Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Work History
Insurance Agent
Living By Design
San Rafael , CA
05.2004 - 7/31/16
Greatly improved office operations by reducing backtracking of work through creation of material movement process.
Conducted telephone appointments with prospective clients to build rapport.
Mailed Birthday Cards and Holiday Cards to clients.
Responded to customer inquiries and problems to promote great service.
Scheduled meetings with prospective clients to discuss available products and services.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
F&I Manager
Smothers European
Santa Rosa, CA
1996 - 2000
Managed financial transactions with customers to ensure accurate and timely payments.
Analyzed customer credit reports, determined risk factors, and made recommendations for loan approval and denial.
Provided training and guidance to new staff members on proper procedures for processing auto finance applications.
Reviewed documents such as contracts, titles, insurance policies., before approving loans.
Participated in planning meetings focused on setting goals for department objectives and initiatives.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Verified client financial information to determine creditworthiness and loan eligibility.
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Identified valuable solutions for customers with credit problems.
Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
Met with applicants to obtain information for loan applications and answer questions about processes.
Developed loan contracts and explained contract terms to clients.
Auto Finance Manager
Wood Pontiac Cadillac
Santa Rosa, CA
1986 - 1996
Managed financial transactions with customers to ensure accurate and timely payments.
Analyzed customer credit reports, determined risk factors, and made recommendations for loan approval and denial.
Reviewed documents such as contracts, titles, insurance policies., before approving loans.
Reviewed client documentation and contracts for discrepancies and mistakes.
Updated client account information and records in company databases.
Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
Verified client financial information to determine creditworthiness and loan eligibility.
Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
Identified valuable solutions for customers with credit problems.
Real Estate Agent
Ponderosa Insurance Agency
Truckee, CA
1983 - 1987
Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
Negotiated purchase agreements and contracts with buyers and sellers.
Assisted in the preparation of documents such as representation contracts, purchase agreements, closing statements, deeds and leases.
Managed marketing strategies for properties including advertising campaigns and open houses.
Maintained updated knowledge of local real estate markets.
Prepared comparative market analysis to estimate properties' value.
Performed administrative duties such as preparing paperwork for listing presentations, tracking sales data and updating internal databases.
Coordinated appointments to show homes to prospective buyers.
Managed real estate transactions from initiation to closing.
Showed residential properties and explained features, value and benefits of available homes.
Oversaw and negotiated offers for real estate purchases on clients' behalf.
Promoted property sales through advertisements, open houses and participation in multiple listing services.
Coordinated appointments with prospective buyers to showcase houses and plots.
Advertised properties to general public via networking, brochures, ads and multiple listing services to maximize exposure.
Planned and coordinated open house events to move properties.
Computer Analyst
U.S. Geological Survey
Menlo Park, CA
1972 - 1982
Created documentation of computer applications and systems as well as procedures for use by other staff members.
Assisted with the development of training materials related to computer usage for end users.
Maintained user accounts within Active Directory environment according to company security policies.
Installed computers and other devices individually and across networks, testing connections to support proper functioning.
Trained users to operate and manage hardware and software.
Responded to assistance requests from users and directed individuals through basic troubleshooting tasks.
Served as network administrator by creating accounts and managing permissions for users.
Consulted via telephone to understand user problems, run through testing scripts and ask probing questions to locate root causes.
Secretary
U.S. Geological Survey
Menlo Park, CA
1968 - 1972
Organized and maintained executive calendars, including scheduling meetings, travel arrangements and conference calls.
Prepared documents such as memos, letters, reports, spreadsheets and presentations using Microsoft Office applications.
Greeted visitors in a professional manner and directed them to appropriate personnel or offices.
Answered incoming phone calls, responded to inquiries and transferred calls as needed.
Maintained filing systems for confidential documents; organized files for easy retrieval of information when requested.
Sorted mail and distributed it to appropriate personnel or departments within the organization.
Coordinated meeting logistics such as room reservations and catering services.
Created agendas and took minutes during meetings; distributed notes in a timely manner afterwards.
Ordered supplies as needed; tracked inventory levels and placed orders with vendors when necessary.
Managed calendar reminders for upcoming deadlines or events associated with the office.
Proofread documents before submission; corrected any errors found in grammar or punctuation.
Answered telephone calls to give information to callers, take messages or transfer calls to appropriate individuals.
Maintained organized filing system of paper and electronic documents.
Sent and distributed mail and parcels.
Ordered office supplies to purchase items and maintain appropriate levels.
Scheduled meetings and sent invitations specifying time and location.
