Lenequa Bradford
Dallas,TX
Overview
12
12
years of professional experience
Work History
Life Insurance Agent
New York Life Insurance Co
01.2018 - 11.2024
- Consulted with clients to assess life insurance needs and recommend suitable policies.
- Evaluated current financial situation of clients before recommending any policy changes.
- Educated clients on policy features and benefits, enhancing understanding of coverage options.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed and maintained strong relationships with clients to ensure satisfaction.
- Conducted market research to identify new sales opportunities, informing strategic decision-making.
- Trained new agents on sales techniques, product knowledge, and client engagement strategies.
- Provided detailed information regarding products, services and account status.
Service Coordinator
Capital One
03.2015 - 12.2017
- Coordinated service requests between customers and internal teams to ensure seamless service delivery.
- Reviewed customer inquiries, providing timely resolutions to enhance customer satisfaction.
- Provided customer service to ensure client satisfaction.
- Managed customer accounts and processed transactions efficiently.
- Handled incoming calls and responded to emails promptly.
- Trained new representatives on company policies and customer service standards, improving team competency.
Mortgage Servicing Specialist
Bank of America
Plano, Texas
08.2012 - 12.2014
- Analyzed delinquent mortgages to identify viable options for foreclosure proceedings or loan modifications, contributing to loss mitigation efforts.
- Coordinated loan modifications, effectively communicating updates to clients to ensure understanding and satisfaction.
- Reviewed mortgage accounts to ensure accuracy of loan information and payment calculations.
- Processed mortgage payments and maintained accurate account records.
- Monitored interest rate changes, updating borrower accounts to maintain accuracy and compliance.
Education
High School Diploma -
Lincoln High School
Dallas, TX06-2010
Accounting
Navarro College
Corsicana, TXSkills
- Account management
- Client retention
- Appointment scheduling
- Attention to detail
- Effective communication
- Problem solving
- Time management
- Strong interpersonal skills
Timeline
Life Insurance Agent
New York Life Insurance Co
01.2018 - 11.2024
Service Coordinator
Capital One
03.2015 - 12.2017
Mortgage Servicing Specialist
Bank of America
08.2012 - 12.2014
High School Diploma -
Lincoln High School
Accounting
Navarro College