Allison Rosales

• 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

• 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.

• 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.

• 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.

• 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.