LaVette Herbert
Maricopa,AZ
Summary
Developed critical thinking and problem-solving skills in fast-paced administrative environment, seeking to transition into new field. Demonstrates strength in data analysis and customer communication. Capable of bringing efficiency and accuracy to new challenges.
Overview
28
28
years of professional experience
Work History
Underwriting Service Assistant
State Farm
09.2020 - Current
- Reviews and processes applications and policy transactions electronically for new and existing business according to established guidelines
- Handles multiple computer applications in a fast-paced collaborative team environment
- Performs premium breakdowns, electronically and/or manually calculate rates based on selected coverages
- Prepares a variety of reports, endorsements, filings, and form and cancellation letters
- Contributed to the successful implementation of technology upgrades designed to streamline operations in the underwriting department.
- Organized workload efficiently using time management skills to meet or exceed productivity targets consistently.
- Processed policy changes promptly, resulting in increased customer satisfaction and retention rates.
- Supported underwriters in risk assessments, leading to improved decision-making and business outcomes.
Bank Loan Officer
State Farm
02.2018 - 09.2020
- Developed strong relationships with clients, resulting in higher customer satisfaction rates and repeat business.
- Performed detailed credit analysis to minimize risk exposure, adhering to strict underwriting guidelines and regulations.
- Maintained thorough knowledge of evolving regulatory requirements, ensuring full compliance in all lending activities.
- Optimized internal workflows through regular process reviews, identifying areas for improvement and implementing solutions.
- Evaluated and approved loan applications within set credit limits, exercising sound judgment in decision making.
- Provided exceptional customer service, addressing client concerns promptly and effectively resolving issues.
- Collaborated with cross-functional teams to ensure timely processing of loans, improving overall operational efficiency.
- Submitted loan applications to underwriter for verification and recommendations.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Implemented customized loan solutions for clients facing financial hardships or unique circumstances while maintaining bank profitability.
- Increased loan application approvals by efficiently reviewing and verifying applicant financial information.
- Maintained a level three rating, fielding up to 50 calls per day.
Violations Processor
Vera Mobility
10.2018 - 02.2019
- Input data into tracking tool to capture feedback and trends
- Managed communication lines effectively, responding to inquiries promptly.
- Assisted in coordinating team activities to support operational goals.
- Increased accuracy in order processing by cross-checking information.
- Utilized strong analytical skills to identify potential risks or discrepancies within processed documents quickly.
- Provided business partner feedback on random sampling
- Developed communications providing Quality Tips for processing department
- Partnered with ROBO Help and CSS on clarification and interpretations of business rules
- Reviewed and researched processing approvals/rejections for errors, trends, and analysis
- Conducted data entry tasks for maintaining accurate records.
IT/Application Support Specialist
Lendmark Financial
08.2018 - 09.2018
- Managed ticket query system and ensured comprehensive query and resolutions database was kept up-to-date and resolved in timely manner
- Demonstrated specialist knowledge of operating systems, devices, application, and software
- Identified and resolved technical issues within the organization
- Developed reports for teams across the business
- Resolved technical issues by collaborating closely with cross-functional teams.
- Provided comprehensive support for application users, ensuring seamless user experience.
- Maintained detailed documentation for troubleshooting procedures and solutions.
- Analyzed system logs to proactively identify potential issues.
- Reduced downtime with effective problem-solving techniques.
- Researched and identified solutions to technical problems.
ATM Claims Operations Processor
Wells Fargo
02.2018 - 06.2018
- Performed duties of telephone operator for ATM claims
- Preserved records of customer interactions and transactions
- Recorded details of inquiries, complaints, comments, and actions taken
- Processed financial transactions to ensure accuracy and efficiency in daily operations.
- Provided exceptional customer service to internal and external customers.
- Adapted quickly to changing operational requirements, demonstrating flexibility under pressure.
- Managed multiple priorities effectively, ensuring all tasks were completed within required deadlines.
- Checked records for accuracy and completeness, and corrected errors.
- Made appropriate file information updates and system upgrades.
- Managed daily transaction records, ensuring compliance with company policies.
- Supported team in achieving daily targets, resolving discrepancies in a timely manner.
Personal Banker
Arvato
12.2017 - 01.2018
- Performed duties of customer service representative
- Managed transfers of funds
- Served customers in opening new accounts, updating current accounts, and closing accounts including but not limited to checking, savings, CD, and IRAs
- Monitored checking and savings account transactions
Customer Service Representative
Tivity Health
11.2017 - 12.2017
- Fielded inbound calls for Silver Sneaker Program
- Answered questions for members, including gym locations and programs offered
- Renewed and cancelled memberships
- Recorded details of inquiries or complaints as well as actions taken
Customer Assistance Representative
Teletech
10.2017 - 11.2017
- Served as crisis agent for Federal Emergency Management Agency (FEMA)
- Executed reliable and accurate data entry
- Streamlined customer service processes for improved efficiency and faster resolution times.
- Established rapport with customers through active listening and thoughtful questioning, earning their trust and confidence in our services.
- Collaborated with team members to improve overall customer experience and support quality.
- Reduced response times, effectively handling a high volume of calls daily.
- Demonstrated empathy towards customers facing difficulties, offering solutions tailored to their specific circumstances while adhering to company guidelines.
- Exceeded performance metrics consistently, demonstrating dedication to delivering exceptional service.
Retail Customer Service Associate
Macy's
11.2011 - 01.2017
- Handled payments by cash, check, credit cards, vouchers, or automatic debit
- Resolved customer complaints and provided them with vital information
- Processed merchandise returns and exchanges
- Quantified money in cash drawers at beginning of shifts to ensure correct amounts and adequate change
- Gift-wrapped merchandise and prepared packages for shipment
- Computed and recorded totals of transactions
Cash Office Administrative Coordinator
TJ Maxx
01.1997 - 06.2008
- Exceeded store sales goals
- 100% audit accuracy
- Processed all store transactions accurately and timely
- Completed bank deposits
- Performed duties related to payroll and scheduling
- Communicated store policy violations to leadership team
Education
Some College (No Degree) - Graphic Design
Kellogg Community College
Battle Creek, MISkills
- Microsoft Office Suite
- Data Analysis
- Research and Planning
- Customer Service
- Technical Expertise
- Critical Thinking
- Attention to Detail
- Policy analysis
- Data interpretation
- Teamwork
Timeline
Underwriting Service Assistant
State Farm
09.2020 - Current
Violations Processor
Vera Mobility
10.2018 - 02.2019
IT/Application Support Specialist
Lendmark Financial
08.2018 - 09.2018
Bank Loan Officer
State Farm
02.2018 - 09.2020
ATM Claims Operations Processor
Wells Fargo
02.2018 - 06.2018
Personal Banker
Arvato
12.2017 - 01.2018
Customer Service Representative
Tivity Health
11.2017 - 12.2017
Customer Assistance Representative
Teletech
10.2017 - 11.2017
Retail Customer Service Associate
Macy's
11.2011 - 01.2017
Cash Office Administrative Coordinator
TJ Maxx
01.1997 - 06.2008
Some College (No Degree) - Graphic Design
Kellogg Community College
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