Cynthia Rowen
Kansas City,MO
Summary
Motivated professional with over 20 years in mortgage and insurance services, excelling in customer service and relationship building. Proven ability to maintain strict confidentiality while processing loan applications and assisting clients with insurance needs, ensuring the highest standards of professionalism and customer satisfaction.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Insurance Agent Assistant
American Family Insurance, Jeff Williams Agency
Gladstone, MO
08.2024 - Current
- General office duties
- Assisted customers with home, auto and life insurance with various programs
- Maintained Excellent friendly and professional customer service
- Maintained strict confidentiality of customer and company information.
- Develop and maintain relationships with insurance partners and coworkers.
- Input data into systems for various types of insurance.
Licensed Insurance Agent
Cain Insurance Agency, LLC
Carrollton, MO
05.2015 - 05.2024
- Assisted customers in selecting home and auto insurance programs tailored to their needs.
- Provided friendly, professional customer service to enhance client satisfaction and retention.
- Developed and maintained strong relationships with insurance partners to facilitate seamless service delivery.
- Maintained strict confidentiality of customer information.
- Input data into system for various types of insurance.
- Performed general office tasks, including filing and organizing documents.
- Owner-David Cain Ph## 660-542-0104
Mortgage Consultant
Wells Fargo Home Mortgage
Chillicothe, MO
11.2011 - 05.2015
- Originate home loans.
- Submitted loan applications to underwriting for verification and loan decision.
- Processed mortgage loan applications.
- Collected and organized customer loan documents for multiple loan programs to streamline processing.
- Developed prospects for new loans by making weekly visits to various referral partners.
- Weekly follow up visits with customers and referral partners.
- Develop and maintain relationships with referral partners.
- Maintain loan and pricing information.
- Delivered friendly and professional customer service to foster positive client relationships.
- Complied with regulatory requirements, including bank secrecy Act, Anti Money Laundering, USA Patriot Act, Privacy Act etc...
Loan Officer
Countrywide Home Loans/Bank of America Home Loans
04.2008 - 11.2011
- Originate home loans.
- Processed mortgage loan applications.
- Submitted loan applications to underwriting for verification and loan decision.
- Collected and organized customer loan documents to ensure compliance with various loan programs.
- Develop and maintain relationships with referral partners.
- Generated new loan prospects through weekly visits and relationship-building with referral partners.
- Weekly follow-up visits with customers and referral partners.
- Fostered professional and friendly interactions with customers to enhance satisfaction and build rapport.
- Maintained strict confidentiality of customer information.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, USA Patriot Act, Privacy Act, etc.
Mortgage Assistant
Wells Fargo Home Mortgage
Chillicothe, MO
10.2002 - 04.2008
- Originate home loans.
- Processed mortgage loan applications to facilitate timely approvals.
- Submitted loan applications to underwriting for verification and loan decision.
- Collected customer loan documents for diverse loan programs to ensure compliance and accuracy.
- Input loan data into loan system.
- Develop and maintain relationships with referral partners.
- Cultivated relationships with referral partners through weekly visits, generating new loan prospects.
- Weekly follow up visits with customers and referral partners.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, USA Patriot Act, Privacy Act etc...
- Maintained strict confidentiality of customer information.
Education
High Performance Sales -
01-2013
Sales Essentials -
01-2002
High School diploma -
Carrollton R VII
Carrollton, MO01-1993
Skills
- Insurance knowledge
- Insurance products
- Customer service
- Customer support expertise
- Cross-selling
- Lead generation
- Data entry
- Attention to detail
- Time management
- Adaptability
- Goal Oriented
- Relationship building
- Work ethics
- Customer engagement
Certification
- Property, Casualty and Life licensed in Missouri and Kansas
Timeline
Insurance Agent Assistant
American Family Insurance, Jeff Williams Agency
08.2024 - Current
Licensed Insurance Agent
Cain Insurance Agency, LLC
05.2015 - 05.2024
Mortgage Consultant
Wells Fargo Home Mortgage
11.2011 - 05.2015
Loan Officer
Countrywide Home Loans/Bank of America Home Loans
04.2008 - 11.2011
Mortgage Assistant
Wells Fargo Home Mortgage
10.2002 - 04.2008
High Performance Sales -
Sales Essentials -
High School diploma -
Carrollton R VII