Summary
Overview
Work History
Education
Skills
Accomplishments
Training
Timeline
Generic

Terrence E. Lyles

St. Louis,Missouri

Summary

My record of training, coaching, developing and mentoring employees to the highest level, is impeccable. I have an extensive list of commendations from both clients, management leaders, Financial Advisors and colleagues alike. My success is a reflection of my "can do" attitude and my personal standard of excellence. I do not cut corners, but instead utilize my skills acquired through experience and training, to perform at the highest level of professionalism and integrity. In turn, my unwavering approach and positive attitude have led to creating raving fans throughout my career.

Overview

26
26
years of professional experience

Work History

Learning Experience Specialist

Edward Jones
02.2015 - Current
  • I currently train and coach new and existing associates with the expectation of producing world class professionals.
  • Engage in employee development initiatives such as mentorship programs, skills training workshops, and performance evaluations designed for continuous growth opportunities.
  • Streamline department processes for improved efficiency and productivity.
  • Aligne team objectives with organizational goals, resulting in an increased level of overall success and employee engagement.
  • Implement new training programs for team members, resulting in higher skill levels and better performance metrics.
  • Deliver impactful presentations at firm conferences showcasing thought leadership skills while supporting department and firm changes.

Temporary Associate

Edward Jones
01.2012 - 02.2015

I served in various roles such as

  • Trust Officer Assistant
  • Securities Receive Associate
  • Trust Insurance Associate
  • Trust Tax Associate
  • Distribution Associate


My duties included supporting the department in any way needed

Sales/Contract Specialist

US FIDELIS
01.2009 - 12.2009
  • Responsibilities include educating customers on different types of vehicle service contract (warranties) and presenting the best coverage available for their vehicle as a purchase opportunity
  • I handle an average of 30+ inbound calls per day with a conversion goal of 10%
  • Consistently exceed monthly sales goals
  • Promoted to Team Lead

Advertising Consultant

AT&T ADVERTISING SOLUTIONS
01.2008 - 12.2009
  • Contact existing and potential clients to sell advertising solutions for print telephone directories, internet telephone directories, and search engine marketing
  • Conduct analysis of business sales market and devise non-intrusive, permission based marketing plans to provide businesses with quality leads of active buyers
  • Canvass Leader on first assignment
  • Objective achievement for every assignment

Mortgage Analyst

FIDELITY MORTGAGE
01.2007 - 12.2007
  • Converted clients’ financial status into a more rewarding position through refinancing their home
  • Advised borrowers on financial status and loan processes
  • Gathered personal information to ensure creditworthiness of borrower
  • Determined most appropriate loan type, explaining specific requirements and restrictions associated with various loans
  • Achieved status of 2nd most productive sales team member on most productive team within organization

Loan Officer

OLD CORNERSTONE FINANCIAL, LLC
01.2006 - 12.2007
  • Originated and closed loans utilizing company provided leads to generate successful outbound sales
  • Analyzed applicants' financial status and credit to properly determine feasibility of granting loans
  • Kept abreast of new types of loans and other financial services and products to better meet customers' needs
  • Developed lead sources through professional networking and referrals
  • Top revenue producer within organization for three consecutive months

Unit Manager

FINANCIAL ASSET MANAGEMENT SYSTEMS
01.2004 - 12.2006
  • Promoted from collection representative to Unit Manager
  • Supervised team of 12 collection representatives in call center environment
  • Ensured FDCPA compliance while contacting consumers with defaulted accounts and collecting monies due
  • Monitored rep call ques, handled disputes, and trained, developed, and coached team
  • Assisted in the supervision of over 100 collection reps
  • Achieved over 143% of collection goal within a quarter

Account Representative/Manager Relief (MR)

AT&T
01.2003 - 12.2004
  • Sold telecommunication products and services to consumers
  • Promoted to MR by operations manager
  • MR duties included performing daily call coaching for up to 20 account reps to ensure quality
  • Achieved highest sales volume in group within first three months of employment
  • Opened over 20 new accounts, setting daily sales record for St
  • Louis call center
  • While working as an MR, received outstanding rating from team manager and propelled team to achieve over 100% of their sales goal

Personal Banker

US BANK
01.2000 - 12.2002
  • Provided assistance to customers in establishing new accounts, loans, and retirement plans
  • Promoted and sold bank products
  • Established corporate banking account with President Casino generating over 600 new accounts for branch
  • Secured an average of $250K in loan revenue per month

Sales & Service Representative

WELLS FARGO BANK
01.1999 - 12.2000
  • Cross-sold banking products and services, and resolved customer issues
  • Received certificate for most sales referrals within 3rd quarter

Education

Associate of Science - Bible Studies

International College of Bible Theology
St Louis, MO
01-2012

Loan Officer School -

Old Cornerstone Financial

No Degree - Business Management

JOHN A. LOGAN COLLEGE
Carterville, IL

Skills

  • Customer Service Expert
  • Telephone Coach
  • Training Expert
  • Problem-solving abilities
  • Time management
  • Teamwork and collaboration
  • Team leadership
  • Self motivation
  • Microsoft office
  • Verbal and written communication

Accomplishments

  • Supervised team of 14 staff members.
  • Collaborated with team of 4 in the development of 900+ associates.
  • Trained hundreds of people and have brought individuals and entire teams to levels they had never reached prior.

Training

  • Completed Old Cornerstone Financial Loan Officer School
  • Completed FAMS University Management Training Program
  • Attended professional training courses on: Customer Service and Telephone Etiquette, and Coaching and Team Building Skills for Managers.

Timeline

Learning Experience Specialist

Edward Jones
02.2015 - Current

Temporary Associate

Edward Jones
01.2012 - 02.2015

Sales/Contract Specialist

US FIDELIS
01.2009 - 12.2009

Advertising Consultant

AT&T ADVERTISING SOLUTIONS
01.2008 - 12.2009

Mortgage Analyst

FIDELITY MORTGAGE
01.2007 - 12.2007

Loan Officer

OLD CORNERSTONE FINANCIAL, LLC
01.2006 - 12.2007

Unit Manager

FINANCIAL ASSET MANAGEMENT SYSTEMS
01.2004 - 12.2006

Account Representative/Manager Relief (MR)

AT&T
01.2003 - 12.2004

Personal Banker

US BANK
01.2000 - 12.2002

Sales & Service Representative

WELLS FARGO BANK
01.1999 - 12.2000

Loan Officer School -

Old Cornerstone Financial

Associate of Science - Bible Studies

International College of Bible Theology

No Degree - Business Management

JOHN A. LOGAN COLLEGE
Terrence E. Lyles