McKenzi Quintana
Monahans
Summary
A results-oriented professional with a strong background in client relationships management within the insurance industry, seeking a transition into an Accounts Payable Manager role to leverage my meticulous attention to detail, analytical skills, and proven ability to streamline processes, ensuring accurate and timely financial transactions while building positive vendor relationships.
Overview
7
7
years of professional experience
Work History
Personal Lines Manager
Sawyer Insurance
01.2020 - Current
- Maintained records and stayed current with policy renewals.
- Oversaw all activities and transactions within personal lines department.
- Provided advice and counsel on personal lines matters.
- Monitored electronic activities closely.
- Handled account auditing, endorsements and invoicing.
- Stayed in contact with carriers, underwriters and marketing personnel.
- Monitored customer feedback and identified areas of improvement.
- Met with customers to provide information about available products and policies.
Personal Banker
West Texas State Bank
01.2018 - 01.2020
- Responsible for all actions involving customer disputes related to debit card transactions for all WTSB branches
- Encouraging and setting up customers for online banking, and My Mobile Money
- Providing customers with all information regarding their accounts
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Administrative Loan Assistant
West Texas State Bank
09.2017 - 01.2018
- Responsible for insuring compliance with established policies and standards for documenting loans
- Responsible for generating loan documents for all types of loans
- Continuously monitored, updated, and organized new commercial loan files to ensure consistency, neatness, and completeness in accordance with bank and departmental policy, including assisting with periodic audits of the loan files to ensure there were no exceptions
- Processed loan payments, and assisted customers with all information regarding their loans
- Communicated with customers daily to request information and complete paperwork.
Education
High School Diploma -
Coronado High School
05.2008
Skills
- Customer retention
- Paperwork processing
- Training and mentoring
- Time management
- Willingness to learn
- Customer service
- Work ethic
- Problem solving
- Transferrable skills
Accomplishments
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
Timeline
Personal Lines Manager
Sawyer Insurance
01.2020 - Current
Personal Banker
West Texas State Bank
01.2018 - 01.2020
Administrative Loan Assistant
West Texas State Bank
09.2017 - 01.2018
High School Diploma -
Coronado High School
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