Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
Work History
Inside Security Sales Engineer
ATS Integrated Solutions
04.2024 - Current
Established long-term relationships with key clients for repeat business and referrals, cultivating a strong network within the industry.
Identified sales opportunities by assessing environment and devising and implementing winning strategy.
Identified and supported resale opportunities to achieve sales plans.
Developed customized proposals that demonstrated a clear understanding of client requirements and offered compelling solutions to meet their unique needs.
Insurance Solutions Specialist
Farm Credit Mid-America
01.2023 - 04.2024
Developed and maintained a deep understanding of partner systems
Provided technical support to sales team
Worked with sales staff on Salesforce implementation and processes
Provided ongoing dialogue with vendor representatives for system notifications
Rural 1st Construction Specialist
Farm Credit Mid-America
05.2021 - 01.2023
Initiated customer construction disbursements via ACH, wire transfer, and check
Ordered and reviewed scheduled inspections for project percentage complete
Developed and introduced a template guidelines for Construction Specialist team
Obtained and reviewed adequate insurance coverage for each project
Developed and introduced a "Built Acknowledgement Form"
Updated and verified W9 for accurate and timely payment
Assisted other departments with construction questions
Rural 1st Closing Specialist
Farm Credit Mid-America
03.2020 - 05.2021
Reviewed funding packages by calculating fees and arranging for disbursement of loan funds.
Managed multiple concurrent transactions while maintaining attention to detail, ensuring all timelines were met without sacrificing accuracy or customer satisfaction levels.
Confirmed accurate fundings, lien payoffs and final mortgage recordings by collaborating with real estate agents, loan officers, and attorneys.
Coordinated with buyers, escrow agents, and real estate agents to complete loan submissions and scheduled closing dates.
Produced closing instructions and coordinated with title company to monitor closing and funding.
Reduced errors in loan documentation by meticulously reviewing and verifying information prior to submission.
Enhanced customer satisfaction by providing timely updates and addressing concerns promptly throughout the closing process.
Assistant Branch Manager
Liberty Financial Credit Union
11.2019 - 03.2020
Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Trained and developed new team members in alignment with branch service standards and objectives.
Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to credit union policies and regulations.
Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Branch Manager
SIU Credit Union
05.2019 - 11.2019
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Member Services Representative
SIU Credit Union
01.2017 - 04.2019
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Responded to customer calls and emails to answer questions about products and services.
Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
Deposit Support Representative II
Banterra Bank
01.2014 - 12.2016
Maintained high levels of customer satisfaction with proactive follow-ups and clear communication.
Trained new support representatives, ensuring a consistent level of service quality across the team.
Managed escalated customer complaints, working closely with management to achieve satisfactory resolutions.
Conducted regular reviews of support tickets to identify patterns and opportunities for optimization.
Actively participated in team meetings, sharing insights on best practices and potential improvements.
Education
Associate of Applied Science - Accounting And Business Management
Southeastern Illinois College
Harrisburg, IL
05.2017
High School Diploma -
Eldorado High School
Eldorado, Illinois
05.2007
Skills
Relationship Building
Sales closing
Presentation Skills
Customer Support
Team Collaboration
Sales Transactions
Organization skills
Teamwork and Collaboration
Timeline
Inside Security Sales Engineer
ATS Integrated Solutions
04.2024 - Current
Insurance Solutions Specialist
Farm Credit Mid-America
01.2023 - 04.2024
Rural 1st Construction Specialist
Farm Credit Mid-America
05.2021 - 01.2023
Rural 1st Closing Specialist
Farm Credit Mid-America
03.2020 - 05.2021
Assistant Branch Manager
Liberty Financial Credit Union
11.2019 - 03.2020
Branch Manager
SIU Credit Union
05.2019 - 11.2019
Member Services Representative
SIU Credit Union
01.2017 - 04.2019
Deposit Support Representative II
Banterra Bank
01.2014 - 12.2016
Associate of Applied Science - Accounting And Business Management