Wesley Chapel, FL
To acquire a challenging career with a solid company where I can use and
develop my skills, and contribute to the success of the organization. Strong
background in providing excellent customer service, problem solving and
assessing customer needs.
Authorized to work in the US for any employer
June 2017 to Present
Market disability and life lines of insurance to companies and individuals.
Advise and handle claims for clients. PR Insurance license no. 3000023066.
February 2016 to March 2017
Supervised and managed call center that provided recall information to vehicle
owners. Designed and oversaw referral program to auto dealerships to provide clients with recall repairs and maintenance services. Handled social
media and radio marketing campaigns.
HUD APPROVED HECM COUNSELOR
September 2014 to February 2016
Provided reverse mortgage counseling to prospects and assessed current
housing and financial needs. Gave presentations on this topic to community
groups. Provided loss mitigation counseling for current reverse mortgage
MORTGAGE LOAN ORIGINATOR
September 2012 to October 2013
Assessed needs, pre-qualified, and advised prospective borrowers of loan
options, documents and requirements for loan origination and closing. Handled through closing Reverse Mortgage, FHA, VA and conventional loans.
Reverse Mortgage Specialist
December 2010 to August 2012
Assessed clients’ needs and advised prospects and related parties regarding reverse mortgage product benefits. Handled and assisted borrowers during
origination process through closing.
MBA in MARKETING
BS in MARKETING
Health, disability life insurance agent in Puerto Rico
February 2017 to December 2018
Strong communication and listening skills, bilingual (English/Spanish), reliable
professional. Ability to interact effectively with diverse customer base.