Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Hi, I’m
Lesley Peterson
West Des Moines,IA
Summary
Overview
16
years of professional experience
Work History
Lincoln Savings Bank
Credit Underwriter /Portfolio Manager
09.2022 - 10.2023
Job overview
- Facilitated portfolio performance review and implemented new strategies.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Developed and presented proposals for new investments.
- Complied with established internal controls and policies.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Generated comprehensive reports on portfolio performance and risk assessment.
Lincoln Savings Bank
Licensed Insurance Agent
05.2019 - 09.2022
Job overview
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
INDEMNUS CORPORATION
Licensed Insurance Agent
10.2018 - 02.2019
Job overview
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Obtained underwriting approval by completing application for coverage.
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
Asset Protection Agency
Licensed Insurance Agent
10.2013 - 10.2018
Job overview
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Obtained underwriting approval by completing application for coverage.
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
- Upsold additional products and services after identifying customer needs and requirements.
Horace Mann Insurance Companies
Licensed Insurance Agent
08.2011 - 10.2013
Job overview
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Tracked progress of all outstanding insurance claims.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
University Of California Irvine Medical Center
Principal Admit Worker Supervisor
08.2007 - 08.2007
Job overview
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Monitored and evaluated personnel performance to complete annual reviews, recommend advancement, or address productivity concerns.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Analyzed data related to administrative costs and spending trends to prepare budgets for personnel.
- Delivered performance reviews, recommending additional training or advancements.
- Answered phone calls and responded to inquiries from customers, vendors and other external contacts.
- Greeted visitors with professionalism and enthusiasm to provide support and direct guests to appropriate department.
Education
San Antonio Community CollegeSan Antonio, TX
from General Studies
University Overview
Tom C Clark High SchoolSan Antonio, TX
High School Diploma
05.1992
University Overview
Skills
- Due Diligence
- Market Understanding
- Client Relationship Management
- Risk Rating
- Customer Portfolio Management
- Loan Analysis
- Analyzing Investment Opportunities
- Financial Analysis
- Collateral Positioning
- Financial Reporting and Analysis
- Customer Relations
Timeline
Credit Underwriter /Portfolio Manager
Lincoln Savings Bank
09.2022 - 10.2023
Licensed Insurance Agent
Lincoln Savings Bank
05.2019 - 09.2022
Licensed Insurance Agent
INDEMNUS CORPORATION
10.2018 - 02.2019
Licensed Insurance Agent
Asset Protection Agency
10.2013 - 10.2018
Licensed Insurance Agent
Horace Mann Insurance Companies
08.2011 - 10.2013
Principal Admit Worker Supervisor
University Of California Irvine Medical Center
08.2007 - 08.2007
San Antonio Community College
from General Studies
Tom C Clark High School
High School Diploma
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