Lynn Gasser
Clarkston,MI
Summary
Resourceful professional in executive support, known for high productivity and efficient task completion. Specialize in advanced scheduling, document management, and confidential correspondence handling. Excel in time management, problem-solving, and communication, ensuring seamless operations in fast-paced environments.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Hinkson Wealth Management
Troy, MI
09.2023 - Current
- Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
- Updated client profiles with current contact information and investment objectives.
- Performed account maintenance such as address changes, beneficiary updates, and password resets.
- Prepared documents for new accounts as well as account transfers or distributions.
- Maintained detailed records of client activity for compliance purposes.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Scheduled meetings with prospective and existing clients to optimize long-term business success.
Relationship Banker
JPMorgan Chase
Commerce, MI
01.2023 - 09.2023
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Opened and serviced accounts within authorized limits.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
- Attended meetings with other bankers to discuss best practices related to relationship building.
Home Lending Assistant
JP Morgan Chase
Troy, MI
01.2017 - 12.2022
- Coordinated communication between loan officers, clients, and underwriting staff.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Conducted follow-up with clients to ensure satisfaction post-closing.
- Provided administrative support to loan officers, including scheduling and document management.
- Assisted in analyzing applicants' financial status, credit, and property evaluations.
- Participated in weekly team meetings aimed at providing updates on current projects and initiatives within department.
Relationship Banker
JPMorgan Chase
Orion, MI
02.2015 - 12.2016
- Opened and serviced accounts within authorized limits.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
- Attended meetings with other bankers to discuss best practices related to relationship building.
Home Lending Assistant
JPMorgan Chase
Rochester, MI
04.2013 - 02.2015
- Coordinated communication between loan officers, clients, and underwriting staff.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Conducted follow-up with clients to ensure satisfaction post-closing.
- Provided administrative support to loan officers, including scheduling and document management.
- Participated in weekly team meetings aimed at providing updates on current projects and initiatives within department.
Bank Teller
JPMorgan Chase
White Lake, MI
08.2008 - 04.2013
- Adhered to financial services security and audit procedures.
- Researched customer inquires regarding their accounts using internal banking systems.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Performed cash handling duties including counting currency, coins and checks.
- Transmitted orders to supply cash to meet daily needs.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
Education
BBA - Finance
University of Michigan
Flint, MI05-1990
Skills
- Professionalism and discretion
- Organizational proficiency
- Meeting planning
- Travel coordination
- Calendar management
- Administrative support
Certification
- FINRA Series 6
- FINRA Series 63
- Michigan Annuity/Life
- Notary Public
Timeline
Registered Client Service Associate
Hinkson Wealth Management
09.2023 - Current
Relationship Banker
JPMorgan Chase
01.2023 - 09.2023
Home Lending Assistant
JP Morgan Chase
01.2017 - 12.2022
Relationship Banker
JPMorgan Chase
02.2015 - 12.2016
Home Lending Assistant
JPMorgan Chase
04.2013 - 02.2015
Bank Teller
JPMorgan Chase
08.2008 - 04.2013
BBA - Finance
University of Michigan
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