Dylan La

Dylan La Email and Phone Number

Financial Services Representative @ E*TRADE from Morgan Stanley
Phoenix, AZ, US
Dylan La's Location
Greater Phoenix Area, United States
Dylan La's Contact Details

Dylan La work email

Dylan La personal email

n/a
About Dylan La

Dylan La is a Financial Services Representative at E*TRADE from Morgan Stanley.

Dylan La's Current Company Details
E*TRADE from Morgan Stanley

E*Trade From Morgan Stanley

View
Financial Services Representative
Phoenix, AZ, US
Website:
us.etrade.com
Employees:
3
Dylan La Work Experience Details
  • E*Trade From Morgan Stanley
    Financial Services Representative
    E*Trade From Morgan Stanley
    Phoenix, Az, Us
  • E*Trade From Morgan Stanley
    Financial Services Representative
    E*Trade From Morgan Stanley Jan 2024 - Present
    Educate clients on financial markets to determine the best solution for a range of unique scenarios. ● Process client requests to efficiently meet deadlines throughout the day. ● Assist Management in identifying opportunities to mitigate potential risk. ● Provide detailed information related to money movement, trade information, and account updates
  • Adp
    Associate Client Support Consultant
    Adp Feb 2023 - Jan 2024
    Assist with payroll solutions for administrative issues while maintaining federal and state compliance requirements. ● Processed and assisted in payroll management for small business owners. ● Effectively communicate between internal team members and business owners to meet time sensitive requests.
  • Jpmorgan Chase & Co.
    Client Care Specialist
    Jpmorgan Chase & Co. Jan 2022 - Aug 2022
    Phoenix, Arizona, United States
    The Client Care Specialist is responsible for effectively communicating the terms and conditions of the loan approval which may include but is not limited to the loan program, terms, conditions and fees.- Acted as an escalation point and expedited resolutions for customers and internal businesspartners.- Maintained communication with internal and external team members to ensure the clientcloses on or before the closing date.- Provided excellent customer service and guided the customer throughout the loan process.- Efficient multitasking to maintain a large pipeline.- Attention to detail on documents before submit to underwriters for review.
  • Jpmorgan Chase Bank, N.A.
    Home Lending Advisor
    Jpmorgan Chase Bank, N.A. Nov 2020 - Jan 2022
    Originated FHA and conventional loans.● Efficient multitasking to meet multiple contract deadlines and assist new clients.● Maintained communication with internal and external team members.● Worked as a team member to help solve issues that would delay the loan process.● Provided efficient customer service to clients by educating and communicating.
  • Starbucks
    Shift Supervisor
    Starbucks Jan 2015 - Oct 2020

Dylan La Education Details

Frequently Asked Questions about Dylan La

What company does Dylan La work for?

Dylan La works for E*trade From Morgan Stanley

What is Dylan La's role at the current company?

Dylan La's current role is Financial Services Representative.

What is Dylan La's email address?

Dylan La's email address is dl****@****cks.com

What schools did Dylan La attend?

Dylan La attended Arizona State University.

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