Life Insurance Customer Service

Andrea Christine Mendoza

*** *. ***** *** • Gilbert, Arizona 85233 • Telephone: 480-***-**** • ********@*****.***

Professional Summary

Dynamic and ambitious professional with a solid reputation for effectively supporting financial initiatives and maintaining a commitment to continual accuracy and goal achievement. Proven history of achieving top-level results in deadline-driven environments and driving accuracy and financial control. Offers the ability to present value-added solutions to achieve maximum financial gain. Master of Business Administration degree candidate. Demonstrated ability to manage all financial operations. Excels during key challenges and conflicts.

EDUCATION

Master of Business Administration degree candidate

University of Phoenix – MBA degree in Progress

Bachelor of Science degree with a major in Economics and a minor in Communication

Arizona State University – Tempe, AZ – Bachelor of Science degree completed in 2015

Associate of Arts degree with a major in Business Administration

Mesa Community College – Mesa, AZ – Associate’s completed in 2010

LICENSCES

Producer Life Insurance AZ-18616831

PROFESSIONAL EXPERIENCE

Financial Advisor, Appreciation Financial, Arizona 2017 - Present

Acted as an Independent Agent for financial service firm with the focus of the niche market of k-12 school’s systems. Provided public, charter and private school employees with information and tools to maximize their pension, IRA, or 401K and supplemental retirement and insurance benefits through education and straightforward planning.

Meet with customers to review financial situation and create investment strategies that help them achieve their long term goals.

Review client accounts periodically to identify need for plan adjustments.

Conducts Financial Needs Analysis and recommends appropriate products to meet client needs.

Delivers informational sales presentations to potential clients and assists through application process while strengthening client relationship.

Educates and sells clients products including Annuities and Life Insurance.

Title Analyst, JP Morgan Chase, Arizona 2016-17

Support mortgage banking originations by transitioning the transition of a loan to closure. Review and take action on loans used for purchase or refinance transactions. Trained and proficient in six support roles. Title Analyst- Manage title related documents and data feeds from managed and non-managed title vendors. Review vesting, fees, liens, appraisals and trusts. Home Owners Insurance- Work with insurance agencies to confirm client’s home owner’s insurance coverage is sufficient and meets lenders criteria including wind, flood and condo. Payoff Specialist- Obtain payoff documents from internal and external lenders for the purpose of paying previous loans off with the current loan. Subordinations- Contact external lenders to change lien position. Credit Supplements- Provide underwriting with updated credit supplements and request corrections from creditors if necessary. Verification of Employment- Contact the applicant’s employer to obtain written or verbal verification of employment.

Awarded for being the top producer among colleagues that perform the same function across three locations.

Successfully prioritized and maintained a strong sense of urgency with a focus on detail and accuracy.

Proven track record for accuracy; remained incident free on the weekly quality assurance reports.

Effectively communicated with internal colleagues to resolve issues and discrepancies pertaining to client’s home loan.

Selected as one of the top 10% performers in the support role to join a newly formed team/ role tasked to investigate and resolve escalated, aged, or problem files and expedite to closing.

Administrative Assistant, Group Stahl West, Arizona 2012

Manage the day-to-day administrative activities; answer a high-volume of incoming phone calls on a multi-line system, produce daily inventory and sales reports, update and maintain files, develop agendas, manage schedules / calendars, compose correspondence, and respond to inquiries, questions, or requests.

Achieved quality assurance operational objectives by contributing information and analysis, developing effective strategic plans and evaluations and formulating comprehensive action plans

Implemented and introduced production, productivity, quality, and customer service standards; analyzed internal practices, identified areas of opportunity and influenced process improvements

Initiated changes to the cycle counting procedure to streamline inventory management practices

Office Manager, Carrington College Group, Arizona 2011

Manage the day-to-day administrative activities of the department; answer a high-volume of incoming phone calls on a multi-line system, greet and assist visitors, produce and edit records and forms, maintain high-volume schedules, coordinate meetings and activities and handle the procurement of supplies. Place a high-volume of outbound phone calls to prospective students and accept incoming calls; respond to all inquiries, requests, and questions and deliver education and support to current and prospective students.

Delivered quality customer service and support and effectively communicated with prospective and current students; handled a high-volume of inbound and outbound phone calls and web chat

Accounting Manager, Linear Logic, LLC, Arizona 2006-11

Supervised, motivated, coached, and evaluated a team of five employees and facilitated effective training programs; planned and coordinated daily workflow to optimize efficiency and productivity. Oversaw the accounting and production teams for the manufacturing company with annual sales of $3,000,000+ and supported the daily accounting operations. Led accounting and auditing tasks, including general ledger postings, accounts payable and receivable, invoicing, taxation, and regulatory compliance and regulation.

Developed and delivered monthly, quarterly, and annual profit and loss statements and balance sheets for management; provided timely and frequent financial information to support Objectives

Provided solid leadership for a team tasked with increasing quality, productivity, and efficiency; functioned as the direct liaison between Management and Shipping and Production departments

Designed, developed, and implemented multiple spreadsheets, databases, and invoices utilizing Microsoft Excel to record sales or returns and to meet all invoicing demands of large corporations

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