Lizbeth McCall

Lizbeth McCall

Loan Assistant, Customer Service Representative

Followers of Lizbeth McCall826 followers
location of Lizbeth McCallDes Moines Metropolitan Area

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  • Timeline

  • About me

    Field Supervisor at Principal Financial Group | Supervision

  • Education

    • Buena Vista University

      -
      Bachelor of Arts Distributive Degree Emphasis English/Finance
    • Northwest Missouri State University

      1990 - 1993
      English/Language Arts Teacher Education
  • Experience

    • First National Bank

      Mar 2006 - May 2009
      Loan Assistant, Customer Service Representative

      Assisted EVP to increase customer awareness of banking products, assisted marketing, written correspondence, due diligence in loan underwriting for consumer, commercial and agriculture loans, tracking and processing insurance related documents, processing month end audit reconciliations, daily customer loan reports, prospected customers for any loan needs.

    • TD Ameritrade

      Nov 2009 - Jul 2012
      Financial Services Representative

      Series 7, Series 63 LicensesProvide client support by answering inbound phone calls regarding accounts, policies, services and available products. Engage clients in meaningful dialogue and identify unstated needs or financial goals that may be achieved by utilizing company services, products or tools. Provide quotes and discuss equity markets, fixed income markets, international markets and economic conditions. Duties included opening accounts, working with internal departments processing paperwork, processed transfers of funds and/or equities, account maintenance. Selected to participate in group which pioneered LEAN for entire Investor Services Division Show less

    • Voya Financial Advisors

      Oct 2012 - Feb 2014
      Resource Center Representative

      Answer inquiries, research, and resolve issues from field agents, administrative assistants, clients and vendors regarding all aspects of brokerage accounts, licensing, compliance, commissions, regulatory, and technical issues. Use several software systems and tools to promptly respond to inquiries received via inbound phone lines. Telephone and correspondence answered and documented efficiently.

    • Principal Financial Group

      Feb 2014 - now
      • Field Supervisor

        Jul 2022 - now
      • Field Supervisor

        Jul 2022 - now
      • Sr. Business Practices Coordinator

        Mar 2019 - now
      • Best Interest Coordinator

        Jun 2017 - now
      • Regulatory and Quality Analyst

        Feb 2016 - Jun 2017
      • Broker Dealer Counselor II

        Feb 2014 - Feb 2016
  • Licenses & Certifications

    • Series 24

    • Series 63

    • Series 66

    • Series 7

    • Series 53

      Municipal Securities Rulemaking Board