Lashonn Devones
Houston,USA
Summary
Dedicated professional with over 27 years of experience in account development and client relationship management, demonstrating a strong track record in customer retention. Proven ability to drive sales growth and enhance customer loyalty through strategic initiatives. Seeking to contribute expertise in retail operations to elevate performance at your company.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Remarketing Lead
NavSav Insurance
Houston, Tx
02.2024 - Current
- Led remarketing department to implement streamlined processes.
- Analyzed new policy sale processes to enhance the understanding of customer needs.
- Ensure timely completion of daily tasks along with regular KPI report provision.
- Produced comprehensive reports on aging, pricing, and profitability to guide strategic decisions.
District Sales Manager
Acceptance Insurance
Houston, Tx
01.2012 - 02.2024
- Developed strategic plans to meet district sales and profitability targets.
- Ensured district accountability and alignment with company expectations through hands-on presence.
- Motivated and trained employees to enhance sales performance.
- Analyzed monthly district sales and expense performance, delivering insights to Managing Agents.
- Directed district profitability growth by achieving sales, operational, financial benchmarks.
- Analyzed key performance metrics across store and district operations.
- Facilitated regular communication with district team members to introduce new programs.
- Oversaw district-wide sales promotions ensuring seamless execution of campaigns.
- Analyzed local market trends to identify customer requirements.
- Collaborated with sales training and HR teams to ensure new hires completed assigned programs.
- Led quarterly performance assessments to analyze results from previous quarters.
- Contributed significantly to the recruitment and hiring of new Managing Agents and Agents in district.
Personal Banker
Wells Fargo Bank
Austin, TX
07.2007 - 01.2011
- Excelled in delivering exceptional customer experience as a personal banker at Wells Fargo.
- Sanctioned cross-selling strategies for bank products including deposit accounts, bonds, and securities.
- Collected data for new accounts, input account details into computer systems.
- Informed clients about procedures for accessing services like ATM cards, direct deposit, and certificates of deposit.
- Executed teller-related tasks with precision and efficiency.
- Directed customers to relevant departments for financial needs.
- Conducted customer interviews to collect necessary information for account openings.
- Processed customer payments and issued receipts.
- Resolved customer error complaints based on customer and bank documentation.
- Processed wire transfers to ensure accurate and timely fund distribution.
- Executed foreign currency exchanges with precision.
- Reviewed and evaluated loan documents.
- Secured credit records from reporting agencies.
- Issued initial and replacement safe-deposit keys to customers.
- Duplicated records to facilitate distribution across branch offices.
- Coordinated repair scheduling for safe-deposit box locks.
Loan Officer
New Century
Corpus Christi, TX
10.2006 - 04.2007
- Evaluated financial status, credit, and property valuations to assess loan feasibility.
- Collected and organized loan applicants' credit histories and financial data.
- Conducted meetings with applicants to gather information for loan applications and resolved inquiries regarding the process.
- Evaluate loan agreements to confirm compliance with established policies.
- Discussed various loan types and credit options available.
- Evaluated and approved loans within predefined limitations.
- Addressed and resolved customer complaints promptly.
- Researched emerging loan types and financial products to align with customer preferences.
- Reviewed and updated credit files.
- Prepared applications for credit analysts' verification and evaluation.
- Calculated payment timelines.
- Evaluated loan markets to identify lucrative opportunities.
- Established credit policies, lines, procedures, and standards alongside senior managers.
- Consulted with underwriters to address issues in mortgage applications.
Education
Certification - Restaurant/Management Training
DELL MAR COLLEGE
Corpus Christi, TX01.1993
Skills
- Team Leadership
- Analytical Problem-Solving
- Effective Time Management
- Market Research
- Effective Communication
- Client Engagement
- Geographic Oversight
- Team Development
- AMS 360 Proficiency
- Customer Relationship Management
- Proficient in Microsoft Office
- Spreadsheet Proficiency
Certification
- Property and Casualty License
- Loan Officer License
Timeline
Remarketing Lead
NavSav Insurance
02.2024 - Current
District Sales Manager
Acceptance Insurance
01.2012 - 02.2024
Personal Banker
Wells Fargo Bank
07.2007 - 01.2011
Loan Officer
New Century
10.2006 - 04.2007
Certification - Restaurant/Management Training
DELL MAR COLLEGE