Christian Cortes

• Founded and scaled an independent life insurance agency, producing maximun of $420,000 per month in premium volume.
• Recruited, trained, and led a team of 125 active producers, achieving consistent $200Kmonthly production growth and top regional rankings.
• Designed and implemented onboarding and leadership development programs, resulting in 80% agent retention rate, and accelerated producer performance.
• Managed operational strategy, compliance, profitability, CRM utilization, and sales pipeline optimization to drive sustainable growth.
• Developed sales incentives and recognition systems, increasing team closing ratios by 30%, and enhancing agency culture.
• Collaborated with carrier partners to optimize product positioning, underwriting approvals, and case design to maximize profitability.

• Managed development and maintenance of Citi Fraud Training Curriculum globally.
• Assisted implementation of Citi Fraud Risk policies and training programs, enhancing compliance and operational performance.
• Developed MIS reports to support fraud training effectiveness and strategic initiatives across LoBs.
• Facilitated best practice dissemination and championed fraud awareness among global fraud officers and regional teams.

• Created operational fraud risk strategic reports for NAM and LATAM ICG trading products.
• Led onboarding of trading systems into business intelligence platforms, enhancing reporting and risk mitigation.
• Provided regional user training, performed UAT/QAT testing, and ensured successful production deployment of financial systems.

• Opened accounts, processed orders, produced performance reports. Reviewed account opening and closing procedures and related documentation prepared by account team. Ensured compliance with all Firm’s regulatory requirements.
• Provided assistance and support on firm’s products for trading operations via execution on Bloomberg.
• Serviced customers on a daily basis, responding to inquiries for information and service.
• Trading experience with fixed income securities, domestic and international.
• Executed, booked and confirmed Repurchase Agreements on a daily basis.
• Served as liaison between firm front end and back office for the booking of mortgage and corporate securities. Coordinated client requests for funds including regular remittances and disbursements.
• Arranged client integration, updated on onboarding status and managed expenses.
• Executed all asset-backed securities for the firm’s Institutional Fixed Income Accounts including the daily monitoring of Treasury Backed Assets and cash mortgage-backed positions.