Summary
Overview
Work History
Education
Skills
Languages
Websites
Certification
References
Timeline
Generic
CARLOS ANDRES CHAVIRA

CARLOS ANDRES CHAVIRA

Canyon Lake

Summary

Dynamic agency owner at MetLife/Farmers with expertise in client relationship management and insurance underwriting. Successfully developed tailored insurance plans, enhancing client satisfaction and retention. Proven track record in loan negotiation as a mortgage broker, adept at aligning client needs with optimal loan products. Committed to delivering exceptional value and minimizing client risk.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Agency Owner

METLIFE/FARMERS
San Antonio
04.2014 - Current
  • Managed daily operations of the agency including budgeting, staffing, and scheduling meetings.
  • Monitored market conditions to ensure that existing policies remain competitively priced.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Advised customers on the best ways to minimize risks associated with their assets.

Mortgage Broker

Pacific Wholesale
Sacramento
06.2021 - 06.2025
  • Performed regular follow-ups on loan applications in order to meet deadlines.
  • Provided guidance on the selection of loan products best suited for clients' needs.
  • Negotiated terms and conditions of mortgages with lenders.
  • Maintained knowledge of various types of loan programs such as FHA, VA, Conventional, Jumbo.

Education

Associate of Applied Science - Business Administration And Management

San Antonio College
San Antonio, TX
05-2000

Skills

  • Client relationship management
  • Insurance underwriting
  • Loan negotiation
  • Client acquisition
  • Value proposition development

Languages

Spanish
Professional

Certification

  • Texas General Lines License # 1661681
  • NMLS # 2107132

References

References available upon request.

Timeline

Mortgage Broker

Pacific Wholesale
06.2021 - 06.2025

Agency Owner

METLIFE/FARMERS
04.2014 - Current

Associate of Applied Science - Business Administration And Management

San Antonio College

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