LINDSEY COATES
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills. Organized and detail-oriented team player. Able to handle multiple projects simultaneously with a high degree of accuracy.
Overview
10
10
years of professional experience
Work History
Loan Processing Analyst (MLO)
PNC Bank
03.2021 - 10.2023
- Managed consumer loans to include preparing the loan files, working with Underwriting for review/approval, and securing payoff and account information to submit for closing
- Consistently achieved and exceeded quarterly goals for bonus opportunities
- Chosen and participated in a pilot testing environment for internal system upgrade.
Branch Banker Associate
PNC Bank
07.2019 - 03.2021
- Handled transactions for customers, including check cashing, deposits, withdrawals, transfers, loan payments, cashier's checks and account services
- Front line defense in looking for and stopping fraudulent transactions
- Identified customers needs to provide information on new products and services.
Leasing Manager
Milestone Management (Highmark Residential)
12.2018 - 04.2019
- Managed leasing contracts, gave tours and addressed tenant inquiries and complaints.
Leasing Professional
Greystar Residential
08.2018 - 11.2018
- Planned and coordinated social activities, gave tours and prepared move-ins/move-outs.
Health and Life Service Manager
Independent Insurance Group, Inc
09.2016 - 06.2018
- Provided renewal coverage services for small and large group employers
- Serviced completion of applications, updates, and terminations of coverage as well as other necessary paperwork for employers
- Consulted with individual and prospective clients to assess health insurance needs, budget requirements, rate quotes, and other relevant details.
Certified Nursing Assistant
Homewatch Caregivers
02.2015 - 07.2015
- Traveling to locations for homecare clients to assist with their activities of daily living.
Certified Nursing Assistant
Avera Sister James Care Center
07.2013 - 05.2014
- Within a 112-bed skilled long term care nursing facility.
Education
Licensed by NC DOI -
Insurance Educational Systems (IES)
05.2017
Graduated -
University of South Dakota (USD)
12.2013
C.N.A. Received -
National American University (NAU)
06.2013
Attended -
Michigan Technological University (MTU)
04.2011
Graduated High Honors (3.85 GPA) -
Osseo High School
06.2009
Skills
- Risk Mitigation
- Financial & Account Management
- Information Gathering
- Underwriting Support
- Conflict Management & Resolution
- Active Listening Skills
- Health Insurance
- Deadline Adherence
- Quality Standards
- Tableau Software
- Microsoft Office
- Adaptability
Awards Activities
- Head Coach 13U/15U Fayetteville Area Volleyball Association
- Scholarship Athlete of USD Volleyball Team, and MTU Volleyball Team
- Managing Editor of Osseo High School Yearbook
Timeline
Loan Processing Analyst (MLO)
PNC Bank
03.2021 - 10.2023
Branch Banker Associate
PNC Bank
07.2019 - 03.2021
Leasing Manager
Milestone Management (Highmark Residential)
12.2018 - 04.2019
Leasing Professional
Greystar Residential
08.2018 - 11.2018
Health and Life Service Manager
Independent Insurance Group, Inc
09.2016 - 06.2018
Certified Nursing Assistant
Homewatch Caregivers
02.2015 - 07.2015
Certified Nursing Assistant
Avera Sister James Care Center
07.2013 - 05.2014
Licensed by NC DOI -
Insurance Educational Systems (IES)
Graduated -
University of South Dakota (USD)
C.N.A. Received -
National American University (NAU)
Attended -
Michigan Technological University (MTU)
Graduated High Honors (3.85 GPA) -
Osseo High School