Shakeya Howard
The Colony,TX
Summary
Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships. Seeking a position that will help me develop leadership skills, in which is essential to my success. Allow me to be a visionary, share ideas, a strong communicator, and an inspiration to my team. I want a position that encourages advancement and career growth as a real estate agent or sales assistant.
Overview
9
9
years of professional experience
Work History
Liability Claims Adjuster
Allstate Insurance Co
Irving, TX
11.2023 - Current
- Investigated liability claims to determine the extent of insurance company's responsibility for payment.
- Conducted interviews with claimants, witnesses, and medical providers to obtain information concerning claim circumstances.
- Researched applicable legal precedents and consulted with attorneys when necessary.
- Assessed potential subrogation opportunities for recovering payments from third parties who were liable for losses incurred by insureds.
- Maintained detailed records of all activity related to assigned cases in accordance with established procedures.
- Ensured timely processing of claims through regular follow-up on outstanding issues.
- Provided technical guidance and support to less experienced adjusters regarding complex liability claims investigations.
- Actively participated in continuing education courses designed to stay abreast of current trends in liability law.
- Reviewed, evaluated and adjusted claims to promote fair and prompt settlement.
Sr Loan Consultant
Achieve
Tempe, AZ
01.2023 - 06.2023
- Tracked and managed new leads and followed up on referral business.
- Met with applicants to obtain information for loan applications and answer questions about process.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
Mortgage Representative
Citibank
Irving, TX
02.2022 - 08.2022
- Meets with and interviews potential and current clients to understand their lending needs including first-time mortgages and refinance of existing loans
- Explains the differences between and approval requirements of various types of mortgages; prepares and presents a lending package based on client specifications
- Assists clients with completion of mortgage applications, inspecting completed documents for accuracy and thoroughness
- Reviews loan applications, gathers credit histories and reports, and assesses applicants’ capacity to repay and default risk
- Based on predetermined requirements, assesses, and grants or rejects mortgage applications
- Views or visits property for real estate purchase or refinance
- Maintains knowledge of trends and developments in the local real estate market; current and predicted lending rates; and changes in rules, regulations, and best practices of various mortgages
- Develops and maintains contacts with local realtors, developers, and builders to promote and encourage the use of bank services for residential mortgages.
Home Advisor
Mr Cooper
LEWISVILLE, TX
08.2020 - 02.2022
- Conduct effective presentations with existing borrowers of the refinance process on an inbound/outbound sales que
- Exhibit excellent customer service throughout the sales process
- Establish rapport with customers and actively listen to understand their immediate and latent needs & motivations to restructure their financial status
- Properly document customer interactions and capture both personal and financial insights to lay the groundwork for more personalized future interactions and follow up
- Smart selling: Coach and educate customers as needed; provide information on products and services that would benefit the customer; tailored to the customer’s needs and preferences while going over the rates and pricing
- Manage & build a pipeline of potential customers at various stages of the refinancing journey, responsible for business development and relationship building from application to close
- Document learnings and regularly share back with team and leaders; actively contribute to team initiatives and shared goals; support teammates through peer mentorship and feedback.
Sr Inbound Sales Agent Trustage
Liberty Mutual
Plano, TX
06.2015 - 08.2020
- Identifies prospective individual and group customers through various established lead methods, secures quotes for and sells new business: automobile, homeowners, life insurance and other products in accordance with quoting activity goals
- Counsels and advises prospects and policyholders on matters of appropriate protection and coverage.
- Tracked programs and provided services to improve consumer retention.
- Managed high volumes of inbound and outbound calls in fast-paced environment to build, cultivate and establish lucrative client relationships.
- Performer throughout my tenure; Pursuit of Excellence Award & Four Pacesetter Awards as a Field Sales Agent. Inbound Sales I received two Crown Club Award and the Shine Award.
Education
Licensed Real Estate Agent #818443
Champions Real Estate School
Plano, TX10-2023
Bachelor of Science - Technical Management & Small Business Entrepreneurship
Devry University
Skills
- Relationship selling
- Market research and analysis
- Sales development
- Insurance sales strategy
- Policy adjustment knowledge
- Highly Motivated
- Sales Background
- Marketing
- Asset protection expertise
- Verbal and Written Communication
- Relationship Building
- Debt and Credit Management
- Pipeline Development
- Customer Service
- Consultative Sales Approach
- Cold Calling Expertise
- Interviewing Techniques
- Attention to Detail
- Salesforce CRM
- Upselling and Cross-Selling
- Prospect Follow-Up
- Strong Sales-Closer
- Organized and Efficient
- Problem Solving
- Time Management
- Lead Qualification
- Clear and Articulate Phone Manner
- Financial Planning Expert
- Legal Knowledge
Accomplishments
- Pursuit of Excellence Award
- Pacesetter Award 4xs
- Crown Club Award 2xs
- Shine Award for Best Call
Timeline
Liability Claims Adjuster
Allstate Insurance Co
11.2023 - Current
Sr Loan Consultant
Achieve
01.2023 - 06.2023
Mortgage Representative
Citibank
02.2022 - 08.2022
Home Advisor
Mr Cooper
08.2020 - 02.2022
Sr Inbound Sales Agent Trustage
Liberty Mutual
06.2015 - 08.2020
Licensed Real Estate Agent #818443
Champions Real Estate School
Bachelor of Science - Technical Management & Small Business Entrepreneurship
Devry University
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