Jocelyn Henry

Intake Specialist

Manage healthcare operations supporting 4,000+ client records while maintaining compliance with state and organizational requirements. Generate daily, weekly, and monthly operational reports using Crystal Reports, SharePoint, NetSmart, and Microsoft Excel.

Crystal ReportsSharePointNetsmart MyAvatarExcelHealthcare OperationsComplianceDocumentationAuditProcess Improvement

Business Operations Coordinator

Coordinate scheduling, invoicing, workflow management, and administrative operations for a growing service business. Serve as a trusted operational resource by resolving administrative challenges and improving workflow organization.

SchedulingInvoicingWorkflow ManagementAdministrative Operations

Branch Manager

Directed branch operations supporting 50+ employees, overseeing recruiting, onboarding, payroll, budgeting, compliance, and employee relations. Managed branch financial performance while increasing billing by approximately $20,000 within four weeks.

RecruitmentOnboardingPayrollBudgetingComplianceEmployee RelationsProcess ImprovementVendor PortalsProposals

Wealth Servicing Advisor

U.S. Bank

Managed regulated wealth servicing activities including documentation review, account research, fraud investigations, compliance, and risk mitigation. Provided peer mentoring and training with leadership approval to improve employee engagement and KPI performance.

Documentation ReviewAccount ResearchFraud InvestigationComplianceRisk MitigationMentorshipTraining

Operations Supervisor

Led and developed a remote team of 30+ employees supporting more than 23,000 residential and commercial customer accounts. Managed contract lifecycle operations including new agreements, negotiated terms, amendments, renewals, service modifications, and terminations.

Team LeadershipContract Lifecycle ManagementNegotiationKPI MonitoringQuality AssuranceComplianceOperational ReportingWorkflow Improvement

Account Manager

Procter & Gamble – Crest & Oral-B

Partnered with cross-functional teams to resolve complex account issues while improving customer onboarding and account maintenance. Utilized Salesforce, SAP, and internal systems to manage customer accounts, documentation, and operational workflows.

SalesforceSAPCRMAccount ManagementBillingOrder ProcessingData Integrity