Megan Leet
Spring,TX
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Upbeat and driven individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight, while also quickly mastering new skills. Highly-motivated employee with desire to take on new challenges with a strong worth ethic, adaptability and exceptional interpersonal skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Account Manager
State Farm
Spring, TX
06.2023 - Current
- Generated leads through cold calling activities.
- Resolved customer complaints in a timely manner.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Processed payments received from clients promptly according to established procedures.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Analyzed customer needs and provided best options, upselling products and services.
Homemaker
Self
Spring, TX
04.2013 - 06.2023
- Created and balanced budgets to pay bills and identify cost-saving opportunities.
- Operated washing machines and dryers to provide clients with clean clothing and linens.
- Planned, purchased and prepared meals for clients according to prescribed diets.
- Transported and escorted clients to appointments and social outings with assigned vehicle.
Administrative Assistant II
Zion’s Bancorporation
West Valley City, UT
08.2011 - 04.2013
- Assistant to the SVP of Direct Consumer Loans.
- In charge of updating the budget with employees’ salary updates.
- Record title and appraisal invoices and ensure deeds are received by the department prior to processing and sending the invoice to the accounting department.
- Project leader for events committee for the direct consumer loans department.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Prepared expense reports on behalf of executives in accordance with company policies and procedures.
- Ensured customer satisfaction when customers, vendors, title and appraisal companies call in.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Created travel arrangements for senior managers according to their requirements.
- Sent out non-borrower vested owner letters, informing borrower of loans against vested property
- Coordinated appointments, meetings and conferences.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
ATM Specialist
Zion’s Bancorporation
West Valley City, UT
04.2011 - 08.2011
- Upload balance sheet data into corresponding affiliate spreadsheet from inter-office envelopes and email.
- Upload and save affiliates EDC disks into computer.
- Provide help and feedback to affiliate branches regarding ATM transactions and data.
- Prepared and organized files for storage, archiving, and retrieval.
Final Document Processor
Aurora Loan Services
Scottsbluff, NE
07.2009 - 02.2010
- Responsible for contacting Title Companies for policies that are missing final documents.
- Responsible for closing twenty five title policies a week.
- Entered data into three separate programs and ensure accuracy and validity of documents.
Daycare Provider
M&M In-Home Daycare
Mitchell, NE
03.2008 - 07.2008
- In charge of healthy meal plans for the children in compliance with the State of Nebraska’s healthy children meal plan
- Supervised and cared for children ages 3 Months to 12 years.
- Developed and enforced positive strategies to encourage good behavior.
- Balanced schedules to promote optimal rest, play and educational periods.
- Communicated daily with children's parents or guardians about daily activities, behaviors and related issues.
Assistant Head Supervisor
First National Bank
Scottsbluff, NE
01.2006 - 03.2008
- In charge of up to 100 daily banking transactions.
- Supervised and audited performance of all tellers.
- Reconciled cash and checks against computer records at end of shift.
- Supplied tellers with coin and currency.
- Managed and balanced cash vault, audits and general ledger accounts.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Directed specific questions to appropriate branch personnel.
- Maintained confidentiality of bank records and client information.
- Supervising daily operations of a bank branch, including customer service, cash handling, and account opening activities.
Education
Elementary Education
University of Northern Colorado
Greeley, CO12.2005
High School Diploma -
Hayden High School
Hayden, CO05.2002
Skills
- Task Prioritization
- Appointment Coordination
- Confidentiality and Data Protection
- Multitasking and Time Management
- Microsoft Office
- Excellent Communication Skills
- Safe and Vault Operation
- Bank Deposits
- Collaborative and Team-Oriented
- Insurance Practices
Certification
- Property & Casualty Insurance License- March 2023
- Life & Health Insurance License - May 2023
References
References
April Mayfield
4th Grade Teacher– Broadway Elementary School
281-465-2900
John W. Potter
Senior Vice President Direct Consumer Loan Center –
801-974-7059
JaNae Akre
Executive Assistant
Sentinal Life Insurance
801-484-8514
Melanie Knouse
Head Supervisor First National Bank of North Platte
308-635-8606
Timeline
Account Manager
State Farm
06.2023 - Current
Homemaker
Self
04.2013 - 06.2023
Administrative Assistant II
Zion’s Bancorporation
08.2011 - 04.2013
ATM Specialist
Zion’s Bancorporation
04.2011 - 08.2011
Final Document Processor
Aurora Loan Services
07.2009 - 02.2010
Daycare Provider
M&M In-Home Daycare
03.2008 - 07.2008
Assistant Head Supervisor
First National Bank
01.2006 - 03.2008
Elementary Education
University of Northern Colorado
High School Diploma -
Hayden High School
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