Quantcast

Customer Service Financial Services Resu...
Resumes | Register

Candidate Information
Title Customer Service Financial Services
Target Location US-FL-Fort Pierce
Email Available with paid plan
20,000+ Fresh Resumes Monthly
    View Phone Numbers
    Receive Resume E-mail Alerts
    Post Jobs Free
    Link your Free Jobs Page
    ... and much more

Register on Jobvertise Free

Search 2 million Resumes
Keywords:
City or Zip:
Related Resumes
Click here or scroll down to respond to this candidate
NT whm it may cncern,I am writing to express my interest in the vacant position at your company. With over a decade of experience spanning benefits advising, loan processing, and customer service, I am confident in my ability to contribute effectively to your team. My career trajectory has provided me with a well-rounded skill set in financial services, client relationship management, and administrative operations, all of which align well with the requirements of this role. In my most recent role as a Benefits Advisor with Globe Life, I have honed my skills in client engagement and benefits administration. My responsibilities included identifying potential clients through a combination of leads and referrals, conducting in-depth presentations, and managing the complete enrollment process. My ability to clearly communicate complex benefit options and guide clients through the selection process has been key to enhancing customer satisfaction and expanding our client base. Prior to this, I served as a Loan Officer at Home Loan Capital, where I was instrumental in client acquisition and loan processing. I efficiently managed leads, facilitated underwriting processes, and ensured smooth closings through meticulous follow-ups. My work at Home Loan Capital solidified my commitment to delivering high standards of customer service and operational efficiency, which I am eager to bring to Your Company.Moreover, my experience as an Administrative Assistant at American Classic Motors provided me with a strong foundation in front- office operations and regulatory compliance. I managed client inquiries, coordinated documentation for financial transactions, and ensured accuracy in title transfers. This role further developed my attention to detail and organizational skills, which are essential in any fast-paced, client-focused environment.I am also licensed in Life and Health Insurance (2-15) and Loan Origination, further underscoring my qualifications for this role. My background is complemented by an Associate Degree in Accounting from McCann School of Business, which has provided me with a solid understanding of financial principles.I am excited about the opportunity to contribute my experience and skills to Your Company. I am confident that my background in financial services and client management, combined with my dedication to delivering excellent customer service, would make me a valuable addition to your team.Thank you for considering my application. I look forward to the possibility of discussing how I can contribute to the continued success of Your Company.Yurs sincerely,LINDA NOLTERFort Pierce, FloridaM: PHONE NUMBER AVAILABLEE: EMAIL AVAILABLELINDA NOLTER M: PHONE NUMBER AVAILABLEE: EMAIL AVAILABLEAREAS OF EXPERTISEBenefits AdministrationClaims ProcessingRisk AssessmentFinancial AnalysisCredit AnalysisLoan OriginationMortgage LendingRetirement PlansEmployee BenefitsCompliance GuidelinesCAREER STATEMENT"I feel that my greatest strengthsare firstly my strong commitment toproviding a professional service toall colleagues with whom I work.Secondly my skill at developing andmaintaining a close workingrelationship with every client,something which in turn helps me togain an in-depth understanding oftheir individual needs. Thirdly myreal passion for financial industry asa whole, an obsession which allowsme to spot trends and develop bestpractice processes."Linda NolterLANGUAGESEnglishPERSONAL SKILLSProblem SolvingTeam PlayerEnergeticEnthusiasmIntegrityCreative thinkerAnalyticalExcellent CommunicatorPERSONAL DETAILSFort Pierce, FloridaM: PHONE NUMBER AVAILABLEE: EMAIL AVAILABLELINDA NOLTERFINANCIAL SERVICES PROFESSIONALPERSONAL SUMMARYWith 30 years of diverse experience across financial services, administration, and marketing, I am a seasoned professional currently serving as a Benefits Advisor. My career spans roles such as Loan Officer, Administrative Assistant, and Senior Marketing Representative, where I honed my expertise in client relations, financial management, and strategic communication. I've excelled in complex roles like Tax Collector and Relationship Banker, leveraging my analytical skills to optimize financial outcomes. My comprehensive background in loan processing and origination further underscores my ability to navigate intricate financial landscapes with precision and professionalism.WORK EXPERIENCEGLOBE LIFE - ALTAMONTE SPRINGS, FLBENEFITS ADVISOR - NOV 2023 - PRESENT Served as a Benefits Advisor, identifying potential clients through leads and referrals to expand customer base and enhance service delivery. Scheduled and conducted detailed presentations and meetings with clients to inform and guide them through the benefits selection process. Managed the entire enrollment and re-enrollment process for worksite benefits, ensuring clients are well- informed and their selections are processed accurately. HOME LOAN CAPITAL - MIAMI LAKES, FLLOAN OFFICER - MAY 2023 - NOV 2023 Identified and qualified potential clients by efficiently managing leads, enhancing client acquisition efforts. Facilitated the loan processing and underwriting phases by sending out disclosures for digital signatures and collecting necessary documentation to clear conditions. Ensured a smooth closing process through diligent follow-ups, maintaining high standards of customer service and operational efficiency.AMERICAN CLASSIC MOTORS - ZIEGLERVILLE, PAADMINISTRATIVE ASSISTANT - APR 2022 - DEC 2022 Managed front-office operations, including answering calls and directing client inquiries to appropriate lenders, ensuring efficient communication and client service. Collected and organized necessary documentation from clients to facilitate various financial transactions and processes. Coordinated the preparation and processing of title transfers, maintaining accuracy and compliance with regulatory standards.ADDITIONAL WORK EXPERIENCE Senior Marketing Representative: Sundance Vacations - Wilkes-Barre, PA - Nov 2013 - Apr 2022 Tax Collector: Northumberland County Tax Bureau - Sunbury, PA - Aug 2008 - Dec 2021 Relationship Banker: Susquehanna Bank - Ashland, PA - Jan 2008 - Dec 2011 Loan Processor: Asset Mortgage - Sinking Springs, PA - Jan 2000 - Dec 2007 Loan Originator Loan Processor: Wyomissing Mortgage Company - Wyomissing, PA - May 1994 - Dec 1999 KEY SKILLS & COMPETENCIES Skilled in conducting detailed financial analyses to determine loan affordability and repayment capacity. Managing loan portfolios, ensuring compliance with both institutional policies and federal regulations. Preparing and reviewing documentation to ensure accuracy and compliance in loan processing. Using financial software tools for processing loan applications and managing benefits enrollment. Educating clients on the terms and conditions of loans, including potential risks and benefits. Experienced in negotiating loan terms with clients to secure profitable yet fair agreements. Assessing clients' financial situations to recommend appropriate loan products and benefits. Advising clients on a wide range of benefit options, including health, retirement, and insurance. Skilled in delivering presentations and workshops on financial planning and benefits management. Proficient in navigating complex benefit structures and regulations to provide accurate guidance. Staying updated on changes in financial regulations and benefit programs to provide informed advice. Experienced in building and maintaining strong client relationships to enhance satisfaction and retention. LICENSES Life and Health Insurance license 2-15 Loan Origination LicenseACADEMIC QUALIFICATIONSMcCann School of Business - Pottsville, PAAssociate Degree in Accounting - Jun 2010REFERENCES - Available upon request.

Respond to this candidate
Your Message
Please type the code shown in the image:

Note: Responding to this resume will create an account on our partner site postjobfree.com
Register for Free on Jobvertise