Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sarah Yandle

Marshville,NC

Summary

Dedicated and self-motivated Customer Service, Sales and Administrative Professional with 16+ years of experience. Providing key leadership and direction in client engagement, data management, and complex administrative support. Proven record of collaborating with internal departments and teams to streamline operations and ensure high levels of client satisfaction. Demonstrates strong analytical and problem solving skills, making competent decisions based on historical data and forecasting. Capable of meeting deadlines and prioritizing assignments to best support organizational goals and objectives. Able to work remotely from a home office environment.

Overview

17
17
years of professional experience

Work History

Licensed Insurance Sales Agent

Tranzact Insurance Solutions
07.2022 - Current
  • Building relationships with potential clients from various sources
  • Communicate advantages and disadvantages of different policies to promote sales
  • Taylor insurance products to ensure they meet customer needs
  • Upsold additional products and services after identifying customer needs and requirements.
  • Followed up promptly with interested clients to close sales.

District Loan Specialist

One Main Financial Group
10.2006 - 06.2022
  • Recognized by management and have received several positions throughout employment, served as a Collections Specialist, Assistant Manager, and Senior Loan Specialist before most recent promotion
  • Generated repeat business through exceptional customer service, responding to requests, issues, or concerns personally, efficiently, and to the complete satisfaction of the clients
  • Handled up to 200 inbound and outbound calls via a multi-lined phone system, multitasking with several callers to reconcile owed debt
  • Navigated computerized systems to track, gather, and research information, ensuring clients received complete, accurate and timely resolutions
  • Educated clients on all aspects related to their loan, ensuring that they received the best options to fit their loan needs
  • Prepared and delivered to management, under tight turnaround timelines,accurate monthly, quarterly, and annual financial statements
  • Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
  • Explained very technical financial information to applicants in easy to understand language.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.

Education

Associate of Arts - Business Administration And Management

Strayer University

High School Diploma -

Forest High School
Marshville, NC

Skills

  • Customer service
  • Computer literacy
  • Communication skills
  • Problem Resolution
  • Time Management
  • Account Management
  • Customer Needs Assessment
  • Telephone and Email Etiquette
  • Sales Consultation

Timeline

Licensed Insurance Sales Agent

Tranzact Insurance Solutions
07.2022 - Current

District Loan Specialist

One Main Financial Group
10.2006 - 06.2022

Associate of Arts - Business Administration And Management

Strayer University

High School Diploma -

Forest High School
Sarah Yandle