Lana Dumais

• Manage an existing book of business of affluent clients through the use of client management technology.
• Develop and maintain strong relationships with clients to build trust and loyalty, uncover financial needs and opportunities for referrals to business partners, particularly Financial Advisors.
• Generate and conduct joint meetings with Financial Advisors to introduce clients to the Chase Private Client Program and work on financial planning.
• Provide solution driven concierge level service to new and existing clients that are part of the Chase Private Client program by addressing their banking needs as well as serving as a liaison between the client business partners.
• Maintain in-depth product and service knowledge for well-informed customer advice.
• Educate clients on financial topics and best practices.
• Grow the existing client base through networking and generating referrals from existing clients.
• Ensure all client interactions comply with regulatory requirements and internal policies.
• Participate in ongoing professional development to continuously enhance skills and market expertise.

● Prospected and secured appointments with prospective and existing clients for the purpose of establishing new relationships and deepening current ones.
● Established new client relationships by conducting thorough needs assessments during initial consultations
● Analyzed clients' financial information and developed comprehensive financial plans for clients to achieve short-term and long-term goals.
● Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
● Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
● Engaged in activities for continuous professional development.

• Ensured compliance with industry regulations and company policies while serving clients'' best interests.

• Engaged in prospecting and networking in order to manage and grow a book of business.
• Conducted effective meetings to review clients’ financial position, establishing financial goals and offering comprehensive solutions to accomplish those goals.
• Reviewed and analyzed information collected to match clients with appropriate solutions including life insurance and fixed annuities.
• Assisted clients with budgeting and cash flow management.
• Maintained current client relationships and conducted periodic reviews.

• Consistently followed up with potential customers to set in-person consultations, determine their real estate goals and establish working relationships that result in successful closings.
• Oversaw the real estate marketing process and prepared properties for sale.
• Reviewed and presented purchase offers to sellers for consideration; provided guidance during the negotiation process.
• Managed contracts, negotiations and all aspects of the sales cycle to ensure a positive client experience.
• Maintained relationships with past clients to encourage repeat and referral business.

• Conducted design consultations with prospective clients.
• Prepared and presented design options within the specified budget range and in accordance with the client’s style and needs outlined during the initial consultation.
• Managed all aspects of the decorating process from concept to completion including pricing, order placement, follow up, delivery and installation.
• Met with vendors to negotiate and set up new accounts.
• Managed all administrative tasks including bookkeeping, accounts payable and receivable, database management, marketing and advertising.

• Set up loan files for prospective borrowers, reviewed loan eligibility and order all necessary documentation.
• Served as liaison between the customer, loan officer, and the Underwriting Department by updating them on the status of the loan and problem-solving.
• Reviewed the file for accuracy prior to submission to the Underwriting Department.
• Reviewed property Appraisal Reports to ensure compliance with the state, Federal and lender guidelines.