Jo VanPatten
Summary
Experienced and successful individual used to managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering 30 years of finance, customer and work force experience and willingness to take on any challenge.
Overview
12
12
years of professional experience
Work History
Insurance Specialist
State Farm
01.2024 - Current
- Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
- Maintained high standards of customer service by building relationships with clients.
- Acted as subject matter expert, answering internal, and external questions and inquiries.
- Researched and resolved routine and complex issues.
- Played an active role in community events as a representative for the company which increased brand awareness.
- Responded to customer calls swiftly to resolve issues and answer questions.
Mortgage Loan Originator
Northwest Bank
03.2013 - 12.2023
- Worked with underwriters to fix application problems and resolve issues.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
- Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.
- Provided exceptional customer service throughout the entire loan process from initial consultation to closing day.
- Assisted clients in understanding complex mortgage terms, facilitating informed decisions about their financing options.
Education
Bachelor of Science - Business Management
Buena Vista University
Spirit Lake, IA05-2000
Associate of Arts - Retail Management
Iowa Lakes Community College
Estherville 05-1997
Skills
- Customer service
- Client relations
- Marketing strategies
- Customer complaint resolution
- Policy Knowledge
Affiliations
- Spirit Lake Music Boosters, Board Member
- Spirit Lake After Prom, Treasurer
- Hawthorn Park Homeowners Association, Treasurer
- Relay for Life committee chair
- Past Iowa Mortgage Association board member & President
- 2025 University of Okoboji Winter Games Cheerleader
Timeline
Insurance Specialist
State Farm
01.2024 - Current
Mortgage Loan Originator
Northwest Bank
03.2013 - 12.2023
Bachelor of Science - Business Management
Buena Vista University
Associate of Arts - Retail Management
Iowa Lakes Community College
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