Energetic, organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Reliable employee seeking full time employment in a company to grow within.
Overview
14
14
years of professional experience
Work History
Insurance Sales Representative
Farmer's Insurance
Irving, TX
12.2019 - 09.2022
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Conducted research on insurance packages and investment options to generate client recommendations.
Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Stayed in touch with clients to assess changing demands and offer new solutions.
Independent Contractor
Self Employed
Flower Mound, TX
03.2017 - 12.2019
Performed remodel work of all types on commercial and residential property, including structure re-builds, installs, and general carpentry tasks. Completed custom builds with tables and cabinetry, painting, wood staining. Handled booking and quoting, scheduling and purchasing of materials.
Used critical thinking to break down problems, evaluate solutions and make decisions to best fit customer needs.
Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
Assistant Escrow Officer
Boston National Title
Plano, TX
02.2015 - 04.2018
Handled pre and post closing curative matters which consisted of heavy telephone and email contact with realtors, lenders, buyer and sellers. Answer inquiries regarding status of files, explain the curative problems and procedures with all parties involved in transaction
Personally oversaw and negotiated team member updates for our lenders and our real estate agents
Examined purchase and sale agreement for potential items of concern and addressed immediately.
Reviewed all real estate contracts and documents including lender instructions and closing requirements in order to prepare the closing statements
Senior Curative Representative
First American Mortgage Services
Irving, TX
03.2013 - 06.2015
Handled reporting to clients and working a daily pipeline to investigate clear all discrepancies in title. Prepared Payoffs, release of liens, Deeds, etc.
Trained other team members.
Identified and recommend risk based title exceptions consulting with company underwriters and attorneys.
Handled first level escalations for the borrowers and lenders while servicing inbound/outbound phone calls and emails.
Handles multiple tasks and adjusted to changes in workflows, and pipelines.
Worked with multiple clients and Lenders daily while staying within the their guidelines.
Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
Manager Bartender
The Wine Loft
Southlake, TX
03.2009 - 02.2012
Handled all bar operations from open to close ensuring the customers and patrons received the best service possible. Which included pairing the best food and wine that fit the patrons taste, recommended and prepared alcoholic beverages, ensured everyone is having a good time.
Scheduled and hosted large scale and small scale private parties and events.
Scheduled live entertainment for certain events and performed any entertainment if it was required.
Completed weekly inventory and ordering of all alcoholic/non-alcoholic drinks and food.
Sales Representative/Insurance Customer Service Representative at Insurance CompanySales Representative/Insurance Customer Service Representative at Insurance Company
Insurance Customer Service & Sales Representative at Highmark Blue Cross Blue ShieldInsurance Customer Service & Sales Representative at Highmark Blue Cross Blue Shield