Diego Valdez
Porter
Summary
Dynamic Eagle Scout and accomplished sales professional with a strong clerical background, combining technical expertise with customer-facing experience. Proven ability in consultative sales and fostering lasting relationships built on trust and reliability. Committed to delivering exceptional service and solutions that meet client needs while driving business growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Loan Officer
Loan Factory
Houston, TX
05.2025 - Current
- Mortgage Professional assisting clients purchasing a home, refinancing their existing mortgage, or other mortgage related products. Sales environment with pipeline management, networking, and marketing.
Account Executive
Goosehead Insurance
Houston, TX
10.2023 - 05.2025
- Offered a position to return to Goosehead and accepted the new role as team leader. I was responsible of day to day administrative tasks, hiring, marketing, and motivating team to sell.
Auto Damage Adjuster
Travelers Insurance Group Holdings
Houston, TX
06.2022 - 10.2023
- Managing claims for Auto Damage. Responsibilities included calling insured/claimant to gather details of the auto accident, making liability decisions based on information gathered and reviewing coverages applicable to the event. Additionally managing a CRM that included case files, appraisals for repair estimates, and payments for claims ready to be closed. Of 6 trainees hired I was the only employee that was promoted from 'trainee' to the official title of 'Auto Damage Adjuster'
Mechanic
Bulldog Cycles
Splendora, TX
12.2018 - 01.2025
- Vintage Motorcycle Shop primarily servicing British Cycles including Triumph, Norton, BSA. Worked under a mentor inspecting customer motorcycles, filling out work orders, communicating with the customer and documenting the work done. Performing repairs in a wide scope from minor repairs to engine work.
Vehicle Condition Assessor
CarMax
Houston, TX
03.2020 - 06.2022
- Conducted thousands of Vehicle Inspections for Appraisals; included detailed reports with photographs of vehicle conditions for our shop to determine if the vehicle was able to be reconditioned for our Retail lot or if it should be auctioned through our Wholesale division.
Account Executive
Goosehead Insurance
Houston, TX
10.2017 - 03.2020
- Sales Position for P and C Insurance. Responsibilities included building a network of referral partners and being active in promoting the agency. Day to day tasks included sponsoring events, managing pipeline, staying in front of active referral partners, and keeping the team motivated.
Education
Associate in Arts (AA) - Arts and humanities
Lone Star College System
Kingwood, TXSkills
- Strong communication skills
- Time management skills
- Spanish Speaking
- Financial advising
- Client relations
- Customer service-focused
- Loan servicing
- Mortgage lending
- Relationship building and management
- Documentation review
- Sales expertise
Accomplishments
- Eagle Scout Awards - Boy Scouts of America
- Wright Brothers Award - Civil Air Patrol
Languages
Spanish
Native or Bilingual
Certification
- Mortgage License NMLS #1874023
Timeline
Loan Officer
Loan Factory
05.2025 - Current
Account Executive
Goosehead Insurance
10.2023 - 05.2025
Auto Damage Adjuster
Travelers Insurance Group Holdings
06.2022 - 10.2023
Vehicle Condition Assessor
CarMax
03.2020 - 06.2022
Mechanic
Bulldog Cycles
12.2018 - 01.2025
Account Executive
Goosehead Insurance
10.2017 - 03.2020
Associate in Arts (AA) - Arts and humanities
Lone Star College System