Management Trainee Representative
Resume:
EXPERIENCE
WFG (AUTHORIZE REPRESENTATIVE)
Meet with prospective and conduct a great interview to get to know more about them and their needs. Generate the best proposal that suits their needs and goals. Meet with them again and to present the proposal and try my best to close the deal. Complete the process of the application if the deal is closed. UNITED HEALT CARE (INDEPENDENT AUTHORIZED
AGENT)
2019-PRESENT
Participate in informative booth and be prepare to answer questions about programs but first take a written authorization from the client to give any orientation (requirement of CMS) Manage the leads sent by the company if explaining, educating and accommodate the client in the program that suit them best. Document the progress in their CRM platform. Complete the process of the application if the deal is closed.
TRIPLE S, MCS (INDEPENDENT AUTHORIZE AGENT)
PUERTO RICO
2008-PRESENT
Explain and sell different products of health insurance to prospective clients that request information. Complete the process of the application.
SANTANDER BANK (RISK OFFICER AND RISK
MANAGEMENT TRAINEE) PUERTO RICO
2004-2007
Analyzed financial condition of entities and industry using data like financial statements, contracts, business plan and others to determine risk lending decision. Interview the client if needed. Maintain a low delinquency rate.
Received training of different departments and learn their procedures and purpose on the institution. Support BSPR personnel to understand a new program that the bank is using on its operation.
JOANNE GONZALEZ
AUTHORIZE REPRESENTATIVE
OBJECTIVE
professional self-motivated
seeking for an opportunity with a
company leader in the industry of
Mortgage lending willing to train
new Mortgage originator to grow
as professional in the area where
at the same time I can help as well
to achieve the company goals.
SKILLS & ABILITIES
Good writing skills in Spanish and
English, Good Computer Skills
(experienced in Window,
Microsoft office, typing)
Leadership and self-motivate
person
Teamwork
Bilingual, Spanish and English
VITALS
Minneola, FL, 34715
E ***.*******@*****.***
2
JOANNE GONZALEZ
AUTHORIZE REPRESENTATIVE
PENSION BENEFIT GUARANTY CORPORATION,
INSURANCE OPERATION DEPARTMENT (AUDITOR
INTERN)
MAY 2002-JULY 2002
Manage the database of several Pension Benefit Programs of different companies, audit those programs to assure their compliance with law and that every employee truly vested is going to receive the pension to which is entitle.
EDUCATION
MLO LICENSE
NMLS # 1998049
2023
HEALTH, INCAPACITY AND LIFE LICENSE
2008
SANTANDER BANK OF PUERTO RICO
2005 Management Trainee
UNIVERSITY OF PUERTO RICO
1998-2002 Bachelor of Science, Major in Accounting, Magna Cum Laude
REFERENCES
HECTOR L CRUZ, ACCOUNTING FIRM CPA, LLC
1235 MOUNT VERNON ST
Orlando FL 32803
CRISTINA COLORADO, TEACHER
CHRIS ACUNA, WFG
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