Courtney Lehner
South Bend,IN
Summary
With a strong foundation in communication and journalism, supported by a Bachelor's degree from Arizona State University and an Associate's degree in Liberal Arts from Austin Peay State University, I have built my career across diverse industries including real estate, banking, insurance, and customer service. My professional journey has honed my skills in multitasking, loan servicing, and client relations. These experiences have prepared me to navigate the dynamic world of real estate with precision and dedication as a REALTOR at eXp Realty. At eXp Realty—an agent-centric brokerage known for innovation—I am part of the future of real estate. Our company specializes in residential real estate services for buyers and sellers while offering promising career opportunities for agents and brokers. We pride ourselves on being the largest independent real estate brokerage globally, driven by technology to empower both clients and professionals. Let’s connect to explore how we can work together to meet your real estate needs or elevate your career in this exciting industry!
Overview
7
7
years of professional experience
1
1
Certification
Work History
Real Estate Agent
eXp Realty
South Bend-Mishawaka Region
01.2025 - Current
- Generate leads through strategic networking and marketing efforts to expand client base.
- Utilize CLoze CRM to track leads and enhance communication with clients and prospects.
- Assist buyers and sellers in navigating real estate transactions, ensuring a smooth process.
- Contribute to eXp Realty's mission of providing innovative real estate solutions in the South Bend-Mishawaka region.
Dance Instructor
Creative Dance N’
South Bend, Indiana, United States
08.2024 - Current
- Instruct students aged 2 and up in various dance styles including ballet, jazz, and tap.
- Develop structured lesson plans to enhance students' skills and resilience.
- Foster a positive learning environment that encourages creativity and self-expression.
Loan Operations Specialist
1st Source Bank
United States
04.2024 - 09.2024
- Track Outlook and log new construction loan approvals in Excel spreadsheet.
- Verify loan details and compose all loan documents, utilizing HotDocs, Microsoft Word & Adobe Acrobat.
- Effectively compose promissory notes, Schedule A forms and file UCC forms electronically.
- Determine the perfection on loan collateral.
- Complete a high volume of audits on loans other processors have completed.
- Complete UCC searches via I Lien and determine which subordinations are needed for the customer.
- Approve Beneficial Owner Rule forms as needed.
- Determine which documents need signed and completed to fund loans (certificate of insurance, BOR forms, subordinations, wiring instructions, titles, final invoices, proof of payment, etc.)
- Verify accuracy on all loan documents and confirm all details on collateral, legal entity names, guarantor names and all other details are correct.
- Disburse funds on loans.
- Communicate effectively with lenders to determine details and update them on the status of their respective loans.
- Use DocuSign to send loan documents for electronic signatures.
- Utilize excellent organizational skills to keep track of several loans every day.
- Communicate effectively with customers and offer excellent customer service.
- Problem solving.
- Communicate with our team about loan statuses and problems that arise.
- Prepare audit checklists and barcode sheets for scanning.
Claims Generalist Associate
Progressive Insurance
Granger, Indiana, United States
11.2023 - 04.2024
Managed Repair Representative
Progressive Insurance
Granger, Indiana, United States
04.2022 - 11.2023
Customer Service Representative
Lippert
Mishawaka, Indiana, United States
05.2021 - 04.2022
Service Administrator
ANTIBUS SCALES AND BARCODE SYSTEMS, INC.
South Bend, Indiana, United States
07.2019 - 04.2021
Education
Bachelor's degree - Communication, Journalism, and Related Programs
Arizona State University
01-2019
Associate's degree - Liberal Arts and Sciences/Liberal Studies
Austin Peay State University
01-2016
Skills
- Sales
- Cold Calling
- Personal Assistance
Certification
SQL Practice: Basic Queries
Timeline
Real Estate Agent
eXp Realty
01.2025 - Current
Dance Instructor
Creative Dance N’
08.2024 - Current
Loan Operations Specialist
1st Source Bank
04.2024 - 09.2024
Claims Generalist Associate
Progressive Insurance
11.2023 - 04.2024
Managed Repair Representative
Progressive Insurance
04.2022 - 11.2023
Customer Service Representative
Lippert
05.2021 - 04.2022
Service Administrator
ANTIBUS SCALES AND BARCODE SYSTEMS, INC.
07.2019 - 04.2021
Associate's degree - Liberal Arts and Sciences/Liberal Studies
Austin Peay State University
Bachelor's degree - Communication, Journalism, and Related Programs
Arizona State University