Experienced and efficient professional with a strong background in the financial industry, with over 4 years of hands-on experience. Seeking to leverage knowledge and skills to pursue new career opportunities in loan processing and underwriting.
Overview
6
6
years of professional experience
Work History
Service Associate II
Eastern Bank
03.2024 - Current
Delivered exceptional customer service to every customer by utilizing knowledge of products and services and creating welcoming, positive experiences.
Managed customer issues and enhanced satisfaction by matching best solutions to individual customer needs.
Handled merging from Cambridge Trust with professionalism and learned systems quickly to contribute to the branch immediately.
Insurance Broker
The Leazer Group
04.2023 - Current
Determine the optimal policy based on a client's financial analysis and needs
Ensure accuracy on applications to result in streamline review
Perform risk assessments to determine what product the client would most likely qualify for
Supervising Agent
American Income Life
11.2022 - 04.2023
Learned quickly in a virtual environment to present benefits to clients
Trained new agents on processes and procedures to perform presentations on their own
Maintained an organized document portfolio for each customer
Package Delivery Driver
UPS
07.2022 - 09.2022
Accurately sorted and delivered packages, ensuring contents were in proper condition
Developed proficiency with handheld information tracking system
Personal Banker
Ledyard National Bank
08.2019 - 02.2022
Opened new accounts and maintained client relations
Go-to resource for coworkers with proficiency in system software use and troubleshooting
Quickly adapted throughout a pandemic to new changes in policies and procedures to ensure client satisfaction remained exceptional
Became most experienced employee during a period when our manager and several other key employees had quit
Education
Bachelor of Science - Business Finance
University of Maine
Orono, ME
05-2019
Skills
Team collaboration
Work-flow improvement
Fast learner
Building relations
Computer skills
Quality assurance
Timeline
Service Associate II
Eastern Bank
03.2024 - Current
Insurance Broker
The Leazer Group
04.2023 - Current
Supervising Agent
American Income Life
11.2022 - 04.2023
Package Delivery Driver
UPS
07.2022 - 09.2022
Personal Banker
Ledyard National Bank
08.2019 - 02.2022
Bachelor of Science - Business Finance
University of Maine
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