Holly Van Hooser
Flower Mound,TX
Summary
Customer-focused professional with over 10 years of experience in the insurance, banking and finance industries. Utilizes excellent communication skills and a strong work ethic in busy environments.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Customer Service Manager-Licensed Insurance Agent
Mike Bean State Farm Agency
Flower Mound, TX
10.2022 - 04.2024
- Establishing customer relationships and providing prompt, accurate and friendly customer service.
- Analyzing customer needs and recommending appropriate life, home, and auto policies.
- Responding to inquiries regarding insurance eligibility, coverages, policy changes, claim submission and billing clarification.
- Ensuring prompt resolution of customer inquiries via phone, email and SMS channels.
- Coordinating between various departments to resolve complex issues involving multiple teams.
- Working with the agent to identify and support community events in our market
Loan Specialist - Reviewer III
RP Professional Services
Remote Work
07.2020 - 01.2021
- Analyzed financial statements and resources to determine an applicant's ability to repay or receive forgiveness on previous loans.
- Observed corporate and federal regulatory policies in terms of data security, privacy and confidentiality.
- Determined financial data needed to evaluate forgiveness requests in terms of financial condition of borrowers.
- Recommended forgiveness decisions to supervisor in accordance with standard operating procedures and SBA guidelines.
Personal Banker
UMB Bank
Denton, TX
08.2018 - 03.2020
- Built strong rapport with new and existing clients to better serve financial needs and promote bank loyalty.
- Profiled customers effectively to identify needs and match bank products.
- Collaborated with partners such as small business officers, mortgage officer and private wealth managers to create and expand relationships in the community
- Mentored and trained new employees on processing deposits, withdrawals, loan payments, entering consumer and home equity applications and closing loans over an 8-10 week introductory period.
- Displayed exceptional time management, communication and customer service skills with the ability to handle competing priorities.
Retail Sales Associate
JCPenney
Flower Mound, TX
08.2013 - 05.2018
- Selling store merchandise, appliance protection plans and company credit cards.
- Restocked shelves and racks with latest merchandise and changed signage to promote special items and sales.
- Monitored sales floor to identify customers in need of assistance and merchandise in need of replenishment.
- Covered management shifts and supervised store with lead on duty shifts
MVO Coordinator - Reacquisition
Impartial Services Group
Irving, TX
06.2011 - 12.2012
- Processed claims under lemon law regarding replacement of Chrysler, Jeep and Dodge vehicles.
- Initiated vehicle surrender paperwork for both warranty litigation and lemon law repurchase/replacement.
- Requested and disbursed checks for dealerships, attorneys and customers.
- Calculated repurchase/replacement figures for customers and Chrysler.
- Assisted in implementing pilot Chrysler recall program
- Managed recalls on fleets for business customers.
Education
BBA - Business Administration
University of Arkansas At Little Rock
Little Rock, ARSkills
- Verbal and Written Communication
- CRM Software
- Client Prospecting
- Critical Thinking
- Financial Needs Assessment
- Customer Referrals
Certification
- Property and Casualty Insurance Licenses in Texas and Arkansas
- Life Insurance License in Texas and Arkansas
Timeline
Customer Service Manager-Licensed Insurance Agent
Mike Bean State Farm Agency
10.2022 - 04.2024
Loan Specialist - Reviewer III
RP Professional Services
07.2020 - 01.2021
Personal Banker
UMB Bank
08.2018 - 03.2020
Retail Sales Associate
JCPenney
08.2013 - 05.2018
MVO Coordinator - Reacquisition
Impartial Services Group
06.2011 - 12.2012
BBA - Business Administration
University of Arkansas At Little Rock
- Property and Casualty Insurance Licenses in Texas and Arkansas
- Life Insurance License in Texas and Arkansas
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