Detail-Oriented former Banking Center Manager looking to parlay 12 years of
management and project management experience into a career in the insurance
. Ambitious and disciplined sales professional with 12 years experience in
sales management. Possess skills to overcome objections, create rapport
with clients quickly to stimulate into decision making. Goal-oriented,
takes pride in meeting/exceeding objectives, and expert problem solver.
Solid business based acumen
. Strong team leader who establishes goals and motivates employees to
. Proven history of self-motivation and eagerness to take on new
responsibilities and work independently as project manager.
. Patient, articulate and caring when interacting with both clients and co-
. Desire to leave a positive and lasting impression.
. Strong desire to exceed customers' expectations.
. Enjoys and appreciates a Team Work environment.
Jackson Hewitt Tax Services- Miami, Fl
Tax Preparer (2/2013- Present)
Prepare personal income and small business tax returns for clients through interview
process. Amend tax returns for prior years and educate clients on better strategies within
the tax code to reduce their tax burden. Verify all documentation for accuracy and detail
all clients' answers to question to support all figures on tax return. Verify property tax
information via Dade County and or Lenders Escrow account statement to verify payments
made. Verify tax return has been accepted by IRS. Log all unaccepted tax returns for
further review; follow up with clients to gather additional information to correct tax
return within 24 hours. Provide all clients with their copy of tax return and supporting
documentation. Thank the customer and ask for referrals.
Mortgage Solutions of Miami Corp, Miami, FL
Principle Loan Officer (9/2008 - 12/2012)
Originate, price and process all loan applications. Maintained strong relationships with
lenders such as Chase Manhattan, Citibank and Washington Mutual. Worked directly with title
agents and insurance companies to ensure a seamless experience for our clients. Originated
non-Institutional loans to homeowners and business owners. Communicate extremely well with
with all lines of business. If necessary provide quotes for clients for homeowners
BancPLus Home Loan Service, Ft. Lauderdale, Fl
Loan Officer Originator (5/2004 - 8/2008)
Networked with Realtor's and Real-Estate attorney's generating Mortgage and Equity lines of
credit applications. Successfully worked independently managing loan pipelines closing
files within 30 days or less. Funded 114 million in total.
Bank of America, Miami, FL
Banking Center Manager (5/2001 - 3/2004)
Responsible for daily banking center operations, sales, and management of 11 employees.
Motivated and Coached CSR on exceeding lending targets successfully. Provided leadership,
training and supervision to other personnel within the branch; to provide superior level of
customer relations and service; while ensuring compliance with Bank policies and
procedures. Exceeded all mortgage and credit goals every year.
Bank of America, Miami, Fl
Small Business Specialist Acct Executive (2/2000 - 5/2001)
Expand existing and new Business Client relationships, DDA, savings, treasury management,
employee checking,savings accounts, payroll services and merchant services. Coached and
trained staff on all business and consumer related products. Coached branch managers in the
region on the features and benefits of all business products and how to interview Business
clients to uncover additional sales opportunities. Worked with accountants and attorneys
networking to establish new clients.
Saturn of Westdade, Miami, Fl
New Car sales Manager (8/1995 - 7/1999)
Managed a sales staff of 17 new car and used car associates. Trained all sales team on
proper interview techniques while providing an excellent customer experience. Creating a
sales experience that was up front, different, profitable and fun. Trained staff on cross
selling after market products and services to increase profits per vehicle unit. Handled
all marketing and advertising for local market for new and used cars.
Saturn of Dadeland, Miami, Fl
Financial Services Manager (2/1992 - 8/1995)
To sell dealership financing to clients to maximize Finance Department revenue while also
balancing customer satisfaction. Generate dealership profit by offering aftermarket
insurance products, and warranties to clients during time of sale. Trained sales staff on
handling and overcoming questions and/or concerns while discussing payment options with
clients. Created an atmosphere that was comfortable and non intimidating for our clients to
make an informed decision.
Great Western Bank/Washington Mutual, Miami, Fl
New account rep/Customer Service (3/1990 - 2/1992)
Opened new accounts, offered additional financial services such as car loans and lines of
credits. Explained fees and helped customers with any issues, problems or questions.
Referred customers to other departments for products like life insurance, investments and
Florida life and Variable Annuities Licensed - Gold Coast Schools, Miami, FL 1999