Monte Harrison Email & Phone Number

Tappahannock, Virginia, United States

• Internal and external business development including Sales. Execute “Speed to Lead” and call management strategies for multiple lead sources.
• Generate a requisite number of loans monthly while managing individual and team goals
• Serviced an assigned consumer loan portfolio
• Meet all state licensing requirements
• Manage a consumer finance branch, including 9 Phases of Branch Operations
• Supervised and directed the monthly activities of all branch associates with the 9 Phases

Virginia, United States

• Face to Face Sales Strategies including prospecting and qualifying, presentation, product positioning, handling objections, closing the sale and proper follow-up
• Educate prospects on benefits of Life Insurance and Annuity products
• Self-management requiring time management skills and call management strategies to manage book of business
• Utilize multiple systems (e.g. Product Calculator, Applications System, Outlook, Administrative Systems, etc.)

Farmville, VA

• Assisted students from foreign countries to adjust to cultural differences and life in the U.S.
• Organized educational, occupational, and awareness events on campus for students.
• Responded to crisis situations and policy violations.
• Maintained strict levels of confidentially in handling sensitive information.
• Coordinated multiple projects simultaneously, and met deadlines routinely.
• Researched departmental policies, goals, and strategies for self-improvement.

Fredericksburg

• Balanced multiple assignments in high-paced environment.
• Proficient at learning programs and processes quickly.
• Processed non-premium bearing changes to insurance policies including mortgage clause changes and mailing address changes through the use of Microsoft Excel and multiple insurance company systems.
• Processed and tracked written requests with accuracy and in a timely manner.
• Processed manual endorsement requests from customer service and sales departments.