Summary
Overview
Work History
Education
Skills
Timeline
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Rita Korvie

Charlotte

Summary

Forward-thinking Operations Specialist adept at quickly identifying and resolving operational issues, implementing new processes and providing exemplary customer service. Possesses excellent organizational, problem-solving, and communication skills.

Overview

6
6
years of professional experience

Work History

Operations Specialist

Whatnot Inc (Remote)
02.2022 - Current
  • Created macros and VBA scripts in Excel to automate processes which yielded results of 45% reduction in manual labor and 65% increase in data accuracy
  • Enhanced metric tracking, KPIs and OKRs by reformulating models, ensuring continuous improvement and user satisfaction and revamped usage from 1.3 million monthly visitors to 3.7 million monthly visitors by Q2 2023
  • Conducted market research and developed go-to-market strategies for 5 new categories on the app, resulting in 45% market growth within a 4 month period and generated about 12 million dollars market profit after this expansion in Q1 2023
  • Conducted competitor analysis and identified potential M&A targets for E-commerce companies, resulting in successful acquisition of a competitor in Q2 of 2023
  • Assess then resolve Buyer and Seller ticket issues via Zendesk and variety of systems, like Retool (Admin) and JIRA.

Registered Financial Representative

Robinhood Inc
07.2021 - 02.2022
  • Provided strategic financial advice across various derivatives products like futures and options, while ensuring regulatory compliance and client satisfaction which enhanced satisfaction rates from 86% to 98%
  • Monitored clients plans, executed buy and sell orders with minimal risk and addressed market fluctuations to maintain targets
  • Managed and optimized investment portfolios of over 70 high value clients with over $180 million AUM (Assets Under Management).
  • Integrated data from Salesforce and Quickbooks to create comprehensive financial reporting system resulting in 60% increase in accuracy

Consumer Banker

Wells Fargo Bank
06.2019 - 06.2021
  • Opened, updated and closed accounts for customers
  • Developed solid business relationships by cultivating trust with clients and increased high value clientele by 45% in branch
  • Offered clients strategic advice across financial products and services to meet debt management, insurance coverage and investment needs with over $25 million assets under care
  • Exceeded sales goals for financial and investment product by 15% each quarter
  • Created responsive plans for clients with options for customization and future optimization by selling mutual funds, debt securities, annuities and other relevant securities.

Hotel Sales Coordinator

WDI Hospitality LLC
05.2018 - 06.2019
  • Met sales target by implementing strategies that created over $8 million dollars in revenue quarterly
  • Created pivot tables and charts to visualize data that enabled senior management identify trends and made data driven decisions yielding in 25% increase in revenue
  • Capitalized on emerging market leads by establishing business relationships with potential clients and retaining existing ones
  • Boosted interest in company offerings through promotional events and initiatives and maximized ROI via targeted promotions and value-driven products and services
  • Engaged in day to day administrative tasks like billing clients and responding to emails
  • Sustained high customer satisfaction rates with problem resolution and feedback loops.

Education

University of North Carolina At Charlotte
04.2023

Associate of Applied Science -

Durham Technical Community College
Durham NC
05.2021

Skills

  • Data Analysis, Data Importation & Exportation
  • Administrative Support
  • Microsoft Excel, MS Office, Google Suites
  • Financial Planning & Advisory
  • Power BI, SIGMA, JIRA
  • Salesforce, Zendesk, CRM
  • Customer Relationship Management
  • Market Research
  • SOPs & SLA Management
  • Tableau
  • Interpersonal Skills and Emotional Intelligence
  • Teamwork and Collaboration

Timeline

Operations Specialist

Whatnot Inc (Remote)
02.2022 - Current

Registered Financial Representative

Robinhood Inc
07.2021 - 02.2022

Consumer Banker

Wells Fargo Bank
06.2019 - 06.2021

Hotel Sales Coordinator

WDI Hospitality LLC
05.2018 - 06.2019

University of North Carolina At Charlotte

Associate of Applied Science -

Durham Technical Community College

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Rita Korvie