Lisa Chambers
Weatherford,TX
Summary
Motivated and focused multi-tasker - Maintained high standards of quality and productivity to ensure ongoing business development and professional growth of staff. Proven relationship management skills - Developed solid partnerships with all levels of staff and clients to achieve goals in team oriented environments. Excellent communication and presentation skills - Facilitated ongoing communications by conveying objectives clearly and effectively.
Overview
26
26
years of professional experience
Work History
Implementation Project Manager
Fidelity Investments
Westlake, TX
09.2021 - Current
- Led cross-functional teams to implement project timelines and deliverables.
- Developed project plans using project management software for task tracking.
- Analyzed project risks and developed mitigation strategies for potential issues.
- Oversaw budgets for project, tracked expenses, and timelines and communicated with key stakeholders on milestones.
- Compiled information from departments on operations, reducing time and complexity through proper planning.
- Conducted regular meetings with stakeholders to discuss project updates, resolve conflicts and address any questions or concerns.
- Established effective communication channels between internal teams and external vendors and partners involved in the implementation process.
Realtor
KW, Major League, RJWilliams/WNC Residential LLC
Ft. Worth, TX
03.2015 - Current
- Daily sales calls from cold leads Reports of current homes on the market available to send to clients Prepare and deliver officers along with other legal paperwork to clients and title company Assist with meetings on a weekly basis for a team of 50 agents.
- Daily and monthly reports for finances on all transactions and travel expenses.
- Lead generating emails and calls to potential new clients Responsible for realtor.com tracking reports Manage agents within my team Completion of transactions, and title work for closing on properties.
- Completed quarterly employee performance evaluations to identify deficiencies and recommend improvement strategies.
- Coordinated travel arrangements, including booking hotel rooms, car rentals and airfare for staff traveling to domestic and international locations.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Created and managed electronic customer records, encompassing data entry and administrative functions related to billing and accounts receivable.
- Directed team of 2 administrative professionals to meet team needs in fast-paced environment.
- Mitigated regulatory risks by ensuring program requirements adhered to TREC's compliance standards.
- Provided scheduling and ensured timely and effective allocation of resources and calendars.
- Created and maintained spreadsheets and developed administrative reports.
- Created agendas, took minutes and prepared documents for meetings.
Client Services Associate Tax Exempted Plans
Fidelity Investments
Westlake, TX
02.2019 - 09.2021
- Handle union retirement plans, tax exempt, and regular 401k plans
- Enrolling in new retirement plans for work place investment plans.
- Assist clients with tax exempted plans with changing investment, taking out loans, moving elections, rolling over monies to other plans, customer resolutions, general plan information, setting up online accounts.
- Inbound calls from clients on workplace investments Help with loans, withdrawals for clients Assist in changing elections on investment options Help new hires with daily calls and directing them on call handling.
- Assist manager with monthly meeting agendas Outbound calls to clients with some escalation Help clients with mobile sign on and navigation.
Associate Manager / Sales and Service Advisor / Financial Sales Advisor
BBVACompass Bank
Azle, TX
05.2011 - 11.2014
- Manage a team of 6 employees Heavy customer service interaction Open and manage new consumer or business accounts Met and exceeded quarterly sales goals.
- Processed auto loans, personal loans, business loans.
- Open lending products for customers Process mortgage purchase applications, HELOC, and loan closings Conduct weekly, monthly, quarterly, and yearly audit of individual teller drawers, ATM, Travelers Checks, Cashier's Checks, Safe Deposit Box Keys, and Main Cash Vault.
- Conduct and assist in all audits for the branch with auditor.
- Responsible for handling large amounts of cash and reconciliations.
- Manage and overlook account servicing for customers.
- Make daily calls to customers and non-customers for sales revenue.
- Create spreadsheets for daily and weekly sales tracking.
- Handle inbound & outbound wire transfers.
Universal Banker / Assistant Branch Manager
Citibank N.A
Ft. Worth, TX
06.2004 - 03.2011
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Assessed reports each month/ quarter and generated notification letters to delinquent account holders.
- Consistently met sales and audit goals set by management by employing reviews, training in every interaction.
- Monitored daily operations and supported Branch Manager in necessary duties.
- Managed day-to-day operations, including supervision and assignment delegation for 5-12-member team.
- Managed company operations with responsibility for profit and loss, scheduling, training and inventory control.
- Planned and coordinated risk mitigation strategies to protect company assets.
Teller
Wells Fargo Bank
Keller, TX
10.2002 - 12.2002
- Responsible for handling large amounts of money Responsible for maintaining sales records and book-keeping.
- Heavy customer interaction Responsible for monthly inventory of products Management of other sales associates Responsible for monthly meetings.
Veterinary Technician
Southlake Animal Hospital
Southlake, TX
08.2000 - 09.2002
- Assisted Vet with gathering information about family pet(s).
- Scheduled appointments and called to confirm current appointments.
- Administered shots and medication as prescribed by Vet.
- Responsible for maintaining stock of medical supplies and managed inventory.
- Assisted Vet by doing pre-op.
- Work prior to actual surgery.
- Maintained daily log of controlled medications for animals.
- Heavy Customer interaction, animal handling, log up keep, Inventory Control and filing.
Education
Some College (No Degree) - Applied Science Criminal Justice
Tarrant County Community College NATIONAL MORTGAGE LICENSING SYSTEM, NMLS
High School Diploma -
Northwest High School
Justin, TX05.2001
Skills
- MS Word, Excel, Power Point, Teller Pro, Alltel, Windows XP, Outlook XP, Neat Scan software, Microsoft Calendar
- Book-keeping
- Customer service
- Directing meetings with clients
- Inventory Control
- Marketing
- Managing teams of 5 or more
- Sales
- Spreadsheets EXCEL
- Client services quality
- Team development
- Planning and coordination
- Excels in team leadership
- Scheduling and calendar management
- Project management
- Project implementation
- Time management
Affiliations
Volunteer with Habitat For Humanity yearly, and attend benefit luncheon yearly.
LICENSE
TEXAS ASSOCIATIONS of REALTORS License # 0664500
NATIONAL MORTGAGE LICENSING SYSTEM # NMLS# 1136937
References
REFERENCES Furnished Upon Request
Accomplishments
- Customer Obsessed- Leaders are continuously listening to customer needs, learning and adapting, to deliver the best end-to-end experience.
- Empowers Others to Make Decisions - Leaders create an environment where people are trusted and empowered to make the best decisions.
- Thinks & Works Across Fidelity -Leaders put Fidelity's overall interest ahead of individual or group's interests.
Timeline
Implementation Project Manager
Fidelity Investments
09.2021 - Current
Client Services Associate Tax Exempted Plans
Fidelity Investments
02.2019 - 09.2021
Realtor
KW, Major League, RJWilliams/WNC Residential LLC
03.2015 - Current
Associate Manager / Sales and Service Advisor / Financial Sales Advisor
BBVACompass Bank
05.2011 - 11.2014
Universal Banker / Assistant Branch Manager
Citibank N.A
06.2004 - 03.2011
Teller
Wells Fargo Bank
10.2002 - 12.2002
Veterinary Technician
Southlake Animal Hospital
08.2000 - 09.2002
Some College (No Degree) - Applied Science Criminal Justice
Tarrant County Community College NATIONAL MORTGAGE LICENSING SYSTEM, NMLS
High School Diploma -
Northwest High School