Liz Bartlett Email & Phone Number

San Francisco, California, US

San Francisco, California, US

Responsible for operational excellence related to SoFi's core platforms, benefits programs, and the overall member experience across products. Includes identifying and implementing process improvements, providing operational requirements for new features/products, and partnering with product teams to develop strategies that improve existing.

San Francisco, California, US

Created SoFi Operations cross-sell program centered around providing excellent service as a means to expand the relationship. Successfully completed three revenue-generating pilots to prove out the business case.

An incubator focused on exploring, building and investing in emerging growth opportunities, business models and solutions that transform lives and investing for the better.

Wholly owned and funded by parent company TD Ameritrade, Nimbly is a fintech company focused on helping young people crush their debt and grow their savings. I used customer feedback and data to find new ways to improve our processes and the customer experience. As the head of Nimbly's Operations department, I was responsible for our customer support.

Omaha, NE, US

Championed, influenced, trained, and coached leaders and their business units through adopting Lean methodology, tools, and mindsets.Specialized in the organization and facilitation of high visibility cross-business unit kaizen events that aligned with enterprise and departmental strategic goals. Owned the project management and implementation of solutions.

Omaha, NE, US

Led and coached a team of 12-15 financial services representatives in a service to sales environment. Responsible for meeting and exceeding target metrics in efficiency, sales, and client satisfaction- as well as meeting quarterly asset goals. Encouraged and promoted a culture where associates act as true advocates for our clients. Provided professional.

Omaha, NE, US

Assigned a 6 month loan position to influence and promote the health of the problem solving culture within Investor Services at TD Ameritrade. Responsible for coaching teams, team managers, and senior managers to improve their knowledge and efficiency with the problem solving steps. This includes providing direct feedback, transparent reporting, asking.

Omaha, NE, US

Interviewed, hired, trained and managed a team of temporary associates for the 2013 tax season. Held collaborative weekly coaching sessions centered around strategic SMART goals and action plans. Completed call reviews and constructive feedback as part of supervision requirements. Continually focused on maintaining team motivation relating to service and.

Omaha, NE, US

Temporary assignment as part of the seasonal manager role to assist with the training and onboarding for the 2013 tax season associates. Faciliated up to 15 hours a week of the new hire program, and took on additional responsibility to build and redesign content as part of an ongoing program revision. Also responsible for managing and monitoring the.

Omaha, NE, US

Created consultative conversations with new and potential clients to TD Ameritrade through inbound calls and LivePerson chats. Offered 'White Glove' service to help onboard them to our website and platforms. Provided suggestions for additional tools and resources that might fit their needs.

Omaha, NE, US

Responsible for providing answers and context to call center and branch associate questions through inbound phone calls and LivePerson chat. Received client escalations and was empowered and expected to resolve based on balancing business risk and protecting the client experience.

Omaha, NE, US

Series 7 and 63 licensed

Omaha, NE, US

Provided emergency medical support for both veterinarians and consumers in a high-stress call center environment, as well as follow-up case management. Routinely handled the most difficult consumers and customer referrals.

Treated a wide range of companion and exotic animals including dogs, cats, birds, ferrets, hamsters, guinea pigs, sugar gliders, turtles, lizards, and snakes.