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Lamar Jones Resume 2016
- 1. Lamar Jones SUMMARY Courageous leaderthat has a knack for making complex decisions that result in successful outcomes. My goal is to utilize my extensive experience in technology and management to impact the bottom line. I have a unique ability to gather data, evaluate and quickly deliver an extraordinary result. I lead by example and positively influence others to reach their potential. QUALIFICATIONS • Ability to rapidly adapt to new technology and comprehend procedures • Able to multi-task and produce exceptional results independently or as part of a team • Experience with completing complex tasks and projects with no supervision • Effective communicator comfortable interacting with anyone from end-clients to senior executives • Extensive experience with testing and documenting standard operating procedures • Provide quality control review for all grid assignments and set ups resulting in less than a 1% error rate PROFESSIONAL EXPERIENCE LPL Financial, LLC; Charlotte, North Carolina December 2013-Present Compensation Lead, BROKER DEALER SUPPORT SERVICES Supervise the Client Compensation Technology Team. Responsible for managing and delegating duties relating to compensation reporting for LPL advisors. I have been heavily involved in project management, vendor assessment and relationship management with several of our institutions. • Created process for team to increase efficiency in processing 1000+ daily bank transactions resulting in a decrease of errors and meeting SLA 100% month to month • Analyzed and tracked previous data in order to forecast future trends and spikes in business • Process and reconcile 64k transactions monthly for First Niagara utilizing Xtiva reporting system resulting in meeting 95% SLA 9421 Macquarie Lane Charlotte, North Carolina 28227 980.613.0226
- 2. • Implemented andled the departments shadowing initiative which significantly increased engagement scores for the year by more than 15% • Developed onboarding process for new hires in the Client Compensation Team • Presented knowledge shares to several different business units including Business Consulting, BTS, and Direct Business o Presentations have also included outside parties such as Financial Resources Group in order to improve the business understanding and relationship • Client Compensation Top Performer award recipient on several occasions for outstanding results • Rewarded with multiple 3 LPL Spot Bonus awards for exemplary service • Provided testing and analysis in the initial stages of the Client Works Revenue Analytics and Processing Project (RAAP) • Point of Contact for escalations as well as troubleshooting issues and problem resolution in regards to reporting • Extremely involved with BTS enhancements to reporting systems as well as the migration of banks on and off those platforms LPL Financial, LLC; Charlotte, North Carolina February 2013-December 2013 Senior Commissions Specialist, BROKER DEALER SUPPORT SERVICES Responsible for the I21 commissions team and providing compensation and reporting support to large institutional clients. • Delegating tasks, distributing work, and ensuring SLA’s and accuracy standards are met • Monitoring volumes and preparing weekly status reports for senior management • Leading training and development initiatives to ensure staff flexibility • Implementing new policies and procedures and ensuring supervisory controls are sufficient DIRECT BUSINESS SPECIALIST, UVEST FINANCIAL SERVICES October 2007- February 2013 Served as a specialist responsible for reviewing new account applications for accuracy and establishing internal shell accounts for tracking account status and commission settlement. • Maintaining a daily account reconciliation of the commission account and wire account • Setting up net-wire agreements and processing initial premiums with insurance carriers • Reconciling netted transactions to ensure commissions were calculated accurately Bob Evans Restaurant; Charlotte, North Carolina June 2004 – October 2007
- 3. ASSISTANT GENERAL MANAGER Primarilyresponsible for developing and executing a business plan that included fiscal responsibility, manpower planning and local marketing strategies to maximize sales, meet budgets and ensure a quality experience for customers. • Ensuring business and personnel practices were within the law and consistent with policies and procedures • Providing a quality product by upholding food safety, food handling and sanitation requirements • Ensuring all employees were trained, motivated and empowered to deliver total customer satisfaction EDUCATION Bachelor of Science in Business Finance; Buffalo State College, Buffalo New York; Minor: Economics REFERENCES Upon Request