Career Transition Professional with Financial Services Background
Resume:
MARQUES R CHANEY
**********@******.***
CHARLOTTE, NC
EXPERIENCE
Jan. 2023 – Mar. 2026 Service Consultant
LPL Financial, Fort Mill, SC.
Oct. 2020 – Jan. 2023 Associate Service Consultant LPL Financial, Fort Mill, SC.
Oct. 2016 – Oct. 2020 Financial Service Professional LPL Financial, Fort Mill SC.
Apr. 2016 – Oct. 2016 Mortgage Repair Specialist
Reverse Mortgage Solutions, Charlotte NC.
EDUCATION
Virginia Union University
Business Management, Richmond VA.
SKILLS & ABILITIES
Detail oriented, developed a positive workplace relationship with immediate teammates and other departments, strong work ethics and time management, skillful with MS Word, PowerPoint, Excel, manage multiple projects and met deadlines without any supervision while delivering the highest standards of work quality
Communicated directly with New Advisor Support and New Advisor Care team members, Financial Advisors and their assistants, internal departments and leadership by phone and email.
●
● Researched and resolved complex service and operational issues for team members. Analyzed service procedures and reported on trends involving service operations, Tape-to- Tape account data transfers, and other conversion procedures.
●
Presented to the New Advisor Support and New Advisor Care teams and leadership on any system issues or call drivers, as well as any solutions or workarounds during management meetings or team huddles.
●
Served as an advocate for assigned advisor offices to assist with complex service and operational issues.
●
● Monitored and serviced multiple service team mailboxes. Trained new hires and team members on current and new operational policies and procedures.
●
● 50 – 100% phone and email support to the advisor and their office staff.
● Cross functional support by assisting other service teams and departments as needed.
● Monitored and serviced team mailbox.
● 100% phone support to the advisor and their office staff. Collaborated with other team members during huddles to improve processing and procedures.
●
● Worked on special projects designated by team manager or team lead. Was responsible for administering the re-papering process for an assigned portfolio of reverse mortgage loans.
●
Analyzed and compared the Conditional Commitment & Appraisal documents to confirm the documented repairs and ensure the repairs were completed according to HUD guidelines.
●
Appointed by the department manager to mediate conflicts between the borrowers and contractors.
●
Contact this candidate