Theodore Archuleta
Palm Springs,CA
Summary
Objective
To obtain a challenging position with the opportunity for growth and promotion.
- Detail-oriented Claims Specialist with a strong background in claims investigation, settlement determinations, and compliance management. Proven ability to resolve high-severity claims and deliver exceptional customer service. Business banking experience and relationship management experience.
Overview
19
19
years of professional experience
Work History
Claims Specialist / Property Claims Adjuster
State Farm
Palm Springs, CA
07.2023 - Current
- Manages and resolves high-severity property loss claims under limited supervision
- Holds adjuster’s license in 8 states
- Proficient in Xactimate and XactContents for precise appraisal and claim estimation
- Conducts thorough inspections, scoping large losses, and issuing payments to policyholders
- Investigates claims, determines coverage, and identifies suspicious losses for SIU and subrogation referrals, utilizing all tools and resources to thoroughly and properly investigate each claim
- Coordinates with contractors and vendors, ensuring timely emergency repairs and living arrangements
- Assists in training new property personnel and supports office operations
- These capabilities, skills, and knowledge were acquired through direct, hands-on experience in the field.
Banking Specialist III – Sales
First Bank
Mira Loma, CA
01.2022 - 07.2023
- Built and retained client relationships by identifying business banking needs
- Drove branch profitability by offering tailored financial solutions
- Delivered exceptional customer service by addressing and resolving complex client inquiries.
- Collaborated with business teams, including merchant services loan officers, to achieve client objectives.
Private Client Banker / Small Business Specialist
JPMorgan Chase, Inc
Corona, CA
01.2007 - 08.2020
- Served as the primary advisor for a portfolio of affluent and small business clients
- Managed relationships through an advice-based approach, aligning solutions with financial goals
- Proactively acquired new business via referrals and relationship building
- Ensured compliance with banking regulations and internal policies
Education
High School Diploma -
Santiago Prep High Shool
Corona, CA06-1999
Skills
- Claims investigation
- Settlement determinations
- Compliance management
- Policy interpretation
- Documentation review
- Estimate preparation
- Inspection report review
- Decision-making
- Critical thinking
- Customer service
- Claims
- Denied claims identification
Accomplishments
Licensed property claims adjuster with a track record of excellence with adjusters licenses across eight states. Successfully earned FINRA Series 6 and 63 investment licenses, alongside a California Department of Insurance sales license. Distinguished top performer in 2011, earning a prestigious invitation to the National Sales Conference as one of the top bankers. Dedicated to delivering exceptional results in both sales and claims management.
Timeline
Claims Specialist / Property Claims Adjuster
State Farm
07.2023 - Current
Banking Specialist III – Sales
First Bank
01.2022 - 07.2023
Private Client Banker / Small Business Specialist
JPMorgan Chase, Inc
01.2007 - 08.2020
High School Diploma -
Santiago Prep High Shool