Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Isaiah Lockhart

Nixa,MO

Summary

High-achieving, driven, loyal, and honest; adept at building and maintaining relationships. Versed in insurance, financial, management, and sales industry practices meeting the needs of a wide range of customers. Offering 18+ years' experience in these combined fields. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

9
9
years of professional experience

Work History

Sales Manager, Sales Representative, Inventory, Installation Specialist

Liberty Safe Of The Ozarks & Stronghold Storm Shelters & Safe Rooms, S State Hwy
05.2019 - 03.2020
  • Increased sales by 400% within first 20 months of employment
  • Developed and implemented new sales initiatives, strategies, and programs to capture specific demographics
  • Responsible for creating quarterly reports regarding sales, profit, growth, etc
  • Managed and tracked all sales, inventory, and order placements so that supply and demand were met accordingly
  • Assessed strengths and weaknesses of the sales team, inventory, and programs in place
  • Developed company specific Excel spreadsheets and formulas for tracking and managing inventory
  • Created sales reports, dealer costs, profits as well as other vital information to ensure consistent company growth
  • Provided useful information regarding current supplies to CFO and advised of needs to revitalize sales
  • Met with customers both in-store as well as on-site to assess their needs and ensured high degree of satisfaction with our products and services
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.

Financial Advisor

Cox Health
04.2018 - 06.2018
  • Reviewed detailed billing for physician services with patients in-person and by phone regarding upcoming procedures; answered any billing questions
  • Explained insurance coverage to patients, based on their insurance provider, i.e
  • Deductible amounts, out-of-pocket maximum, and co-payments
  • Reviewed detailed billing for physician services with patients, in person or by phone, regarding upcoming procedures and answered billing questions
  • Followed up on patient accounts and forwarded outstanding requests to the appropriate account representative
  • Processed customer payments in-person and via telephone.

Agent Team Member

Dustin Kirkman State Farm
12.2017 - 03.2018
  • Engaged in meaningful conversations to promote a thought-provoking dialogue in which the customer felt educated in determining the insurance products that best fit their personal situations and lifestyles
  • Responded to inquiries regarding insurance availability, coverages, transfers, policy changes and eligibility
  • Developed customer relationships by having in-depth conversations to discuss additional services and products
  • Represented State Farm in a manner that maintained and expanded business relationships and enhanced the office's image, contributing to its growth.

Transaction Specialist

UMB Bank N.A.
02.2016 - 05.2017
  • Opened new accounts, maintained existing accounts, and developed customer relationships and educated customers of various UMB products
  • Provided consistent and outstanding customer service to customer's needs, answered customer inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations, and customer privacy policies
  • Partnered with internal teams such as Small Business Officers, Mortgage Officers, Investment Wealth Management, and Commercial lenders
  • Provided necessary support to tellers to ensure that quality customer service is consistently provided
  • Processed financial transactions accurately and efficiently, including loan requests and Wire Transfers, and opened deposit accounts for customers.

Mortgage Processor

City Utilities Community Credit Union
07.2015 - 10.2015
  • Assisted the Mortgage Officer by providing documentation as needed
  • Set up and completed loan submission packages.
  • Answered client questions and assisted with the application, underwriting, and finalization of the loan process
  • Gathered and organized financial information for loan qualification including employment, salary, assets, tax returns, current debts and expenses, following regulatory procedures and policies
  • Prepared applications as well as the final loan documents, and communicated with title companies, appraisers, realtors, and others to prepare for the loan closing

Loan Officer

Community Financial Credit Union
08.2011 - 03.2015
  • Provided members with services such as personal loans, credit cards, lines of credit, vehicle loans as well as assisting with underwriting loan applications
  • Originated, underwrote, reviewed, processed, closed, and administered customer loans
  • Worked as a team player communicating with fellow loan officers to ensure our members were highly satisfied with our services
  • Analyzed applicant's financial status, credit, and property evaluations to determine feasibility of granting loans and services
  • Explained and educated our clients regarding the different types of loans and credit options available and applicable terms of service
  • Successful in sales of credit union products by presenting our available services to members
  • Assisted in the development and re-writing of the credit union's policies and procedures as needed
  • Performed file account maintenance and account changes, opened new accounts for members and assisted clients with IRAs
  • Took initiative to make follow up calls and mailed personal letters, notes and thank-you cards to members to establish relationships with members (per credit union procedures).

Education

Associate of Arts - Criminal Justice

Ozarks Technical Community College
Springfield, MO
06.2019

Skills

  • Business Development
  • Order & Performance Management
  • Profitability Improvement
  • Client Relationship Management
  • Strategic Account Development
  • Revenue Forecasting
  • Financial Management
  • Staff Management
  • Microsoft Word, PowerPoint, Excel and Outlook

Additional Information

  • LICENSURES: , INSURANCE State of Missouri Property & Casualty Life, Accident & Health License # 8073435

Timeline

Sales Manager, Sales Representative, Inventory, Installation Specialist

Liberty Safe Of The Ozarks & Stronghold Storm Shelters & Safe Rooms, S State Hwy
05.2019 - 03.2020

Financial Advisor

Cox Health
04.2018 - 06.2018

Agent Team Member

Dustin Kirkman State Farm
12.2017 - 03.2018

Transaction Specialist

UMB Bank N.A.
02.2016 - 05.2017

Mortgage Processor

City Utilities Community Credit Union
07.2015 - 10.2015

Loan Officer

Community Financial Credit Union
08.2011 - 03.2015

Associate of Arts - Criminal Justice

Ozarks Technical Community College

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Isaiah Lockhart