Dedicated, organized, and community-minded professional returning to the workforce after an eight-year career break devoted to raising a family and serving in volunteer leadership roles. Eager to leverage strong communication, organizational, customer service, and problem-solving skills to contribute to a team-focused organization while continuing to grow professionally.
Work History
Family Caregiver & Community Volunteer
9 Years
. | 01.2017 - 01.2026
Managed full-time family responsibilities, including planning, budgeting, scheduling, and coordinating multiple activities. Along with caring for my mother who was terminally ill.
Continued to serve as board member of Vision Preparatory School
Served as President of the Parent Teacher & Student Association (PTSA), assisting with school events, fundraising, and parent engagement.
Served as President of Athletic Booster Club, helping athletic organizations purchase equipment, volunteer, and fundraising initiatives.
Collaborated with school administrators, teachers, coaches, parents, and community members to support student programs.
Developed and strengthened skills in leadership, organization, communication, event planning, problem-solving, and multitasking.
Completed a 3 year fellowship with Stand for Children.
Insurance and Finance Operations Specialist/Processor III
11 Years
First Tennessee/First Horizon | 01.2006 - 01.2017
In my role, I managed and processed a wide variety of information by gathering, organizing, verifying, and entering data accurately and efficiently to ensure all work was completed on time. I prepared both routine and detailed departmental reports, including monthly budget reports and roll-up summaries, while maintaining a high level of accuracy.
Acted as a point of contact for both internal and external customers, answered routine questions, and directed more complex concerns to the appropriate supervisor or department.
I assisted with employee and community-related projects, supporting the team effectively. I completed mandatory compliance and regulatory training courses before deadlines.
Loss Mitigations Specialist
1 Year
Regions Mortgage | 01.2005 - 01.2006
Managed over 100 accounts monthly, analyzing financial data and expense reports to inform risk assessment for one of the top 15 U.S. banks with over 84 billion dollars in assets. Assess risk to company and investors by giving alternative solutions to delinquent borrowers. Compare loss variables and determine the most cost-efficient choice in the event of liquidation. Work with borrowers, insurers, investors, real estate agents, etc., to process loss preventative options. Identify strategies including repackaging debt and rescheduling payments. Process loss mitigation packages and underwrite to investor and insurer guidelines. Maintain documentation, tracking, and reporting for all phases of loss mitigation initiatives. Counsel mortgagors on debt consolidation, leading to possible sale of property.
Analyzed borrower financial situations to recommend personalized loss mitigation solutions.
Facilitated communication between borrowers and mortgage servicers to ensure timely resolution of issues.
Developed and implemented strategies to enhance customer satisfaction during the loss mitigation process.
Annuity/Life Service Agent
2 Years
National City Bank /National City Insurance Group | 01.2003 - 01.2005
Underwrote annuity and life products for one of the nation’s largest financial holding companies, projecting over 10 billion dollars in revenue and achieving net growth of 31%. Analyzed application, financial risk and product/client suitability with recommendation to accept or reject. Supported Licensed Financial Consultants by collecting data for organized reports on a monthly and weekly basis. Liaison between agents and insurance providers for accurate accountability of consumer contracts and calculate commission statements.
Provided exceptional customer service to clients, addressing inquiries and resolving issues promptly.
Processed insurance claims efficiently, ensuring compliance with company policies and regulatory standards.
Assisted in training new employees on systems and procedures, fostering a collaborative work environment.
Loan Counselor
1 Year
J.P. Morgan Chase | 01.2002 - 01.2003
Leading global financial services firm with assets of $1.2 trillion and operations in more than 50 countries. Reassessed client financials to realign loans, enhancing client satisfaction and loan performance. Settled outstanding debts, preventing foreclosure and preserving client home ownership. Working knowledge of mortgage concepts, practices and state laws, that concluded in exceeding both team and personal goals every month-earning accommodations for completions. Recognition Nationally for the best delinquency rate. Calculated weekly team productivity scores.
Guided clients through loan application processes, ensuring compliance with regulations and policies.
Analyzed financial documents to determine eligibility for various loan products.
Developed customized loan solutions based on individual client needs and financial situations.
Personal Lines Underwriter
3 Years
Victoria Insurance | 01.1999 - 01.2002
Liaised between company (mid-sized subsidiary, licensed in 39 states) and independent insurance agents to facilitate communication and business transactions. Analyzed inspection reports, location, risk, and credit reports to determine acceptance or rejection of renewal/new property and casualty business. Applied knowledge of insurance law and regulations to ensure compliance in underwriting processes.
Evaluated risk factors and underwriting guidelines for personal lines insurance policies.
Analyzed client information to determine appropriate coverage options and premiums.
Collaborated with agents to clarify policy details and address client inquiries.
Insurance Customer Service Representative
2 Years
Progressive Insurance | 01.1997 - 01.1999
Automobile insurance company with over 14 billion in revenue. Responsible for handling a large volume of inbound & outbound calls between agents and policyholders while providing highly Efficient, Customer Service to all Progressive insureds. Resolved complex underwriting issues, ensuring accurate policy management and customer satisfaction.
Delivered exceptional customer service by addressing inquiries and resolving issues efficiently.
Utilized company software to manage policy information and client records accurately.
Assisted customers in understanding policy coverage and benefits to enhance satisfaction.
Education
Associate of Science - Psychology
Southwest Tennessee Community College | Memphis, TN | 07.2026
Bachelor of Arts - Psychology
Arkansas State University | Jonesboro, AR | 01-2028
Expected Graduation: May 2028
Skills
Microsoft Office (Windows
Word
Excel
Access & Power Point)
Data analysis
AS400/PACMAN/Lotus
Budget Reporting
Event Planning & Coordination
Volunteer Leadership
Community Engagement
Project Coordination
Problem Solving
Written & Verbal Communication
Relationship Management
Time Management
Timeline
Family Caregiver & Community Volunteer
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01.2017 - 01.2026Read More
Insurance and Finance Operations Specialist/Processor III