Caitlin Heritage
Phoenix, AZ, United States, 85016,AZ
Summary
- Experienced finance professional with a background in mortgage and life insurance sectors. Known for building strong client relationships, explaining complex financial concepts clearly, and delivering tailored solutions that meet client needs. Committed to driving success and ensuring customer satisfaction.
- Focused on getting results with a track record of surpassing goals, even in busy, fast-moving settings. I balance strategic planning with practical experience to create effective solutions and help organizations perform their best.
- Proficient in Salesforce, Microsoft Office Suite, Google Workspace, Zoom, Teams, Excel, and CRM integrations. Skilled at leveraging these tools to streamline customer interactions, improve communication, and enhance overall efficiency.
- Proficient in active listening techniques, including mirroring, paraphrasing, and strategic questioning to enhance understanding and build rapport.
Overview
8
8
years of professional experience
Work History
Agent
New York Life Insurance Co
07.2024 - 05.2025
- Informed clients of policies and procedures.
- Skilled at working independently and collaboratively in a team environment.
- Analyzed customer needs to provide customized insurance solutions.
- Generated leads through cold-calling, networking and other outreach methods.
- Met with customers to provide information about available products and policies.
- Utilized CRM software to manage client relationships.
Financial Solutions Coordinator
Loandepot
12.2016 - 01.2024
- Analyzed clients’ current financial situation and developed strategies to improve financial health
- Developed and implemented comprehensive financial plans designed to reach client goals
- Assisted clients in understanding the implications of their financial decisions
- Proven ability to identify and respond to customer needs with empathy and understanding
- Conducted regular follow-ups to ensure clients were informed and satisfied with services
- Collaborated with other departments to address customer needs and inquiries
- Ran weekly, monthly, quarterly, and yearly reports for upper management
- Build quick rapport with customers and create a positive impression of the brand and maintain regular contact to establish long-term loyalty
- Consistently exceeded monthly sales goals throughout employment
Education
Associates - General Studies
Arapahoe Community College
Littleton, Colorado07-2010
Skills
- Customer Relationship Management
- Strong work ethic
- Self-motivated
- Ability to work under pressure and meet deadlines
- Empathy and patience in challenging situations
- Team-oriented mindset
Software
Salesforce
CRM
Microsoft Office Suite
POS
Timeline
Agent
New York Life Insurance Co
07.2024 - 05.2025
Financial Solutions Coordinator
Loandepot
12.2016 - 01.2024
Associates - General Studies
Arapahoe Community College