Nisha Lopez
North Chicago
Summary
Dynamic insurance and financial advisor, having 30 years excelling in financial advising and claims processing. Expert in risk assessment and regulatory compliance. I enhance client satisfaction by 100% through effective communication and innovative solutions, consistently exceeding performance targets while managing diverse clients' portfolios. Diligent and meticulous profession commended for quickly and accurately learning new procedures. Highly self motivated.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Executive Assistance
Simpson's Insurance Agency Ltd.
05.2021 - 02.2023
- Provide financial advice to clients on retirement planning, investing and protecting against risk
- Interview clients applying for Life or Health Insurance and assist with entire approval process
- Check insurance application for accuracy
- Assist client with filing health claims
- Assist with preparing death claims
- Implemented system to monitor companies' growth and persistence
- Provided quality/efficient services, demonstrated trustworthiness and integrity.
- Communicated with customers in getting the job done to their specifications, clarified obscure request, and negotiated service prices with customers
- Budgeted for yearly increases in inventory costs, assessed needs of business and reconciled all daily transactions and deposits
- Implemented/maintained filing system for business records and customers information, improved customers concern by 100% when necessary.
Personal Banker/Loans Officer
Belize Bank Ltd.
02.2002 - 02.2021
- Created innovated financial solutions to meet clients need
- Expand client base by promoting financial products
- Networked to increase client base and encourage existing clients to expand individual financial portfolios
- Assist clients with setting up of accounts, completing of new accounts and loan applications
- Conduct detail financial reviews of loans disbursed
- Work closely with management to strategize sales techniques to increase sales
- Establish rapport with new clients to increase satisfaction and loyalty
- Established new accounts for high-net-worth clients and service each account to maximize revenue
- Monitor social media and online sources for industry trend
- Manage approximately 10,000 clients under my portfolio ensuring all financial needs are met
- Manage and grew bank's portfolio of $2.5 million and regularly exceeding sales targets by 20%-50%
- Quote unit exchange rates following daily international rate sheet
- Safeguard all collateral inventory while in the possession of the bank
- Credit Card processing and credit card fraud expertise
- Assist with budget
Accounts Clerk
Ministry of Education, Government of Belize
01.2000 - 01.2001
- Balancing of funds for various schools in Belize
- Assist with budget
Education
Associates Degree - Accounting
University of Belize
06.1999
Skills
- Policy writing
- Risk assessment
- Claims processing
- Financial advising
- Regulatory compliance
- Customer relationship management
- Problem solving
- Client management
- Relationship building
- Account management
- Prospecting and referrals
- Client experience branding
Accomplishments
- Increased customer satisfaction ratings through excellent customer service
- Exceeding sales targets for financial products such as loans, credit cards and investment services
- Team leadership and teamwork
- Product knowledge
- Compliance , ensured compliance with regulatory requirements
- Customer Retention
- Digital banking ,implemented digital banking solutions, such as mobile banking apps or online platforms
Certification
Money Laundering Certification
Timeline
Insurance Executive Assistance
Simpson's Insurance Agency Ltd.
05.2021 - 02.2023
Personal Banker/Loans Officer
Belize Bank Ltd.
02.2002 - 02.2021
Accounts Clerk
Ministry of Education, Government of Belize
01.2000 - 01.2001
Associates Degree - Accounting
University of Belize
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