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Customer Service Insurance Agent

Location:
Anaheim, CA
Salary:
As per advertisement
Posted:
November 29, 2022

Contact this candidate

Resume:

Jesus A. Reyes

*** *. ******** ***.

Anaheim, Ca 92806

************@*****.***

562-***-****

Highlights of Qualifications

Positive thinker, self directed and goal oriented

Highly self-motivated and able to motivate others

Strong verbal, written and interpersonal communicative skills

Ability to work independently or within a large team to meet goals

Capacity to prioritize a broad range of responsibilities in order to meet deadlines

Fluent in Spanish speaking/reading/writing

ApolloTech International April 2022 – Present

Customer Service & Sales

Calling current customers and prospects to offer water filter and water softener services

Assist existing current customers with their accounts

Setting appointments for servicing of water filters and water softeners

IBMC Lending Company April 2017 – April 2022

Loan Originator

Generated sales by way of prospecting, cold calling, and referral bases

Negotiated sales price and commissions

Assisted families in the purchase, sale or refinancing process of their home

Educated families in finances, and aided them in understanding the loan origination process and establish realistic expectations

Analyzed income and other aspects of a clients financial and credit background to ensure worthiness and ability to meet established guidelines

Processed FHA, VA and conventional loans

Management/coordinator of all personal transactions, client logs, and all marketing materials

Educated families in finances, and aided them in understanding the loan origination process and establish realistic expectations

Analyzed income and other aspects of a clients financial and credit background to ensure worthiness and ability to meet established guidelines

Processed FHA, VA and conventional loan

Management/coordinator of all personal transactions, client logs, and all marketing materials

Full Time Realtor – Self Employed October 1991- March 2017

Real Estate Agent & Loan Originator

Generated sales by way of door to door prospecting, cold calling, and referral bases

Negotiated sales price and commissions

Assisted families in the purchase, sale or refinancing process of their home

Educated families in finances, and aided them in understanding the loan origination process and establish realistic expectations

Analyzed income and other aspects of a clients financial and credit background to ensure worthiness and ability to meet established guidelines

Processed FHA, VA and conventional loans

Management/coordinator of all personal transactions, client logs, and all marketing materials

Educated families in finances, and aided them in understanding the loan origination process and establish realistic expectations

Analyzed income and other aspects of a clients financial and credit background to ensure worthiness and ability to meet established guidelines

Processed FHA, VA and conventional loans

Management/coordinator of all personal transactions, client logs, and all marketing materials

Prudential Insurance Company June 10, 1985 – May 31, 1994

Property and Casualty Insurance Agent: License No. 0672898

Life and Health Insurance Agent: License No. 0672858

Providing Home and Auto Coverage

Providing Whole Life, Universal and Term

Meeting delivery quotas

Loading, unloading, preparing, inspecting and operating the delivery vehicle

Follow DOT regulations and safety standards

Use of own vehicle



Contact this candidate