Advocate, Verification (virtual) resume example with 7+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Encouraging professional and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Ability to multi-task, follow directions and is committed to detail. Using Time Management skills to meet deadlines with the ability to learn new skills and apply the knowledge effectively and efficiently.


    Underwriting Role

  • Recognized as a consistently helpful and supportive professional by customers and staff alike.
  • Oversaw caseload of 25+ customer's per day.
  • Improved customer satisfaction by providing friendly and knowledgeable support and service.
  • Top performer of a team of 10+ in proficiently assisting new and existing customer's while providing an excellent experience.

  • Management Role

  • Brought in over 200 new clients- booked over 70 new clients a year and retained several clients for events on a yearly basis.
  • Documentation - Wrote and edited documents to keep staff informed on policies, procedures and detailed information for clients along with building contracts that meet the company and customers needs.
  • Built strong relationships with vendors such as florists, photographers, caterers, and disc jockeys to take the hassle out of wedding planning.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Effective Communication - Informing staff members of updated policies, schedules, and what can be improved. Kept clients informed on packages, payments, and details of event.
  • Leadership (5+ years of experience)
  • Exceptional Customer Service
  • Calm and Professional Under Pressure
  • Understanding Customer Needs
  • Customer Account Management
  • Call Documentation
  • Efficient and Detail-Oriented
  • Productivity Standards
  • Computer Proficiency
  • High-Volume Environments
  • Conflict Mediation Abilities
  • Inbound and Outbound Calling
  • Sales
  • Multi-tasking Strength
  • Scheduling
  • Client Meetings
  • Vendor Relationship Management
  • Events Logistics Management
  • Staff Management
  • Verbal and Written Communication
Work History
12/2020 to Current Underwriting Advocate Rain For Rent | , , Lincoln, NE
  • Voice of Carvana Interact with customers on inbound and outbound calls guiding them through purchase process, reviewing and approving documents, and answering questions to clarify process
  • Review account documents to assess risk and help identify trends
  • Ensure compliance with underwriting policies and flexibility to familiarize with constant changes in policy and procedures
  • Ability to utilize decision quality skills and to grasp key points from detailed phone calls and reports
  • Utilize proprietary software tools and external tools such as consumer credit bureaus and other internet sources to assist verification process to make sound judgement and decisions.
  • Worked effectively with fellow team members to coordinate effective solutions to any question or concern.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Developed and maintained courteous and effective working relationships.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Documented customer concerns and inquiry resolutions in internal computer system.
08/2014 to 12/2020 Sales Associate Hyatt | , , Lincoln, NE
  • Communicate with customers via phone, email, and in person regarding rental products, placing orders, payments, and changes.
  • Excellent product knowledge to ensure customers receive what suits needs and wants
  • Track stock using company inventory management software
  • Maintain records, invoices, and send out statements to customers that hold accounts.
  • Assess returned orders for any missing or damaged product.
  • Maintain records and invoice customers for any missing or damaged product.
  • Fill orders as needed and check filled orders for accuracy.
  • Organized showroom to maintain store visual appeal, engage customers and promote specific merchandise.
  • Organize warehouse to maintain smooth operating practices, cleanliness, and inventory tracking.
10/2015 to 08/2019 Director of Events The Del Ray Ballroom | , , Lincoln, NE
  • Supervised and scheduled work load for 8-10 employees.
  • Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions.
  • Fulfilled contractual obligations, including communications, vendor coordination, schedule creation, and day of event coordination.
  • Worked closely with couples to meet wedding goals, maintain deadlines and resolve complaints or service issues.
  • Hired and cross-trained staff members for various event-specific functions and assessed employees' understanding of associated processes and procedures.
  • Promoted adherence to client-event requirements through effective delegation, prioritizing and management of all entire production lifecycle, from concept to execution.
  • Evaluated existing plans, processes and events planning services to identify opportunities for improvement.
  • Managed bar logistics of client bar sales, tracking inventory, ordering bar needs, and maintaining bar equipment.

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Resume Overview

School Attended

    Job Titles Held:

    • Underwriting Advocate
    • Sales Associate
    • Director of Events


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