Annie Santana - Insurance Agent Resume Simple
SUMMARY
To obtain a position that will enable me to utilize my skills and experience in the field of accounting, finance, and administrative support.
SKILLS
  • underwriting, payments, construction, documentation, insurance
  • internet, credit, marketing, loans, clients
WORK EXPERIENCES
  • 2017-12-262017-12-26

    Insurance Agent

    Texas Home Health

    • Worked with underwriting and construction to ensure documentation was in place and all payments were made. Ensured that all necessary documents were met.
    • Provided insurance coverage for all customers and assisted with the resolution of issues. Managed and maintained a high level of customer service.
    • Worked with the underwriters to ensure that all loan documents were complete and accurate. Processed and reviewed appraisals. Maintained and updated files.
    • Provided assistance with the preparation of financial documents and reports. Maintained and updated client files. Performed all administrative duties.
    • Provided customer service to clients and prospects through phone calls, emails, and referrals. Prepared and delivered presentations.
    • Assisted in the development of new business and personal relationships. I was responsible for the successful completion of the branch.
  • 2017-12-262017-12-26

    Loan Officer

    Follett Higher Education Group

    • Assisted clients in the loan process by providing marketing and internet loans. Attended and participated in the community events.
    • Educated customers on the variety of loan products and available credit options. Provided assistance to the loan Officer in the preparation of financial documents.
    • Developed and maintained relationships with realtors, builders, and financial planners. Created and maintained a referral network. Prepared and delivered loan packages.
    • Developed and maintained relationships with realtors, builders, and financial planners. Created and maintained a referral network. Established and maintained relationships with realtors, CPA's, attorneys, and other referral sources.
    • Assisted in the development of new business and marketing strategies. I was responsible for the creation of a new pipeline of prospective clients.
    • Educated customers on the variety of loan products and available credit options. Developed and maintained relationships with realtors, builders, and other referral sources.