Resourceful and successful at evaluating and distilling complex financial data. Excel at cultivating strong relationships by serving my clients with fresh, accurate and relevant information to help grow their business and mitigate potential risks.
Overview
36
36
years of professional experience
Work History
Agent
Turner and Shepherd Insurance
Centerville, IN
02.2017 - Current
Started a book of business at $0 and have grown that book to over $115,000 in commission income.
Maintained high level of communications and marketing skills by participating in professional activities. Through our professional organizations PIA, and Big I Indiana.
Worked with clients to develop short- and long-term strategies. Increasing Life Insurance sales 65%.
Agent
Indiana Farm Bureau Insurance
New Castle, IN
02.2015 - 02.2017
Received Platinum Pacesetter for New Agent, Farm Bureau's highest level.
Grew an existing book of business from $20,000 to $62,000 in Commission Income.
Branch Manager
Perfect Circle Credit Union
Richmond, In
09.2013 - 11.2014
Record of improving efficiency, productivity, and profitability through process improvement. Increasing Branch sales 150%.
Created the Branch Budget that was approved by Sr. Management
Managed branch staff of tellers and loan officers, Created branch budget, helped strategic planning for future business endeavors, worked with staff to create and implement an effective security plan.
Achieved 100% of branch goal for auto lending through the third quarter of 2014
Successfully earned 90% of credit card goal through the third quarter of 2014
Senior Mortgage Officer
Capital Trust Home Mortgage
Muncie, IN
12.2012 - 09.2013
Originated all types of mortgage loans including Fannie Mae, Freddie Mac, FHA, VA, USDA, Home Equity Loans and Lines of Credit
Home Mortgage Consultant
Wells Fargo Home Mortgage
Richmond, IN
11.2011 - 12.2012
Originated all types of mortgage loans including Fannie Mae, Freddie Mac, FHA, VA, USDA, Home Equity Loans and Lines of Credit
Mortgage Loan Officer
Somerville National Bank
Richmond, In
11.2009 - 11.2011
Originated all types of mortgage loans including Fannie Mae, Freddie Mac, FHA, VA, USDA, Home Equity Loans and Lines of Credit
Personally closed $18,000,000 in Mortgage Loans which was highest in our company
Banking Center Manager
First Merchants Bank
Richmond, In
12.2008 - 11.2009
Managed staff of bank tellers and a banking center of Department Managers
President
Premier Mortgage and Financial Services
Richmond, IN
05.1998 - 11.2008
Trained Mortgage Loan Officers and Operations Staff
Analyzed financial statements and forecasts to improve programs, performance and policies.
Home Loan Specialist
Bank One
Richmond, IN
08.1996 - 05.1998
Underwriter for Bank One Indiana
Automotive Finance Manager
Wellings Toyota
Richmond, IN
06.1988 - 08.1996
Collaborated with lending representatives to obtain financing and complete sales.
Education
Bachelor of Science - Education
Ball State University
Muncie, IN
05.1988
Skills
Excels in team leadership
Risk management
Account analysis expertise
Excellent time management skills
Strategic planning
Strong interpersonal skills
Excellent work ethic
Customer and vendor relations
Dependable
Excellent communication skills
Additional Information
Varsity Girls Basketball Assistant Coach, Richmond High School 2009-2015
First English Lutheran Church Council Member and Finance Committee 2020-Present
Timeline
Agent
Turner and Shepherd Insurance
02.2017 - Current
Agent
Indiana Farm Bureau Insurance
02.2015 - 02.2017
Branch Manager
Perfect Circle Credit Union
09.2013 - 11.2014
Senior Mortgage Officer
Capital Trust Home Mortgage
12.2012 - 09.2013
Home Mortgage Consultant
Wells Fargo Home Mortgage
11.2011 - 12.2012
Mortgage Loan Officer
Somerville National Bank
11.2009 - 11.2011
Banking Center Manager
First Merchants Bank
12.2008 - 11.2009
President
Premier Mortgage and Financial Services
05.1998 - 11.2008
Home Loan Specialist
Bank One
08.1996 - 05.1998
Automotive Finance Manager
Wellings Toyota
06.1988 - 08.1996
Bachelor of Science - Education
Ball State University
Similar Profiles
Alex VassiloAlex Vassilo
Corporate Controller at Shepherd Insurance, LLCCorporate Controller at Shepherd Insurance, LLC