Chona Archer
Clarksville,Arkansas
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
years of professional experience
Work History
State Farm Licensed Sales Agent.
State Farm
Alma, AR, AR
05.2022 - Current
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales,
- Finalized sales and collected necessary deposits.
Loan Officer Assistant/Mortgage Broker
First National Bank @ Clarksville
Clarksville, AR
06.2019 - 04.2022
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Documented borrower's information in loan processing system and resolved any discrepancies.
- Assembled important paperwork and disclosures for borrower.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients.
- Reviewed and validated details of loan applications and closing documentation.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Filed completed loan applications with underwriting and made approval or denial recommendations.
- Produced and submitted completed loan packages to title and escrow professionals.
Financial Sales Representative/Licensed Banker
Arvest Bank Group Inc.
Clarksville, AR
03.2007 - 06.2019
- Implemented initiatives to improve customer satisfaction and increase repeat business.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Collected data on competitors' pricing and promotions through primary and secondary research techniques.
- Oversaw financial sales to monitor compliance with legal requirements and company policies.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Identified customer financial service needs to prepare proposals and sell services.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
Skills
- Document Control
- Financial Needs Assessment
- Persuasive Negotiation
- Service-Oriented
- Time Management
- Critical Thinking
- Policy Renewals
- Premium Calculations
- Health Insurance Sales
- Upselling and Cross-selling
- Life Insurance Sales
Education
Bachelor of Science - Business Management
University of Cebu
Cebu Philippines03.2005
Additional Information
Passed Securities Industries Essentials
NMLS
Notary
Licensed Life Insurance Agent
Licensed Health Insurance Agent
Licensed Property and Casualty Insurance Agent
Reference
Tibitha Freeman Commercial Lender Arvest Bank 870-715-7019
Jessica Pitts Stockton Mortgage 479-970-6307
Sandy Reeves Mortgage Lender Arvest Bank 479-264-1323
Timeline
State Farm Licensed Sales Agent.
State Farm
05.2022 - Current
Loan Officer Assistant/Mortgage Broker
First National Bank @ Clarksville
06.2019 - 04.2022
Financial Sales Representative/Licensed Banker
Arvest Bank Group Inc.
03.2007 - 06.2019
Bachelor of Science - Business Management
University of Cebu