Professional Documents
Culture Documents
Responsible for maintaining cash flow on each rental unit to make a profit.
Set maintenance schedule for all buildings and worked with contractors to meet completion
deadlines and budget goals.
Associated Bank
DeKalb, IL
Residential Lending Officer
10/2009 to 9/2011
Sold Mortgage and Consumer Lending products to new and current clients.
Traveled throughout assigned territory to call on regular and prospective customers to grow and
develop new business.
Responsible for setting and reaching monthly, quarterly and yearly goals through cross sales on
banking services and products offered.
Traveled throughout assigned territory to call on regular and prospective customers to solicit orders.
Contacted prospective clients and explained features and merits of policies offered,.
Recommended amount and type of coverage based on analysis of prospect's circumstances and
utilized persuasive sales techniques.
Called on policyholders to deliver and explain policy, to suggest additions and changes in insurance
programs, and to make changes in beneficiaries.
Compiled lists of prospective customers for use as sales leads, based on information from
newspapers, business directories and other sources.
State Farm Insurance
Batavia, IL
Office Manager, Licensed CSR and Bank Representative
06/1999 to 02/2005
Hired and trained workers in performing activities such as selling insurance and customer service.
Reviewed activity reports to ensure that personnel achieved sales quotas, processed claims promptly
and credited collections to policyholders' accounts.
Evaluated office production, revised procedures and devised new forms in order to improve
efficiency of workflow.
Corrected customer account errors in billing rates, misapplied credits, and customer information,
such as name and address.