Evin Orji

Processed 30–50 IRA transactions daily (contributions, distributions, and transfers) and handled 50–60 inbound calls daily. Prepared compliance and operational reports to support audit readiness.

Supported retirement account clients with 25–75 calls daily, addressing tax documents and account services. Processed applications and validated compliance-sensitive forms while partnering to improve turnaround time and accuracy.

Reviewed and booked 20–40 institutional trades daily across CDS, CDX, and IRS. Prepared reconciliation spreadsheets for monthly audits and compliance reviews and coordinated with brokers to resolve discrepancies.

Processed 5–10 student loan applications daily while handling 40–100 customer service calls. Built client relationships and contributed to encouraging repeat business and cross-selling financial products.

Negotiated and booked 3–5 freight loads per day while managing relationships with 50–100 carriers. Ensured compliance with transport regulations and client delivery standards.

Conducted benefit verifications across Medicare, Medicaid, and private insurers. Investigated 10+ benefit cases daily to ensure accurate financial clearance for patients.

Oversaw inventory management of 10,000+ items and $3,500+ in weekly orders. Directed 3 drivers, scheduled 350+ weekly deliveries, and processed $1,500 in daily orders (part-time after Aug 2017).

Earned a B.S. in Business Administration from Carlow University (2018).

Earned a B.A. in Marketing from Saint Vincent College (2014).