Tamara Copeland

• Approached potential clients by using direct marketing mailings and phone contacts.
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
• Responded to 50 or more customer calls swiftly to resolve issues and answer questions.
• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
• Obtained underwriting approval by completing anapplication for coverage.
• Maintained high standards of customer service by building relationships with clients.
• Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
• Displayed consistent, positive attitude towards customers, peers, and other personnel, even during high-stress situations.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

efficiencies by accurately resolving billing issues while processing applications and cancellations.

• Utilized advanced sales skills to overcome objections, persuade clients to purchase policies, and close deals.
• Supported sales, brokers, consultants, and underwriters in marketing and sales activities
• Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 100%
• Attended continuing education courses and workshops to gain additional insurance industry knowledge
• Provided coverage option information to assist clients in protecting assets
• Exceeded corporate quotas for monthly policy sales

• Opened incoming orders and set up escrow files within 2 hours of receiving purchase agreement.
• Followed industry-standard escrow procedures and maintained awareness of regulations governing the escrow process.
• Reviewed escrow accounting reports and resolved outstanding check or open file balance issues. Prepared and delivered projected HUD-1 settlement statements to lenders upon request.
• Prepared and delivered projected HUD-1 settlement statements to lenders upon request.
• Prepared documents for closing and handled complete disbursement and follow-up of escrow transactions.
• Examined purchase and sale agreement for potential items of concern and addressed immediately.
• Returned executed loan packages to lenders for review and approval in accordance with lender instructions.

• Prepared closing disclosures, post-closing records, and disbursements.
• Contacted appropriate agencies to complete searches, order records, and obtain documents.
• Audited 100 documents, noted issues, and pursued resolutions in order to facilitate 100 processes.
• Estimated closing dates and scheduled meetings.
• Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
• Maintained checklists of required documentation and open issues affecting closings.
• Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
• Reviewed titles, insurance, and flood zone certifications to meet closing standards for each property.
• Analyzed identified defects and remediated issues by using established procedures and available resources. validated and audited final signed documents in accordance with state, county, and investor guidelines.
• Prepared closing statements for 100 closings and detailing important property information.
• Verified government-backed loans followed strict agency guidelines.
• Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.