Learning New Skills
Chad Reibold
Upland,CA
Work Preference
Summary
Detail-oriented professional with extensive experience in mortgage lending, insurance sales, and assisting executives. Skilled in financial analysis and effective communication, consistently enhancing decision-making processes and delivering tailored solutions that drive client and firm satisfaction.
Overview
10
10
years of professional experience
4
4
Certifications
Work History
Mortgage Loan Processor & Originator
Loan Advisor Group
09.2021 - Current
- Led initiatives to improve customer service standards, resulting in higher client retention rates and positive feedback scores.
- Worked with underwriters to fix application problems and resolve issues.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Analyzed credit reports, income documents, and financial statements to ensure compliance with lending guidelines.
- Interviewed applicants to assess loan requirements before suggesting offers.
- Participated actively in weekly team meetings discussing market trends and sharing best practices among peers.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Licensed Executive Assistant
Carlos Guzman - Investment Advisory Representative
04.2023 - 08.2025
- Managed scheduling and calendar coordination for executive meetings and client appointments.
- Facilitated communication between clients and investment team, ensuring timely information flow.
- Prepared comprehensive reports and presentations for client meetings, enhancing decision-making processes.
- Organized travel arrangements, optimizing itineraries for efficiency and cost-effectiveness.
- Assisted in project management by tracking deadlines and deliverables across multiple initiatives.
- Streamlined office procedures to improve workflow efficiency and reduce operational delays.
- Maintained accurate records of financial transactions and client interactions for compliance purposes.
- Handled confidential and sensitive information with discretion and tact.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Answered high volume of phone calls and email inquiries.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
Licensed Insurance Sales Professional
Allstate Insurance Co
01.2016 - 09.2021
- Developed personalized insurance solutions to meet client needs and enhance satisfaction.
- Conducted comprehensive policy reviews ensuring compliance with regulatory standards and client expectations.
- Mentored junior agents on sales techniques, product knowledge, and customer relationship management.
- Implemented strategic marketing initiatives that increased lead generation and expanded client base.
- Facilitated effective communication between clients and underwriting teams to streamline policy processing.
- Reduced client attrition rate by proactively addressing concerns and identifying potential coverage gaps during routine account reviews.
- Utilized advanced CRM software to manage leads effectively, increasing lead-to-customer conversion rate significantly over time.
- Developed strong rapport with clients, leading to numerous referrals and repeat business.
- Exceeded sales targets through consistent follow-up with leads and effective closing techniques.
Education
Bachelor of Science - Marketing Management
California State Polytechnic University, Pomona
Pomona, CA06-2022
Skills
- Results-driven
- Communication - written & verbal
- Detail-oriented
- Wealth & risk management
- Client account management
- Financial analysis
- Data interpretation
- Decision-making
- Time management
- CRMs
- Microsoft Suite
Certification
- Licensed life, disability & health insurance agent - 9 years
- Licensed real estate sales person - 4 years
- Licensed mortgage loan originator - 4 years
- Series 65 securities licensed - 3 years
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
Timeline
Licensed Executive Assistant
Carlos Guzman - Investment Advisory Representative
04.2023 - 08.2025
Mortgage Loan Processor & Originator
Loan Advisor Group
09.2021 - Current
Licensed Insurance Sales Professional
Allstate Insurance Co
01.2016 - 09.2021
Bachelor of Science - Marketing Management
California State Polytechnic University, Pomona