Client Care Specialist
Lori started working at Mervyn’s of California when she was in high school and learned that she had a passion for customer service and a skill for cross-selling Mervyn’s Charge cards. After Mervyn’s, she worked for Wells Fargo Bank for 6 years. At Wells Fargo Bank, she was promoted every 2 years and left Wells Fargo as a Personal Banker. After Wells Fargo Bank, she worked for The Private Bank at Union Bank. At the Private Bank, Lori would support the three top 10% producing Private Bankers within the regional district. She consulted individuals and businesses with portfolios and assets of $250K+. She managed, established, and maintained accounts and services for new and existing clients through consistent communication between clients and private bankers. She identified and initiated upsell opportunities among clients, resulting in increased banking portfolios.
After Union Bank, Lori was a Preferred Banker Associate at First Republic Bank. At First Republic Bank, she effectively supported Preferred Bankers in their Tech Startups Venture Capital team, bringing in about ~350 new business accounts and averaging about ~400 completed service requests each year. She also successfully led the Health and Wellness employee subcommittee as the Wellness Champion for the Peninsula region, where she promoted health and wellness across the bank with seminars, coordinated wellness activities/events, and sent monthly wellness newsletters to the team members across the peninsula. Lori has also created and implemented a tracking system which resulted in increased efficiencies and increased productivity with a positive impact on prioritization and time management.
Lori is very excited to start her new position at PropertySourced as a Client Care Specialist, where she can focus on delivering superior customer service, help bring synergy among the team and promote a supportive and collaborative work environment. On her spare time, she enjoys reading, (attempting to) garden, attending concerts, indoor rock climbing, attending fitness classes and yoga classes and riding her motorcycle.