and technology maturation efforts across the DoD space portfolio.
• Performs data-driven analysis of system performance metrics, technical risk, and technology readiness levels to inform senior leader decision-making.
• Develops architecture decision records (ADRs), technical strategy documents, and analytical reports on space technology trends, capability gaps, and investment priorities.
• Provides expert technical translation between engineering teams and senior policy/operational leaders.
• Supports technology transfer and transition analysis, identifying pathways from research through operational deployment.
• Facilitates daily coordination across FFRDCs, UARCs, service laboratories (Air Force Research Laboratory, Naval Research Laboratory, Army Research Laboratory), and the industrial base to synchronize space technology development efforts and resolve technical integration challenges.
• Integration leader for major working groups and oversight councils, including the PNT Oversight Council, Space Test Program coordination bodies, and other cross-organizational forums.
• Identifies issues, prioritizes tasks, facilitates communications, and acts as spokesperson to OSW leadership.
• Manages technical dependencies and interfaces across organizational boundaries to ensure alignment of space technology initiatives with strategic objectives.

Senior Tech Coordinator & Advisor analyzing space technology for the Department of Defense

Senior Tech Coordinator – OSW Space Technology Programs

Senior Tech Coordinator & Advisor analyzing and guiding space technology initiatives for the Department of Defense. Collaborating with senior military and government officials on critical space technology matters.

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