Megan E Lanouette
San Jacinto
Summary
Detail-oriented financial services professional with 7+ years of experience supporting advisors, clients, and internal teams in fast-paced, regulated environments. Proven ability to streamline processes, improve system usability, and deliver high-quality customer support across digital and phone-based platforms. Strong background in compliance review, data analysis, training development, and cross-functional collaboration.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Digital Services
LPL Financial
San Diego
02.2023 - Current
- Communicate with multiple Financial Advisors simultaneously via chat and email to resolve complex service issues efficiently.
- Provide timely troubleshooting and guidance while maintaining compliance with firm policies and regulatory standards.
- Support system updates and enhancements to improve usability following policy and workflow changes.
- Manage high-volume inquiries while maintaining accuracy, professionalism, and service-level expectations.
- Collaborate with internal teams to identify recurring issues and recommend process improvements.
Service Professional
LPL Financial
San Diego
09.2021 - 02.2023
- Created a department forecasting chart to ensure appropriate staffing and task coverage based on daily workload.
- Responded to all incoming calls regarding financial processes and procedural inquiries.
- Reviewed and validated client documentation to ensure compliance with regulatory and internal requirements.
- Assisted advisors and clients by providing clear explanations of policies and procedures.
- Maintained detailed records and documentation to support audits and operational reviews.
Customer Service Lead
CULA
San Diego
04.2020 - 09.2021
- Developed comprehensive training and procedure workbooks for customer service representatives.
- Trained and onboarded new hires, ensuring consistency in service quality and policy adherence.
- Acted as a subject matter expert for escalated customer service inquiries.
- Assisted in transitioning internal systems to a web-based platform to improve efficiency.
- Partnered with leadership to identify workflow gaps and implement operational improvements.
Client Services
CULA
San Diego
04.2017 - 04.2020
- Reviewed lease agreements for accuracy and compliance prior to release.
- Worked closely with Credit Unions to train staff on using CULA services effectively.
- Managed total loss GAP insurance claims, coordinating with clients and insurance providers.
- Ensured smooth, timely resolution of claims while maintaining high customer satisfaction.
- Maintained detailed documentation and communication throughout the claims process.
Skills
- Data Analysis (SQL, Tableau)
- Microsoft Office Suite & Google Workspace
- Process Improvement & Documentation
- Customer Relationship Management Systems
- Financial Services Operations & Compliance
- Training & Mentorship
- Clear Written & Verbal Communication
- Problem Solving & Critical Thinking
- Time Management & Multitasking
- Adaptability in Fast-Paced Environments
Certification
Analyze Data to Answer Questions, 10/01/25, MXPW0FILM5M5
Timeline
Digital Services
LPL Financial
02.2023 - Current
Service Professional
LPL Financial
09.2021 - 02.2023
Customer Service Lead
CULA
04.2020 - 09.2021
Client Services
CULA
04.2017 - 04.2020