Self-motivated processor brings proven leadership, organizational and customer relations skills. Also a detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
12
12
years of professional experience
Work History
Loan Setup Adimnistrator
Loandepot
06.2022 - Current
Evaluate loan requests and documents to verify accuracy and completeness.
Obtain WVOE, VOE, and HOIs
Run Credit, Flood and Property Reports
Promotes a positive work environment through effective communication skills and teamwork initiatives.
Monitor pipelines to track and log status of loans.
Provide quick turnaround times to maintain fast-past schedule.
Review loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Customer Lending Representative
LoanDepot
02.2020 - 06.2022
Handled 200-300 calls per day on an outbound dialer
Provide excellent customer service to prospective customers and builds rapport quickly.
Verify information submitted by the consumer through an online inquiry.
Identify customer’s goals and objectives.
Send quality lead transfers to our Loan Officers who are licensed and able to continue the conversation.
Licensed Insurance Agent
Geico
07.2018 - 01.2020
Negotiated contracts and terms of sale with potential customers.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Promoted products and services using upselling and other sales strategies.
Collected premiums on or before effective date of coverage.
Educated clients on insurance policies and procedures.
Finalized sales and collected necessary deposits.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Analyzed customer needs to provide customized insurance solutions.
Customer Service Representative
Globe Life
08.2016 - 07.2018
Demonstrated excellent multitasking abilities by simultaneously handling multiple tasks such as navigating systems, taking notes on calls, and answering inquiries from clients.
Educated customers on company systems, form completion, and access to services.
Responded proactively and positively to rapid change.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Exhibited high energy and professionalism when dealing with clients and staff.
Met customer call guidelines for service levels, handle time and productivity.
Addressed customer account discrepancies and concerns.
Licensed Insurance Agent
Fred Loya Insurance
06.2014 - 07.2016
Negotiated contracts and terms of sale with potential customers.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Promoted products and services using upselling and other sales strategies.
Calculated quotes and educated potential clients on insurance options.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Exceeded corporate quotas for monthly policy sales.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Cashier/Sales Associate
Polo Ralph Lauren
09.2011 - 06.2014
Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
Processed refunds and exchanges in accordance with company policy.
Proactively addressed long lines by opening additional registers when necessary, enhancing customer experience.
Assisted customers with returns, refunds and resolving transaction issues.
Worked flexible schedule and extra shifts to meet business needs.
Education
High School Diploma -
Mckinney Boyd High School
Mckinney, TX
06.2011
Skills
Customer Communication
Data Collection
Information Verification
Microsoft Office
Generating Reports
Customer Service
Pipeline Management
Processing procedures
Career Overview
Dedicated Customer Service Representative motivated to maintain customer service satisfaction and contribute to company success. I’ve been in the customer service and sales industry for over 8 years. I am well versed in the business office operation in the public relation. I believe in applying myself to the most upmost to complete any task given and within the required timeframe.
References
Al Gibbs, King of Klean, (469) 500-4184
Ashley Gleason, loanDepot (214) 535-7319
Liz Todd, Geico, (913) 775-3133
Timeline
Loan Setup Adimnistrator
Loandepot
06.2022 - Current
Customer Lending Representative
LoanDepot
02.2020 - 06.2022
Licensed Insurance Agent
Geico
07.2018 - 01.2020
Customer Service Representative
Globe Life
08.2016 - 07.2018
Licensed Insurance Agent
Fred Loya Insurance
06.2014 - 07.2016
Cashier/Sales Associate
Polo Ralph Lauren
09.2011 - 06.2014
High School Diploma -
Mckinney Boyd High School
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