Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Jason Volcansek

Plano,TX

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Motivated professional offering additional value to any organization in need of great collaboration, interpersonal and multitasking abilities.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Independent Insurance Agent

New Era Life Insurance
Plano, TX
01.2020 - 12.2023
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.

Portfolio Manager & Reporting Lead

Mr. Cooper (Formerly Nationstar Mortgage LLC.)
Irving, TX
01.2015 - 04.2019
  • Created weekly deliverables and Powerpoint presentations for executive leadership and upper level management
  • Responsible for line of business reporting gathered from multiple departments and tracked closing document deliveries from Iron Mountain
  • Led weekly/biweekly interdepartmental conference calls to mitigate financial risk to the company
  • Created additional reporting of loan document bundles from outside business units in reducing business operational risk
  • Worked with team to timely incorporate special projects and address escalations

Unit Manager – Business Control, Quality Assurance

Bank of America
Addison, TX
01.2011 - 05.2014
  • 6 team managers and 78 associates worked together to improve performance test metrics in a highly specialized global business operations department designed to reduce operational risk and maintain bank compliance
  • New policy and procedures along with process gaps were outlined and documented to train new associates and new contracting partners
  • Worked with team managers to develop and utilize team members' strengths to develop efficient protocols across multiple lines of business while supporting external vendors to resolve escalations
  • Managed a team assigned to reduce a dynamic flow of revisions and document uploads while assisting in managing multiple managerial positions within the highest production pod
  • Managed and aligned teams within pods to increase production rate while simultaneously achieving an increase in production accuracy

Constructed and disseminated LOB wide reporting on pipeline management and production

General Manager - Personal Training & Sales

La Fitness - Fitness International
Dallas/Fort Worth, Texas, OR
09.2006 - 08.2010
  • Elevated three clubs to 100% goal invoice/enrollment while resolving customer service issues and working with existing clients
  • Progressed from Assistant Manager to General Manager in 5 months
  • Recognized as the Top Sales Manager in the state of Texas
  • Recognized nine times as a member of the Top 10 National Sales Managers
  • Partnered with Assistant GM of Sales across 4 locations for hiring, recruiting, and development of sales team and fitness training staff exceeding 160 employees

Relationship Banker

Capital One, Corporate Campus
Frisco, Texas
01.2007 - 08.2007
  • Grossed 1.1 million in deposits the final month to claim top banker and single month record
  • Achieved and maintained exemplary customer service scores for corporate flagship location
  • Opened and serviced accounts within authorized limits.
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.

Education

BBA - Finance

Texas A&M University
College Station, TX
05-2001

Skills

  • Client Account Management
  • Operations Management
  • Customer Service
  • Client Retention
  • New Business Development
  • Sales Team Training

Certification

  • ISSA Personal Training Certification
  • CPR Certified

Affiliations

  • Eagle Scout
  • Knights of Columbus

Timeline

Independent Insurance Agent

New Era Life Insurance
01.2020 - 12.2023

Portfolio Manager & Reporting Lead

Mr. Cooper (Formerly Nationstar Mortgage LLC.)
01.2015 - 04.2019

Unit Manager – Business Control, Quality Assurance

Bank of America
01.2011 - 05.2014

Relationship Banker

Capital One, Corporate Campus
01.2007 - 08.2007

General Manager - Personal Training & Sales

La Fitness - Fitness International
09.2006 - 08.2010

BBA - Finance

Texas A&M University
Jason Volcansek