Laniesha Newton Email & Phone Number

Scottsdale, Arizona, United States

Processed transactions and reviewed documentation to ensure requests have been completed accurately and in a timely manner. Reviewed transactions for accuracy, completeness and adherence to all internal and external regulations. Demonstrated the ability to work in a high-volume situation with time constraints and to adapt within a fluid work environment while prioritizing and handling multiple tasks in a rapidly changing environment.

Phoenix, Arizona, United States

Reviewed, researched, and analyzed specific metrics surrounding sales and referral activities as they related to potential sales and service quality violations within Regional Banking. Conducted moderate to complex reviews including data analytics and trending of sales quality findings, setting up case files and effectively communicating findings to appropriate contacts or partners when necessary. Clearly communicated the overall processes and provided feedback to appropriate contacts regarding identified material deficiencies or issues including identified inconsistencies.

Phoenix, Arizona, United States

Performing a variety of retirement plan transactions, i.e., IRA, 401(k), 403 (B), etc. while applying specialized plan processes and achieving very specific productivity/ quality standards. Responsible for the accurate and timely processing of IRA contributions, distributions and rollovers into our record-keeping system. Responsible for multi-tasking in a highly organized fashion to work through and revisit tasks when required information is obtained. Navigate a PC based internal workflow system while working with multiple monitors to perform advanced data entry functions.

Scottsdale, Arizona, United States

Conducted apartment tours, answered questions and highlighted selling features and benefits of the property. Respond to leads, closing out leases by ensuring application approval and obtaining lease signatures. Communicate with prospective residents effectively and professionally. Secured an average of 20+ approved rental agreements each month.