Chief of Operations - Dishongh Law, PLLC - Humble, TX
(2026-04)
- Direct day-to-day operations, resource allocation, budgeting, and administrative priorities to support firm-wide business objectives and service excellence.
- Streamline workflows and implement performance metrics that improve efficiency, accountability, and service delivery.
- Lead and coach cross-functional team members, fostering an engaged, productive, and client-focused work environment.
- Build strategic partnerships with vendors, suppliers, and key stakeholders while aligning services and technology with firm requirements.
Director of Operations - Law Office of Melissa Rae Lanier - Humble, TX
(2024-10 - 2026-04)
- Managed firm operations and strengthened office procedures to reduce case-management delays and improve overall effectiveness.
- Developed trusted client relationships through professional, empathetic communication and careful protection of confidentiality.
- Managed vendor relationships and negotiated contracts to control costs while maintaining service quality.
- Coordinated technology and case-management system integration to improve workflow and client service standards.
Customer Service Advocate - Fidelity Investments - Westlake, TX
(2022-08 - 2024-09)
- Delivered accurate, confidential, and high-quality client experiences in a regulated financial environment through clear communication, problem resolution, and service excellence.
- Assisted clients with account transactions, inquiries, and issue resolution while consistently meeting performance and compliance standards.
Financial Advisor - Edward Jones - Atascocita, TX
(2018-02 - 2020-08)
- Advised individuals and families on wealth-management strategies tailored to their financial goals, priorities, and risk considerations.
- Educated clients on investment products and services and provided professional recommendations based on individual needs.
- Built a business plan, identified target markets, and conducted compliant outreach and marketing events to expand the client base and grow revenue.
Branch Manager III - Community Resource Credit Union - Atascocita, TX
(2013-04 - 2017-06)
- Led branch sales, service, and daily operations while addressing strategic and tactical issues affecting business performance.
- Recruited, hired, coached, and developed employees, established performance expectations, and strengthened team execution.
- Expanded deposit and lending opportunities through community networking, polished presentations, relationship development, and consultative sales leadership.
- Improved performance across the sales cycle, including prospecting, cross-selling, conversion, relationship management, and negotiation.
Branch Manager, Vice President - Amegy Bank N.A. - Kingwood, TX
(2004-09 - 2013-04)
- Directed branch operations, sales activity, customer service, and employee performance to support productivity, profitability, relationship growth, and risk control.
- Assessed commercial loan applications and financial documents for alignment with lending standards, credit quality, and risk requirements.
- Provided direction, coaching, and performance oversight to employees while continuously improving branch procedures and service delivery.
- Built productive relationships with customers, community partners, and internal and external C-level executives to retain business and identify new opportunities.
- Represented the bank at community events throughout the Kingwood area, strengthening local visibility and generating new business relationships.