Dana Banes
Manquin,VA
Summary
Astute customer service oriented professional offering polished communication skills. Brings excellent organizational skills and talent for overcoming customer objections. Self-motivated and true team player.
Overview
9
9
years of professional experience
Work History
Homeschool Educator
Homeschool Mom
Manquin, VA
09.2017 - Current
- Adapted teaching methods and instructional materials to meet students' varying needs and interests.
- Graded homework, quizzes, classwork and exams to report on progress of student achievements.
- Adapted teaching methods and lesson plans to changing student needs.
- Led and coordinated gifted educational activities to develop students' physical, emotional and social growth.
- Submitted and assembled student portfolios for local school district to satisfy legal guidelines.
- Organized hands-on instructional activities to supplement textbook instruction to engage and motivate the student.
- Attended textbooks fairs and homeschool meetings to understand different approaches to subject matter.
- Researched and chose appropriate curriculum to meet the students' abilities and grade levels.
- Created schedules and lesson plans for sixth grade gifted classes to increase student interest and participation.
- Completed student progress reports mid-term to notify student of strengths and areas of improvement.
- Implemented reading and writing workshops to increase student literacy and support school reading programs.
- Created and developed lesson plans to meet students' academic needs.
- Administered assessments to determine students' educational and social needs.
- Prepared quizzes, tests and examinations to gauge how well the student is learning.
Insurance Sales Representative
Rodney Cole Insurance
Mechanicsville, VA
06.2016 - 09.2017
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Maintained detailed records of customer information and policy sales.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Generated sales by recommending policies and add-ons.
- Connected with prospective clients to set appointments.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Collected premiums on or before effective date of coverage.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Calculated premiums and established payment methods for sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Mortgage Loan Officer
Capital One
Glen Allen, VA
01.2015 - 05.2016
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Fielded customer complaints and provided solutions.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Compiled closing packages for drafting and presentation accuracy.
- Monitored pipelines to track and log status of loans.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Used Microsoft Word and other software tools to create documents and other communications.
- Delivered services to customer locations within specific timeframes.
Real Estate Assistant
The Hogan Group Of Companies
Mechanicsville, VA
02.2013 - 05.2015
- Developed and deployed marketing collateral to promote properties and drive sales.
- Generated leads for sales and rental properties through cold calls and referrals.
- Coordinated leads management with follow up boss CRM software to improve efficiency with prioritized prospects.
- Coordinated leads management with Zillow, Follow up boss, CRM software to improve efficiency with prioritized prospects.
- Coordinated appointments to show marketed properties.
- Prepared purchase agreements and disclosures and used MLS, RAR to complete paperwork.
- Kept contacts organized with follow up boss system to maintain readiness for future mailings.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Liaised between clients and vendors and maintained effective lines of communication.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Updated tracking system with client information for program.
- Surpassed team goals by partnering with colleagues to implement best practices and protocols.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
- Volunteered to help with special projects of varying degrees of complexity.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Used CRM platforms to prepare various correspondence, reports and other written material.
Education
No Degree - Real Estate
J Sargeant Reynolds Community College
Richmond, VAHigh School Diploma -
King William High School
King William, VA06.1996
Skills
- Analytical and Critical Thinking
- Planning and Coordination
- Student engagement
- Classroom management
- Lesson Planning
- Courteous with Strong Service Mindset
- Multitasking and Prioritization
- Customer Data Confidentiality
- Upbeat and Positive Personality
- CRM Software
- Verbal and Written Communication
Timeline
Homeschool Educator
Homeschool Mom
09.2017 - Current
Insurance Sales Representative
Rodney Cole Insurance
06.2016 - 09.2017
Mortgage Loan Officer
Capital One
01.2015 - 05.2016
Real Estate Assistant
The Hogan Group Of Companies
02.2013 - 05.2015
No Degree - Real Estate
J Sargeant Reynolds Community College
High School Diploma -
King William High School