Summary
Overview
Work History
Education
Skills
Timeline
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Callie O'Dell

Post Falls,ID

Summary

Results-driven Premium Finance professional with 4.5 years of experience negotiating high-value premium finance deals, including loans exceeding $100MM. Adept at structuring innovative financing solutions, collaborating with brokers, and maintaining strong relationships across underwriting and risk management teams. Proven ability to drive client retention, deliver consultative service, and manage large loan portfolios in a fast-paced environment.

Overview

11
11
years of professional experience

Work History

Account Executive

AFCO
12.2020 - Current
  • Negotiated complex premium finance solutions, including custom terms for loans exceeding $100MM, for both clients who presented an underwriting risk and those who were a strong credit.
  • Effectively managed multiple quotes simultaneously while prioritizing tasks and maintaining a high level of organization in a fast-paced environment.
  • Collaborated with premium finance specialists, internal credit, and management teams to ensure financing aligned with client needs and risk profiles.
  • Drove new loan acquisition and enhanced client retention through consultative service and timely issue resolution.
  • Prepared month-to-date acceptance reports for AFCO's largest client every Friday and during the final five critical business days of each month.

Personal Banker

Wells Fargo
06.2019 - 12.2020
  • Conducted financial reviews for business clients to recommend tailored financial solutions.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Assisted clients with loan applications, account setup, and new service enrollment..
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Promoted banking products by maintaining deep product knowledge and client rapport.

Teller

Wells Fargo
07.2018 - 06.2019
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.
  • Delivered exceptional customer service and identified opportunities for upselling services.

Footwear/Home/Kids'/Operations Area Supervisor

Kohl's
11.2014 - 07.2018
  • Supervised, trained, and developed a 15-member team, ensuring compliance with company procedures across sales, inventory, and shipping operations.
  • Managed daily store operations, including cash handling, till balancing, credit processing, and bank deposit preparation with a strong focus on accuracy.
  • Oversaw inventory control processes, conducted stockroom audits, and coordinated inbound/outbound shipments, including bi-weekly merchandise trucks.
  • Delivered exceptional customer service by resolving complaints promptly, providing product knowledge, and fostering a welcoming shopping experience.

Education

On-The-Job-Training -

Professional Development
Post Falls, Idaho
06.2025

High School Diploma -

Marysville Pilchuck High School
Marysville, WA
06.2005

Skills

  • Premium Finance Solutions
  • Time & Task Prioritization in High-Volume Environments
  • Insurance Industry & Underwriting Knowledge
  • Strategic Negotiation
  • Financial Analysis
  • Cross-Functional Collaboration
  • Strategic, Innovative Problem Solving
  • Client Relationship Development & Retention
  • Self-Directed and Accountable Team Contributor
  • Results-Driven with High Professional Standards
  • Professional Written & Verbal Communication Skills

Timeline

Account Executive

AFCO
12.2020 - Current

Personal Banker

Wells Fargo
06.2019 - 12.2020

Teller

Wells Fargo
07.2018 - 06.2019

Footwear/Home/Kids'/Operations Area Supervisor

Kohl's
11.2014 - 07.2018

On-The-Job-Training -

Professional Development

High School Diploma -

Marysville Pilchuck High School

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Callie O'Dell