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Running head: L8A1- FINAL PORTFOLIO ASSIGNMENT 1

Amanda L. Smith

B.A. University Studies

COMS, HRDV, PFP

December 2015

L8A1- FINAL PORTFOLIO ASSIGNMENT 2

Profile:

I am currently exploring other career opportunities where I can grow as an individual. I wish to grow above and beyond my current job to become a part of something great and I feel this is an ideal time in my life to try. It has long been a dream of mine to be a Human Resource Manager and I am sincerely hoping to become a part of the Fred Loya Insurance team. I would love to be able to contribute my positive and steadfast outlook on work if I am chosen for this position. I am excited to work with and meet diverse, new people and am ready to start a new adventure!

Professional Experience:

Banking

Extensive teller experience, cashing checks, depositing large sums of cash, handling large sums of cash

Creating new accounts: such as Certificate of Deposit (CD), IRA’s, checking accounts, savings accounts, etc.

Troubleshooting various account issues and resolving customer grievances in a timely manner

Manifesting daily balance reports

Human Resources

Extensive knowledge of payroll functions Handling employee insurance coverage and claims Resolving employee conflict Conducting periodic surveys on how best to improve employee morale to increase

retention and productiveness

Work History:

Teller/New Accounts/Bookkeeping/Customer Service Aug. 22, 2011- Present Llano National Bank Llano, TX

Group Sales Administrative Assistant May 2014-Jul. 2014 Horseshoe Bay Resort Horseshoe Bay, TX

Cashier/Waitress

Jun. 2010-Aug. 2011Inman’s Kitchen BBQ & Catering


Llano, TXWaitress

Applebee’s Jun. 2011-Jul. 2011 San Angelo, TX

Circulation/ Front Desk Aug. 2009-May 2011 Ouachita Baptist University Library Arkadelphia, AR

Cashier Mid 2007-Jul. 2009 M3 Productions Llano, TX

Skills:

Intermediate Experience with Microsoft Office, including Word, Excel, and PowerPoint Strong attention to detail Strong communication abilities Excellent skill at prioritization Excellent English grammar, spelling, and punctuation skills Maintain confidentiality Positive attitude, motivated, and organized.


Education:

Central Texas College Aug. 2008- Jun. 2009 Killeen, TX

Ouachita Baptist University Aug. 2009- May 2011 Arkadelphia, AR

Trinity Valley Community College Aug. 2011-Dec 2011 Athens, TX

Texas Tech University Jan. 2013- 2015 Lubbock, TX

Bachelor of Arts in University Studies: HRDV, PFP, COMS

References:

Christopher SmithRolls-Royce plc. Aeronautical Engineer Manager Ph: +44-7867-388935 (UK phone number)

Jenna ShaferLlano National Bank, Human Resources and Compliance ManagerPh: (325) 248-4700

Brad McCaslandOwner of The Jacket Stop: Shell Gas StationPh: (325) 423-5017

Craig BaumanLlano National Bank, Loan Officer; Vice PresidentPh: (325) 247-5701

Amy OlsonHorseshoe Bay Resort, Sales ManagerPh: (877) 624-6034


Job SummaryCompany: Fred Loya Insurance Location: San Antonio, TX 78205 Industries: Insurance Job Type: Full Time Employee Years of Experience: 2+ to 5 Years Human Resources ManagerAbout the JobFred Loya Insurance was established in 1974 and has grown to be one of the Largest Hispanic Top 500 Owned and Operated Companies in the United States.

Our commitment to providing fast, dependable service and competitive rates for general auto insurance has made us one of the fastest growing auto insurance groups with over 500 agencies throughout Texas, California, New Mexico, Colorado, Illinois, Georgia, Arizona, Nevada, Indiana and Alabama.

The general duties for this position: The Human Resources Manager is primarily responsible for planning, directing, and coordinating human resource management activities for the Claims Department within the organization. Provides current and prospective employees with information about polices, job duties, working conditions, wages, opportunities for promotion and employee benefits. Heavy recruitment activities, sourcing, interviewing, and coordination with hiring managers. Will handle on- boarding initiatives. Perform tasks relating to disciplinary actions, disputes, termination, performance management and action plans. Analyze statistical data and reports. Safety and/or Workers Compensation issues. Investigations on complaints and ensure legal compliance. Supervision of HR Clerk. Provides training to all levels of employees. Must be able to travel to areas that are serviced on an as needed basis.

Skills necessary for this position:. Must have solid HR knowledge in the areas managed. Ability to prioritize and multi-task in a very fast paced and dynamic environment. Ability to work independently with minimal supervision. Presentation skills required. Must be customer service oriented and have exceptional communication skills. Requires organization, prioritizing, and multi-tasking on a daily basis. Understanding the connection between Human Resources and Payroll.

Qualifications for this position: Candidate will have at least 5 years’ experience in Human Resources with at least 3 years as a manager. Bachelor’s Degree in related field; will consider a combination of education and experience. Excellent organizational skills. Proficient in computer skills, including Excel, PowerPoint, Word and AS400 experience is a plus.

We are committed to our employees and offer competitive wages, incentives, and an excellent benefit package to include:

Medical, Dental, Vision, 401K plan

We also offer other voluntary benefits that can be selected based on individual needs. In addition, we offer paid Vacation time, Sick time, and several paid Holidays. We are an equal opportunity employer.

Job posting found at: http://jobview.monster.com/Human-Resources-Manager-Job-San-Antonio-TX-US-146035956.aspx?mescoid=1100028001001

http://jobview.monster.com/Human-Resources-Manager-Job-San-Antonio-TX-US-146035956.aspx?mescoid=1100028001001

http://jobview.monster.com/Human-Resources-Manager-Job-San-Antonio-TX-US-146035956.aspx?mescoid=1100028001001


APPLICANT INFORMATIONLast Name

Smith First Amanda M.I. L. Date

02/09/2015

Street Address

206 River Park Drive Apartment/Unit #City Llano Stat

eTexas ZIP 78643

Phone

325-423-2618 E-mail Address

[email protected]

Date Available

03/01/2015 Desired Salary $25/hour

Position Applied for

Human Resource Manager

Are you a citizen of the United States?

YES NO If no, are you authorized to work in the U.S.?

YES NO

Have you ever worked for this company?

YES NO If so, when?Have you ever been convicted of

a felony?YES NO If yes,

explain

EDUCATIONHigh School

Llano High School Address

2509 Texas 16, Llano, TX 78643

From 2005 To 2009 Did you graduate?

YES NO DegreeColleg

eOuachita Baptist University Addres

s410 Ouachita Street, Arkadelphia, AR 71998


YES NO DegreeOther Texas Tech University Addres

s2500 Broadway, Lubbock, TX 79409


YES NO Degree

BA University Studies (PFP, HRDV, COMS)

REFERENCESPlease list three professional references.

Full Name Jenna Shaffer Relationship

Colleague

Company Llano National Bank Phone

( 325 ) 247-5701

Address 1001 Ford Street Llano, TX 78643

Full Name Craig Bauman Relationship

Colleague

Company Llano National Bank Phone

( 325 ) 247-5701

Address 1001 Ford Street Llano, TX 78643

Full Name Amy Olson Relationship

Former Colleague

Company Horseshoe Bay Resort Phone

( 877 ) 624-6034

Address 200 Hi Circle North Horseshoe Bay, TX 78657

PREVIOUS EMPLOYMENT


Company Horseshoe Bay Resort Phone ( 877 ) 624-6034

Address 200 Hi Circle North Horseshoe Bay, TX 78657 Supervisor Jess Johnson

Job Title Group Sales Administrative Assistant Starting Salary $13.50 Ending

Salary $13.50

Responsibilities Coordinating sales calls, taking leads for sales personnel, organizing and distributing event folders to each department

From May 2014 To July

2014 Reason for Leaving Job was not challenging enough, lack of interest. Went back to previous employer.

May we contact your previous supervisor for a reference? YES NO

Company Llano National Bank Phone ( 325 ) 247-5701

Address 1001 Ford Street Llano, TX 78643 Supervisor Sue Boyd

Job Title New Accounts Starting Salary $9.00 Ending

Salary $12.00

Responsibilities Opening new accounts (CD’s, IRA’s, Checking, Savings, etc.), aiding customers in troubleshooting account issues

From 2011 To Present Reason for Leaving Currently EmployedMay we contact your previous supervisor for a reference? YES NO

Company Inman’s Kitchen BBQ & Catering Phone ( 325 ) 247-5257

Address 809 West Young Supervisor Myrtle Oestreich

Job Title Waitress Starting Salary $8.00 Ending

Salary $8.50

Responsibilities Taking customer orders, food preparation and distribution

From 2009 To 2011 Reason for Leaving Found employment with Llano National BankMay we contact your previous supervisor for a reference? YES NO

SKILLS: Please list technical skills, clerical skills, trade skills, etc., relevant to this position. Include relevant computer systems and software packages of which you have a working knowledge, and note your level of proficiency (basic, intermediate, expert)Intermediate Experience with Microsoft Office, including Word, Excel, and PowerPoint.Strong attention to detail.Excellent English grammar, spelling, and punctuation skills.Maintain confidentiality.Positive attitude, motivated, and organized.

MILITARY SERVICEBranch N/A From To

Rank at Discharge Type of DischargeIf other than honorable, explain

DISCLAIMER AND SIGNATUREI certify that my answers are true and complete to the best of my knowledge. If this application leads to employment, I understand that false or misleading information in my application or interview may result in my release.


Signature Amanda Smith Date 02/09/2015

May 4, 2015Fred Loya InsuranceAttention John Hutchins1432 Austin Highway #116


San Antonio, TX 78209

Dear Mr. Hutchins:

As a recent University Studies program graduate of Texas Tech University, I am pleased to have found a job listing for the Human Resources Manager position on the Monster website. I have sent this letter as a means to express my increasing interest in becoming the Human Resources Manager for the Fred Loya Insurance branch in San Antonio. I have recently graduated from Texas Tech University with my BA in University Studies with major areas of concentration in Human Resource Development, Personal Financial Planning, and Communication.

In addition to my degree I also possess over four years of banking experience mostly specializing in new accounts but have ample knowledge of Human Resource processes, which I acquired by aiding and learning from our Director of Compliance/HR Manager. Fred Loya Insurance’s commitment to providing fast and dependable services while offering competitive rates is commendable and only increases my interest in being a part of a company such as this.

Attached you will find my resume. I believe strongly that Fred Loya Insurance will find my skills and previous work experience highly beneficial and desirable. Some of these skills include: Intermediate Experience with Microsoft Office, including Word, Excel, and PowerPoint; Strong attention to detail; Strong communication abilities; Excellent skill at prioritization; Excellent English grammar, spelling, and punctuation skills; Maintain confidentiality; Positive attitude, motivated, and organized.

It is my sincerest belief that these skills and attributes will be highly beneficial to the organization. I would greatly appreciate the opportunity to meet with you to go over how my skills and experience can benefit Fred Loya Insurance. I will be in contact by phone within a week to check on the possibility of scheduling an interview.

Sincerely,

Amanda Smith

Amanda Smith206 River Park DriveLlano, TX 78643

Enclosure

Setting Goals

Long-Term Goal


Throughout my academic career I’ve always felt that I have been drawn to a managerial

type position. The only problem is that I didn’t and still somewhat don’t know exactly what it is

that I would like to achieve in the long run. I come from a family where postsecondary education

was not the foremost priority but was achieved much later on in life. My siblings and I all seem

to have struggled with deciding on a career path. I switched from Nursing to University Studies;

that is quite a leap between disciplines if you ask me! However, I will say that I hope to shoot for

a managerial position as soon as I obtain my Bachelor’s degree. After deciding that Nursing did

not interest me much, I took a year off from school to kind of get a feel for things and see what

else was out there that I might possibly enjoy long-term. I left a part-time job in the foodservice

industry and found full time employment as a teller at a local bank. From there my interests

grew. Over time I was promoted into the New Accounts department.

With my areas of concentration being Personal Financial Planning, Human Resource

Development, and Communication, I figured that all three disciplines would come to great use in

my line of work. One thing I may decide to go for is Human Resource Manager. We currently

don’t have one and the tasks of that department have been spread out to the responsibility of

several employees. As it happens, I really believe strongly that it is essential for an organization

to have an HR department at its core. Therefore I believe that I would possibly like to be the

Human Resource Manager for our bank, and see that those responsibilities are executed properly.

The prospective timeline for this goal would be shortly after graduation which will be in

December of this year. The most obvious resources needed to achieve his goal are a degree and

more experience handling HR responsibilities.

Short-Term Objectives


The first and most obvious short-term objective I need to reach in order to obtain my goal

is to finish school and graduate with my BA in University Studies. If I am to be completely

honest I will say that with each semester I find it harder and harder to maintain a sufficient level

of motivation to keep going. Sometimes I find myself thinking, why bother? I’m already working

my way up at my current place of employment, why do I need this? And then I remember that it

is highly likely that I will not remain at Llano National Bank for the rest of my working life. If I

were to leave and find other employment I would have nothing to offer other than experience. I

wouldn’t have a degree. I need to get my degree not only for myself but for my future and my

family so that we have greater options and a higher probability for success.

My next objective would be to gain as much experience with HR duties as possible. I

have a year in which to do this and I believe that is a sufficient amount of time to learn enough to

get me started. The third objective might be a little more difficult than I anticipate. It would be to

convince my boss, the president of the bank, that we specifically need to organize an HR

department instead of having the responsibilities dispersed throughout the bank. My biggest

argument for this is that HR business shouldn’t be everyone else’s business since they tend to

deal with highly sensitive information. It is important that that type of information stay localized

to one department so that it is kept confidential to the extent that it needs to be. My plan for

evaluating and measuring my progress towards these goals will be achieved once I speak to my

boss about my interest in having and heading up an HR department as well as by obtaining my

degree at the end of the year.

Connection


As I stated earlier, once I began working at the bank I started to take an interest in several

different things. When I discovered the University Studies program I chose the area’s most

relevant to my current job. These areas are Personal Financial Planning, Human Resource

Development, and Communication. The first area of Personal Finance was a very obvious

choice. I knew that this discipline would further my knowledge and be extremely useful with

working in banking. The second, Human Resource Development, I chose because one of my

closest friends at work takes care of a lot of HR responsibilities and she sparked my interest in it.

Plus, I know that HR professionals tend to do really well for themselves from a financial

standpoint. The third area of concentration, Communication, I chose because it is a vital part of

everyday living. You cannot go anywhere nor do anything without dealing with some aspect of

communication on a daily basis.

All three of these areas combined make for an excellent degree. In previous INTS courses

we have poured over the fact that employers are looking for well-rounded individuals;

Individuals who have a broader skill set that is not confined to just one discipline. Being

interdisciplinary makes a person more versatile and in my opinion more hirable. I am much more

confident with this degree than I was with nursing because of the options and opportunities that

are afforded to me with it. I am no longer confined to one skill set but am skilled in many

different areas. That fact alone will be of great value to me if and when I decide that I need to

move on from the bank. By fine tuning the skills I already possess I know that I can reach these

goals. This class has definitely helped me realize my potential in achieving my career and

professional goals by giving me valuable tips and insights to help get me there.


Transcript Data

STUDENT INFORMATION

Birth Date: May 21, 1991

Curriculum Information

Current Program

Bachelor of Arts

Program: University Studies BA

College: Texas Tech University

Campus: Distance Electronic TTU

Major and Department:

University Studies, Provost Office

Major Concentration:

Studies in Personal Finance


Human Resource Development


Communication Studies

***Transcript type:Web Unofficial is NOT Official ***

TRANSFER CREDIT ACCEPTED BY INSTITUTION -Top-

Prior to TTU:

Central Texas College

Subje Course Title Grad Credi Quality Points R


ct e t Hours

ECO 2302 Principles Of Eco II

TB 3.000 9.000

ENGL 1301 Essentl Of Coll Rhetoric

TA 3.000 12.000

ENGL 1302 Adv College Rhetoric

TA 3.000 12.000

HIST 2300 Hist Of U.S. To 1877

TA 3.000 12.000

POLS 1301 Amer Govt, Organization

TB 3.000 9.000

POLS 2302 American Public Policy

TB 3.000 9.000

Attempt Hours

Passed Hours

Earned Hours

GPA Hours

Quality Points

GPA

Current Term: 0.000 0.000 18.000

18.000

63.000

3.500

Unofficial TranscriptPrior to TTU:

Trinity Valley Cmty College

Subject

Course Title Grade

Credit Hours

Quality Points R

MUHL 1308 Music in Western Civilization

TA 3.000 12.000

NS 1--- Nutritional Sci Transfer - FR

TB 3.000 9.000

NS 4220 Medical Terminology

TB 0.000 0.000

WECM 1--- Workforce Education - FR

TF 0.000 0.000

Attempt Hours

Passed Hours

Earned Hours

GPA Hours

Quality Points

GPA

Current Term: 0.000 0.000 6.000 6.000 21.000

3.500

Unofficial TranscriptPriorto TTU:

Ouachita Baptist University


Subject

Course Title Grade

Credit Hours

Quality Points R

BIOL 1401 Biology Of Plants

TB 4.000 12.000

BIOL 1402 Biology Of Animals

TB 4.000 12.000

CHEM 1--- Chemistry Transfer - FR

TB 4.000 12.000

CHEM 1--- Chemistry Transfer - FR

TF 4.000 0.000

CHEM 1107 Experimental Chemistry I

TB 1.000 3.000

CHEM 1307 Principles Of Chemistry I

TB 3.000 9.000

ENGL -LIT English Literature

TB 3.000 9.000

FIN 1--- Finance Transfer - Fr

TC 3.000 6.000

HDFS 2303 Lifespan Human Development

TC 3.000 6.000

HIST 1300 Western Civilization I

TC 3.000 6.000

MATH 1320 College Algebra

TC 3.000 6.000

PFW 1112 Diet & Exercise

TB 2.000 6.000

PSY 1300 General Psychology

TA 3.000 12.000

RELG 1--- Religion Transfer - Fr

TB 3.000 9.000

TRSF 1--- Transfer Credit - Fr

TB 2.000 6.000

TRSF 1--- Transfer Credit - Fr

TB 3.000 9.000

ZOOL 2403 Human Anatomy/Physiol I

TC 4.000 8.000

ZOOL 2404 Human Anatomy/Physiol II

TB 4.000 12.000

Attempt Hours

Passed Hours

Earned Hours

GPA Hours

Quality Points

GPA

Current Term: 0.000 0.000 52.00 56.00 143.0 2.553


0 0 00Unofficial TranscriptINSTITUTION CREDIT -Top-

Term: Spring 2013 TTUMajor: University StudiesAcademic Standing:

Good Standing

Subject

Course

Level

Title Grade

Credit Hours

Quality Points

Start and End Dates

R

COMS 2300 UG Public Speaking A 3.000 12.000

HRDV 2301 UG Intro to Human Resources Dev.

A+ 3.000 12.000

MATH 1330 UG Intro Math Analysis C 3.000 6.000PFP 3301 UG Intro to Personal

FinanceB 3.000 9.000

Attempt Hours

Passed Hours

Earned Hours

GPA Hours

Quality Points

GPA

Current Term: 12.000

12.000

12.000

12.000

39.000

3.250

Cumulative: 12.000

12.000

12.000

12.000

39.000

3.250

Unofficial TranscriptTerm: Spring 2014 TTUMajor: University StudiesAcademic Standing:

Good Standing

Additional Standing:

Presidents List

Subject

Course

Level

Title Grade

Credit Hours

Quality Points

Start and End Dates

R

COMS 3359 UG Interviewing: Process & Proced

A 3.000 12.000

ESS 3354 UG Sport In World Culture

A 3.000 12.000

HRDV 3301 UG Human Relations in HRDV

A 3.000 12.000


PFP 3321 UG Financial Counseling & Credit

A- 3.000 12.000

PFP 3341 UG Financial Goal Strategies

A 3.000 12.000

Attempt Hours

Passed Hours

Earned Hours

GPA Hours

Quality Points

GPA


15.000

15.000

15.000

60.000

4.000

Cumulative: 27.000

27.000

27.000

27.000

99.000

3.666

Unofficial TranscriptTerm: Fall 2014 TTUMajor: University StudiesAcademic Standing:

Good Standing

Additional Standing:

Deans List

Last Academic Standing:

Good Standing

Subject

Course

Level

Title Grade

Credit Hours

Quality Points

Start and End Dates

R

COMS 3334 UG Gender & Communication

B 3.000 9.000

HRDV 3303 UG Intro to Research in HRDV

A 3.000 12.000

HRDV 3305 UG Staffing Strategies in HRDV

A 3.000 12.000

INTS 2310 UG Foundations in Int. Studies

A 3.000 12.000

PFP 3361 UG Personal Finance:Managing Risk

B+ 3.000 9.000

Attempt Hours

Passed Hours

Earned Hours

GPA Hours

Quality Points

GPA


15.000

15.000

15.000

54.000

3.600

Cumulative: 42.000

42.000

42.000

42.000

153.000

3.642

Unofficial Transcript


TRANSCRIPT TOTALS (UNDERGRADUATE - TTU) -Top-

Attempt Hours

Passed Hours

Earned Hours

GPA Hours

Quality Points

GPA

Total Institution:

42.000

42.000

42.000

42.000

153.000

3.642

Total Transfer: 0.000 0.000 76.000

80.000

227.000

2.837

Overall: 42.000

42.000

118.000

122.000

380.000

3.114

Unofficial TranscriptCOURSES IN PROGRESS -Top-

Term: Spring 2015 TTUMajor: University StudiesSubject

Course

Level

Title Credit Hours

Start and End Dates

COMS 3356 UG Leadership and Communication

3.000

HRDV 3307 UG Employment Law in Human Resource Development

3.000

INTS 3300 UG Perspect Integrative Studies

3.000

INTS 3301 UG Career and Professional Dev.

3.000

PFP 3381 UG Personal Finance: Investing

3.000

Unofficial TranscriptTerm: Summer II 2015 TTUMajor: University StudiesSubject

Course

Level

Title Credit Hours

Start and End Dates

HIST 2301 UG History of the United States Since 1877

3.000

Unofficial TranscriptTerm: Fall 2015 TTUMajor: University StudiesSubject

Course

Level

Title Credit Hours

Start and End Dates

COMS 3332 UG Intercultural Communication

3.000

COMS 3333 UG Communication in Relationships

3.000

HRDV 3308 UG Employee and Labor 3.000


RelationsINTS 4350 UG Capstone Integrative

Studies3.000

PFI 4361 UG Personal Finance: Advanced Topics and Case Studies

3.000

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