Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Carmen A Smiley

Santa Ana,CA

Summary

Competitive Real Estate versed in communicating with clients to discuss policy options, overcome objections and close deals. Industry veteran with 36 year record of success. Successful and seasoned Loan Officer with expertise in providing wide range of high-quality Loan solutions. Possesses deep knowledge of Real Estate industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.

Overview

26
26
years of professional experience

Work History

Insurance Producer

YOD Insurance Services
05.2021 - Current
  • Provided detailed information about company insurance products.
  • Set up policies and completed all documentation.
  • Adhered to all regulations for insurance sales.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.

Real Estate Broker

Homes And Land Of California
04.1998 - Current
  • Negotiated real estate contracts to navigate transactions between buyers and sellers.
  • Provided guidance and consultation to clients to make well-informed decisions in real estate investments.
  • Analyzed local real estate market conditions and trends to identify profitable investment opportunities.
  • Arranged for inspections and surveys of sold properties.

Insurance Agent

Pipeline Insurance
02.2014 - 04.2017
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.

Education

Life Insurance , P&C, Health

Michael Russ
Anaheim, CA
03.2003

Master of Arts - Spanish Philology

Madrid University
Spain
06.1984

Skills

  • Insurance Terminology
  • Claims Reporting Systems
  • Client Needs Analysis
  • Quote Information
  • Insurance Requirements
  • Asset Protection Expertise
  • Health Insurance Industry Knowledge
  • New Client Acquisition
  • Referral Pipeline Maintenance

Languages

Spanish
Full Professional
English
Full Professional

Timeline

Insurance Producer

YOD Insurance Services
05.2021 - Current

Insurance Agent

Pipeline Insurance
02.2014 - 04.2017

Real Estate Broker

Homes And Land Of California
04.1998 - Current

Life Insurance , P&C, Health

Michael Russ

Master of Arts - Spanish Philology

Madrid University
Carmen A Smiley