CHELSEA BARRY
Virginia Beach,VA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Overview
12
12
years of professional experience
Work History
Loan Officer
Navy Federal Credit Union
02.2022 - Current
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Submitted 10-20 loan applications a day to underwriter for verification and recommendations.
- Developed strong relationships with customers through high levels of customer service.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Analyzed 60-100 loan applications and credit reports to determine loan eligibility and risk level.
Insurance Specialist/Office Manager
Goosehead Insurance Agency
05.2021 - 02.2022
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Processed 40 eligibility and benefits verification and authorization requests.
- Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
- Resolved discrepancies in insurance payments by collaborating with carriers.
- Utilized CRM software to manage client relationships.
Insurance Producer
State Farm Insurance
09.2018 - 04.2021
- Licensed in Life/Health Annuities and Personal Lines
- Interview prospective clients to obtain data about their financial needs and resources, physical condition of person/property, and discuss existing coverage
- Promote services - trusts, investments, and check processing
- Follow up with 30 clients daily to deliver/explain policy, analyze insurance program and suggest additions or changes
- Prospect area for new clients.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Insurance Producer
State Farm Insurance
04.2016 - 08.2018
- Met and exceeded policy goal of 30 per month and 80 phone contacts daily
- Interview prospective clients to obtain data about their financial needs and resources, physical condition of person/property, and discuss existing coverage
- Promote services - trusts, investments, and check processing
- Follow up with clients to deliver/explain policy, analyze insurance program and suggest additions or changes
- Prospect area for new clients.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Internet Sales Coordinator
First Team Automotive
09.2012 - 04.2016
- Used multiple strategies to obtain appointments with prospective clients
- Worked closely with the car sales team to set appointments and gain sales
- Met and exceeded goals of 75 contacts per day and 40 appointments monthly
- Trained new employees on job duties
- Supervised multiple team members.
Education
Completed Coursework Towards Liberal Arts -
Thomas Nelson Community College
Hampton, VA12.2009
Graduated - General Studies
Kecoughtan High School
Hampton, VA06.2009
Skills
- Microsoft Office
- Agents Business Systems (ABS- State Farm proprietary software)
- Enterprise Customer Relationship Management
- Financial Advising
- Credit analysis
- Loan Servicing
- Consumer Lending
- Loan Origination
- Risk management assessments
- Team Leadership
- Staff Training
- File Management
Timeline
Loan Officer
Navy Federal Credit Union
02.2022 - Current
Insurance Specialist/Office Manager
Goosehead Insurance Agency
05.2021 - 02.2022
Insurance Producer
State Farm Insurance
09.2018 - 04.2021
Insurance Producer
State Farm Insurance
04.2016 - 08.2018
Internet Sales Coordinator
First Team Automotive
09.2012 - 04.2016
Completed Coursework Towards Liberal Arts -
Thomas Nelson Community College
Graduated - General Studies
Kecoughtan High School
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