Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lisa Donaldson

BULLHEADCITY,AZ

Summary

Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.

Overview

1
1
Certification
25
25
years of professional experience

Work History

Customer Service Representative

Jerry Thompson Farmers Insurance
BULLHEADCITY, AZ
08.2024 - 08.2026
  • Assisted clients in understanding insurance policies and coverage options.
  • Processed claims and ensured timely resolution of customer inquiries.
  • Maintained accurate records of customer interactions and transactions.
  • Processed insurance policies to ensure compliance and accuracy.
  • Collected payments and conducted follow-up calls to ensure timely resolution of outstanding invoices.
  • Addressed client concerns with empathy and clear communication to enhance customer satisfaction.
  • Resolved customer complaints efficiently, ensuring positive experiences and fostering client loyalty.

Member Services Loan Officer

Gain Federal Credit Union
Burbank, California
08.2001 - 08.2023
  • Guided members through the loan process, addressing questions and concerns promptly.
  • Processed first mortgage and home equity loans from start to closing
  • Evaluated loan applications for accuracy and compliance with credit union policies.
  • Reviewed loan agreements to confirm completeness and accuracy.
  • Collaborated with underwriters to assess risk and determine loan eligibility.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Educated members on various loan products and financial services available.
  • Conducted follow-up communications to ensure member satisfaction throughout the loan process.
  • Proficiently assisted members with conflict resolution
  • Delivered high levels of customer service to facilitate smooth processes.
  • Assisted in training of new loan officers

Education

Orange Glen High School
Escondido

Skills

  • Customer service
  • Customer relationship management
  • Complaint handling
  • Credit card payment processing
  • Insurance policy knowledge
  • Active listening
  • Follow-up skills
  • Adaptability
  • Verbal and written communication
  • Conflict resolution
  • Team collaboration
  • Effective communication
  • Positive and professional
  • Clerical support

Certification

  • Arizona and Nevada Insurance Licenses

Timeline

Customer Service Representative

Jerry Thompson Farmers Insurance
08.2024 - 08.2026

Member Services Loan Officer

Gain Federal Credit Union
08.2001 - 08.2023

Orange Glen High School
Lisa Donaldson