Timothy Lloyd Email & Phone Number

Washington, DC, US

Chicago, Illinois, US

Supporting the overall marketing and business development efforts of the Private Equity, Mergers & Acquisitions, Funds, Real Estate, Employee Benefits and Compensation, and Financial Service Practices, including: Coordinating with the attorneys to prepare proposals and responses to RFPs, while also ensuring all practice materials are up to date and new.

Bethesda, MD, US

- Direct responsibility managing over $600 million in investment portfolios for top individual and institutional firm clients - Acting as the main point of contact for clients and on the clients’ behalf to internally communicate their business priorities and potential obstacles to the firm’s key stakeholders and business function leads - Cultivating client.

Bethesda, MD, US

- Engaged with clients on project requests and inquiries, including accurate and timely asset status reports, policy transactions, and regular portfolio reviews - Analyzed client portfolio data for any potential issues, including risk assessment and monitoring of policy transactions and finances, and flagged any actionable steps with clients and internal.

Bethesda, MD, US

- Partnered with management and clients regarding atypical inquiries and project requests, including expedient solutions to arising concerns- Ensured the accurate reporting to clients of financial information and transactions critical in the maintenance of portfolios totaling over 800 individual policies and over $1.5 billion in assets- Coordinated.

New York, New York, US

- Maintained relationships with major corporate clients, including BestBuy, Sears, The Home Depot, Zales, and Goodyear, to regularly facilitate credit applications - Provided resolution of escalated client requests- Defended Citibank products from fraudulent activity through the use of LexisNexis and Innovis- Maintained an unblemished record on all.

- Analyzed trade desk information and compared to third-party data on daily and weekly reports- Maintained databases necessary for tracking and generating business objectives while reporting irregularities for reconciliation

Charles Town, WV, US

• Conducted in-depth research on student financial accounts for the purposes of reconciliation of financial information
• Provided Microsoft Access formatting for student information used to determine funding received
• Administered daily and bi-weekly transfers of student financial records to the Department through our S.F.T.P. program
• Managed funding disbursement sequences through our EDconnect, Regent 8, and S.F.T.P databases
• Completed funding corrections and reductions due to Return to Title IV calculations
• Updated student ledgers and system information in the event of incorrect system reductions

Charles Town, WV, US

• Assisted transition of student financial packaging from a third party to an in-house database system.
• Provided analytical support for test accounts for mainframe updates and maintenance
• Tested patch fixes in multiple environments simultaneously
• Adhered to strict deadlines on multiple, simultaneous, aspects of system advancement.
• Served as Database Administrator for S.A.I.G. gateway, a file transfer program for the Department of Education
• Provided user access and configuration assistance to various teams

Charles Town, WV, US

• Extensive customer service, ensuring student satisfaction and compliance with all Federal regulations.
• Assisted students through the Financial Aid process through both e-mail and one on one conversation
• Remained objective and professional through difficult situations
• Promoted efficient collaboration between departments to ensure conflict resolution
• De-escalated student issues to prevent unnecessary transfers
• Served as training mentor to new team members to demonstrate proper etiquette and professionalism

• Extensive customer service, focused on ensuring customer satisfaction and sales generation
• Assisted customers in identifying their retail needs
• Offered cutting-edge solutions in a friendly, confident and knowledgeable manner
• Executed proper operations procedures in the absence of the Store Manager
• Responsible for the correct handling of late night bank statements and deposits.
• Ensuring compliance with standards of store operation including stocking, cleaning, and merchandising