Lauren Wilson
Cedar Rapids,IA
Summary
Motivated and collaborative leader with over 13 years of experience in the Banking/Finance industry. Focused on partnering with team to meet company, team, and individual goals in a coaching manner. Drives to build positive relationships with associates, peers, leaders, and Financial Professional. Utilizes Registered Corporate Coaching techniques for problem resolution across multiple teams and up and down corporate ladder. Creative thinker that flourishes in both team and individual settings with a strong desire to create positive experiences.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Team Leader, BDSO
Edward Jones
08.2022 - Current
- Monitor team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Established and facilitate a culture of belonging for my associates with the result of achieving a 98% leadership index on my last Colleague Experience Survey.
- Coach and mentor my team to consistently succeed as some of the leading associates in the department.
- Became one of the leading faces of wellbeing and self-care within the department and capability.
- Focus on balancing firm initiatives with finding the best candidate for open roles as a hiring leader for the department and partner with other key stakeholders to maintain training and development for all associates.
- Strategize with leaders and associates to improve processes and procedures to optimize efficiency and overall experience.
- Promote culture and practice of positive change management within my team, my committees, and my peer group.
Virtual Administrative Assistant
LPL Financial
04.2022 - 08.2022
- Ensured accuracy in data entry tasks while upholding strict attention to detail for consistent quality control measures within company databases.
- Collaborated with multiple assigned Financial Advisors to process requests based on priority and time sensitivity.
- Partnered with various other financial partners to gather information on annuities, RMDs, change of beneficiaries, etc.
- Collaborated with leaders to meet individual and team goals.
Partner Support Processing Supervisor
Cambridge Investment Research, Inc.
04.2018 - 03.2022
- Monitored production execution with established priorities to achieve optimal results.
- Created production schedules to fulfill processing goals.
- Met other supervisors and business leaders to plan and guide workflow and operations.
- Increased customer satisfaction by following up on negative feedback and taking appropriate measures to resolve complaints.
- Established and enforced clear goals to keep employees working collaboratively.
- Complied with company policies, objectives and communication goals.
- Conducted employee evaluations and reviews.
- Coached and mentored 16 staff members through constructive feedback to develop long-term career goals.
Claims Processor
Vspec, Vehicle Claim Specialists
11.2017 - 03.2018
- Verified claim data correctness in preparation for processing.
- Routed all incoming data from various sources to the appropriate team or claims processor
- Collaborated with dealerships and repair shops to create accurate and detailed estimates for repairs
Branch Banker III
Branch Banking and Trust Company
07.2016 - 09.2017
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Profiled customers effectively to identify needs and match bank products.
Member Service Specialist Supervisor
Linn Area CU
07.2012 - 04.2016
- Mentored and motivated employees in regards to service quality, knowledge and performance.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Managed and balanced cash vault, audits and general ledger accounts.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Established and enforced clear goals to keep employees working collaboratively.
- Conducted employee evaluations and reviews.
- Led staff meetings for team of 7-12 to communicate daily directives dependent on where each individual would be working.
- Evaluated all open staffing needs and requests to determine priorities and delegated team their daily task
- Organized initial training and cross-training for my team and all new hires
Education
Bachelor of Arts - English
University of Northern Iowa
Cedar Falls, IA05.2015
Skills
- Systems implementation
- Productivity improvement specialist
- Communication
- Critical thinking
- Multidisciplinary collaboration
- Performance reporting
- Quality assurance controls
- Goal-oriented
Certification
Registered Corporate Coach, RCC (TM)
Yellow Belt in Continuous Improvement, Six Sigma
FINRA Series 99
FINRA Series 7
Timeline
Team Leader, BDSO
Edward Jones
08.2022 - Current
Virtual Administrative Assistant
LPL Financial
04.2022 - 08.2022
Partner Support Processing Supervisor
Cambridge Investment Research, Inc.
04.2018 - 03.2022
Claims Processor
Vspec, Vehicle Claim Specialists
11.2017 - 03.2018
Branch Banker III
Branch Banking and Trust Company
07.2016 - 09.2017
Member Service Specialist Supervisor
Linn Area CU
07.2012 - 04.2016
Bachelor of Arts - English
University of Northern Iowa