Courtney Splawn

Licensed Property & Casualty insurance agent; quoted and bound policies with accurate submissions and carrier guideline compliance. Served as primary client contact for policy changes, renewals, and general inquiries while maintaining accurate records and proactive communication.

Collected and reviewed borrower documentation including income, assets, and credit to support efficient loan progression. Prepared DU/LP and underwriting submission files in Encompass and managed new construction loans from application through closing, coordinating builder timelines and a two-time close process.

Set up loan files, pulled credit, and reviewed borrower documentation and income to assess risk and match clients with appropriate loan programs. Processed Conventional, FHA, USDA, and VA purchase and refinance loans and prepared complete files for submission to processing and underwriting.

Managed client relationships and drove new business by securing 6 new accounts. Negotiated contracts and pricing while generating referrals and new opportunities.

Managed daily office operations including onboarding/offboarding, expense reporting, and maintaining personnel files and internal databases. Supported staff evaluations and participated in personnel review discussions.

Developed and executed territory sales strategies, consistently exceeding business goals through B2B relationship building and consultative selling. Increased annual sales from $19K to $48K through territory expansion and account growth.

Grade: 3.0

Activities and societies: Aggie Guide and Service Dogs, Texas A&M University.

Earned a Bachelor of Science in Agricultural Leadership and Development with an Agricultural Economics emphasis at Texas A&M University, completed May 2012 (GPA: 3.0).