Jasmine Jackson
Charlotte,NC
Summary
Dynamic Transition Partner with a proven track record of enhancing operational efficiency and fostering client relationships at LPL Financial. Expert in account management and adept in Microsoft Office Suite, I excel in delivering exceptional customer service and achieving goals. Skilled in leveraging CRM for strategic business development, my approach ensures continuous improvement and professional communication excellence.
Overview
10
10
years of professional experience
Work History
Transition Partner
LPL Financial
Fort Mill, SC
08.2023 - Current
- Leveraged knowledge of precedents and applicable laws to determine probable case outcomes.
- Provided leadership and guidance to team members while encouraging collaboration across departments.
- Provide repapering support to aid new advisors in moving their book of business to LPL Financial.
- Develop a trusting partnership with the advisor, and leverage preset strategies for moving their entire book of business to LPL based on that advisor’s goals.
- Resolved complex advisor issues quickly, while ensuring a positive experience throughout all interactions.
- Forecast each advisor’s unique needs through active listening, and do due diligence to ensure needs are being addressed quickly.
Service Professional
Lpl
Fort Mill, SC
10.2021 - 08.2023
- Work alongside financial advisors to complete documents and make sure all FINRA guidelines are met and maintained.
- Organize and evaluate the required documents to create trust, traditional, and Roth retirement accounts.
- Educate and assist with setting up 529 and UTMA accounts.
- Facilitate team-building and training opportunities.
Collections Specialist
One Main Financial
Fort Mill, SC
12.2017 - 09.2020
- Educate and assist customers in achieving better account standings, while using different collection tactics
- Responsible for collection calls and activities in an fast-paced goal-oriented environment
- Accountable for reducing delinquency and achieving delinquency goals for assigned accounts in all delinquency buckets
- Ability to consistently achieve or exceed monthly collection goals with proven track record within the industry
- Accurately comply with company guidelines and procedures
- Counseled debtors on payment options and arranged installment agreements
- Monitored accounts for compliance with established payment plans and flagged non-compliances
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor
Collections Specialist
Ally Financial
Charlotte, NC
08.2018 - 10.2019
- Collections
- Managed over 50 customer calls per day assisting customers with accounts and loans
- Consistently help and educate customers on Ally offerings to help keep accounts in good standing
- Loan modifications and extensions
- Kept up with changing and current federal laws and disclosures for all states
- Carried out day-to-day duties accurately and efficiently
- Maintained energy and enthusiasm in fast-paced environment
- Monitored company inventory to keep stock levels and databases updated
- Actively listened to customers' requests, confirming full understanding before addressing concerns
Business Development Consultant
South Charlotte Hyundai
Charlotte, NC
12.2016 - 07.2017
- Guide customer in the decision process of buying a new vehicle by educating on documentation as well as financing options
- Assist in keeping customers information up to date in CRM system
- Keeping fresh and correct product knowledge
- Setting appointments and following up with new leads and prospects
- Following all regulations and guidelines set forth by Hyundai.
Customer Service Rep
Aon Hewitt
Charlotte, NC
03.2016 - 07.2016
- Assist current and former employees with information including pension changes and commencement
- Update tax withholdings, IRA Rollover, and retirement options
- Handle multiple clients with retirement
- Responsible for making sure all clients fully understand pension options and regulations.
Banker
Wells Fargo
Charlotte, NC
06.2015 - 05.2016
- Help business clients become financially educated by offering the best product and services to assist in managing and growing assets
- Call Center
- Account Resolution
- Responsible for quality assurance
- Promote long-term goal for customer loyalty, satisfaction, and service.
Education
B.S. - Physical Education
Johnson C. Smith University
Charlotte, NC05.2013
Skills
- Experienced with Microsoft Office Suite
- Hogan
- BCS
- CIV
- PeopleSoft
- CS Pro
- Business Analyst
- CRM
- Jira
- Beta
- Constructive feedback
- Continuous Development
- Account management
- Professional Communication
- Project Requirements
- Operational Efficiency
Timeline
Transition Partner
LPL Financial
08.2023 - Current
Service Professional
Lpl
10.2021 - 08.2023
Collections Specialist
Ally Financial
08.2018 - 10.2019
Collections Specialist
One Main Financial
12.2017 - 09.2020
Business Development Consultant
South Charlotte Hyundai
12.2016 - 07.2017
Customer Service Rep
Aon Hewitt
03.2016 - 07.2016
Banker
Wells Fargo
06.2015 - 05.2016
B.S. - Physical Education
Johnson C. Smith University
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