Management Specialist Customer Service

LILIA RUSHING

• •

PROFESSIONAL SUMMARY

Driven Loan Officer experienced in mortgage and home lending product sales. Demonstrating strong interpersonal skills and exceptional service throughout sales process. Dedicated to maintain professionalism and integrity. Attention to detail and excellent organizational skills. Confident Insurance Advisor possessing strong work ethic and excellent business sense. Bringing 3-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Commended for planning and leading over 80 client appointments per month. Client-centered and dedicated to customizing insurance programs to suit individual customer needs. SKILLS

Strong Banking Ethics

Practiced and experienced at FHA and

CONVENTIONAL loan process

Excellent Time Management

Bilingual in English and Spanish

WORK HISTORY

01/2017 - Current

Insurance Agent

New York Life Insurance Co - Irvine, CA

Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.

Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Presented financial well-being education to groups of over 60 people to cultivate new business and increase financial knowledge of customer base.

Maintained high standards of customer service by building relationships with clients. Determined client needs and financial situations by listening and scheduling fact-finding appointments. Approached potential clients by using direct marketing techniques, including mailings and phone contacts.

I have been working with different organizations to help and provide our community with Financial workshops and seminars to educate and understand the importance of been prepared for the future and being protected.

07/2013 - 08/2014

Loan Officer

JPMorgan Chase Bank N.A - Downers Grove, IL

Originated, reviewed, processed, closed and administered customer loan proposals. Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, Huntington Beach, CA 92647 949-***-**** ************@*****.*** USA Patriot Act, Privacy Act and Community Reinvestment Act. 09/2011 - 06/2013

Property Management Specialist

International Bankers Financial Group - Chicago, IL Organized and participated in meetings to give residents opportunity to ask questions and provide forum for issues to be addressed.

Communicated with clients and tenants while offering strategic solutions to remedy problems. Established strong, professional relationships with investors and residents by promoting team collaboration and delivering exemplary service.

Managed projects and events for residents. Planned special events such as lotteries, community gatherings, movie nights and project tours.

04/2008 - 08/2011

Loan Officer

Freedom Mortgage - Chicago, IL

Originated, reviewed, processed, closed and administered customer loan proposals. 06/2000 - 03/2008

Loan Officer

Protecta Home Loans - Chicago, IL

Set goals, increased sales year over year. Interview, hired and trained new agents walking them through strategic marketing to find which fit the client specific needs. Reviewed and edited loan agreements to promote efficiency and accuracy. Submitted loan applications to underwriter for verification and recommendations. Developed and maintained relationships with local real estate agents. Originated, reviewed, processed, closed and administered customer loan proposals. EDUCATION

No Degree: Business Administration And Management

Richard Daley College - Chicago, IL

Contact this candidate