Summary
Overview
Work History
Education
Skills
Timeline
Generic

Emily Speaks

Greenup,KY

Summary

Seasoned Financial Services Representative with relevant experience in providing clients with tailored financial solutions and investment advice. Strengths include strong analytical skills, client relationship management, and knowledge of banking products and services. Previous work resulted in improved client satisfaction and increased portfolio growth through personalized service delivery.

Overview

5
5
years of professional experience

Work History

Financial Services Representative

World Finance
Ashland, Kentucky
11.2023 - Current
  • I am in charge of various tasks including taking loan applications, closing loans, talking customers through financial and credit questions, filing taxes, and collection calls. I love making and maintaining client to keep customers coming back to our office for future business needs.

Insurance Agent

State Farm
Flatwoods, Kentucky
02.2023 - 11.2023
  • Built strong relationships with clients by delivering exceptional customer service and promptly addressing their inquiries or concerns
  • Educated clients on the features, benefits, and exclusions of different insurance policies to help them make informed decisions

AR Collection Specialist

Kings Daughters Hospital
Ashland, Kentucky
03.2021 - 03.2023
  • I work denied medical claims for anesthesia procedures, call insurance companies, and use web portals to work these claims. I also work any issues on claims before they are billed to insurance companies.

Sales Associate

Victoria Secret
Ashland, KY
08.2020 - 03.2021
  • Assist customers, work cash register, open and close the store

Education

High School Diploma -

Russell High School
Flatwoods, KY
05-2018

Associate of Arts - Early Childhood Care And Education

Ohio University
Ironton, OH

Skills

  • Hospitality and accommodation
  • Loan applications
  • Sales quota achievement
  • Credit Analyst
  • Financial Services

Timeline

Financial Services Representative

World Finance
11.2023 - Current

Insurance Agent

State Farm
02.2023 - 11.2023

AR Collection Specialist

Kings Daughters Hospital
03.2021 - 03.2023

Sales Associate

Victoria Secret
08.2020 - 03.2021

High School Diploma -

Russell High School

Associate of Arts - Early Childhood Care And Education

Ohio University
Emily Speaks