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

T 352-***-****

E adw60d@r.postjobfree.com

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

321-***-****

CRISTINA COLORADO, TEACHER

1-860-***-****

CHRIS ACUNA, WFG

303-***-****

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