Kelly Brooke Hall
Martinsville,VA
Summary
Energetic and professional team player. I did take a planned career break at the end of 2023 and now I am ready to get back in the work field. I feel refreshed and feel I would be a good fit for the leasing consultant position. I am currently studying to get my real estate license and I’m excited about that. I am confident my skills are well aligned with the role and that I would be an excellent fit for this position.
Overview
19
19
years of professional experience
Work History
Customer Service Representative
Hooker Furnishings Corporation
10.2022 - 09.2023
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Personal Lines Agent
Burton & Company
05.2021 - 10.2021
- Answer phones in a timely manner
- Update claims
- File claims when needed
- Make endorsements on policies as needed
- Process daily tasks in Salesforce System
- Issue binders when needed
- Write homeowner and auto policies
Insurance Agent
Bill Teegen Insurance Agency, LLC
03.2018 - 04.2021
- Answer phone in a timely manner
- Talk to clients or potential clients on the phone or in person about homeowners or auto insurance
- Take payments and process in the office
- Issue binders as needed
- Contact mortgage companies to update insurance companies
- Make endorsements to policies daily
- Issue a certificate of insurance if needed (COI)
- Maintain communication with clients as an independent agent
Financial Service Advisor
Union Bank & Trust
02.2017 - 02.2018
- Knows security procedures of opening and closing branch
- Answers phone, take messages and give in a timely manner
- Helps behind teller line when needed and runs a teller drawer
- Responsible for opening checking accounts, business and personal
- Understands checking accounts and makes sure clients are put in the correct account that best fits their needs
- Makes phone calls to existing clients to talk about products and promotions we offer
- Talk to potential clients about loans
- Keep up to date on BVS courses and insure they are completed in a timely manner
- Maintain a professional demeanor
- Talk to clients about credit cards
- I have knowledge of HELOC, HEL, Bridge Loans, Vehicle Loans, Unsecured Loans, Unimproved Loans and Improved Loans
- Open and close certificate of deposit
Mortgage Loan Production Assistant
Freedom First Credit Union
11.2015 - 10.2016
- Supports new and existing loans
- Backup to the processors
- Liaison between the members and the Originators
- Generates daily reports to ensure referrals have been assigned
- Return phone calls in a timely manner to set up appointments for the clients and Originator
- Communicates loan status to member, realtor, closing agent and MLO
- Maintains working knowledge of Credit Union products
- Maintains a professional appearance to ensure a positive experience for each member
- Makes copies of documents members bring in and save to MLO’s folder on computer
- Ordered, organized and rotated supplies
Personal Banker
Bank of North Carolina
07.2015 - 10.2015
- Understood procedures for security
- Answered the phone in a timely manner and transferred to the correct department
- Run teller drawer as needed
- Open checking accounts and savings accounts
- Kept up the BNC products to be able to sell them
- Balanced teller drawer at the end of the day
- Pulled ATM deposits and night drop daily and processed
- Maintained a professional demeanor
- Maintained consistent contact with clients to quickly identify changes in their financial status and recommend new products
Financial Service Supervisor
Valley Bank
08.2004 - 06.2015
- Company Overview: Valley Bank, Roanoke VA (bought out by Bank of North Carolina)
- Used computer daily to look up customer account information and know how to verify the person to whom I was talking with before giving out personal information
- Count and deposit money into personal and commercial accounts, give balances, prepare and verify cashier checks
- Pull night drop and ATM deposits daily under dual control and then process the transactions under dual control
- Review all my work before running through the scanner
- Review my teller’s work before running through the scanner to make sure no mistakes were made
- Scheduled monthly audits and performed monthly audits on my tellers as we as keeping logs up to date and organized for organizational purposes
- Opened personal and commercial accounts and kept up with procedures and documentation needed to open accounts
- Work with the commercial department when accounts were needed and opened in a timely manner
- Keep up with branch supplies
- Verify signatures were correct before cashing a check and that funds were available
- Worked closely with branch manager on how my tellers were doing and helped with their monthly coaching
- Balanced my teller drawer daily
- Met my sales goal monthly
- Collaborated well with team members to carry out daily assignments and achieve team targets
- Helped managers improve area of operations by sharing feedback and contributing new ideas
Education
High School Diploma (Advanced) - undefined
Bassett High School
Bassett, VA06.1999
Skills
- Team Building
- Documentation
- Customer Service
- Hard Worker
- Significant level of trust and diplomacy
- Multi-tasking
- Builds Customer Rapport
- Professional Personal Contact
Timeline
Customer Service Representative
Hooker Furnishings Corporation
10.2022 - 09.2023
Personal Lines Agent
Burton & Company
05.2021 - 10.2021
Insurance Agent
Bill Teegen Insurance Agency, LLC
03.2018 - 04.2021
Financial Service Advisor
Union Bank & Trust
02.2017 - 02.2018
Mortgage Loan Production Assistant
Freedom First Credit Union
11.2015 - 10.2016
Personal Banker
Bank of North Carolina
07.2015 - 10.2015
Financial Service Supervisor
Valley Bank
08.2004 - 06.2015
High School Diploma (Advanced) - undefined
Bassett High School
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