Lisa Olivia Grenvicz
Brentwood,TN
Overview
12
12
years of professional experience
Work History
Private Client Banker
JP Morgan Chase & Company (Chase Bank)
2023.08 - Current
- Manage and grow portfolio of high net worth clients in the consumer banking division with focus on tailoring specific financial solutions to help customers meet their goals
- Facilitate new and ongoing account maintenance and technical support for individual, trust, and small business clients
- Deliver exceptional client experience through personalized service and complex understanding of products and resources with strong commitment to follow through
- Collaborate with wealth management, business banking, and home lending team experts to provide wholistic financial solutions to clients
- Adhere to industry regulatory standards and complete ongoing professional development and compliance training for company, NMLS, and FINRA
- Passed SIE and hold Series 6, 63, and TN Life licenses with goal to attain more advanced licensure where available
Realtor
Vision Realty Partners, LLC
2014.07 - 2023.08
- Provided concierge-level real estate service to all buyers and sellers from start to finish of each transaction to ensure satisfaction and successful outcome
- Wrote professional listings to showcase each home's greatest assets and advertised strategically through real estate resources, social media, and latest technologies
- Developed personalized and effective marketing campaigns to increase seller's net profits and decrease market time
- Guided buyers and investors through home purchase process and educated them about required steps toward ownership
- Managed all transactions ethically and accurately as to bring parties together successfully and cultivate repeat business and referrals
- Curated list of vendors, financial institutions, and lender programs in order to establish professional rapport and provide diverse resources to clients
Adjunct Professor of French
MTSU
2012.08 - 2013.05
- Held full responsibility for planning, instruction, and grading of introductory- and intermediate-level courses in Department of Foreign Languages
- Used student-centered approach to target individual learning styles and diverse needs
- Employed current research to guide instructional methodologies and use of technology in the classroom in order to promote student interest and acquisition
- Demonstrated exemplary classroom management skills and documented student feedback, assessments, content, and attendance in timely manner using automated academic management system
- Fostered collegiality among academic peers on and off campus and maintained active research agenda through professional organizations and presentations at scholarly conferences
Education
Ph.D. - French, SLA (unofficial Minor)
Vanderbilt University
Nashville, TN12.2012
Master of Arts - French
Syracuse University
Syracuse, NY05.2002
Bachelor of Arts - French Major/24-hr Business Administration Minor
Vanderbilt University
Nashville, TN05.1998
Skills
- Marketing Strategy Development
- Database Management
- Client Needs Assessment
- Client Relations and Retention
- Professional Speaking Competence
- French Language Fluency
- Effective Multitasking
- Microsoft Office
- Verbal and Written Communication
- Banking
- Compliance knowledge
- Sales expertise
Timeline
Private Client Banker
JP Morgan Chase & Company (Chase Bank)
2023.08 - Current
Realtor
Vision Realty Partners, LLC
2014.07 - 2023.08
Adjunct Professor of French
MTSU
2012.08 - 2013.05
Ph.D. - French, SLA (unofficial Minor)
Vanderbilt University
Master of Arts - French
Syracuse University
Bachelor of Arts - French Major/24-hr Business Administration Minor
Vanderbilt University
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