Lucas Stacy Email & Phone Number

Remote

Proactively manage project details from initiation to completion, ensuring adherence to deadlines and effective communication with all stakeholders.Ensure workshops are delivered punctually and within budget, following detailed workflows for creative learning programs.Produce and manage online events, serving as a producer.

Remote

Developed and implemented a comprehensive corporate training program for over 200 employees resulting in an increase in productivity and a decrease in employee turnover.Conducted needs assessments to identify knowledge gaps and facilitated training workshops to address these gaps. Collaborated with senior leadership to align training initiatives with.

Remote

Onboarded and maintained relationships with a diverse book of business, driving satisfaction and loyalty through proactive engagement. Collaborated with Sales to develop and execute strategic account plans, resulting in renewals, upsells, and enhanced relationships.Analyzed customer usage data to identify trends, driving targeted campaigns for improved.

Indiana And Kentucky

Provided onboarding of SaaS products to designated dealer groups.Coordinated, managed, and monitored dealership performance across Indiana and Kentucky states.Identified and communicated targeted best practices and solutions to optimize performance.Conducted performance reviews with key decision makers.

Grand Rapids, Michigan

Assist in the management of lending portfolios for three SVP Commercial LendersPrepares/composes written correspondence and memos as requested by Commercial LenderMaintain calendars, contacts, and travel arrangements for Commercial Lenders Office management responsibilitiesProcess background checks, UCC filings, and dischargesEnsure loans and processes.

Greater Grand Rapids, Michigan Area

• Responsible for the selection, training, development, and performance management and supervision of banking center staff.
• Assist with managing all aspects of banking center operations and sales
• Plan and assign teller schedules and workflow to ensure optimal customer service
• Continually meet and exceed sales goals
• Increasing customer awareness of our products and services, and addressing other financial needs
• Opening of deposit accounts, loan origination, and cross-selling additional products and services

Fort Wayne, Indiana Area

Delivering outstanding service through the efficient processing of banking transactions.Increasing customer awareness of our products and services, and addressing other financial needs.Opening accounts, taking loan applications, and cross-selling additional products and services.Provide training and coaching of banking center sales staff. Acting manager.

Noblesville, Indiana

Coordinate both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service. Generate and maintain profitable customer relationships while satisfying and exceeding customer financial needs and expectations.

Fishers, Indiana

• Collect delinquent saving and loan accounts
• Answer incoming customer query phone calls
• Process phone payments
• Negotiate payment arrangement
• Coordinate with repossession vendors

*Manage companies entire delinquency portfolio *Conduct monthly collection meetings with top level executives*Negotiate payment plans and settlements *Collect tenant delinquencies of rent, taxes, and insurance *Maintaining, updating, and filing of tenant records and account files

Carmel, IN

Interviewed clients to undercover financial needs Attended networking events to increase community awareness of the banking centerIncrease customer awareness of banking products and servicesMaintain accurate balancing recordsProcessed general banking transactions Assisted with banking center events and planning

Evansville, IN

*Collected delinquent loan accounts ranging from 15 to 29 days behind*Answered in coming customer query phone calls*Coordinated management of wealth accounts with loan officers*Assisted customers with closing accounts on matured loans*Administered new employee training programs