Summary
Overview
Work History
Education
Skills
Timeline
Generic

WILLIAM PENN

Newark

Summary

Detail-oriented and reliable professional with 3 years of experience in document and file management. Adept at handling confidential records with accuracy and discretion. Proven ability to organize information systems and support daily operations in a fast-paced environment. Currently pursuing a degree in Finance and General Business, showcasing strong skills in database management, spreadsheets, and financial recordkeeping. Highly motivated individual with a flexible schedule, strong work ethic, and a clean driving record. Known for excellent communication, writing, and editing abilities. Dedicated to providing outstanding customer service and collaborating effectively with team members. Brings a keen eye for detail and a strong commitment to meeting deadlines and contributing to organizational success.

Overview

4
4
years of professional experience

Work History

File Manager

Mac concussion
02.2021 - Current
  • Converted and organized over 100 patient charts weekly, enhancing accessibility and efficiency for healthcare providers.
  • Streamlined organization of three filing rooms, ensuring 100% accuracy in alphabetical categorization of over 3,000 documents.
  • Assisted in the development of a secure electronic document management system, enhancing data protection measures.
  • Utilized various software tools such as Excel or Access databases to manage complex filing systems effectively.
  • Processed payments, issued receipts and updates invoices to assist with financial recordkeeping.

Lead Account Manager

Ursa Innovations
01.2024 - 01.2025
  • Orchestrated a top-performing sales group that exceeded sales goals by 30%, cultivating client loyalty through strategic training.
  • Sparked a 20% surge in team performance by delivering dynamic training sessions and leveraging CRM tools.
  • Managed a diverse portfolio of accounts, ensuring each client received personalized attention and support.
  • Managed the highest-volume account in the Rural territory, generating over $12,000 in annual revenue and supporting a 5% improvement in territory performance.
  • Utilized Dynamics 365 to track sales activities, analyze performance metrics, and develop actionable insights for continuous improvement efforts.

Education

Finance/ Accounting

Drexel University
Phildelphia, PA

Business Administration

Delaware Technical Community College
Wilmington, DE

High School Diploma -

Freire Charter Wilmington
Wilmington, DE
06.2023

Skills

  • Spreadsheet modeling and analysis

  • Recordkeeping & Documentation

  • Financial Filing Systems

  • Basic accounting principles

  • Financial literacy and budgeting basics

  • Deadline-Driven & Detail-Oriented

  • Time management and multitasking

  • Public relations and professional communication

  • Strong attention to detail

  • Critical thinking and problem solving

Timeline

Lead Account Manager

Ursa Innovations
01.2024 - 01.2025

File Manager

Mac concussion
02.2021 - Current

Finance/ Accounting

Drexel University

Business Administration

Delaware Technical Community College

High School Diploma -

Freire Charter Wilmington

Similar Profiles

CREATE PROFILE
WILLIAM PENN