James Lanier
James Allen Lanier, M.B.A.
Kennesaw, Georgia Email: ------------ Phone:------------
Business management professional with over 16 years of business and client support services experience.
Professional Experience
Facility Assessor, 4S Silversword Software and Services 8/2020 to 1/2021
? Tour and assess government managed centers to ensure facilities meet required standards given by government stakeholders.
? Collaborate with engineering and industrial hygienists Subject Matter Experts to gather data for Standard Operating Procedures / SOPs and checklist for assessment of each site.
? Review and assess policies and procedures to include those related to COVID-19 for measures related to reopening centers.
? Manage handling of facility reopening issues, deficiencies, and trends for continuous process improvement and resolutions.
? Collect and present feedback regarding facility resumption plans to management team.
Achievements
Contributed to the reopening process of 15 to 20 government managed centers for perspective student attendees.
Contributed to the creation of an auditing tool for assessing various center resumption processes.
Beneficiary Services Representative, E*TRADE Financial 6/2018 to 8/2020
? Managed client accounts by providing guidance, education, and necessary information to re-register assets upon the death of account holders.
? Followed legal operating procedures for documentation distribution of proceeds to client estate or beneficiaries.
? Collaborated with attorneys, local courts and other legal officials to remedy estate related issues concerning client accounts.
? Supported company business partners in Legal, Tax & Retirement, Maintenance Operations, Estate Operations, Principal Review and New Account Operations to resolve estate cases.
? Communicated with clients via telephone, email, and secure message regarding open estate cases and case requirements.
Achievements
Managed over 50 to 75 financial estate investment cases per quarter in order to retain company assets.
Associate Financial Services Representative, E*TRADE Financial 10/2016 to 6/2018
? Educated clients on financial products to assist with preparation for investment needs.
? Contributed as a liaison between new and existing clientele and financial consultants.
? Performed cross functional work with other business departments for the use of investment related technology and resources.
Achievements
Mitigated risk and prevented client attrition by determining investment needs and resolving
20% of team escalation cases.
Patient Intake Coordinator, Aerotek Staffing 5/2016 to 10/2016
? Ensured intake data for admissions requests were collected, completed, and communicated according to established standard operating procedures and regulatory compliance requirements.
? Coordinated with off-site Coordinators to establish appropriate placement of patients according to vacancies, health care rates and clinic capacity.
? Collaborated with various off-site facility staff and regional managers to effectively resolve issues impacting patient admissions process.
? Established appropriate placement of patients within different regional health facilities by effectively communicating with hospitals, patient service managers, and commercial integration teams.
? Ensure medical records were approved, patients were promptly scheduled and appropriate facilities received required documentation.
Achievements
Regional Management recognition for accurate and timely placement of patients across regional clinics.
Unit Manager & District Relief Manager, Waffle House Inc. 4/2013 to 9/2014
? Maintained business practices and standards by following Occupational Safety Health Administration(OSHA) guidelines.
? Performed daily restaurant walk-throughs to ensure excellent quality service for customer satisfaction and health compliance requirements.
? Promoted new business relationships by marketing special offers to local community businesses and schools.
? Provided human resource services: employee recruitment events, interviewing, training, coaching and unit payroll.
? Scheduled and directed staff in daily assignments to maximize the unit’s productivity.
? Strategically provided management relief services for various divisions in the metro Atlanta area.
Achievements
Improved 10% of unit profits by controlling daily food, beverage, and labor costs.
Minimized loss and misuse of equipment through proper supervision and staff training.
Account Representative, Bank of America 3/2008 to 9/2012
? Retrieved and processed credit, debit, check, and eCommerce payments with bank merchants.
? Reviewed customer accounts for prevention and detection of account discrepancies, fraud, and new solutions.
? Followed up with new and existing customers to ensure satisfaction with banking services and products.
? Assessed and recommended banking products and services to clients by analyzing customer needs.
? Worked with service management teams to strategize on how to improve service and sales delivered to customers.
Achievements
Quarterly manager recognition for exceeding sales goals and customer satisfaction.
Legal Assistant, Kane & Cummins Esq. 7/2004 to 8/2007
? Assisted attorneys during real estate closings, pre-closing transactions, legal documentation completion and HUD-1 settlement statements.
? Reviewed title reports for violations and title defects in order to provide feedback to attorneys.
? Responsible for handling post-closing real estate transactions by preparing checklist, closing binders, managing client database, and analyzing title commitments.
? Managed front-office administrative task which included: screening calls, managing calendars, scheduling court hearings, planning meetings, composing documents, and servicing front office clientele.
Education
Master’s Degree, MBA, Business Administration, 2013 Keller Graduate School of Management
Bachelor of Professional Studies, Business Administration, 2006 DeVry Institute of Technology
James Allen Lanier, M.B.A.
Kennesaw, Georgia Email: ------------ Phone:------------
Business management professional with over 16 years of business and client support services experience.
Professional Experience
Facility Assessor, 4S Silversword Software and Services 8/2020 to 1/2021
? Tour and assess government managed centers to ensure facilities meet required standards given by government stakeholders.
? Collaborate with engineering and industrial hygienists Subject Matter Experts to gather data for Standard Operating Procedures / SOPs and checklist for assessment of each site.
? Review and assess policies and procedures to include those related to COVID-19 for measures related to reopening centers.
? Manage handling of facility reopening issues, deficiencies, and trends for continuous process improvement and resolutions.
? Collect and present feedback regarding facility resumption plans to management team.
Achievements
Contributed to the reopening process of 15 to 20 government managed centers for perspective student attendees.
Contributed to the creation of an auditing tool for assessing various center resumption processes.
Beneficiary Services Representative, E*TRADE Financial 6/2018 to 8/2020
? Managed client accounts by providing guidance, education, and necessary information to re-register assets upon the death of account holders.
? Followed legal operating procedures for documentation distribution of proceeds to client estate or beneficiaries.
? Collaborated with attorneys, local courts and other legal officials to remedy estate related issues concerning client accounts.
? Supported company business partners in Legal, Tax & Retirement, Maintenance Operations, Estate Operations, Principal Review and New Account Operations to resolve estate cases.
? Communicated with clients via telephone, email, and secure message regarding open estate cases and case requirements.
Achievements
Managed over 50 to 75 financial estate investment cases per quarter in order to retain company assets.
Associate Financial Services Representative, E*TRADE Financial 10/2016 to 6/2018
? Educated clients on financial products to assist with preparation for investment needs.
? Contributed as a liaison between new and existing clientele and financial consultants.
? Performed cross functional work with other business departments for the use of investment related technology and resources.
Achievements
Mitigated risk and prevented client attrition by determining investment needs and resolving
20% of team escalation cases.
Patient Intake Coordinator, Aerotek Staffing 5/2016 to 10/2016
? Ensured intake data for admissions requests were collected, completed, and communicated according to established standard operating procedures and regulatory compliance requirements.
? Coordinated with off-site Coordinators to establish appropriate placement of patients according to vacancies, health care rates and clinic capacity.
? Collaborated with various off-site facility staff and regional managers to effectively resolve issues impacting patient admissions process.
? Established appropriate placement of patients within different regional health facilities by effectively communicating with hospitals, patient service managers, and commercial integration teams.
? Ensure medical records were approved, patients were promptly scheduled and appropriate facilities received required documentation.
Achievements
Regional Management recognition for accurate and timely placement of patients across regional clinics.
Unit Manager & District Relief Manager, Waffle House Inc. 4/2013 to 9/2014
? Maintained business practices and standards by following Occupational Safety Health Administration(OSHA) guidelines.
? Performed daily restaurant walk-throughs to ensure excellent quality service for customer satisfaction and health compliance requirements.
? Promoted new business relationships by marketing special offers to local community businesses and schools.
? Provided human resource services: employee recruitment events, interviewing, training, coaching and unit payroll.
? Scheduled and directed staff in daily assignments to maximize the unit’s productivity.
? Strategically provided management relief services for various divisions in the metro Atlanta area.
Achievements
Improved 10% of unit profits by controlling daily food, beverage, and labor costs.
Minimized loss and misuse of equipment through proper supervision and staff training.
Account Representative, Bank of America 3/2008 to 9/2012
? Retrieved and processed credit, debit, check, and eCommerce payments with bank merchants.
? Reviewed customer accounts for prevention and detection of account discrepancies, fraud, and new solutions.
? Followed up with new and existing customers to ensure satisfaction with banking services and products.
? Assessed and recommended banking products and services to clients by analyzing customer needs.
? Worked with service management teams to strategize on how to improve service and sales delivered to customers.
Achievements
Quarterly manager recognition for exceeding sales goals and customer satisfaction.
Legal Assistant, Kane & Cummins Esq. 7/2004 to 8/2007
? Assisted attorneys during real estate closings, pre-closing transactions, legal documentation completion and HUD-1 settlement statements.
? Reviewed title reports for violations and title defects in order to provide feedback to attorneys.
? Responsible for handling post-closing real estate transactions by preparing checklist, closing binders, managing client database, and analyzing title commitments.
? Managed front-office administrative task which included: screening calls, managing calendars, scheduling court hearings, planning meetings, composing documents, and servicing front office clientele.
Education
Master’s Degree, MBA, Business Administration, 2013 Keller Graduate School of Management
Bachelor of Professional Studies, Business Administration, 2006 DeVry Institute of Technology