Steven Jensen
Richmond,VA
Summary
Intuitive Mortgage Loan Officer with extensive knowledge of Empower and modern mortgaging. Committed to accurate and thorough work to financially benefit all parties. Successful at finding efficient plans and money allocation. Dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Insurance Agent with excellent sales and communication skills. Enhanced abilities in processing claims quickly and providing friendly service. Offers working knowledge of state coverage requirements and limitations.
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Proficient Bartender with exceptional customer service and classic cocktail skills. Keep work area clean, stocked and conveniently organized at all times. Successful in delivering quality service in fast-paced environments with high-volumes of patrons.
Overview
5
5
years of professional experience
Work History
Mortgage Loan Officer
Truist Bank
Richmond, United States
06.2021 - Current
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Explained different types of loans pertaining to client situations.
- Fielded customer complaints and provided solutions.
- Monitored pipelines to track and log status of loans.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Proactively identified solutions for customers experiencing credit issues.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Insurance Agent
Individual
Richmond, VA
09.2020 - 03.2021
- Assisting in finding consumers the correct plans for their specific needs
- Maintaining all knowledge necessary to complete the tasks given
- Self motivation/Working from home/Self Supervising
- Microsoft office, CITRIX, Essential Computer Knowledge.
- Continued education in the Insurance field
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Bartender
Tarrant's Cafe
02.2020 - 01.2021
- (Certificate of Completion in BARSMARTS)
- Strong customer service and excellent interpersonal skills
- Serving with charisma and in a correct and timely manner
- Key knowledge of POS systems, and handling of all transactions
- Kept bar presentable and well-stocked to meet customer needs.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers and taking inventory.
- Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
- Followed alcohol awareness procedures for preventing excessive guest intoxication.
- Handled simultaneous customer, team and business needs while avoiding unnecessary delays or errors.
Lead Bartender/Trainer/Shift Supervisor
Individual
Richmond, VA
01.2017 - 09.2019
- Established effective employee schedules and delegated tasks to take advantage of individual abilities and meet expected demands.
- Responded to and resolved customer questions and concerns.
- Helped store management meet standards of service and quality in daily operations.
- Built performance-oriented culture with satisfied, hardworking employees by clearly highlighting employee success and developing leaders from within.
- Applied security, safety and loss prevention strategies during shifts.
- Completed store opening and closing procedures and balanced tills.
- Took customer orders and capitalized on opportunities to sell special beverage and food options.
- Assisted servers with specialty drinks orders by preparing on-demand items without delay.
- Poured and prepared mixed drinks for over 200 customers daily.
- Designed special drink and cocktail offerings on monthly basis as part of seasonal offerings.
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
- Decreased waste, following strict recipes and drink measurement protocol.
Education
Diploma -
Box Elder Highschool
Continuing Education - STEM
Utah State University, And Salt Lake City Community College
UTSkills
- Attention to Detail
- Terms Definition
- Automated Underwriting System (AUS)
- Product Education
- Financial History Analysis
- Loan Feasibility Assessment
- LexisNexis Software
- Customer Relations
- Referral Network Development
- Bar Operations and Logistics
- Cleaning and Sanitizing
- Monitoring Alcohol Consumption
- Teamwork and Professionalism
Timeline
Mortgage Loan Officer
Truist Bank
06.2021 - Current
Insurance Agent
Individual
09.2020 - 03.2021
Bartender
Tarrant's Cafe
02.2020 - 01.2021
Lead Bartender/Trainer/Shift Supervisor
Individual
01.2017 - 09.2019
Diploma -
Box Elder Highschool
Continuing Education - STEM
Utah State University, And Salt Lake City Community College