Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ebonae Hodges

Coolidge

Summary

Dynamic customer service professional with a proven track record at Farmers Insurance, excelling in cross-selling and upselling. Adept at managing high-volume transactions while delivering exceptional service. Skilled in CRM software and known for empathy and patience, consistently achieving performance metrics and fostering strong client relationships.

Overview

2
2
years of professional experience
1
1
Certification

Work History

CSR, Sales

Farmers Insurance
04.2024 - Current
  • Assisted customers with inquiries and product selection to enhance satisfaction.
  • Processed sales transactions accurately using point-of-sale systems.
  • Maintained product knowledge to effectively address customer needs and preferences.
  • Collaborated with team members to ensure efficient service delivery during peak hours.
  • Handled customer complaints professionally, striving for positive resolutions.
  • Supported sales initiatives by promoting current promotions and loyalty programs.
  • Conducted follow-up communications to ensure customer satisfaction post-purchase.
  • Adapted quickly to new tools and processes, enhancing operational efficiency in daily tasks.
  • Built strong relationships with clients, leading to repeat business and referrals.
  • Managed a high volume of inbound calls while maintaining a professional demeanor under pressure.
  • Educated customers on product features, benefits, pricing options, warranties, promotions, financing structures available during purchase decision-making process.
  • Developed an in-depth understanding of product offerings to better assist customers with their purchasing decisions.
  • Delivered exceptional service, consistently meeting or exceeding performance metrics.
  • Licensed insurance agent as of 11/13/2024

Mortgage Loan Processor

Discover Bank
04.2023 - 04.2024
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
  • Handled any conditions sent from underwriting departments.
  • Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
  • Prepared file for final clear-to-close by branch management.
  • Maintained accurate records of loan processing activities and documents in CRM system.
  • Improved overall organizational efficiency by maintaining accurate electronic files of all mortgage-related documents within company databases.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Ensured compliance with federal lending regulations through meticulous attention to detail during the loan processing phase.

Education

Human Resources Management

Maricopa Community Colleges, Rio Salado Community College
Tempe, AZ

Skills

  • Cross-selling and upselling
  • Data entry proficiency
  • Empathy and patience
  • Performance tracking
  • Goal-oriented mindset
  • Product knowledge expertise
  • CRM software proficiency
  • Customer relations
  • Microsoft Excel
  • Problem resolution
  • Call center operations
  • Customer relationship management (CRM)
  • Clerical support

Certification

Personal lines insurance license

Timeline

CSR, Sales

Farmers Insurance
04.2024 - Current

Mortgage Loan Processor

Discover Bank
04.2023 - 04.2024

Human Resources Management

Maricopa Community Colleges, Rio Salado Community College

Similar Profiles

CREATE PROFILE
Ebonae Hodges