Lorel Bennett Email & Phone Number

Florida, United States

I’d like to share that after a lot of prayer and reflection, I’ve made the exciting transition to the Iron Valley Real Estate North Florida Wildlight Office! 🤩I am excited to take my real estate career to the next level by joining a team with not only years of proven experience but a well respected and trustworthy reputation in commercial and residential real estate. 🫱🏻‍🫲🏽Thank you for your continued support and encouragement! Let’s goooo! 🚀 #itsofficial Lorel McClellan Bennett, FL Realtor® Iron Valley Real Estate North Florida☀️ 🏖️ 🌊 🐚 🔑 🏠 License: SL3575869📱678-936-8999📇 904-849-5163📧 lorelbennettproperties@gmail.com💻 www.lorelbennettproperties.com#floridarealtor #realtor #floridarealestate #lovewhereyoulive #ameliaisland #ameliaislandrealestate #nassaucountyrealtor #realestateinvesting #investorswelcome #northeastfloridarealestate #floridalisting #buyinflorida #floridarelocation #ameliaislandflorida #ameliaislandfloridarealtor #ameliaislandrealtor #thesouth #coastalsoutheast #islandliving #listingagent #floridalistingagent #listingspecialist #buyersagent #buyerswelcome #listlocalwithlorel #conciergerealtor #commercialrealtor#residentialrealtor #hardcorenegotiator #gettingthebestdealforyou #ironvalleyrealtor #ironvalleyrealestate #doyourthing #northflorida

Northeast Florida Coastal Living Specialist

St Marys, Georgia, United States

Jacksonville, Florida, United States

· Adhering to SEC & state laws and regulations so that market action requests are compliant for 9 North Florida Complex branch offices· Responsible for reacting quickly and accurately on market sensitive errors causing minimal risk to the branch & firm· Knowledgeable in securities terminology & building rapport with internal trading partners and support staff· Organized error tracking procedures and filing in order to make the month end process more efficient also providing training to staff· Accountable for reconciling errors and matching off allocation charges to each FA· Conscientious in minimizing costs to the branch/FA by reviewing each error correction & proactively analyzing the best outcome· Direct support for two Client Relationship Managers in the North Florida Complex, handling elevated branch issues and expense reporting· Proactively monitor 3 queues, primarily senior management approvals for requests entered by 9 branch offices notating risk and potential fraudulent activity· Auditing the daily processing of service requests: Broker Transfers, Checks, Fed Funds, JEs, Retirements, & Standing Instructions, Fees, Securities· Reviewing client instructions, signed documents, and working with the internal departments to insure all legalities are accounted for· Performing a series of local checks and balances to meet compliance and firm audit requirements

Jacksonville, Florida, United States

· Successfully transitioned several billions of dollars from competing firms belonging to newly recruited Financial Advisors of Merrill Lynch.· Actively supervised TMT transition responsibilities as well as maintained operational standards consistent with the ATS Balanced Scorecard for Exposure Management and Control.· Supported management efforts to increase the TMT survey scores by identifying trends that may uncover training deficiencies. .· Provided process improvement suggestions and spearheaded solution implementations as well as composed and reviewed business requirements when necessary.· Ensured training was scheduled and delivered to all associates as needed· Fostered and maintained relationships with all business partners, particularly the branch network, to address business issues and increase customer satisfaction by setting appropriate expectations with recruit and branch management during all phases of transition.· Consistently received 90% favorable rating or higher from branch management each month on the TMT onsite support survey

Jacksonville, Florida, United States

· Responsible for processing in a global network queue of market action items from Merrill Lynch branches and placing cover trades to close incorrect positions in client accounts: equities, options, structured products, corporate actions, reorganization events, & worthless security removals· Wrote procedures for the NFS (BAI/ML) conversion market action correction process involving a $244 billion merger· Saved Merrill Lynch $67 million on a branch error as well as requested by the FDS Director to speak to 2,000+ associates on the importance of accuracy, hard work, and motivate firm pride· In charge of reporting, researching, and presenting OPVAR’s 10 largest firm wide errors on a monthly basis· Conscientious in monitoring and allocating the incoming and outgoing trades and associated P&L for 9 error accounts, while making sure that no marketable position ages past 30 days· Assists the Merrill Lynch Service Network Error Control phone team with on call training, building templates, and composing presentations in order to expedite inquiries and efficiently instruct branches· Communicates innovative ideas for processing improvements while contributing in EAM technology training initiatives as well as contributed in an options error correction Six Sigma project in order to make current procedures more efficient and timely relating to market action processing; assisted technology & compliance in restructuring branch forms, training materials, and firm websites· Participated in a Communications Focus Group as well as presented suggestions to the Jax FDS Director highlighting ways to improve corporate communications within the firm

Annapolis, Maryland, United States

· Frequent client contact, typically by telephone, but also in-person, and by email as service/sales support· Resolving client inquiries and complaints and determining which issues require immediate elevation to the Financial Advisor or a member of the branch management team for a combined book of $40+million· Merrill Lynch account administration & maintenance; prior knowledge of financial products, policies, and procedures· Strong client service & technical skills (MS Word & Excel) and responsible for 70+ workstations with financial encryptions including software and hardware updates and replacements as the Branch Service Administrator· Strong communication, time management and organizational skills so that the 6 Financial Advisors I supported could be better focused on asset-gathering and revenue generating opportunities· Knowledge of cashiering and daily operational duties as a Service Support Controller· Named Top Client Associate in 2008 for Maryland Region; won Service Quality Award 2008 & 2009

Williamsburg, Virginia, United States

· Supervision of office equipment, supplies, and technological updating as well as the liaison between the local store and corporate home office· Accounting knowledge, Daily Sales Reporting, Labor Summations, correspondence· Prepared and approved payroll and managing confidential paperwork for over eighty employees· Utilized and maintained accounting programs: Restaurant Magic, Aloha, MenuPro