Tina Voncanon Email & Phone Number

United States

United States

Charlotte, North Carolina Area

Charlotte, North Carolina Area

Utilized leadership, knowledge development and project management subject matter expertise to successfully drive organizational effectiveness and grow a culture of achievement-oriented professional and technical development. Provided a wide variety of day-to-day support to Learning Development management, facilitated new hire and employee training, and developed training content.Success & Impact:• Delivered existing company training requirements including product knowledge training and soft skills• Created, implemented, and maintained training tools and materials• Managed the logistics of training schedules and classroom materials• Assisted team members with content research and development for new technology releases

Charlotte, North Carolina Area

Served as operational policies and procedures subject matter expert for a team of Service Associates and Financial Advisors. Provided real-time coaching for a team of Service Associates regarding excellence in service, policies and procedures.Success & Impact:• Effectively reviewed and graded Service Associates’ recorded calls and Service requests in order to provide additional coaching and development• Actively built relationships with Financial Advisors, researched and resolved complex issues, and set expectations with advisors regarding escalations, exceptions, and service accountability

Charlotte, North Carolina Area

Collaborated with financial advisors, advising operational and financial policies and procedures.Success & Impact:• Created and facilitated supplemental training for Service360 teams to include new technology, additional resources available, and tools to provide excellent customer service by educating advisors• Prepared monthly newsletter for all service centers, helping improve communications by streamlining information• Researched complex issues, defined actions necessary to resolve the issues, took ownership of the inquiry, and set expectations with advisors

Charlotte, North Carolina Area

Designed and facilitated institutional procedures, as well as produced evaluations to ensure financial services compliance. Managed institution level preparations for conversion from one broker/dealer to LPL Financial broker/dealer utilizing a customized project plan for each institutionSuccess & Impact:• Researched transactions, assets, securities and identified issues to ensure the full integration of an acquired financial services company with LPL Financial. Implemented shutdown procedures of fully transitioned institutions• Assessed compliance/legal issues regarding movement of financial assets. Utilized risk management strategies to balance client outcomes and regulatory protocols• Prepared and distributed weekly reports with integration completion percentages to programs and executive team

Charlotte, North Carolina Area

Analyzed project strategies, making recommendations, and operationalizing improvements and changesSuccess & Impact:• Managed institution level preparations for conversion from UVEST to LPL Financial utilizing a customized project plan for each institution• Served Liaison between the Program Managers and LPL Financial subject matter experts in various departments regarding conversion to ensure a seamless transition• Evaluated actions, procedures, goals, and milestones for timeliness and effectiveness• Develop new and improved processes and created new data tracking spreadsheets, reports, and templates

Charlotte, Nc

Delivered a holistic banking experience for customers by maintaining the utmost satisfaction, performing outstanding service, identifying solutions and cross selling banking products. Analyzed customer portfolios, recommending investment options and other financial products to meet personal financial goalsSuccess & Impact:• Developed sales techniques, service expectations and compliance guidelines within an all-inclusive operational strategy to drive branch business• Implemented innovative new business and marketing ideas for Financial Center growth strategies• Analyzed and monitored monthly risk management and performance reports for each strategy to assess performance, risk, and evaluate changes to recommended positions and portfolio weightings• Personally trained staff in a number of compliance, regulatory and service areas. Supervised and coached staff on sales techniques, service expectations and compliance guidelines• Responsible for dual control and security of the bank vault and Financial Center• Consistently achieved 1st out of 17 personal bankers in sales and service within the same market

Charlotte, Nc

• Worked closely with underwriters, providing documentation required in decisioning equity loans• Managed workflow processes, exceeded service level agreements consistently• Reviewed/approved all equity loan documents for completion• Dispersed proceeds resulting from approved loans • Tracked all proceeds through delivery to the end client• Monitored the coordination of deeds and ancilliary documents from bank to recording offices across the US.

Charlotte, North Carolina Area

• Performed or supervised all activities necessary in processing of complex payroll(s) for small businesses• Assisted Payroll Manager in ensuring that all payroll, accounting and auxiliary system requirements were met (i.e. W-2's, tax filing, banking requirements, benefits, stock, and pension record keeping)• Acted as a technical and functional resource for the Payroll Specialist• Issued and updated manual checks when necessary• Performed post-production maintenance and audit to prepare for next processing cycle. • Maintained integrity and confidentiality of Payroll database• Provided timely resolution of outstanding payroll and accounting issues.• Successfully integrated newly hired employees into the Payroll system

Charlotte, Nc

• Managed client portfolio, serviced relationships, and cross-sold all products and services• Sold retail banking products. Provided broad base of financial and credit services • Developed and maintained relationships with internal and external partners to maximize sales opportunities• Used profiling analysis tools to identify cross sell opportunities• Exceeded required sales and service goals consistently

Charlotte, Nc

• Supported VP of Quality Management (of Sales) and 25 Sales Leaders in an administrative capacity• Managed and maintained VP's calendar, meetings, travel arrangements• Created and generated Quality Management reports for high-level management • Prepared PowerPoint presentations, reports, and training materials for leader meetings• Instituted community involvement project for the department, managing from it's inception to completion• Prepared meeting Agendas and Minutes

Charlotte, Nc

• Supported 3 VP Executives, managing calendars, schedules, and travel arrangements • Coordinated workflow and meetings• Maintained personnel records for 20+ employees, such as time off, timecards, correcting payroll mistakes, etc.• Operate and facilitate office equipment such as fax machines, copiers, and phone systems

Charlotte, Nc

• Managed delinquency portfolio of $1.8 million• Provided quality customer service and built relationships with internal and external clients, attorneys, and insurance companies• Counseled clients with delinquent accounts on payment options (i.e. bankruptcy, foreclosure, repossession of collateral)

Surfside Beach, Sc

• Assisted in opening a new branch for the Palmetto Government Benefits division of BCBS of SC• Reviewed and adjudicated complex or specialty claims • Determined whether to return, deny or pay claims following organizational policies and procedures, and acted as liaison between medical provider and insurance beneficiaries