Janelle Tommi Lightbourn
Fairborn
Summary
Detail-oriented professional with a strong foundation in business analytics, data analysis, and financial services. Proficient in leveraging tools like Google Analytics and Microsoft Excel to drive insights and enhance decision-making. Experienced in providing exceptional client service, process improvement, and data-driven strategies. Currently pursuing a specialized master's degree to advance expertise in data and business analytics.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Retirement Consultant
Empower Retirement
10.2024 - Current
- - Assist clients in understanding and managing retirement plans
- - Analyze client data to offer personalized financial recommendations
- - Ensure compliance with industry regulations and standards
Relationship Banker (Training Program)
JP Morgan Chase
08.2023 - 05.2024
- - Supported account openings, including teller line procedures and CD openings
- - Delivered excellent customer service through personalized financial solutions
Investment Professional
JP Morgan Securities LLC
08.2021 - 10.2022
- - Provided account maintenance and advisory services for JP Morgan Investment Clients
- - Delivered guidance on full-service and self-service account management
- - Ensured accurate handling of client data and inquiries
Deposit Operations Analyst Intern
First Financial Bancorp
06.2019 - 08.2019
- - Enhanced internal bank operations through process improvement
- - Conducted data analysis to improve operational efficiency
- - Created process maps and critical documentation using Microsoft Visio
HR Administrator
Atlantis Paradise Island
09.2015 - 12.2016
- - Oversaw employee file management and ensured compliance with company policies
- - Assisted in recruitment processes, including interview setup and correspondence
- - Maintained detailed records of human resources actions
Education
Data Analytics
Ohio State University
Columbus, OH05-2025
Bachelor of Science - Business Administration: Marketing
Central State University
Dayton, OH05.2021
Skills
- Technical Skills: Data Analysis, Marketing Analytics, Process Mapping, Financial Planning
- Software Proficiencies: Google Analytics, Microsoft Excel, Microsoft Visio, R, C
- Additional Skills: Client Relationship Management, Operational Process Improvement, Data Visualization
- Customer Service-oriented
- Sales expertise
- Creative thinking
- Resourcefulness
- Critical thinking
- Data analysis
- Reporting skills
- Operational efficiency
- Grievance procedures
Certification
- Google Analytics Certified
- Microsoft Excel Certification (Certified Distinction)
- Securities Industry Essentials (SIE) Exam
- Series63 License
- Commissioned Notary (Expires December2028)
Additional Information
Languages: Proficient in English
Hobbies and Interests
Passionate about learning and applying data analytics to solve real-world problems. Aspires to become a data scientist.
Timeline
Retirement Consultant
Empower Retirement
10.2024 - Current
Relationship Banker (Training Program)
JP Morgan Chase
08.2023 - 05.2024
Investment Professional
JP Morgan Securities LLC
08.2021 - 10.2022
Deposit Operations Analyst Intern
First Financial Bancorp
06.2019 - 08.2019
HR Administrator
Atlantis Paradise Island
09.2015 - 12.2016
- Google Analytics Certified
- Microsoft Excel Certification (Certified Distinction)
- Securities Industry Essentials (SIE) Exam
- Series63 License
- Commissioned Notary (Expires December2028)
Data Analytics
Ohio State University
Bachelor of Science - Business Administration: Marketing
Central State University
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