Logan Asercion Email & Phone Number

San Diego, Ca, Us

• Provided Level 2 support for complex compensation, ensuring timely resolution for over 2000 cases annually.• Supported advisor onboarding and succession planning, ensuring smooth transitions.• Coached advisors and staff to optimize technology and reporting efficiency.• Proactively engaged advisors in billing and tax season activities.• Supported department in compensation tasks, prioritizing improvement.• Demonstrated strong organizational, critical thinking, and communication skills.• Excelled in fast-paced environments with focus on quality and detail.• Lean Six Sigma Yellow Belt certified, committed to ongoing professional development and industry trends.• Proficient in Oracle, Salesforce, Dynamics, and Beta software.• Managed critical projects for bi-monthly billing cycle, including 180 and Bonus Calculation.• Contributed to cross-departmental research and analysis, with a focus on LPL acquisitions.

San Diego

•Used MS Excel to organize company data and budget reports into detailed pivot tables for clients. •Created compelling graphics for advertisements and corporate branding, enhancing company visibility and engagement across various platforms.•Designed strategic social media, sales, & marketing objectives through competitive research, platform determination, benchmarking, messaging, and audience identification. •Generated, edited, and published daily content to build meaningful connections between clients. •Created client's social media presence, attributing to account growth and influence with a result of routine engagement. •Devised weekly content and scheduled outreach plans. •Use of CRM platforms such as Salesforce and Hootsuite for client relations.•Maintain data and data entry records using MS excel.

•Generated solar energy customer leads to develop new accounts.•Maintained 30+ customer relations daily through the use of Salesforce.•Sales-focused position educating communities on opportunities and incentives to transition to solar power. •Interpreting customer's current energy invoices to display energy cost savings through clean energy, for worthwhile investment and an increase to customer's home value.•Developing customer relations and trust through excellent customer service skills.

San Diego, California

•Assessed debt and loan to value ratios, evaluated credit scores and property appraisals.•Maintained a pipeline of customer relations through internal CRM designed by GEQ Finance.•Verified qualifications for all loans processed within my department.•Applied underwriting guidelines to loan applications including Conventional, VA, and FHA loans.•Authorized second check audits for all loans reviewed.•Monitored market performance and pricing levels based on economic trends and fluctuating rates.•Task automation using macros.•Creating dynamic reports with PivotTables.

Greater San Diego Area

•Analyzed technical issues and maintain client interactions•Assisted in overseeing project merging of data and history integration National Planning Holding's INC and Albridge Solutions.•Monitored and maintained advisor relations through Salesforce and Client Reporting CRM.•Taking existing data from documents and inputting it into Excel.•Answered client queries and identified new business opportunities among existing advisors.•Coordinated projects contributing to the development of standards and processes to improve operational efficiency.•Assisted in data management for client-based configurations.•Developed strong relationships with customers.•Analyzed data to ensure quality, track missing information, and troubleshoot software malfunction.•Displayed exceptional knowledge and understanding of the intricate internal software system developed by LPL.

San Diego

•Provide an outstanding, safe, and educational experience to students on land and in the water•Explain and demonstrate proper surfing techniques and equipment care•Prepare customers for a safe experience by providing thorough introductions to equipment and safety requirements•Perform equipment inspections and complete preventative maintenance projects· Monitor changing weather and ocean conditions and make appropriate decisions to ensure safety of students, staff, and other water users

San Diego, California

•Managed the tracking of all programs and sub-projects objectives, lifespan & daily agendas, deadlines, project scopes, and analyzed budgets following the full Software Development Life Cycle compliance.•Identified risk, critical dependencies, and contingency plans and documented impact to schedule and/or costs.•Monitored and tracked data using MS Excel

Virginia Beach, Virginia

•Supervised front desk teams, overseeing team scheduling and shift management. •Produced and implemented a new successful operational system for valet & bellman staff to execute arrivals more efficiently.•Consistently provided a positive customer service environment maintaining the 98+ percentile based on customer feedback reports.

Bachelor Of Science (B.S.) In Technical Management, Project Management

Business Administration And Management, General And Sociology

Activities and Societies: Club soccer

Business Administration And Management, General

Activities and Societies: Phi Betta Kappa honor society , honors list, student athlete, all american team.