Dana Foster
Westland,MI
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
21
21
years of professional experience
Work History
Personal Lines Insurance Sales Agent
Progressive
05.2023 - Current
- Increased sales revenue by consistently meeting and exceeding sales targets.
- Negotiated contracts with prospective clients, helping to secure long-term business partnerships.
- Achieved top performer status within the company due to consistent high sales numbers.
- Leveraged CRM software to efficiently track leads, manage contacts, and monitor progress toward goals.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Informed customers of promotions to increase sales productivity and volume.
Operations Team Lead
SUCCESS MORTGAGE PARTNERS
05.2018 - 10.2022
- Train and mentor new/existing staff in Encompass
- Assist loan officers with file process and programs
- Assist team with understanding of underwriting conditions and programs
SR LOAN PROCESSOR
HORIZON FINANCIAL GROUP
08.2012 - 03.2018
- Created policies and procedures for office staff and loan officers
- Trained/Mentored new and existing staff
- Structure loans for loan officer by choosing programs and locking rates
- Hands on files from pre-approval through closing.
LOAN PROCESSOR
FEDTRUST MORTGAGE
10.2010 - 04.2011
- Ordered documents from 3rd parties to clear conditions
- Reviewed terms of loan and conditions with loan applicant
LOAN PROCESSOR
METRO FINANCE
09.2009 - 05.2010
- Ordered documents from 3rd parties to clear conditions
- Reviewed and cleared all title work
- Reviewed terms of loan and conditions with loan applicant
CLIENT CARE SPECIALIST
QUICKEN LOANS
01.2003 - 06.2008
Skills
- Very detail oriented and organized
- Strong ability to work under intense deadlines
- Knowledge of guidelines
- Accustom to constant change of rules and regulations in industry
- Goal-Oriented
- Insurance sales
- Customer Service
- Auto insurance
- Mortgage Underwriting
- Critical Thinking
- Relationship Building
- Problem-Solving
Timeline
Personal Lines Insurance Sales Agent
Progressive
05.2023 - Current
Operations Team Lead
SUCCESS MORTGAGE PARTNERS
05.2018 - 10.2022
SR LOAN PROCESSOR
HORIZON FINANCIAL GROUP
08.2012 - 03.2018
LOAN PROCESSOR
FEDTRUST MORTGAGE
10.2010 - 04.2011
LOAN PROCESSOR
METRO FINANCE
09.2009 - 05.2010
CLIENT CARE SPECIALIST
QUICKEN LOANS
01.2003 - 06.2008