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E-mail: EMAIL AVAILABLE Telephone: PHONE NUMBER AVAILABLEProfessional SummaryStrategic, entrepreneurial, and analytical thinker with comprehensive business experience. Adept at simplifying complex challenges and developing innovative solutions. Strong expertise in insurance and mortgage industries, with a proven track record in client relations, risk management, and sales growth. Skills Risk management & mitigation Sales & client portfolio management Problem-solving & analytical thinking Policy renewals & claims managementProfessional ExperiencePini InsuranceInsurance Agent Life & Health, Home & AutoApril 2022 May 2023 Identify and pursue sales opportunities for various insurance plans, managing a portfolio of clients. Develop risk management strategies, oversee policy renewals, and monitor claims processes. Gold Financial ServicesMortgage Loan OriginatorMarch 2019 December 2020 Evaluated and recommended approval of real estate and credit loans. Advised clients on financial matters and loan repayment strategies. Primary Residential Mortgage Inc.Mortgage Loan OriginatorAugust 2018 March 2019 Guided clients through loan research, application, approval, and closing processes. Recommended loan options, assessed risks, and processed necessary paperwork. Education High School Diploma Miami Sunset Senior High School 2013 Med College - ASSOCIATE OF SCIENCE IN RADIOLOGY TECHNOLOGY Currently enrolled Graduate 2025. NMLS Loan Officer Gold Coast Technical School 2017 Florida 0215 Health and Life Annuity License 2022 References Michel Fuentes - Professor/Radiographer, PHONE NUMBER AVAILABLE Jose Conde Branch Manager, Gold Financial Lending 305-498-6465 |