Lisa Fortinberry
Vass,NC
Summary
With a background in lending, insurance, private investigations and teaching I have great organizational skills and people skills. Dedicated and self-directed with diverse experience in organizations of all sizes and across multiple industries. Offering many years of experience with specialized skill in customer service and management. Technologically-savvy with the proven ability to quickly master new software and systems. I am a fast learner and can do anything if shown how.
Overview
20
20
years of professional experience
Work History
Senior Agent
Assurance IQ
Seattle, WA
03.2022 - Current
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Obtained underwriting approval by completing application for coverage.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Finalized sales and collected necessary deposits.
Hiring/Senior Managing Director
American Income Life
, NC
06.2021 - 03.2022
- Provided coverage option information to assist clients in protecting assets.
- Upsold additional products and services after identifying customer needs and requirements.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Calculated over 30 quotes and educated potential clients on insurance options per day.
- Managed recruitment team and trained/educated and mentored new agents.
- Reviewed resumes and employment applications and interviewed applicants to evaluate work history and other qualifications.
- Briefed new hires on essential job information, such as company policies, employment benefits and job duties.
Receptionist
Sandhills Spay Neuter Vet Clinic
Vass, NC
03.2019 - 06.2021
- Maintained current and accurate medical records for thousands patients.
- Organized paperwork such as charts and reports for office and patient needs.
- Completed skilled administrative work to support all office staff and operational requirements.
- Used computer programs and registration systems to schedule patients for complex procedures.
- Managed office logistics by scheduling appointments, maintaining files and collecting payments.
- Scheduled, rescheduled and handled cancelled appointments for patients.
- Completed clerical duties and tasks for clinic administration.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Fielded concerns surrounding patients and care, liaising between physician and patient.
Substitute Teacher
Stars Charter School
Vass, NC
08.2016 - 04.2019
- Implemented prepared lesson plans in established classrooms.
- Maintained a safe and orderly classroom.
- Proctored quizzes, tests, and standardized examinations.
Private Investigator Associate
The Mims Group
Fayettevlle, NC
03.2012 - 03.2014
- Performed initial client assessment and analysis to begin research process.
- Collected, verified and compiled facts to initiate valid case files.
- Set up both auditory and visual monitoring and recording devices.
- Performed undercover work, when necessary.
- Delivered accurate verbal and written reports to company personnel.
- Investigated cases including child molestation, vehicle accidents, insurance and mortgage fraud and divorce/infidelity cases.
Office Manager
G&G Land Developement And Jernigan Builders
Hope Mills, NC
06.2005 - 03.2007
- Coordinated special projects and managed schedules.
- Handled all incoming business and client requests for information.
- Compared vendor prices to ensure optimal savings.
- Maintained computer and physical filing systems.
- Solved problems timely and effectively, ensuring customer satisfaction.
- Optimized organizational systems for payment collections, accounts payable/receivable, deposits and recordkeeping.
- Prepared vendor invoices and processed incoming payments.
Auto Finance Manager
Swope Auto Center
Elizabethown, KY
04.2003 - 03.2005
- Reviewed and edited loan agreements to ensure accuracy.
- Successfully closed an average of 250 loans per month.
- Submitted loan applications to the banks for verification and recommendations and approval.
- Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Assessed clients' financial situations to develop strategic auto loan solutions.
- Executed warranty coverage, gap insurance and all dealer incentives.
- Met with customers to sign all required loan documents, cross sell other products and rates and file all documents with correct departments and agencies.
Loan Officer/Personal Banker
Fort Knox Federal Credit Union
Elizabethtown, KY
05.2001 - 03.2003
- Responded to customer requests via telephone and email.
- Entered details such as payments, account information and call logs into the computer system.
- Recommended loan approvals and denials based on customer loan application reviews.
- Maintained strict confidentiality of bank records and client information.
- Maintained friendly and professional customer interactions.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Executed wire transfers, stop payments and account transfers.
- Advised clients on mortgage, educational and personal loans.
- Created strategies to develop and expand sales of services to existing customer which resulted in a 45% increase in annual revenue.
- Exceeded quarterly sales goals by 80%.
Bank Teller
Alpine Bank
Glenwood Springs, CO
01.1999 - 03.2001
- Sold and cross-sold bank products to new and existing customers.
- Audited fellow teller currency to contribute to dual-control procedures.
- Reconciled cash drawer and resolved discrepancies.
- Placed orders for customer checks and verified starting numbers.
- Counted and packaged currency and coins.
- Provided customer records on demand, including account statements and copies of checks.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Maintained balancing record with 98% rate of accuracy.
Office Assistant
Capco Inc.
Grand Junction, Colorado
09.1996 - 01.2001
- Opened and properly distributed incoming mail.
- Answered and managed incoming and outgoing calls while recording accurate messages.
- Distributed and recorded all Government Specification changes on different product lines and maintained files.
- Accounts Payable and Receivables
- Handled purchase orders and track pricing.
- Obtained quotes on materials to get the best price.
Education
Health And Life Insurance License - Health And Life Insurance
Excel Solutions
On-line05.2021
NC Medicare And Long Term Care License - Insurance
Excel Solutions
North Carolina 09.2022 - 09.2022
Continuing Education
Private Protective Services
State Bureau Of InvestigationContinuing Education
Kentucky Mortgage Lending Board
Ft Knox Federal Credit UnionHigh School Diploma - undefined
Central High School
Grand Junction, CO1994
Skills
- Attention to detail
- Discipline
- Self-motivated
- Verbal and written communication
- Creative problem solving
- Relationship building and management
Additional Information
Board President of our HOA.
Volunteer and manage FEED the Need in NC. A community outreach platform.
Timeline
NC Medicare And Long Term Care License - Insurance
Excel Solutions
09.2022 - 09.2022
Senior Agent
Assurance IQ
03.2022 - Current
Hiring/Senior Managing Director
American Income Life
06.2021 - 03.2022
Receptionist
Sandhills Spay Neuter Vet Clinic
03.2019 - 06.2021
Substitute Teacher
Stars Charter School
08.2016 - 04.2019
Private Investigator Associate
The Mims Group
03.2012 - 03.2014
Office Manager
G&G Land Developement And Jernigan Builders
06.2005 - 03.2007
Auto Finance Manager
Swope Auto Center
04.2003 - 03.2005
Loan Officer/Personal Banker
Fort Knox Federal Credit Union
05.2001 - 03.2003
Bank Teller
Alpine Bank
01.1999 - 03.2001
Office Assistant
Capco Inc.
09.1996 - 01.2001
Health And Life Insurance License - Health And Life Insurance
Excel Solutions
Continuing Education
Private Protective Services
Continuing Education
Kentucky Mortgage Lending Board
High School Diploma - undefined
Central High School
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