Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

CASSONDRA NELSON

Brooklyn Park,MN

Summary

Knowledgeable Agent with solid foundation in life insurance policies and client relationship management. Proven ability to guide clients through complex decision-making processes and drive policy sales. Demonstrated skills in risk assessment and strategic planning.

As seasoned insurance professional, equipped with comprehensive understanding of life insurance products and client needs analysis. Known for unwavering focus on client satisfaction and consistently achieving sales targets. Valued for collaborative approach and adaptability in dynamic environments, with strong analytical and communication skills.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

Globe Life
10.2023 - Current
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
  • Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.

Loan processor II

Celebrity Home Loans
03.2022 - 10.2022
  • Prepared and successfully executed content specific to each client’s individual financial situation
  • Performed income, asset, credit and collateral analysis on all mortgage types for loan submission to underwriting
  • Established process flow that enhances efficiency and productivity
  • Provided excellent customer service and support
  • Closer responsible for the preparation of closing packages/CD review/Funding disbursement

Loan Processor II

Land Home Financial Services
03.2016 - 03.2022
  • Work direct with Loan officer, client and underwriting to prepare and successfully execute content specific to each client’s individual financial situation
  • Perform income, asset, credit and collateral analysis on all mortgage types for loan submission to underwriting
  • Established process flow that enhances efficiency and productivity
  • Customer service and support
  • Closer responsible for the preparation of closing packages/CD review/Funding disbursement

Loan Processor IV

Military Home Family/Wells Fargo JV
04.2014 - 03.2016
  • Specifically assigned to work with top producing LO out of CA and the Military Jumbo clients to prepare and successfully execute content specific to each client’s individual financial situation
  • Perform income, asset, credit and collateral analysis on all mortgage types for loan submission to underwriting
  • Excellent interpersonal, analytical, and organizational skills
  • Established process flow that enhances efficiency and productivity
  • Closer responsible for the preparation of closing packages/CD review/Funding disbursement

Education

High School Diploma -

Roosevelt
Virginia
05-2002

Skills

  • Decision-making
  • Documentation skills
  • Risk assessment
  • Customer relationship management
  • Financial analysis
  • Compliance knowledge
  • Problem-solving abilities
  • Technology proficiency
  • Insurance policy sales
  • Building relationships
  • Client service
  • Client account management

Certification

  • Licensed Life Insurance Agent - 10/2023 to current

Timeline

Life Insurance Agent

Globe Life
10.2023 - Current

Loan processor II

Celebrity Home Loans
03.2022 - 10.2022

Loan Processor II

Land Home Financial Services
03.2016 - 03.2022

Loan Processor IV

Military Home Family/Wells Fargo JV
04.2014 - 03.2016

High School Diploma -

Roosevelt

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CASSONDRA NELSON