Giulianna Perlloni

Experience

• 

  MODERNICA GROUP CORP.

  Mar 2016 - Aug 2017

  Cashier Customer Service

  Apple Product Professional, cashier and inventory duties, customer service, and team sales goal reporting.

• 

  FirstBank

  Jul 2017 - Apr 2023

  Tasks include interviewing potential loan applicants and providing orientation regarding mortgage products, initial debt-to-income analysis, document compilation and loan origination, transaction closing, money handling, and coordinating sales via phone and email in Online mortgage application platform. Tasks included case reviews, requesting and receiving documents and appraisal/inspection reports, and coordinating appointments between clients and appraisers. Weekly production reports are also part of the daily tasks. Formerly assistant to top #1 Mortgage Account Executive. Tasks included receiving and classifying documents, money handling, transaction closing, sales support, and coordinating sales via phone, in person, or email communication. Teller, customer service, cash/check/negotiable items management and bank transactions, confidential documentation, sales/product/services referral, greeter/receptionist duties as needed. Recognized in the 2019 FirstBank Sales week for being the #1 part-time Teller with most succesful account sales in the San Juan region.

  • Mortgage Account Executive

    Jun 2020 - Apr 2023

  • Business Support in Appraisals Team

    Nov 2019 - Jun 2020

  • Business Support in Mortgage Sales

    Oct 2019 - Nov 2019

  • Service Representative

    Jul 2017 - Oct 2019
• 

  ORANGE TRAVEL ASSIST

  Dec 2023 - now

  Insurance Agent

  Whether you're travelling for a certain date or you're a frequent flyer, we have various options to protect you and your travel expenses against unforseen circumstances.

• 

  Aflac

  Mar 2024 - now

  Licensed Insurance Agent

  We offer our clients insurance policies designed to ensure their needs regarding life, accident, serious illnesses, indemnity and cancer are taken care of in either individual and/or group coverages.