Customer Service Financial Services

N

Tо whоm it may cоncern,

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.

Yоurs sincerely,

LINDA NOLTER

Fort Pierce, Florida

M: 570-***-****

E: ***********@*****.***

LINDA NOLTER M: 570-***-****

E: ***********@*****.***

AREAS OF EXPERTISE

Benefits Administration

Claims Processing

Risk Assessment

Financial Analysis

Credit Analysis

Loan Origination

Mortgage Lending

Retirement Plans

Employee Benefits

Compliance Guidelines

CAREER STATEMENT

"I feel that my greatest strengths

are firstly my strong commitment to

providing a professional service to

all colleagues with whom I work.

Secondly my skill at developing and

maintaining a close working

relationship with every client,

something which in turn helps me to

gain an in-depth understanding of

their individual needs. Thirdly my

real passion for financial industry as

a whole, an obsession which allows

me to spot trends and develop best

practice processes."

Linda Nolter

LANGUAGES

English

PERSONAL SKILLS

Problem Solving

Team Player

Energetic

Enthusiasm

Integrity

Creative thinker

Analytical

Excellent Communicator

PERSONAL DETAILS

Fort Pierce, Florida

M: 570-***-****

E: ***********@*****.***

LINDA NOLTER

FINANCIAL SERVICES PROFESSIONAL

PERSONAL SUMMARY

With 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 EXPERIENCE

GLOBE LIFE - ALTAMONTE SPRINGS, FL

BENEFITS 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, FL

LOAN 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, PA

ADMINISTRATIVE 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 License

ACADEMIC QUALIFICATIONS

McCann School of Business - Pottsville, PA

Associate Degree in Accounting - Jun 2010

REFERENCES - Available upon request.

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