Professional Summary
Overview
Work History
Education
Skills
Accomplishments
Awards
Curated Service/Operational Excellence Point of Contact Role
Timeline

Allison Rosales

USAA Insurance
San Antonio,TX
13
years of professional experience

Insightful and supportive team leader eager to use experience in order to improve processes and help people reach their potential. Creative professional who works well independently as well as in team settings.

Work History

Insurance Professional I

3 Years 3 Months
USAA Insurance | 08.2023 - Current
  • Curated POC Ambassador position for Service/Operational Excellence.
  • Mitigates risks associated with business activities while maintaining.
  • Assists other insurance professionals with a high level of expertise.

S.A.F.E. Certified Home Mortgage Consultant / Mortgage Customer Service Representative (Hybrid Role)

3 Years 2 Months
Wells Fargo Bank, N.A. | 02.2020 - 04.2023

> S.A.F.E Certified Home Mortgage Consultant

  • Achieved Silver Performer status of annual sales quotas and quality assurance targets.
  • Consistently lead in top customer service survey scores in San Antonio.
  • Chosen to participate in Side-by-Side peer advising to improve peer sales performance.
  • Participated as a Mentor in company-wide Mentorship Program to promote internal growth.
  • Coordinated volunteer work with 3rd parties such as the San Antonio Food Bank

> Home Mortgage Customer Service Representative

  • Provided a best-in-class customer experience while adhering to company guidelines, policies, and regulations.
  • Analyzed complex financial data to determine appropriate loan options for clients based on their unique circumstances.
  • Maintained compliance with industry regulations and company policies while processing loan applications.
  • Managed a diverse portfolio of mortgage products, offering tailored solutions for various financial situations.

Mobile Device Management Lead

2 Years 1 Month
International Bank of Commerce | 01.2018 - 02.2020
  • Directly managed Mobile Device Management department and employee
  • Implemented enterprise-wide migration of endpoint management solutions (EMS) of over 1,000 mobile internal devices
  • Familiar with EMS: (Microsoft Intune, Microsoft Azure, Cisco Meraki, Apple Device Enrollment Program (DEP) & Samsung Knox Enrollment Manager)
  • Collaborated with internal and external IT project managers to successfully execute enterprise-wide endpoint management migration using PM methodologies
  • Regularly curated procedural documentation and continued maintenance of day-to-day technical support tickets.

Retail Sales Associate

4 Years 4 Months
T-Mobile USA, Inc. | 10.2013 - 02.2018
  • Drove business growth by outsourcing to small businesses and efficiently managing increased customer service traffic with minimal supervision.
  • Consistently over-exceeded company-set monthly sales quotas.
  • Recognized for reducing customer turnover in quarterly statistic ranking reporting.

Member Services

2 Years 1 Month
Planet Fitness | 08.2011 - 09.2013
  • Regularly consulted potential gym members to choose the best membership type on a needs-basis.
  • Implemented a sanitization system to ensure compliance with staff schedules while maintaining proper cleanliness.
  • Nominated by management to oversee multiple gym locations, train new staff, and manage duties.

Education

Associate of Arts

Northwest Vista College | 05.2024
  • 3.74 GPA
  • Relevant Coursework: Business Administration

Skills

Problem Solver
Delegation
Strong Sales Background
Experience multi-tasking in an operating systems environment
Analytical and Strategic Thinker
Excellent Time Management
Committed to Quality Results
Experience Working in an Inbound/Outbound Call Center

Accomplishments

  • Collaborated with management & Quality Assurance in the development of Service Excellence POC Ambassador

Awards

  • Wells Fargo Bank N.A. - Silver Performer, Awarded quarterly by Wells Fargo Mortgage Lending CEO for performing at a Silver Performance caliber. This award recognizes sales leaders for over-exceeding sales quotas and customer service survey performance.
  • T-Mobile - Drive-Down Churn, Recognized by the company for building strong relationships with customers by thoroughly uncovering their needs, which reduced customer turnover quarter over quarter.

Curated Service/Operational Excellence Point of Contact Role

Used foresight to identify a need for Service Excellence POC 

Timeline

Insurance Professional I

USAA Insurance
08.2023 - CurrentRead More

S.A.F.E. Certified Home Mortgage Consultant / Mortgage Customer Service Representative (Hybrid Role)

Wells Fargo Bank, N.A.
02.2020 - 04.2023Read More

Mobile Device Management Lead

International Bank of Commerce
01.2018 - 02.2020Read More

Retail Sales Associate

T-Mobile USA, Inc.
10.2013 - 02.2018Read More

Member Services

Planet Fitness
08.2011 - 09.2013Read More

Northwest Vista College

Associate of Arts
Read More
Allison Rosales