Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kaitlyn Croom

Mechanicsville,N

Summary

Highly skilled and accomplished in all arenas of customer service, business administration, sales, accounting and finances. 18+ years of experience along with my associate's degree in business administration and management has proven me successful and a great fit for any business-related role.

Overview

1
1
Certification

Work History

Loan Consultant II

Lendmark Financial
  • Compiled documentation necessary to successfully fund over 60 loans per month.
  • Generated numerous valuable leads through outbound phone calls to local consumers and businesses.
  • Built positive relationships with customers by offering best financing and product options for personal loans.
  • Obtained insurance producing license to sell insurance alongside loans, resulting in selling insurance to over 99% of my closed loans.
  • Maintained open communication with old clients to cement relationships, drive referrals and obtain repeat business.
  • Handled paperwork and moved between customers and lending institutions to smoothly resolve any concerns.
  • Achieved sales goals consistently by tenaciously pursuing new connections and loan opportunities.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Originated checks to provide customers after loan closings
  • Submitted loan applications to underwriter for verification and recommendations.
  • Maintained strict confidentiality of bank records and client information.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Applied the prior rapport I had built with multiple automotive dealerships, to utilize our branch for their customer's lending needs.
  • Closely monitored performance of current portfolio of specialty loans and made changes to achieve performance targets.

Insurance Service Specialist/Trainer

Glass America
  • Handled high volume of inbound/outbound calls pertaining to auto glass needs for our customers, dealerships, and insurance companies.
  • Surpassed performance goals by approaching interactions with resourcefulness, organization and customer-centric solutions.
  • Administrative duties as delegated by Regional Manager ie: processing all mail in and out, faxing insurance documents, new hire onboarding, reports, etc.
  • Dispatched technicians with quick response time to fleet services, contracting companies, dealerships to get vehicles back on the road within the next day.
  • Dispatched technicians out of all stores in the state of VA.
  • Responsible for training new hires- in my 6 year tenure with the company I trained 5 new hires including customer service representatives, office managers and technician managers.
  • Trained current employees on new network systems that were implemented.
  • Accounts payable and receivable for region.
  • Compiled invoices for expense reports for region to send to our corporate office to calculate % to budget.
  • Created reports for sales, revenue, and inventory.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Processed customer service orders promptly to increase customer satisfaction.
  • Developed customer service policies and procedures to meet and exceed industry service standards.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Complied with company policies and procedures by encouraging positive and effective work environment among all employees.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Responsible for inventory, returns, and orders.
  • Worked alongside accounting department to correct deposit errors, make deposits
  • Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Oversaw bookkeeping and accounting systems and entered data into systems accurately.
  • Produced month-end closing reports and provided actionable suggestions on remittance for quick resolution.
  • Oversaw office accounting functions such as AP/AR and payroll to keep finances accurate and current.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.

Insurance Verification Specialist

Geico Insurance Company
  • Examined reports, accounts and evidence to determine integrity and accuracy of information.
  • Worked productively in fast-moving work environment to process large volumes of claims.
  • Very Proficient in data entry to enter a multitude of information to assist claims adjusters in no fault vehicle accidents
  • Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
  • Checked documentation for accuracy and validity on updated systems.
  • Verified client information by analyzing existing evidence on file.
  • Generated, posted and attached information to claim files.
  • Evaluated accuracy and quality of data entered into agency management system.
  • Oversaw claim recoveries, subrogation and salvage.
  • Modeled exceptional
  • Evaluated and settled complex insurance claims in strict timeframes.
  • Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.
  • Understood requirements for disputes, gathered evidence to support claims and prepared customer cases to handle appeals.
  • Performed administrative duties by verifying documentation, researching facts and contacting other parties involved to determine fault percentages and minimize potential losses.
  • Conducted full claim investigations and reported updates and legal actions.
  • Worked with claims adjusters and examiners to expedite processing in alignment with procedures.
  • Delivered top-notch administrative support to office staff, promoting excellence in office operations.

Sr. Account Specialist

Terminix
  • Set up new customer accounts and updated existing profiles with latest information.
  • Adhered to standards of quality and service as well as all compliance requirements.
  • Completed routine and complex account updates to resolve problems.
  • Reviewed account activity to assess financial status and evaluate discrepancies.
  • Proposed additional service options to clients to capitalize on upsell opportunities.
  • Placed new customer orders and scheduled appointments.
  • Dispatched technicians
  • Motivated team members to meet and exceed sales targets.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Worked independently with minimal supervision.
  • Contributed to team objectives in fast-paced environment.
  • Negotiated prices, terms of sales and service agreements.
  • Prioritized tasks and projects to meet tight deadlines.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
  • Set and achieved company defined sales goals.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Demonstrated consistent track record of overachieving sales quotas.
  • Maintained a 5/5 customer approval rate by offering exceptional customer service and resolving issues by working directly with service team
  • Maximized sales through effective client relationship development, resulting in consistent ranking in top 3% of team.
  • Resolved complex billing and payment issues for balanced, accurate accounts.

Inside Sales Represenative II

Trugreen
  • Answered customers' questions regarding products, prices, and availability.
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Managed friendly and professional customer interactions.
  • Set up new accounts, established customer credit and set up payment methods.
  • Determined needs, delivered solutions, and overcame objections through consultative selling skills.
  • Exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
  • Negotiated prices and terms of sales with potential customers to reach mutually beneficial agreement.
  • Collaborated with outside sales representatives, marketing and other departments to generate leads and close sales.
  • Used CRM software to maintain detailed contact logs and account records.
  • Prepared and submitted reports to keep management informed of sales activities and progress.
  • Attended meeting and sales events to learn latest developments and brainstorm new sales strategies.
  • Contributed to team objectives in fast-paced environment.
  • Built relationships with customers and community to promote long term business growth.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.

Education

Associates Degree - Business Administration And Management

Averett University
Danville, VA
08.2016

High School Diploma -

Stafford Senior High School
Stafford, Va
06.2007

Skills

  • Referral Network Development
  • Credit Management
  • Collections Proficiency
  • Loan Disbursement
  • Motivational Techniques
  • Credit History Review
  • Credit File Updating
  • LexisNexis Software
  • Very proficient in Data entry, over 100 wpm
  • Expert comprehension in filing insurance claims and explaining insurance information to consumers
  • Excellent communication dexterity as success is proven by maintaining and attracting new customers and business partners
  • Sales Pipeline Maintenance
  • Underwriting Support
  • QuickBooks Master
  • Financial Services
  • Billing Procedures
  • New Client Acquisition
  • Balance Sheet Expertise
  • Account Coding Aptitude
  • Client Relations
  • Customer Retention
  • Invoice Reconciliation
  • Configuration and Management
  • Time Management
  • Lead Generation
  • Coaching and Mentoring
  • Finance and Accounting Operations
  • Coordination
  • Data Evaluation
  • Critical Thinking
  • Credit Checks
  • Technical Support
  • Customer Relations
  • Documentation
  • Workflow Planning
  • Insurance Eligibility Verifications
  • Excel Spreadsheets
  • Back Office Operations
  • Closing and Contract Negotiations
  • Accounting Support
  • Customer Service

Certification

Licensed insurance producer

Timeline

Loan Consultant II

Lendmark Financial

Insurance Service Specialist/Trainer

Glass America

Insurance Verification Specialist

Geico Insurance Company

Sr. Account Specialist

Terminix

Inside Sales Represenative II

Trugreen

Associates Degree - Business Administration And Management

Averett University

High School Diploma -

Stafford Senior High School
Kaitlyn Croom