Emma Tinker Email & Phone Number

Charlotte, Nc, Us

United States

Fort Mill, South Carolina, United States

► Facilitate in-depth training to independent and institutional advisors and their staff on all LPL core technology with the goal of providing specialized support in transitioning advisor’s practice over to LPL, focuses on three key elements: mirroring their book of business to LPL, understanding the transferring of assets process and maintaining accounts with the ultimate goal of growing the advisor’s business.► Select delivery modalities that best serve audience segments and program objectives.► Demonstrate effective communication, presentation and questioning skills applicable to various learning styles.► Provide repapering support to aid new advisors in moving their book of business to LPL Financial. Develop a trusting partnership with the advisor and create a strategy for settling their entire book of business on LPL’s platform based on that advisor’s unique goals.► Be the subject matter expert and go-to person in the areas of LPL technology training and account processes for the advisor throughout their transition.► Forecast each advisor’s unique needs through active listening and conduct due diligence to ensure needs are addressed quickly.► Partner with top producing advisors of onboarding firm to acclimate their business to LPL, returning their office to business as usual in a timely manner.

► Deliver front-line support to drive advisory sales and educate advisors on advisory products and platforms, ensuring a deep understanding of their features and benefits.► Assist financial advisors in effectively navigating and applying relevant product and service offerings to meet specific client needs, providing tailored solutions and recommendations.► Exhibit exceptional levels of product knowledge, professionalism, and attention to detail in all interactions and engagements, instilling confidence in advisors and clients alike.► Offer valuable consultation on supporting technology and resources, optimizing advisor efficiency and effectiveness by leveraging the latest tools and platforms.► Educate advisors on the optimal utilization of the LPL Proposal Tool, enabling them to create compelling client presentations for new business development that highlight the value and benefits of recommended.solutions.

Fort Mill, South Carolina, United States

► Meticulously processed and managed complex beneficiary claims, ensuring accuracy and compliance for both qualified and non-qualified accounts, while adhering to regulatory requirements.► Reviewed and addressed estate-related inquiries within specified timelines, analyzing pertinent documentation to provide comprehensive and informed responses.► Acted as a subject matter expert, taking ownership of inbound calls and conducting case management for intricate inquiries, demonstrating deep knowledge and expertise in the field.► Proactively rectified processing errors, guaranteeing accurate claim processing and providing prompt resolution for escalated issues to ensure a smooth and efficient claims process.► Fostered a culture of collaboration by offering valuable feedback to peers and management, contributing to enhanced advisor satisfaction and an improved overall experience for clients.

Rock Hill, South Carolina, United States

► Created and maintained internet business development processes, tracking long-term trends for the company. ► Generated 15-25 weekly appointments and quotes through proactive outbound prospecting and effective lead activity management, targeting potential customers.► Assisted clients in vehicle selection, leveraging product expertise and directing them to relevant online resources. Managed business development representatives, optimizing the lead generation process.► Developed and maintained new hire and interview processes for BDC reps/appointment coordinators.

York, South Carolina, United States

► Collaborated with technicians to assess necessary repairs and discuss cost-effective alternatives with customers, ensuring their needs were met while minimizing expenses.► Proactively informed customers about potential cost savings, warranty protections, and addressed their questions regarding service outcomes, leveraging collaboration with technicians when additional expertise was required.► Optimized the scheduling and workflow of the service center, enhancing efficiency and customer satisfaction through effective management.► Engaged with customers, attentively listening to their questions and concerns, and provided timely and accurate responses to address their needs and inquiries.► Offered estimates and pricing for repairs and services, skillfully upselling customers on products and services that would benefit their specific needs, while maintaining a high level of customer satisfaction.

Clover, South Carolina

► Effectively communicated with stakeholders, including vendors, upper management, and peers, ensuring clear and concise exchange of information. Diligently monitored financial bookkeeping for accuracy and compliance, promptly resolving any identified discrepancies.► Oversaw the monthly closing process, meticulously ensuring the timely and accurate reporting of all accounting financial information.► Reviewed bank account statements to reconcile accounts and maintained precise documentation of correct financial information in the general ledger.► Coordinated office operations, optimizing efficiency and ensuring compliance with company policies, thereby enhancing overall productivity.► Compiled comprehensive weekly Cash Disbursement reports, providing valuable insights to management for enhanced planning and informed operational decision-making.► Implemented a rigorous verification process to improve accuracy in accounts payable payments, ensuring thorough verification of all information prior to generating checks and electronic payment transfers.

Rock Hill, South Carolina

► Handled a high volume of incoming calls, chats, and emails, consistently meeting or exceeding benchmarks for call speed, accuracy, and volume. ► Addressed general inquiries and provided exceptional member service, assisting with name changes, account information, stop payments, ACH transactions, debit or credit card inquiries, and questions regarding share and loan accounts.► Conducted thorough research to resolve member problems and complaints promptly, managing escalations with polite service, knowledgeable support, and utmost professionalism to safeguard the bank's reputation.► Proactively cross-sold products and services based on member needs and requests. Completed loan servicing procedures to ensure compliance with bank and regulatory terms and conditions.

Rock Hill, South Carolina

► Provided customers with comprehensive information on bank accounts, institutional policies, and a range of financial products and services. Handled all customer relation issues in a gracious manner, adhering to company policies.► Developed strategic financial solutions tailored to individual client needs, ensuring optimal outcomes.► Conducted cash and check balancing to verify the accuracy of daily and monthly cash accounts. Assisted customers in opening and closing accounts, applying for loans, and making informed financial decisions by collaborating with loan officers and financial advisors.► Cultivated strong relationships with new and existing customers, fostering branch loyalty and effectively addressing their financial needs.► Ensured the accuracy and integrity of every check or funds transfer while strictly adhering to guidelines to protect financial and customer data from breaches and misuse.

Rock Hill, South Carolina

► Handled a high volume of telephone and email requests from clients and county courts, promptly and accurately providing detailed information about products and services.► Created and maintained spreadsheets, generating administrative and logistical reports. Tracked and submitted employee time sheets to the accounting department for payroll processing.► Prepared and processed a variety of secure documents, including contracts, court orders, expense reports, and invoices.► Engaged in effective communication with clients and reporting officers, emphasizing the importance of adhering to laws and statutes, and providing guidance on enhancing compliance.

Bachelor Of Science - Bs, Business Administration- Finance

Certificate, Aesthetician/Esthetician And Skin Care Specialist