Haley Hopson
Redlands
Summary
Detail-oriented Administrative and Operations professional with progressive experience supporting executive leadership, compliance processes, financial reconciliation, and cross-functional coordination within large organizations. Proven ability to manage complex reporting, maintain sensitive records, coordinate high-level meetings and events, and ensure regulatory and procedural compliance. Strong analytical, organizational, and communication skills with a Master of Business Administration in Human Resource Management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Service Analyst
HUB International
Riverside
11.2023 - Current
- Analyzed quality control processes to detect discrepancies and implemented corrective measures for operational improvement.
- Conducted regular audits of service processes for continuous improvement initiatives
- Coordinated various projects at once, maintaining rigorous quality benchmarks in service execution.
- Facilitated collaboration with regional offices and external carriers to ensure accurate and timely processing of regulatory documentation and payments.
- Designed and implemented a new procedure for ACH/EFT enrollment requests within the accounting department to optimize workflow.
- Developed 25-65 logins per acquisition to enhance processing efficiency of broker commission payments.
Accounting Associate
HUB International
Riverside
10.2022 - 11.2023
- Oversaw maintenance and updates of carrier records to ensure compliance and mitigate financial discrepancies.
- Analyzed incoming payments and recorded financial transactions within Broker Management Systems.
- Monitored and analyzed payment patterns, escalating concerns to leadership as needed.
- Managed timely communications with carriers to ensure prompt follow-up on urgent matters and outstanding items.
- Collaborated with leadership to resolve operational and procedural issues.
Guest Experience Expert
JW Marriott Anaheim Resort
Anaheim
06.2022 - 10.2022
- Generated daily operational newsletters including forecast reports and weekly goal tracking.
- Facilitated check-in procedures for large groups and special events to ensure smooth operations.
- Assisted in creating reports, letters, spreadsheets, and internal communications. Helped maintain organized documentation for team reference. Supported colleagues in preparing necessary materials for meetings.
- Oversaw high-volume correspondence and implemented organized documentation systems.
Education
Master of Business Administration (MBA) - Human Resource Management
Tiffin University
Tiffin, OH06-2024
Bachelor of Arts - Kinesiology (Sport Psychology)
California State University, Long Beach
Long Beach, CA05-2022
Associate of Arts - Kinesiology
Long Beach City College
Long Beach, CA06-2020
Skills
- Executive Administrative Support
- Regulatory & Compliance Documentation
- Records & File Management
- Calendar Coordination
- Report Preparation & Data Analysis
- Financial Reconciliation & Budget Tracking
- Policy & Procedure Interpretation
- Cross-Department Communication
- Microsoft Office Suite (Excel, PowerPoint, Outlook, Word)
- SharePoint Smartsheet
- Salesforce Zoom Broker Management Systems (Epic & BenefitPoint)
Certification
Google Project Management Certification – Foundations of Project Management
Timeline
Service Analyst
HUB International
11.2023 - Current
Accounting Associate
HUB International
10.2022 - 11.2023
Guest Experience Expert
JW Marriott Anaheim Resort
06.2022 - 10.2022
Master of Business Administration (MBA) - Human Resource Management
Tiffin University
Bachelor of Arts - Kinesiology (Sport Psychology)
California State University, Long Beach
Associate of Arts - Kinesiology
Long Beach City College
Awards
Dean’s List – San Jose State University, President’s Honors List – California State University, Long Beach