Lamil McWilliams
San Antonio,TX
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
11
11
years of professional experience
Work History
Advisor Marketing Representative/Retirement Plan R
Capital Group
09.2023 - Current
- Support the North America Client Group
- Handle inbound calls from financial professionals, assistants, and third-party administrators about American Funds products and services
- Process requests for American Funds literature and hypothetical illustrations
- Assist with financial professional and TPA website planning tools
- Market The Capital System
- Answer questions on establishing new qualified and non-qualified accounts
- Market our proprietary retirement plan solutions
- Discuss certain types of dealer/financial professional compensation
- Submit opportunities to the sales department for new business
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
Client Services Representative III
Capital Group
07.2015 - 09.2023
- Take high-volume inbound phone calls from shareholders, financial professionals and internal colleagues
- Help callers feel comfortable and supported while they’re making significant financial decisions
- . Relay complex, ever-changing information about mutual funds and financial service regulations
- Learn new concepts and researching information in real-time to provide solutions
- Process requests received in wiring from clients, including legal documents such as Power of Attorney documents, Letters of Guardianship, Letters of Administration, etc
- Collaborated with cross-functional teams to resolve complex client issues quickly and efficiently.
- Delivered exceptional customer service by actively listening to concerns and promptly addressing them.
- Mentored junior representatives, sharing best practices and industry insights to enhance overall team performance.
Research and Remediation Analyst
Wells Fargo
10.2014 - 07.2015
- Oversaw work of associates in the department that related to documents received without an active case
- Answer any questions associates or clients may have had regarding Wells Fargo policy and guideline procedures
- Handled escalated cases
- Researched product information, terms, conditions and contracts
Research and Remediation Associate
Wells Fargo
10.2013 - 10.2014
- Processed requests across different mortgage services across Wells Fargo’s platform
- Reviewing documents to determine mortgage modification qualification
- Reviewed escalated cases
Home Preservation Specialist
Wells Fargo
07.2013 - 10.2013
- Provided single point of contact to borrowers whose loans are delinquent or at high risk for delinquency
- Assisted borrowers in finding solutions to maintain home ownership
- Evaluated client eligibility for various assistance programs by conducting thorough assessments of financial documents and housing situations.
- Improved client satisfaction by providing timely and accurate information on home preservation programs and options.
Education
Associate in Science - Business Administration
Pennsylvania State University
University Park, PA01.2022
Skills
- Sales Experience
- Communication Skills
- Organizational know-how
- Collaborative Teamwork
- Relationship Building
- Client Engagement
- Interpersonal Communication
- Excellent Communication
Licensing
- Securities Industry Essentials- 03/2023
- Series 63 (Uniform Securities Agent State Law Examination)- 07/2023
Timeline
Advisor Marketing Representative/Retirement Plan R
Capital Group
09.2023 - Current
Client Services Representative III
Capital Group
07.2015 - 09.2023
Research and Remediation Analyst
Wells Fargo
10.2014 - 07.2015
Research and Remediation Associate
Wells Fargo
10.2013 - 10.2014
Home Preservation Specialist
Wells Fargo
07.2013 - 10.2013
Associate in Science - Business Administration
Pennsylvania State University
Similar Profiles
Sandra GarciaSandra Garcia
Client Service Specialist III at Capital GroupClient Service Specialist III at Capital Group
Jaime-Anne MarioJaime-Anne Mario
Core Ops Lead Analyst at Capital GroupCore Ops Lead Analyst at Capital Group
Zinhle Myra HononoZinhle Myra Honono
Customer Care Representative at Capital GroupCustomer Care Representative at Capital Group
Jack EllingwoodJack Ellingwood
Day Dry Runner at Labatt Food ServiceDay Dry Runner at Labatt Food Service
Janet De La CerdaJanet De La Cerda
Sr. Staffing Coordinator at AmazonSr. Staffing Coordinator at Amazon