Strong interpersonal and organizational skills with a keen ability to multitask a variety of challenges and responsibilities. A team player. Very good computer and software skills with Microsoft Office and basic QuickBooks knowledge. High attention to detail. Professional and dedicated.
Licensed in state of Virginia to Sell and Service Property & Casualty Insurance.
Research and writes comprehensive insurance estimates and policies.
Negotiate and communicates to insure customer is fully insured for their specific
needs and budget. Builds customer relationships. Updates policy as requested by
policy holder. Maintains daily organization and performs business operations.
Company website and facebook coordinator.
Reviewed all new loans in accordance to Loan Policy. Composed and reported errors by
inter-departmental memorandums and verified corrections made to loan within timeconstraints. Formatted and maintained error reports for senior management review. Monthly, compiled year to date Loan Officer Statistical Report for the board meeting. Administrator of the online Eport credit report program.
Uploaded new loans from application status to an active loan on the banks computer program. Recorded collateral tracking for each secured loan. Keyed all loan maintenance and verified eligibility and processed all loan payment extensions. Compiled year to date Life and Accident & Health Insurance report.
Processed checking & savings deposits and cash outs. Processed loan payments. Maintained cash drawer and balanced daily.