Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Investments are:Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.•Provide administrative support for two Financial Advisors, serving over 1,400 clients nationwide.•Act as a system administrator for Salesforce CRM and other applicant tracking programs, oversee data management, address lead inquiries, resolving client complaints, and create and maintain reports.•Ensured adherence to compliance requirements of FINRA, Broker/Dealer, OSJ & Insurance Agency Regulators, resulting in 100% legal privacy protection compliance within Federal and State law and regulations.•Perform general office support organizing calendars, scheduling appointments, assist advisors with conducting research and compiling data, and making recommendations for process improvements and streamlining procedures.•Supported team and independently coordinated branch referrals, screened and interviewed referrals, aligning expectations between advisors and investors, resulting in 100% full-cycle referral closure rate within 2 years.

• Conduct thorough review, scanning, labeling, filing, and auditing of home equity loan documents, including confidential and publicly disclosed personnel records, as well as analyzing documentation to determine ratios, credit, and collateral acceptability; prepare, maintain, and reconcile indexes and inventory tracking systems.• Conducted timely follow up with outside sources for outstanding documentation to ensure receipt within turnaround time standards.• Enhanced customer satisfaction and retention by ensuring 100% funding accuracy for 1,000+ home equity loans monthly in 8 months

• Resolved member issues by providing superior customer service and analyzing sensitive personal information, using problem-solving skills, resulting in completion of loan funding goals and increased member satisfaction.• Make informed decisions and apply knowledge to changing financial situations based on operational need and impact on members.

• Delivered exceptional first impressions by greeting internal and external members with prompt, efficient, courteous, and professional service, contributing to a positive reputation and increased referrals.• Contributed to in person new hire employee orientation, and onboarding activities, and provided training to new concierge employees, facilitating a seamless transition into their roles in the live job environment.

• Exceeded loan goal by achieving over $500k in funded consumer loans, boosting the company's loan portfolio in 12 months.