Leanne Lamping
Financial operations representative III
Houston,TX
Summary
Talented Senior Associate enthusiastic about taking on exciting new challenges within your company. Dynamic leader with a proven track record of enhancing customer satisfaction and streamlining operations. Self motivated to optimize processes and streamline operations for team efficiency, and meet goals. Decisive leader with an analytical and flexible approach to solving problems. Reliable, top-notch associate with outstanding customer service skills and relationship-building strengths. Eager to learn with aptitude for applying new knowledge with skill and efficiency. Excelled in project management, team leadership, and process improvement, boosting productivity through innovative strategies. Adept at fostering customer relationships, consistently achieving targets with meticulous attention to detail.
Overview
10
10
years of professional experience
Work History
Financial Service Operations Representative III
Ss&c Technologies Holdings Inc.
01.2024 - Current
- Managed high-volume workload under tight deadlines, prioritizing tasks to maintain optimal productivity levels.
- Collaborated with cross-functional teams to identify areas of improvement in service processes, resulting in increased efficiency.
- Exceeded personal performance targets consistently through proactive customer outreach and efficient handling of service tasks.
- Facilitated open lines of communication between team members, promoting collaboration and information sharing for improved outcomes.
- Monitored service metrics regularly to identify trends and areas requiring improvement or intervention.
- Built a strong relationship between the financial representatives, or clients and myself to ensure comfortable communication and reliable customer service
Client Administration Senior Associate
Invesco
10.2019 - 12.2024
- Trained and supported new team members, maintaining culture of collaboration, procedures and efficient processing.
- Improved customer satisfaction by being a voice to establish relationships with brokers, effectively addressing inquiries and resolve complex issues.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Identified customer needs and wants to enhance customer experiences.
- Volunteered to help with special projects of varying degrees of complexity.
- Performed wide-ranging administrative, financial and service-related functions.
- Increased productivity by minimizing downtime and streamlining quality control procedures. Keeping a strong or above average on processing and quality.
- Planned and coordinated logistics and materials for team meetings, committee meetings and staff events.
Supervisor Fit Specialist
Victoria Secret
10.2017 - 10.2019
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
- Monitored workflow to improve employee time management and increase productivity.
- Evaluated employee performance and coached and trained to improve weak areas.
- Achieved results by working with staff to meet established targets.
- Boosted team performance by developing customer service training materials and conducting service training.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Collaborated with PINK to coordinate workflow processes between teams.
Front and Back of House Manager
Plucker Wing Bar
08.2014 - 10.2017
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes. Managed front and back of house for the restaurant.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Education
Associate of Science -
Clark College
Vancouver, WACulinary Arts And Hospitality Management
Clark College
Vancouver, WACode of Business Ethics And Security
In Field Training And Studies
Skills
- Project Management and Coordination
- Team Leadership
- Preparing Reports
- Customer Relationship Management (CRM)
- Attention to Detail
- Financial Request Expertise
- Time Management
- MS Office, Excel
- New Hire Training
- Customer Interaction
- Process Improvement
Timeline
Financial Service Operations Representative III
Ss&c Technologies Holdings Inc.
01.2024 - Current
Client Administration Senior Associate
Invesco
10.2019 - 12.2024
Supervisor Fit Specialist
Victoria Secret
10.2017 - 10.2019
Front and Back of House Manager
Plucker Wing Bar
08.2014 - 10.2017
Associate of Science -
Clark College
Culinary Arts And Hospitality Management
Clark College
Code of Business Ethics And Security
In Field Training And Studies
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