Summary
Overview
Work History
Education
Skills
Timeline
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Billy Clemons

Summary

Driven Loan Officer with track record in mortgage and home lending product sales. Demonstrating strong interpersonal skills and exceptional service throughout sales process. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

5
5
years of professional experience

Work History

Loan Officer

City Bank & Trust Company
05.2023 - Current
  • Improved loan processing efficiency by streamlining application procedures and documentation requirements.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Conducted thorough credit analysis to minimize risk exposure for the financial institution.

Commercial Lines Account Manager

HUB International Insurance Services
01.2022 - 04.2023
  • Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
  • Streamlined policy renewals for timely processing, ensuring continuous coverage for clients.
  • Negotiated competitive insurance rates with carriers, maximizing value for clients.
  • Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.

Associate Underwriter

AmWINS Access Insurance Services
06.2019 - 01.2022
  • Mitigated risk exposure for the company by conducting thorough risk assessments on insurance applications.
  • Strengthened relationships with brokers and agents, fostering long-term partnerships and generating new business opportunities.
  • Enhanced customer satisfaction by promptly addressing inquiries and providing accurate policy information.
  • Contributed to team success by assisting in training and mentoring junior underwriters.

Education

BBA - Insurance And Risk Management

University of Louisiana At Monroe
Monroe, LA
05.2020

Skills

  • Financial Transactions Expertise
  • Terms Negotiation
  • Financial Analysis Aptitude
  • Risk Management Assessments
  • Relationship Building and Management
  • Document Analysis
  • Credit
  • Adaptability
  • Loan Servicing
  • Time Management

Timeline

Loan Officer

City Bank & Trust Company
05.2023 - Current

Commercial Lines Account Manager

HUB International Insurance Services
01.2022 - 04.2023

Associate Underwriter

AmWINS Access Insurance Services
06.2019 - 01.2022

BBA - Insurance And Risk Management

University of Louisiana At Monroe
Billy Clemons