Leah Stanley

Experience

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  BBVA Compass

  Jul 2012 - May 2014

  Worked with customers to help determine their financial needs. Opened and managed consumer and business accounts, processed loan applications, and customer requests. Sales focused position, where I worked daily to review reports and trends to find ways to close sales gaps. When not in the bank office branch, I was meeting with local businesses for our off-site account openings. Position centered around customer service and referral goals, which I consistently met or exceeded. These referrals led customers to our personal bankers, which helped increase our branch sales.

  • Sales & Service Advisor

    Sept 2013 - May 2014

  • Branch Associate

    Jul 2012 - Aug 2013
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  Capital One

  May 2014 - Dec 2015

  Relationship Banker

  Consulted with consumer and small business customers to meet their financial needs, including opening and managing new accounts, processing loan applications, completing required paperwork, updating daily reports for my branch team, and handling customer inquiries in the branch or over the phone. Focused on building relationships with my customers and providing a memorable and positive banking experience. Sales focused position, including daily branch manager meetings to strategize and close our sales gaps. As a team, we were able to move our branch ranking from 18th to 5th in the district in less than one year. Show less

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  Germania Insurance

  Jan 2016 - Jan 2024

  Personal lines Underwriter, with expertise in umbrella policies, home, liability, and auto. Responsible for escalated and exception requests on renewal policies, changes to policies, claims advisories, etc. Acted as the direct Underwriting contact for over 40 assigned agencies in Texas. In addition to my underwriter role, served as a subject matter expert in large company-wide projects, acted as a mentor to peers, and completed the internal early leadership identifier program targeting future leaders within the company. Show less

  • Senior Product Analyst

    Feb 2023 - Jan 2024

  • Senior Underwriter

    Jan 2016 - Feb 2023
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  Redstone Underwriters

  May 2024 - now

  Senior Underwriter