Laura Rhoades Email & Phone Number

Columbus, Oh, Us

Analyze trends, escalate issues and communicate results with the sales management team. Identify opportunities for improvement to strengthen overall quality of sales associate work.- Organize the Accuracy and Compliance monthly update meeting and present the previous months results to the sales management and senior sales management team. Compile process and regulatory data, update presentation and work closely within the ACE team to ensure deadlines are met.- Create action plan documents to develop and implement new processes or modify and update existing processes within the line of business.- In 2014 rolled out the W9 control enhancement. Oversaw the implementation, education and process amongst the Business Control Partner, Fulfillment and Sales teams.- Persistently work with upper sales management to resolve outstanding exceptions aged beyond 120 days. Reduced number by 104 exceptions from August to December 2014.- Perform reviews of the quality and accuracy of the Relationship Account Officers. Analyze data to provide feedback to the sales management team and coaching opportunities for their associates.

Planned, organized and fulfilled doctor's project goals through diligent follow up and communication. Maintained their budget to ensure all necessary items were accounted for a well rounded practice.- Managed an average of 65 customer relationships worth $25 million of business practice loans at any given time.- Forecasted their needs; problem solved and obtained documentation to get loan conditions cleared to ensure invoices were paid in a timely manner and projects moved quickly and smoothly.- Leveraged new relationships through an excellent customer experience via vendor and doctor referrals.- Participating member of the Sales advisory board. Met with upper management to present problems the Project Management team faced and the solutions developed to make the position more efficient.

Met with customers to discover their financial needs, provide product and service recommendations as well as partnered with specialists to deepen the customer relationship and contribute to the success of the firm.- Personally averaged 22 new accounts per month; 144% above monthly goal.- Provided customer issue resolution through research and inquiries.- Organized Chase at Work events with different employers, which allowed us to visit the business onsite, set up a booth and offer Chase products and services to all of their employees.