Lawanda Sherard

1. Develop and maintain strong relationships with high-net-worth clients, acting as their primary point of contact for all banking needs.
2. Provide personalized financial advice and guidance to clients, understanding their unique financial goals and tailoring banking solutions to meet their needs.
3. Collaborate with clients to assess their financial situations, identify opportunities to optimize their banking relationships, and offer appropriate products and services.
4. Effectively communicate the features, benefits, and risks associated with various banking products, ensuring clients have a clear understanding of their options.
5. Proactively identify cross-selling and upselling opportunities to expand the client's relationship with the bank and achieve sales targets.
6. Stay updated on market trends, industry developments, and regulatory changes to provide clients with the most relevant and up-to-date information.
7. Assist clients in completing banking transactions, including account openings, wire transfers, loan applications, and investment trades.
8. Perform notarial acts as a SC Public Notary, including acknowledging signatures, administering oaths and affirmations, and certifying copies of documents, as required by clients.
9. Ensure compliance with all applicable banking regulations, notarial acts, and internal policies to protect the bank and clients' interests.
10. Collaborate with internal teams, such as wealth management advisors, mortgage specialists, and investment bankers, to provide comprehensive banking solutions to clients.
11. Maintain accurate and up-to-date client records, ensuring confidentiality and data protection.
12. Act as a mentor and provide guidance to junior bankers, fostering their professional growth and development.

13. Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.

• Streamlined internal processes, enhancing efficiency and reducing operational costs for the department.
• Stayed up-to-date with industry trends and regulatory changes, ensuring compliance across all banking activities.
• Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
• Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
• Facilitated communication between various bank departments, promoting a collaborative work environment and efficient problem resolution for clients.
• Checked accounts for fraud and provided law enforcement with relevant details.

1. Assess clients' creditworthiness by analyzing their financial information, credit reports, and other relevant documents to determine their eligibility for credit solutions, with a focus on mortgage lending.
2. Provide expert guidance and advice to clients on various credit solutions, including mortgage loans, home equity lines of credit, personal loans, and other related financial products.
3. Collaborate with clients to understand their financial goals and develop personalized credit strategies to meet their needs.
4. Educate clients about the features, terms, and conditions of different credit solutions, ensuring they have a clear understanding of the options available to them.
5. Assist clients in completing credit applications and related documentation, ensuring accuracy and compliance with applicable regulations and internal policies.
6. Work closely with internal teams, such as underwriters and credit analysts, to facilitate the credit approval process and ensure a seamless experience for clients.
7. Maintain ongoing communication with clients throughout the credit application and approval process, providing regular updates and addressing any questions or concerns.
8. Ensure compliance with all applicable banking regulations, credit lending laws, and internal policies to protect the bank and clients' interests.
9. Perform notarial acts as a SC Public Notary, including acknowledging signatures, administering oaths and affirmations, and certifying copies of documents, as required by clients.
10. Stay updated on market trends, industry developments, and competitive offerings related to credit solutions to provide clients with the most relevant and up-to-date information.
11. Build and maintain strong relationships with clients, demonstrating professionalism, integrity, and exceptional customer service.
12. Collaborate with other banking professionals to cross-sell additional banking products and services, enhancing client relationships and meeting sales targets.

· Develop and cultivate strong relationships with clients to understand their financial goals and needs, with a particular focus on mortgage lending.

· Serve as the primary point of contact for clients, providing personalized service and ensuring their satisfaction throughout the mortgage lending process.

· . Analyze clients' financial situations and assess their creditworthiness to determine suitable mortgage solutions.

· . Offer expert advice and guidance to clients on mortgage products, including fixed-rate mortgages, adjustable-rate mortgages, refinancing options, and other related financial services.

· . Actively promote and cross-sell banking products and services to expand client relationships and meet sales targets.

· Collaborate with internal teams, such as underwriters and credit analysts, to facilitate the mortgage application and approval process.

· Ensure compliance with all applicable banking regulations, mortgage lending laws, and internal policies.

· Perform notarial acts as a SC Public Notary, including acknowledging signatures, administering oaths and affirmations, and certifying copies of documents, as required by clients.

· Stay updated on market trends, industry developments, and competitive offerings to provide clients with the most relevant and up-to-date information in the mortgage lending domain.

· Conduct periodic reviews and analysis of client portfolios to identify opportunities for additional mortgage lending or financial services.

· Build a network of professional contacts and actively participate in community events to enhance the bank's visibility and promote its mortgage lending services.

· Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.

· Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.

· Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.

· Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.

· Monitored financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients.

· Created financial dashboards to provide insights into key performance indicators.

· Developed strategic plans for day-to-day financial operations.

· Performed banking, business administration and financial tasks to guarantee five-star service for clients.

· Maintained databases to track customer discussions and preferences for accurate, updated records.

· Monitored customer feedback thru customer surveys to measure customer satisfaction and identify areas of improvement.

· Participated in staff meetings to discuss innovative strategies to improve services.

· Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.

· Maintained knowledge on banking products and distribution to provide optimal service support.

· Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.

· Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

· Built and maintained relationships with new and existing clients while providing high level of expertise.

· Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

· Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.

• Deepening customer relationships by referring customers to sales specialists and offering appropriate financial solutions and services to both individual and small business customers.
• Engaging in daily outbound calling to customers, inviting them into the financial center for an appointment, and also assist in servicing customer needs where applicable.
• Reporting to a local market sales manager, and partner closely with financial center managers and market sales managers to ensure adherence to operational and regulatory policies and procedures.
• Building strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration.
• Meeting customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals.
• Conducting outbound and inbound client engagement activities, adhering to call monitoring policies.
• Participating in weekly proactive planning sessions for client engagement activities and drive sales-related topics.
• Selling financial products and opening deposit accounts.
• Quoting rates, terms and programs for loan customers.
• Responding to customer inquiries and concerns and create customized solutions. Monitoring and tracking daily/weekly sales activities.
• Executing sales and service tactics, activities and processes, as defined by company policies and procedures.
• Proactively managing risk in every business, product and service transaction leveraging available tools.
• Complying with all applicable banking and investment laws, regulations, company policies and procedures to serve the client’s best interest and enhance client satisfaction.
• Assisting, educating and training customers on how to use self-service technologies such as ATMs, online banking or mobile banking.
• Leverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy.

- Assisted in the timely release of liens off homes, ensuring accuracy and compliance with legal regulations.

- Generated letters of satisfaction for clients, demonstrating excellent written communication skills, and mailed them out promptly.

- Prepared loan documents for clients, ensuring accuracy, completeness, and adherence to loan requirements.

- Resolved invalid cases for home loans, conducting thorough research, analyzing data, and implementing appropriate solutions.

- Managed escrow billing processes, ensuring accurate and timely billing to clients and resolving any discrepancies.

Handled various general escrow-related tasks, demonstrating a comprehensive understanding of escrow procedures and practices.

- Created LRM cases for clients, ensuring accurate and detailed documentation of issues and effectively resolving cases within specified timeframes.

• Deepening customer relationships by referring customers to sales specialists and offering appropriate financial solutions and services to both individual and small business customers.
• Engaging in daily outbound calling to customers, inviting them into the financial center for an appointment, and also assist in servicing customer needs where applicable.
• Reporting to a local market sales manager, and partner closely with financial center managers and market sales managers to ensure adherence to operational and regulatory policies and procedures.
• Building strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration.
• Meeting customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals.
• Conducting outbound and inbound client engagement activities, adhering to call monitoring policies.
• Participating in weekly proactive planning sessions for client engagement activities and drive sales-related topics.
• Selling financial products and opening deposit accounts.
• Quoting rates, terms and programs for loan customers.
• Responding to customer inquiries and concerns and create customized solutions. Monitoring and tracking daily/weekly sales activities.
• Executing sales and service tactics, activities and processes, as defined by company policies and procedures.
• Proactively managing risk in every business, product and service transaction leveraging available tools.
• Complying with all applicable banking and investment laws, regulations, company policies and procedures to serve the client’s best interest and enhance client satisfaction.
• Assisting, educating and training customers on how to use self-service technologies such as ATMs, online banking or mobile banking.
• Leverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy.

- Proactively obtain new relationships and schedule sales and service appointments through internet-based leads and incoming calls.

- Maximize each appointment opportunity to achieve car sales or upgrades, utilizing effective sales techniques and product knowledge.

- Follow up with new or missed appointments promptly, addressing any concerns or scheduling issues via email, text, or phone, using approved company pre-scripts.

- Notify appropriate departments of appointment sets and escalate any issues as necessary.

- Utilize probing questions during the buying process to understand specific customer needs and provide tailored solutions.

- Educate customers on car features, provide accurate quotes and sales prices, and offer limited finance information.

- Assist customers with test drives to ensure their satisfaction with the car and enhance the buying experience.

- Prepare all necessary paperwork to complete the sale of the car, ensuring accuracy and compliance with company policies and procedures.

- Maintain and update customer information and changes in the company database using company-based software.

- Proactively inform current customers of promotions or incentives available through the dealership, fostering customer loyalty and retention.

- Maintain a high level of customer satisfaction by encouraging customers to provide feedback through surveys and addressing any concerns promptly.

- Actively engage in business development activities to expand customer base and increase sales opportunities.

- Consistently meet and exceed personal and team sales goals in a fast-paced and high-pressure environment.

• Increased customer satisfaction by providing personalized service and tailored recommendations for used car purchases.
• Enhanced sales performance by effectively showcasing vehicle features and benefits to potential buyers.
• Developed strong rapport with clients through exceptional communication skills, resulting in repeat business and referrals.
• Streamlined inventory management processes, ensuring accurate records of available vehicles for sale.
• Successfully negotiated deals by understanding customer needs and finding mutually beneficial solutions.
• Maintained a high level of product knowledge, staying current on industry trends to better serve customers.
• Collaborated with finance department to secure optimal financing options for buyers, leading to increased sales closures.
• Managed online listings, ensuring accurate representation of vehicles and generating leads from interested buyers.
• Improved dealership reputation by addressing customer issues promptly and professionally, resulting in positive reviews.
• Conducted thorough vehicle inspections prior to displaying them on the lot, ensuring quality products were being offered to customers.
• Established a loyal client base through consistent follow-up communication and genuine relationship building efforts.
• Effectively utilized CRM software to track leads, schedule appointments, and manage customer information efficiently.
• Provided comprehensive test drive experiences, allowing customers to make informed purchasing decisions based on firsthand experience with the vehicle.
• Coordinated closely with service department staff members to address any maintenance or repair concerns before selling vehicles.
• Educated clients about warranty options available on used cars which provided peace of mind during their purchase experience.
• Worked collaboratively with other team members to create a cohesive and productive sales environment, contributing to overall dealership success.

• Greeted customers within 30 seconds of entry and assessed their needs to facilitate the sales process.
• Educated customers on the benefits of obtaining lines of credit through establishing a Belk Credit card, enhancing both the customer experience and loyalty.
• Operated cash register and maintained accurate drawer balances throughout each shift, ensuring financial accuracy and compliance.
• Provided expert advice to customers on cosmetic needs, including offering foundation matches, suggesting fragrance choices, and recommending related products.
• Mentored and coached sales teammates on effective sales techniques, contributing to their professional development and enhancing overall team performance.
• Exceeded personal and department goals consistently in a dynamic department store environment.
• Demonstrated exceptional customer service skills, ensuring customer satisfaction and building strong customer relationships.
• Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
• Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.

- Utilized property authentication channels and probing questions to gain a comprehensive understanding of customer concerns related to billing, purchases, and other functions of ATT.

- Resolved customer problems by clarifying issues, conducting thorough research, and exploring alternative solutions.

- Implemented effective solutions to customer concerns and escalated unresolved problems to ensure prompt resolution.

- Assisted customers with payments and phone purchases, providing seamless and efficient service.

- Fulfilled customer requests by retrieving desired information, completing transactions, and forwarding requests to the appropriate departments.

- Identified opportunities to up-sell accounts and explained new features to customers, resulting in additional service sales.

- Maintained a current and accurate customer information database in the call center to ensure efficient customer service.

- Followed established procedures to keep equipment operational and promptly reported any malfunctions.

- Actively participated in educational opportunities to update job knowledge and stay up-to-date with industry trends and advancements.

- Enhanced the organization's reputation by accepting ownership of tasks, accomplishing new and diverse requests, and exploring opportunities to add value to job accomplishments.

- Consistently met and exceeded sales goals in a rapid-paced call center environment.

• Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
• Assisted customers in navigating company website and placing online orders, improving overall user experience.
• Developed strong product knowledge to provide informed recommendations based on individual customer needs.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Exceeded performance metrics consistently, earning recognition as a top performer within the team.
• Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Contributed to sales growth by upselling products and services based on individual customer requirements.
• Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
• Participated in team meetings and training sessions to stay informed about product updates and changes.
• Responded proactively and positively to rapid change.
• Educated customers about billing, payment processing and support policies and procedures.

- Provide respite care services to individuals in need, including children, adults, and individuals with disabilities or special needs. - Create a safe and nurturing environment by implementing appropriate safety measures and following established care plans.

- Assist with daily living activities, including personal hygiene, meal preparation, medication management, and mobility support.

- Engage individuals in stimulating and age-appropriate activities to promote social interaction and cognitive development.

- Monitor and document client's condition, behavior, and progress, and report any changes or concerns to the appropriate parties.

- Offer emotional support and companionship to individuals, fostering a sense of trust and well-being.

- Collaborate with the client's family and healthcare professionals to ensure continuity of care and adherence to individual care plans.

- Maintain strict confidentiality and professionalism when handling sensitive information and interacting with clients and their families.

- Provide transportation and accompany individuals to appointments, outings, and recreational activities as needed.

- Respond promptly and appropriately to emergencies or critical situations, following established protocols and procedures.

- Stay updated on the latest techniques, trends, and best practices in respite care through continued education and professional development.

-Provide direct care and assistance to clients in their homes, following individualized care plans and instructions from healthcare professionals.

- Assist clients with activities of daily living, including bathing, grooming, dressing, and toileting, while maintaining their dignity and privacy.

- Monitor and record vital signs, such as blood pressure, temperature, and pulse, and report any significant changes to healthcare professionals.

- Administer medications and assist with medication management, ensuring compliance with prescribed dosages and schedules.

- Assist with mobility and transfer activities, using proper body mechanics and assistive devices to prevent injuries.

- Provide companionship and emotional support to clients, engaging in conversation, activities, and hobbies to promote social interaction and mental stimulation.

- Prepare nutritious meals and assist with feeding, taking into consideration any dietary restrictions or special instructions.

- Perform light housekeeping tasks, including cleaning and tidying up client's living spaces, doing laundry, and running errands.

- Collaborate with healthcare professionals, such as nurses, therapists, and doctors, to coordinate and implement the client's care plan.

- Educate clients and their families on self-care techniques and strategies for maintaining optimal health and well-being.

- Maintain accurate and up-to-date documentation of client's condition, care provided, and any changes or observations.

- Adhere to infection control protocols and maintain a clean and safe environment for clients.

- Stay updated on the latest healthcare practices and techniques through continuous education and professional development.

• Maintained a clean and safe home environment for patients, reducing falls and accidents.
• Administered medications as prescribed, ensuring proper dosage and timely administration for optimal health outcomes.
• Collaborated with healthcare professionals to develop individualized care plans, addressing specific needs and goals of each patient.
• Provided emotional support to patients and families during difficult times, promoting a positive atmosphere conducive to healing.
• Monitored vital signs regularly, promptly reporting any abnormalities or concerns to supervising nurse or physician.
• Assisted with meal planning and preparation according to dietary restrictions, meeting nutritional needs while adhering to personal preferences.
• Performed light housekeeping duties including laundry linen changes sweeping vacuuming and mopping ensuring a clean and organized living space for patients.