Lisa Cooper
Sparta,TN
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
9
9
years of professional experience
Work History
Insurance Sales Agent
Direct Auto Insurance Company
12.2022 - Current
- Generated quotes and proposals for clients to match individual needs.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Compliance Representative
First National Bank Of Tennessee
10.2014 - 04.2022
- Researched and analyzed accounts to ensure compliance with BSA/AML procedures and banking regulations
- Verified Currency Transaction Reports and created Suspicious Activity Reports for submission to FINCEN.
- Maintained up-to-date knowledge of applicable laws and regulations.
- Collected detailed notes on investigations and other communication to adhere to legal requirements and enhance recordkeeping
Education
Associate of Science, Sociology - Applied Science, Sociology
Motlow State Community College
McMinnville, TN12.2022
High School Diploma - undefined
Family Christian Academy
1998
Skills
- Quality Assurance Requirements
- Persuasive Selling
- Cash Handling
- Call Center Customer Service
- Customer Service and Assistance
- Data Collections
- Prospect Management
- Credit and Debt Card Processing
- Community Relations
- ATM Balancing
- Staff Training
- Financial Processes Understanding
Additional Information
State of Tennessee Department of Commerce and Insurance- Personal Lines Insurance, Life Insurance. Expires 09/30/2025.
License Number: 3002378093. NPN:20616540
Training from Tennessee Bankers Association: Introduction to Banking Basics 03-2016, Fundamentals of Compliance 01-2018, Basic IRA 03-2019, Deposit Account Administration 04-2019, Advanced IRA 10-2019, BSA/AML Compliance Management 10-2021. Also, monthly courses with American Bankers Association.
Timeline
Insurance Sales Agent
Direct Auto Insurance Company
12.2022 - Current
Compliance Representative
First National Bank Of Tennessee
10.2014 - 04.2022
Associate of Science, Sociology - Applied Science, Sociology
Motlow State Community College
High School Diploma - undefined
Family Christian Academy