Customer Service Platform Manager
Resume:
Terry Buhr
A loan officer with ** years of experience. Property and Casualty Insurance Licensed in all 50 states.
Park Hills, KY
***********@*****.***
EXPERIENCE
Tata Consulting Services, Cincinnati, OH — Insurance Agent
JULY 2019 - PRESENT
In this position I process online requests for home and auto insurance in all 50 states. Followed up and updated members policies after a claim. Handled inbound and outbound calls from members to quote new policies and update existing policies
Allison Hornback State Farm, Erlanger, KY — New Business Specialist
AUGUST 2018 - APRIL 2019
I am licensed to sell Property and Casualty and Life and Health Insurance. I would make cold calls to current and new customers and solicit them to let me put together an insurance portfolio that would best suit their needs. I was also to give outstanding customer service to the clients who would call in and need information, make a payment or just had general questions.
Huntington Bank, Covington, KY — Senior Loan Consultant
FEBRUARY 2013 - MARCH 2018
Worked as a liaison between the customer and the branch employee. Gathering documents and information needed for the underwriting team. Ordering appraisal, title and flood work. Making sure the customer was getting the best product based on everyone's specific needs. Utilized Microsoft Word and Excel to ensure accurate information and record the amount of loans pending and closed. Spoke on the phone with customers, branches, and other members to complete the necessary processes.
Fifth Third Bank, Cincinnati, OH — Customer Service Manager
MAY 2008 - FEBRUARY 2013
As the CSM of a branch I was responsible for all the bank tellers. I made sure their drawers were balanced at the beginning and the end of each shift. I ordered money and balanced the ATM daily. I coached and trained the tellers to cross sell the bank's products to meet and maximize their monthly goals. If the bank was busy or short staffed due to vacation time, PTO, etc., I worked as a teller assisting customers in deposits, withdraws, checks, transfers, etc. I was responsible for de escalating customer complaints from overdrafts, fees, illegal access of accounts to fraudulent activity on their account and identity theft attempts. I referred customers as needed to the Mortgage Loan Officer in the branch and the Platform Manager as needed for personal finance guidance.
Art Guild Binders, St. Bernard, OH — Office Manager
MAY 2005 - APRIL 2008
Accounts payable, accounts receivable, processed payroll for 14 employees ensuring time card accuracy and appropriate compensation. Verified employee vacation times and appropriate staffing needs. Assisted walk in customers as well as phone orders in receiving customer service and getting their desired products. Audited company invoices monthly and filed appropriately. Kept the office, bathroom, and break areas clean for employees and customers. I handled all the escalated customer service issues in the appropriate fashion and reconciled the company budget using QuickBooks. I balanced the checking accounts for the company and made sure our income was efficient.
Beneficial/Household Finance, Cincinnati, OH — Branch Manager
AUGUST 2001 - APRIL 2005
I was responsible for the sales team to meet monthly goals. I coached and trained new employees and generated refresher courses for older employees. I carried out daily and monthly audits. Accounts payable, accounts receivable, balancing them daily. I also kept up on changing rules and regulations making sure my team was aware of them.
Beneficial/Household Finance, Cincinnati, OH — Senior Loan Consultant
JUNE 1989 - AUGUST 2001
I sold mortgage loans - non-conforming and personal loans for the bank. I received the applications, gathered all the paperwork and needed information, ordered titles and appraisals, and worked up the DTI manually. I sent the loans to underwriting employees for review and kept the customer in the loop about the steps in the process. Once loans were approved, I closed them and sent the loan documents to headquarters. I effectively handled incoming mortgage inquiries and sales to new and existing customers. I spoke with customers, branches, companies and references on the phone with exceptional customer service.
EDUCATION
Northwest High School, Cincinnati, OH — High School Diploma
1982 - 1986
SKILLS
MANAGEMENT
SALES
COMMUNICATION
LEADERSHIP
CERTIFICATIONS
NMLS 1041759
DRIVERS LICENSE
RESIDENT AGENT FOR PROPERTY CASUALTY LIFE AND HEALTH INSURANCE IN KENTUCKY AND OHIO
OCTOBER 2018- PRESENT
PROPERTY AND CASUALTY INSURANCE LICENSED IN ALL 50 STATES
DOI ID 557889
NPN ID 3238615
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