Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Crop Insurance Assistant
Lloyds Insurance
11.2024 - Current
Processed policy applications with accuracy and attention to detail, ensuring a smooth experience for clients seeking insurance coverage.
Handled sensitive client information with discretion while maintaining strict confidentiality standards according to company guidelines.
Balanced multiple tasks and deadlines while maintaining a strong focus on client satisfaction, demonstrating excellent time management skills.
Prepared and reviewed insurance applications to verify compliance with regulations.
Analyzed risk factors to recommend appropriate coverage levels.
Reduced errors in data entry tasks by consistently cross-checking and verifying entered information against source documents.
Client Relationship Consultant 2
U.S. Bank
04.2021 - 11.2024
Demonstrating excellent client service by identifying customer needs and referring to relevant bank products and services accordingly.
Open specialized accounts for personal and business customers also including trusts and estates.
Process credit applications for Loans, Lines of Credit, and Credit Cards.
Review and approve required account opening documentation to meet compliance standards.
Research and process Title changes, Power of Attorney’s, Organization agreements and new documentation added to accounts.
Building and fostering relationships with clients through proactive outreach and follow up calls.
Proactively educating clients on emerging and self-service digital products and services to assist with their financial needs.
Process customer daily transactions of deposits, withdrawals and payments as needed.
Hard-goods Floor Manager
Sportsmans Warehouse
11.2018 - 04.2021
Reconciled cash drawers at start and end of each shift, accounting for errors and resolving discrepancies.
Developed and implemented strategic plans to effectively manage daily operations of a department of 7 employees.
Compared daily paperwork and computer entry sales data as established by management.
Interviewed and recruited staff for all store departments.
Managed inventory control process to restore back stock and maintain sales floor levels to meet customer needs.
Summer Intern
Nightforce Optics
06.2019 - 09.2019
Followed outlined specifications to implement effective assembly plans.
Performance tested final products to check conformance with production tolerances.
Tended manufacturing equipment to locate product defects.
Packaged accessories and rifle scopes for shipping.
Organized and filled orders of parts and tools for assembly line staff.
Understudied customer service staff while engaging with customers for service and sales calls.