Heather McCune
East Liverpool
Summary
Insightful Insurance Sales Agent bringing 4 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level closing position. Ready to help team achieve company goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Closing Coordinator
Broker's Settlement Services
Pittsburgh
06.2024 - Current
- Answered questions and advised customers regarding loans and transactions.
- Prepared loan packages for closing, ensuring all documents were accurate and complete.
- Delivered excellent customer service by identifying needs and recommending custom solutions.
- Prepared and typed loan applications, closing documents or legal documents using computers.
- Reviewed and maintained closing documents for accuracy and completeness.
Secretary
St. John Lutheran Church, East Liverpool
East Liverpool
08.2022 - 06.2024
- Anticipated leadership needs by preparing or gathering records, reports and correspondence.
- Greeted visitors in a professional manner and directed them to appropriate personnel or offices.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Composed, edited and typed complex memos and reports with job-related software.
- Set up workshops, conferences and meetings by scheduling and reserving rooms and preparing supplies.
Insurance Agent
Aflac
Boardman
04.2018 - 03.2022
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
Closer
Servicelink
Coraopolis
12.2011 - 10.2017
- Maintained checklists of required documentation and open issues affecting closings.
- Collaborated with lenders, agents and legal professionals to resolve transactional and title issues.
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
Softline Lead
Sears Department Store
Monaca
04.2006 - 08.2010
- Coached team members in techniques necessary to complete job tasks.
- Trained new team members by relaying information on company procedures and safety requirements.
- Worked different stations to provide optimal coverage and meet production goals.
- Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
Education
Associate of Science - Accounting And Business Management
Ohio Valley College of Technology
East Liverpool, OH04.2011
High School Diploma -
Beaver Local High School
Lisbon, OH05.2001
Skills
- Life Insurance
- Policy Renewals
- Information Updates
- Consultative Selling Techniques
- Lender Relationships
- Direct Marketing
- Mortgage Underwriting
Certification
- Health and life License - 4 years
Timeline
Closing Coordinator
Broker's Settlement Services
06.2024 - Current
Secretary
St. John Lutheran Church, East Liverpool
08.2022 - 06.2024
Insurance Agent
Aflac
04.2018 - 03.2022
Closer
Servicelink
12.2011 - 10.2017
Softline Lead
Sears Department Store
04.2006 - 08.2010
Associate of Science - Accounting And Business Management
Ohio Valley College of Technology
High School Diploma -
Beaver Local High School