Stacey Louis
Professional Business Woman & Entrepreneur
Houston,TX
Summary
Administrative leader offering experience prioritizing and delegating administrative tasks to drive goal achievement. Proficient in schedule coordination, resource allocation and office supply inventory management. Dedicated to training and mentoring top talent while cultivating a productive work culture. As well as, knowledgeable Notary Public with an honest reputation and 9 years' experience. Strong interpersonal and analytical abilities and a disciplined approach to handling all types of requests. Pursuing a new professional opportunity with a growing team.
Overview
24
24
years of professional experience
21
21
years of post-secondary education
4
4
Certifications
Work History
Wedding & Event Specialist
Wedding Day Perfection
Houston, TX
03.2009 - Current
- Met with potentials clients and gave quotes on services and general wedding costs.
- Directed wedding-day events, ceremony timing and speeches.
- Assisted in scheduling bands, caterers and photographers.
- Assisted with wedding set up and decoration.
- Recommended workflow and budget improvements, resulting in 25% savings per event.
- Fulfilled contractual obligations for rehearsal and day of event coordination.
- Interviewed clients to understand event scopes of work, establish budgets and determine timelines for venue selection, guest list finalization and rehearsal, ceremonies and receptions.
- Coordinated florists, photographers and musicians during for events.
- Develop status reports on activities related to planning, scheduling, cancellation, inquiries, resourcing, risk mitigation and proposal development for various events.
- Evaluated existing plans, processes and events planning services to identify opportunities for improvement.
- Supervised onsite team of caterers, audio-visual technicians and facility management team.
- Managed administrative logistics of events planning, event booking and event promotions.
- Maintained energy and enthusiasm in fast-paced environment.
- Used Microsoft Word and other software tools to create documents and other communications.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Attended conferences and events to stay up-to-date with industry trends and planning standards.
- Hired, trained and supervised volunteers and support staff required for events.
- Brainstormed and implemented creative event concepts and themes.
- Organized, coordinated and deployed high-profiled events while focusing on delivering superior customer service.
- Studied market to determine optimal pricing of goods and capitalize on emerging opportunities.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
- Trained and coached new and existing employees to boost staff productivity.
- Entered income and expense details into business databases to track purchases and address variances.
- Capitalized on social media platforms to increase market awareness and recruit sales agents.
- Worked with marketing teams to create print and online advertisements to bring in new customers.
- Evaluated suppliers to maintain cost controls and improve operations.
- Oversaw preparation and management of event budgets to deliver at or below projected costs.
Certified Notary Signing Agent
Independently Employed
Houston, TX
08.2013 - Current
- Checked documents and identifying credentials for all parties.
- Meet with clients in professional environment to witness signings.
- Maintained comprehensive understanding of digital fraud and electronic signature verification, keeping sensitive documents secure and verifying authenticity.
- Looked for signs of fraud or coercion and refused notarization.
- Updated journal with names and dates for permanent record.
- Supported timely and accurate administrative task completion.
- Print and prepare loan documents.
- Review loan documents for accuracy of legal information including name and address.
- Obtain necessary signatures for lender loan documents.
- Submit documents via parcel service companies back to respective company.
- Complete signing process in a timely manner.
- Sign other legal documents other than loan documents.
Personal Banker
Wells Fargo Bank, N.A.
Houston, TX
03.2013 - 10.2014
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Examined customer loan applications for loan approvals and denials.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Advised clients on mortgage, education and personal loans.
- Maintained strict confidentiality of bank records and client information.
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Successfully closed average of 3 loans per month.
- Submitted loan applications to underwriter for verification and recommendations.
Financial Services Advisor
BBVA Compass Bank
Houston, TX
02.2015 - 09.2015
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Offered competitive commercial banking solutions and retail financing options.
- Accepted and processed account payments.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Exceeded goals through effective task prioritization and great work ethic.
- Developed and maintained courteous and effective working relationships.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Delivered services to customer locations within specific timeframes.
- Prepared variety of different written communications, reports and documents.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management and team to strategize sales techniques to increase branch production and customer service.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Expanded client base by promoting new financial products.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Originated, reviewed, processed, closed and administered customer loan proposals (HELOC, Personal loans, Business loans, Mortgage loans, etc).
- Examined customer loan applications for loan approvals and denials.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Proactively identified solutions for customers experiencing credit issues.
- Monitored pipelines to track and log status of loans.
Education
Associate of Science - Counseling Psychology
Lone Star College System
Kingwood, TX 01.2005 - 05.2022
High School Diploma -
Nimitz High School
Houston, TX 08.1997 - 05.2001
Skills
Fraud understanding
Recordkeeping abilities
Document review
Consumer banking
Meeting sales goals
Small business operations
Business Development
Refinancing options
Self-motivated nature
Cross-selling expertise
Loans
Financial Advising
Banking
Cash Handling
Proficient in 10-key
Financial transactions expertise
Practiced at FHA loan process
Certification
CNP - Certified Notary Public
Timeline
Licensed Insurance Adjuster- All Lines
04-2022
Licensed Insurance Agent- Life, AD&D, Health
10-2021
Financial Services Advisor
BBVA Compass Bank
02.2015 - 09.2015
Certified Notary Signing Agent
Independently Employed
08.2013 - Current
CNP - Certified Notary Public
08-2013
Personal Banker
Wells Fargo Bank, N.A.
03.2013 - 10.2014
Wedding & Event Specialist
Wedding Day Perfection
03.2009 - Current
Licensed Wedding Planner
03-2009
Associate of Science - Counseling Psychology
Lone Star College System
01.2005 - 05.2022
High School Diploma -
Nimitz High School
08.1997 - 05.2001