Stephanie Miller
York Springs,PA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Producer / Mortgage Broker
State Farm / Ridgeline Mortgage
Dillsburg, PA
08.2023 - Current
- Provide customer service by responding to inquiries, resolving complaints, and processing policy changes.
- Follow up with existing customers to ensure satisfaction and renewals of policies.
- Prepare accurate quotes for prospective clients based on their individual needs.
- Participate in team meetings to discuss strategies for meeting goals.
- Present comprehensive explanations of insurance policies to clients.
- Offer information about policy and coverage details.
- Advise clients on industry standards, legal requirements, and best practices in the field of insurance.
- Identify potential new customers through cold-calling and networking activities.
- Operate in fast-paced and driven sales environment.
- Utilize various software programs to manage accounts efficiently.
- Write policies, finalized documents, and filed paperwork.
- Processed payments from customers according to established procedures.
Loan Officer Assistant
CMG Financial / Primelending
York, PA
04.2022 - 08.2023
- Conducted credit checks, verified income and employment information, and obtained other required documentation from applicants.
- Answered questions regarding loan status and process from customers, real estate agents, title companies.
- Input data into loan origination system accurately and timely.
- Liaised between borrowers and realtors, title companies and loan company management.
- Monitored loan applications for completeness and accuracy prior to submission to underwriting department.
- Coordinated closings with title companies or attorneys when necessary.
Loan Processor
AgChoice Farm Credit
Mechanicsburg, PA
01.2019 - 04.2022
- Prepared loan documents including promissory notes, deeds of trust, mortgage insurance policies and truth-in-lending statements.
- Created and completed loan submission packages.
- Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
- Filed completed packages quickly and efficiently.
- Managed conditions sent from underwriting departments.
- Verified accuracy of closing figures prior to disbursement of funds.
- Compiled closing packages containing all necessary documents required for funding.
- Completed closing process by collaborating with attorneys, title companies and government clerks.
Education
Some College (No Degree) - Paralegal
HACC
Harrisburg, PASkills
- Claims Handling
- Licensed in Pennsylvania
- Sales Proficiency
- Sales Expertise
- Relationship Building
- Customer Follow-Up
- Account Management
- Policy Renewals
- Customer Service
- Client Relations
- Life Insurance
- Upselling
- Policy Analysis
Certification
- NMLS license - June 2023
- P & C license - November 2023
- Life Insurance license - January 2024
References
References available upon request.
Timeline
Insurance Producer / Mortgage Broker
State Farm / Ridgeline Mortgage
08.2023 - Current
Loan Officer Assistant
CMG Financial / Primelending
04.2022 - 08.2023
Loan Processor
AgChoice Farm Credit
01.2019 - 04.2022
Some College (No Degree) - Paralegal
HACC
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