Lisa Holcomb
Colorado Springs,CO
Summary
Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.
Overview
15
15
years of professional experience
Work History
Office Claims Representative
Farmers Insurance Company
Colorado Springs, CO
11.2024 - 05.2026
- Processed insurance claims efficiently, ensuring compliance with company policies and state regulations.
- Analyzed claim documentation for accuracy and completeness, reducing processing errors significantly.
- Safeguarded client confidentiality while managing sensitive information pertaining to insurance claims or personal details accurately recorded in the database system.
- Reduced errors in claims processing with thorough attention to detail and adherence to company policies.
- Enhanced customer satisfaction by efficiently processing insurance claims and providing timely updates on claim status.
- Worked productively in fast-moving work environment to process large volumes of claims.
Customer Care Agent
Ibotta, Inc.
Denver, CO
01.2021 - 11.2024
- Participated in regular team meetings designed to evaluate current processes, share ideas for improvement, and celebrate successes achieved within the department.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Investigated and resolved customer inquiries and complaints quickly.
- Maintained up-to-date knowledge of product and service changes.
- Identified and resolved discrepancies and errors in customer accounts.
Senior Loan Officer
Cannon FCU
Clovis, NM
06.2011 - 04.2020
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
- Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
- Maintained strict confidentiality of bank records and client information.
- Managed a diverse portfolio of loans while maintaining low default rates through careful risk assessment and proactive borrower support.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Streamlined internal processes for increased productivity by implementing time-saving tools and best practices within the team.
- Examined customer loan applications for loan approvals and denials.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Education
High School Diploma -
Warner Robins High School
Warner Robins, GASkills
- Virtual Assistance
- Customer Service
- Problem Resolution
- Understanding Customer Needs
- Account updating
- Product Education
- Money handling abilities
- Sales and Upselling
- Attention to Detail
- Problem-solving abilities
Timeline
Office Claims Representative
Farmers Insurance Company
11.2024 - 05.2026
Customer Care Agent
Ibotta, Inc.
01.2021 - 11.2024
Senior Loan Officer
Cannon FCU
06.2011 - 04.2020
High School Diploma -
Warner Robins High School