Licensed Insurance Agent

••••• D. •••••

OBJECTIVE

I wish to find a position where I can use my many years of experience in customer and administrative service in a team environment.

SUMMARY OF QUALIFICATIONS
? Training in the field of Medical Administrative Office and Medical Terminology
? Nationally Certified Medical Administrative Assistant by the NHA
? Licensed, experienced property & casualty sales
? Specialized training as administrative assistant.
? Successful background as customer service representative.
? Efficient in data entry and document creation.

Education:

••••• Clarke County High School Berryville, Virginia
? General degree
Courses Completed
? American Institute of Banking Principles of Banking
? American Institute of Banking Written Communication
? International Assoc. for Continuing Education and Training Practical English and the Command of Words
? Excel I Lord Fairfax Community College
? Customer Service: Achieving Excellence course Lord Fairfax Community College
? Fundamentals of Business Writing Lord Fairfax Community College
? Secretary to Administrative Professional Seminar Lord Fairfax Community College
? Medical Terminology Lord Fairfax Community College
? Medical Administration Lord Fairfax Community College






Employee Development Classes Completed
? Excel I Jim McCarty, Bank of Clarke County
? Appraisal Review, Anita Hill, Bank of Clarke County
? Allstate Onboarding Training
? Allstate Good Hands Certified

Technical Knowledge
Basic Office: Microsoft Office Word, Microsoft Excel, Microsoft Outlook, Internet, professional multi-line phone use, use of a scanner, fax and copier. Use of the internet for work sites.

Insurance Sales: E-Agent, Leads ••••• Gateway, Alstar, Citrix
Collateral Processor: AS••••• Jack Henry, Tickler for Windows, Dynastore Report Retrieval
Loan Processor: Arta Lending, BSA Tracker, FFIEC Geocoding, FIS Flood Services, Vision Graphical , Teller: Kirchman Software

Licensures
? Obtained National Certification as a Medical Administrative Assistant. Cert #••••• from the National Health Association
? Virginia State Property & Casualty Insurance License
? West Virginia Property & Casualty Insurance License
? Maryland Property & Casualty Insurance License
PROFESSIONAL EXPERIENCE
Brambleton Agency Allstate Insurance Agency , Winchester Virginia April ••••• March •••••

Licensed Insurance Sales
? Call sales leads in Leads •••••
? Document all lead information and customer information in E-Agent and Leads •••••
? Customer Service
? Customer phone calls
? Customer correspondence




Bank of Clarke County, Berryville Virginia August ••••• July •••••

Administrative Assistant/Collateral Processor
? Prepare minutes for Directors Loan Committee meetings.
? Type correspondence to loan customers, loan memorandums, irrevocable letters of credit, etc.
? Answer phone for the Loan Department, assist loan customers with loan applications.
? Process collateral received for loans.


Loan Processor
? Create new loan documents for Loan Officers.
? Data entry of all new loans, renewals, extensions.
? Type irrevocable letters of credit for Loan Officers.
? Appraisal review.
? Prepare loan denial letters and mail to customers.
? Responsible for preparing personal Home Equity Line of Credit Loans for closing.
? Maintenance to loan accounts.
? Scan all new loan files to lender.

F & M Bank, Winchester, VA March ••••• August •••••

Administrative Assistant/Customer Service Representative
? Open all new accounts for customers.
? Complete new signature cards and update information for customers.
? Balance accounts for customers.
? Type correspondence for the branch and loan memorandums for the Loan Officers.
? Prepare Directors Loan Committee Meeting minutes.
? Assist Loan Officers with documentation of real estate loans and consumer loans.
? Responsible for 3 branch ATM machines.







Teller
? Cashed checks, took deposits, typed cashiers checks, money orders.
? Responsible for daily balancing of teller cash drawer and branch vault.
? Balance customer accounts, type savings bonds and travelers checks.

Savings Department Operations
? Balance Banks general ledger for the certificates of deposit accounts and savings accounts.
? Calculate penalties for the branches on early withdrawals of certificates of deposit accounts.
? Process closed certificates of deposit accounts and savings accounts.
? Process new certificates of deposit accounts and savings accounts.