Cindy Bixby
Celina,TX
Summary
Detail-oriented professional offering several years of customer service experience.
Overview
25
25
years of professional experience
Work History
Customer Care Specialist
DFW Insurance
Prosper , TX
04.2025 - 01.2026
- Provided accurate information on insurance products and services.
- Assisted customers with claims processing and documentation requirements utilizing the internal CRM system.
- Educated customers on policy details and coverage options.
- Followed up with customers to ensure satisfaction and address concerns.
- Assisted customers with inquiries about products and services via phone, email, and chat.
- Processed customer account changes with proprietary software.
- Identified opportunities for cross-selling or upselling additional products and services when appropriate.
- Maintained an organized system of records related to customer service requests.
- Processed incoming and outgoing mail.
- Resolved policy issues with empathy and professionalism.
Loan Processor Asst.~Loan Officer~Branch Manager
Community Bank Of Santa Maria
Santa Maria
02.2001 - 11.2024
- Reviewed customers documentation to verify creditworthiness.
- Maintained detailed records of loan files for regulatory audits and reviews.
- Educated customers on loan products, terms, and application procedure's.
- Developed relationships with customers, real estate agents, lenders, title companies, and appraisers throughout closing process.
- Managed conditions sent from underwriting departments.
- Verified accuracy of closing figures prior to disbursement of funds.
- Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.
- Consulted with home buyers, collected all necessary documentation. Packaged and submitted to Mortgage Broker for final approval.
- Supervised staff, providing training and support to enhance performance.
- Monitored daily activities within the branch including cash flow management, teller transactions, account openings and closings.
- Organized training sessions for new employees on proper banking procedures and regulations.
- Managed the day-to-day operations of the branch including scheduling of staff.
- Verified payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Coordinated preparation of external audit with a positive outcome.
- Built strong rapport with new and existing customers to better serve financial needs and promote branch loyalty.
- Handled NSF accounts, overdrafts, and collection of past due loan accounts.
- Community Involvement
- Notary Public
- Business Development
- Prepared small claims documentation and represented bank to collect overdraft and delinquent loans under $5,000.
Education
High School Diploma -
Santa Maria High School
Santa Maria06-1987
Skills
- Attention to detail
- Effective communication
- Time management
- Team collaboration
- Problem solving
- Customer service excellence
- Product knowledge
- Customer relations
- Task prioritization
- Leadership
- Self-motivation
- Knowledge of microsoft systems
- Loyal
- Ability to multi-task
Timeline
Customer Care Specialist
DFW Insurance
04.2025 - 01.2026
Loan Processor Asst.~Loan Officer~Branch Manager
Community Bank Of Santa Maria
02.2001 - 11.2024
High School Diploma -
Santa Maria High School