John Mclain Email & Phone Number

Indianapolis, Indiana, United States

United States

• Direct tracking and continuous enhancement of reporting systems with goal of reducing penalties for missed delivery dates• Increased communication between loan sales desk and officers via phone, email and chat digital platforms.• Priced and sold each loan according to its individual unique characteristics within an overall pipeline of $5mm• Maintained call logs and chain of command for documentation• Maximized the use of industry standard ERP (Encompass) to maintain workflow

• Showcased exceptional team leadership to guide a 7-person team of agents, produce $200K in monthly premium sales, and boost employee retention.• Transformed company culture by traveling to dealerships, organizing sales contests, and establishing referral incentive programs.• Headed strategic planning by organizing key projects, fostering continuous process improvement, and optimizing process workflows.• Served as subject matter expert for business development by coaching sales representatives on market expansion tactics.• Delivered key insights to senior management by analyzing performance metrics, outlining action plans, and presenting findings.• Orchestrated monthly agent audits & related documentation processes to strengthen regulatory compliance.• Served as critical liaison between internal & external stakeholders during company sale & post-closing process.

Indianapolis, Indiana Area

• Deployed quality improvements to consistently increase customer satisfaction ratings and introduce strategic risk assessment plans for home & vehicle coverage.• Created and implemented new hire training programs by providing 1-on-1 coaching, developing KPIs, and increasing employee retention.• Delivered exceptional organizational leadership & customer service skills to earn promotion to Resolution Specialist role, which provided second-tier support for internal leaders.

Indianapolis, Indiana Area

• Enabled 100+ customers to reestablish credit and reenter banking system by connecting clients with Indianapolis Second Chance Program.• Consulted customers on personal wealth & growth strategies during banking crisis through effective interpersonal skills.• Partnered with internal leaders to develop new personal loan markets and equity lines of credit.

Fishers, Indiana

• Confidently managed the Financial Services Team as it navigated notable transactions; meticulously researched client inquiries and worked cross-functionally with five departments to ensure comprehensive client satisfaction• Developed and launched the use of a training module for multiple financial teams; included instructed new team members on interpreting financial statements• Fielded questions due to being a subject matter expert (SME) on Exchange Traded funds, options and related hedging; tasked as the well lead contact to handle client escalations• Identified and worked to resolve consumer discrepancies as they were discovered, generating over $1M in savings

Tampa/St. Petersburg, Florida Area

Master Of Management Msm, Business, Management, Marketing, And Related Support Services

Bachelor Of Applied Science - Bs, Finance And Financial Management Services