Erin Sapia
Sibley
Summary
Dynamic Office Manager at Sutter Insurance Agency with a proven track record in relationship building and customer service. Skilled in document management and cross-selling insurance products, I successfully negotiated improved coverage for clients. My expertise in compliance and active listening has consistently enhanced client satisfaction and loyalty.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Office Manager
Sutter Insurance Agency
07.2014 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Write new insurance policies for customers including Home, auto, business, life.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Take payments for existing clients.
- Service current customers existing policies.
Loan Processor
MBL Bank
07.2012 - 07.2014
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Processed loans within various departments to achieve timely, accurate, and fair proceedings.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Utilized loan origination software to process and track loan applications.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
- Handled the funding of the loans after processing.
Floating Bank Teller/ Internal Operations
MBL Bank
07.2011 - 07.2012
- Identified sales opportunities and referred customers to branch partners in financial services.
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed customer transactions promptly, minimizing wait times.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Monitored and reported suspicious activity in line with bank security policies.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Balanced and loaded ATM at bank.
- Balance and reconcile internal bank accounts.
- Scan in all checks and deposit slips/ cash out slips accepted by the institution.
- Made the daily drive to other branch locations to pick up batches of checks.
Bank Teller
Citizens Bank
10.2007 - 10.2008
- Removed mutilated currency from circulation.
- Placed orders for customer checks and verified starting numbers.
- Provided customer records, account statements and copies of checks.
- Reconciled cash drawer and resolved discrepancies.
- Turned in excess cash to maintain drawer security.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Counted and packaged currency and coins.
- Sold and cross-sold bank products to new and existing customers.
- Audited fellow teller currency to contribute to dual-control procedures.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Monitored and reported suspicious activity in line with bank security policies.
Drive Thru Bank Teller
Regions Bank
07.2005 - 07.2007
- Reconciled cash drawer and resolved discrepancies.
- Helped business customers through drive-thru with coin purchase and deposits
- Very high transaction count daily/monthly.
- Turned in excess cash to maintain drawer security.
- Sold and cross-sold bank products to new and existing customers.
Education
Lakeside Jr./Sr. Highschool
SibleySkills
- Life Insurance License
- Property & Casualty Insurance License
- Document management
- Customer relations
- Clerical support
- Excellent customer service
- Relationship building
- Banking operations
- Scheduling and calendar management
- Data entry
Certification
- Property & Casualty License - 2017
- Life Insurance License - 2025
- Mortgage Loan Originator License - 2014
Timeline
Office Manager
Sutter Insurance Agency
07.2014 - Current
Loan Processor
MBL Bank
07.2012 - 07.2014
Floating Bank Teller/ Internal Operations
MBL Bank
07.2011 - 07.2012
Bank Teller
Citizens Bank
10.2007 - 10.2008
Drive Thru Bank Teller
Regions Bank
07.2005 - 07.2007
Lakeside Jr./Sr. Highschool
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