Lacii A Wagner
Loveland,CO
Summary
Results-driven professional, skilled in managing complex transfer processes and ensuring seamless departmental coordination. Proven track record of enhancing operational efficiency through strategic planning and execution. Highly focused on team collaboration and adaptability to changing requirements. Known for strong analytical and communication skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Lead Client Services and Transfer Specialist
Layman Lewis Financial Group
Loveland, CO
12.2024 - Current
- Facilitated seamless transfer processes for client accounts, ensuring compliance and accuracy.
- Prepared financial presentations for advisors meeting with potential clients.
- Coordinated with financial advisors to streamline communication between 1000+ clients and internal teams.
- Mentored junior staff on best practices for managing daily, weekly, and monthly tasks to ensure strict deadlines are met
- Increased operational efficiency within my department by proactively suggesting enhancements to our existing databases and software tools.
- Developed training materials for staff regarding new systems and protocols related to transfers and client service requests.
- Maintained accurate records of all transfers, adhering to strict confidentiality requirements.
- Managed multi-line phone system, maintained prompt email communications and text line responses
Consultant
Canvas Credit Union
Ft. Collins, CO
07.2023 - 12.2024
- NMLS registered to originate and close loans (private auto, personal, lines of equity)
- Provided out of the box solutions to maximize financial gain for credit union members
- Completed transactions with a heavy emphasis on cash counting, balancing check/card transactions, and staying in compliance with operational standards
- Assisted with supporting new hires and help them achieve company and personal goals
- Maintained metrics that consistently land above individual and company requirements
- Heavy focus on excellent member service, multi-tasking and pivoting when necessary
- Sole vault teller - only employee in branch able to access vault alone to disburse cash to members, change for consultants and count/balance vault at end of each night
- Ensure cash is within branch limits and process incoming and outgoing monies from our cash vendor
- Stay in compliance with protecting personal information and following government regulations to ensure a high level of privacy
iOS T1, iOS T2, Mac+ T1
Apple, Inc.
Ft. Collins, CO
04.2015 - 06.2023
- Utilized technical troubleshooting skills to isolate issues customers experience with their devices
- Provided confident support and gain trust with customer
- Assisted with co-workers questions and work as a team to reach resolutions
- Maintained at or above site metric requirements including 100% survey satisfaction
- Implemented multiple procedural changed to increase team productivity
- Apple Care Excellence Award recipient 6 out of 8 years
Technical Care Representative
T-Mobile
Colorado Springs, CO
10.2013 - 04.2015
- Accurately assess and resolve technical issues with customer devices and the cellular network
- Complete multiple tasks at one time to provide quick and friendly resolutions
- Answer incoming queue calls, verify accounts, and implement “out of the box” help for customers
- Keep in line with personal metrics/goals as well as team metrics/goals – have never fell below goal and finished in the top 25 four months
- New hire mentor specializing in troubleshooting Apple devices
Client Service Coordinator
Banfield, The Pet Hospital
Denver/Co. Springs, CO
10.2010 - 10.2013
- Answers multiple phone lines, schedule appointments, give accurate quotes
- Multi-task to ensure quality customer service and allow the day to flow smoothly
- Increased customer service survey scores 10% by implementing new solutions
- First point of client contact
Administrative Assistant, CR1, CR2
CSAA
Colorado Springs, CO
04.2006 - 04.2008
- Provided three departments with the support needed to meet company goals
- Took first notice of loss for auto claims and adjusted claims for liability in a call center setting
- Promoted through three positions in my first year with company
Education
Associate of Applied Science - Associates in Applied Science
Arapahoe Community College
Littleton, CO05.2015
Skills
- Notary (commission ends 11228)
- NMLS Registered
- 70 wpm
- Proficient with Microsoft and Mac based programs
- Salesforce Proficient
- Teamwork
- Organization skills
- Attention to detail
- Multitasking Abilities
Certification
- Life and Health Insurance License (in process)
Timeline
Lead Client Services and Transfer Specialist
Layman Lewis Financial Group
12.2024 - Current
Consultant
Canvas Credit Union
07.2023 - 12.2024
iOS T1, iOS T2, Mac+ T1
Apple, Inc.
04.2015 - 06.2023
Technical Care Representative
T-Mobile
10.2013 - 04.2015
Client Service Coordinator
Banfield, The Pet Hospital
10.2010 - 10.2013
Administrative Assistant, CR1, CR2
CSAA
04.2006 - 04.2008
Associate of Applied Science - Associates in Applied Science
Arapahoe Community College