Experience

Farmers State Bank of Waupaca

• United States
• Banking
• 1 - 100 Employee

• Consumer/Mortgage Loan Officer

  • Jan 2023 - Present

  Waupaca, Wisconsin, United States Develop new and existing loan relationships with banking customers. Make consumer and mortgage loan recommendations based customer needs and lending requirements. Collect customer information to make sound lending decisions. Review documentation to make sure everything is accurate and compliant. Work with customers and title companies to ensure timely loan closings. Prepare reports for the loan department and management.

• Consumer/Mortgage Lender & Marketing Director

  • Oct 2022 - Dec 2022

  Waupaca, Wisconsin, United States Develop new and existing loan relationships with banking customers. Make consumer and mortgage loan recommendations based customer needs and lending requirements. Collect customer information to make sound lending decisions. Review documentation to make sure everything is accurate and compliant. Work with customers and title companies to ensure timely loan closings. Prepare reports for the loan department and management.

• Marketing Director/Personal Banker/IT Assistant

  • Jan 2017 - Oct 2022

  Waupaca, WI Promote the services of Farmers State Bank through social media, print media and radio advertisements. Provide excellent customer service to our banking customers.



Rural Mutual Insurance Company

• United States
• Insurance
• 200 - 300 Employee

• Insurance Agent

  • Apr 2015 - Dec 2016

  Appleton, WI

• Recruiter

  • May 2011 - Mar 2015

  Recruit new insurance sales agents, develop ads for recruiting, interview possible candidates, complete new agent paperwork and contracts, create reports for tracking and development purposes.

• Agency Support and Automation Training Specialist

  • Feb 2008 - May 2011

  Provided support to Agency Managers which included tracking agency numbers, creating and sending reports, and training new agents. Training included one on one training with new agents, web based training, developing new training programs, creating and conducting webinars. Also helped test new quoting systems for the agency force.

• Agent

  • Aug 2006 - Jan 2008

  Multiline agent selling property, casualty, life and health insurance; meet with clients to review insurance needs; develop insurance plans based on client needs; put together sales presentations; client prospecting/outside sales



Enterprise Rent A Car

• Assistant Branch Manager

  • 2003 - 2006

  daily rental duties, manage rental staff, balance branch fleet and accounts, marketing