Stephanie Shipman
COLUMBUS,OH
Summary
Results-driven project manager with extensive experience in data management and relationship building. Demonstrated success in guiding clients through complex processes, ensuring compliance, and enhancing service quality. Committed to delivering tailored solutions that meet client needs and exceed expectations.
Overview
17
17
years of professional experience
Work History
Advance Funeral Planner
OR Woodyard Funeral & Cremation Co
Columbus, OH
02.2023 - Current
- Developed personalized memorial plans in collaboration with families, enhancing client satisfaction.
- Coordinated funeral services, ensuring adherence to client specifications and regulatory requirements.
- Managed scheduling of services, optimizing resource allocation for efficiency.
- Conducted follow-up consultations with families to gather feedback and ensure quality of service.
- Prepared presentations to communicate the benefits of pre-arranging one's funeral services
Insurance Agent
Symmetry Financial Group
Columbus, OH
05.2021 - 02.2023
- Developed customized insurance plans tailored to client needs and risk profiles.
- Educated clients on policy options, ensuring informed decision-making.
- Analyzed market trends to recommend competitive coverage solutions.
- Met and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge.
- Prospected and scheduled quota of new client appointments per week.
- Earned two promotional levels within the company.
Senior Loan Consultant
Huntington National Bank
Columbus, OH
10.2013 - 05.2022
- Analyzed client financial data to recommend suitable loan products and terms.
- Guided clients through loan application processes, ensuring compliance with financial regulations.
- Developed and maintained strong relationships with clients, enhancing customer satisfaction and retention.
- Collaborated with underwriting teams to expedite loan approvals and streamline workflows.
Licensed Mortgage Loan Officer
Huntington National Bank
Columbus, OH
01.2010 - 10.2013
- Guided clients through mortgage application processes, ensuring clarity and compliance with regulations.
- Developed tailored mortgage solutions based on client needs and market trends.
- Collaborated with underwriting teams to streamline approval processes and enhance customer experience.
- Evaluated borrower financial profiles to determine loan eligibility and risk factors.
- Scheduled closing appointments with respective parties, including title companies and attorneys.
Education
Columbus Community College
Columbus, OH High School Diploma -
Gahanna Lincoln
Gahanna, OHSkills
- Project management
- Data management
- Client relationship management
- Customer focus
- Client consultation
Accomplishments
Earned company paid trips: San Diego CA, Panama City Panama, Talum Mexico, and a European Cruise
Timeline
Advance Funeral Planner
OR Woodyard Funeral & Cremation Co
02.2023 - Current
Insurance Agent
Symmetry Financial Group
05.2021 - 02.2023
Senior Loan Consultant
Huntington National Bank
10.2013 - 05.2022
Licensed Mortgage Loan Officer
Huntington National Bank
01.2010 - 10.2013
Columbus Community College
High School Diploma -
Gahanna Lincoln