With close to a decade of experience helping home buyers understand residential lending options as a mortgage advisor and now working as a licensed real estate agent I provide a wealth of industry knowledge to both home buyers and sellers.
My Professional History
Licensed Insurance Producer Agent
Independent Insurance Agent
Insurance industry
June 2009 – March 2011 (1 year 10 months)
Work one on one with clients to help meet needs of Health Ins. Protection.
Educate clients on all aspects of Insurance and Annuity products.
Produce clear and defined solutions that address financial needs of client.
Prospect for new clients by outbound phone calls and door to door.
Network effectively within the local community to promote products.
Develop referral partners to enhance client opportunities.
401K Service Representative
Fidelity Investments
Privately Held; Financial Services industry
November 2009 – March 2010 (5 months)
Work with participants to assist in understanding workplace investing.
Assist participants in various transactions in PWI 401K inbound call center.
Produce clear and defined explanations of participant’s retirement plan.
Troubleshoot and/or problem-solve to resolve participant/client conflicts.
Create and follow additional work order request to resolves extenuating issues.
Communicate professionally at all times to ensure brand excellence.
January 2001 – January 2009 (8 years 1 month)
Assisted home owners & buyers in making informed financing decisions.
Proficient in several automated underwriting engines including Fannie DU.
Kept up to date on all FDIC changes regarding client lending qualifications.
Reviewed daily miscellaneous indexes to be current on all mortgage rates.
Communicate regularly with clients to clearly inform of current loan status.
Assisted in training new recruits in the mortgage banking industry.
