Loan Manager Customer Support

Michael J. Georgio

Laguna Hills, CA 949-***-**** *******@***.***

Highlights of Qualifications

Sales

Management

Marketing

Organizational Development

Financial Planning

Project Management and Analysis

Work Experience

Allstate Insurance/ Insurance Agent:

Sold auto, home and boat insurance policies with emphasis on Rideshar Insurance for Uber and Lyft Drivers.

Maintained all insurance documents in a confidential way.

Educated costumers on each type of insurance coverage and made recommendations based on their needs.

The Automobile Club of Southern Californa (AAA)/ Insuance Agent:

Sold and provided services for auto, home, and boat insurance policies to AAA members.

Handled conditions and objections in pricing and coverage

Created the best policies to meet the needs of clients and provided peace of mind.

Local Splash.com/ Director- Re Sale Buisness Channel, Quality and Assurance Manager

Held all responsibilities for the support of independent call centers which included the training, compensation and customer support.

Maintained “White label” services which constituted of the support and operation of SEO services to marketing agencies whom did not have internet marketing infastraucture.

Ensured quality assurance and complience of local departments by developing sales, customer service and provisioning departments.

Upheld legal, government and third party inquiries and complaints.

WACHOVIA / Senior Manager, Mortgage Training:

Trained and developed mortgage loan consultants by designing and implementing classes and concepts to help generate more buisness.

Facilitated the company’s integration team in association with Hewitt to help implement a universal training module to incorporate the former WORLD SAVINGS” portfolio products into the Wachovia product line.

Developed FHA and VA training for the wholesale and retial motgage buisness channels.

Oversaw the Leadership Development Program (LDP) to train employees interested in becoming managers or leaders within their line of buisness.

Education

California State University Long Beach

Buisness Administration

Military Experience

United States Navy, Retail Operations USS Okinawa

Suppy Corps

Employment History

Allstate Insurance Insurance Agent 06/2022 to 11/2022

The Automobile Club of Southern California Insurance Agent 10/2015 to 05/2022

Local Splash.com Sale Buisness Channel, Quality/ Assurance 03/2009 to 10/2015

WACHOVIA Senior Manager, Mortgage Training 04/2006 to 11/2008

World Savings, Southwest States Director of Training 02/2005 to 05/2006

World Savings, Laguna Niguel CA District Loan Manager 10/2001 to 02/2005

World Savings, San Diego CA District Loan Manager 04/2000 to 10/2001

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