Experience

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  Mortgage team

  Mar 2005 - Nov 2019

  Mortgage loan officer
• 

  Advantage one brokers

  Nov 2019 - Jun 2024

  • Managing customer interactions and developing relationships from sales leads• Provide complimentary quotes to clients covering a wide array of financial services• Evaluate and execute strategies to ensure pipeline movements on potential clients• Ensuring the execution of terms as outlined in the contracts• Continuous follow-up with existing clients to ensure the services provided exceed expectations• Financial evaluation and analysis of clients

  • Independent Agent

    Nov 2019 - Jun 2024

  • Independent Agent

    Nov 2019 - Jun 2024
• 

  American family insurance

  Jun 2024 - Nov 2024

  Insurance agent

  Provided expert guidance on property and casualty insurance policies, customizing coverage to fit individual client needs.Prospected and developed new business through networking, referrals, and relationship management.Assisted clients with policy inquiries, renewals, and claims processing, ensuring a seamless customer experience.Maintained compliance with state insurance regulations and company policies.