Edson Machin Valera
Phoenix,AZ
Summary
Highly-motivated employee with a strong work ethic, adaptability, and exceptional interpersonal skills. Demonstrated ability to work effectively unsupervised and quickly acquire new skills. Proven track record in delivering exceptional customer service and building strong client relationships. Known for analytical thinking, attention to detail, and adaptability in fast-paced environments. Proficient in identifying client needs, offering tailored solutions, and ensuring compliance with industry regulations. Collaborative team player with strong data entry and risk assessment skills.
Overview
4
4
years of professional experience
Work History
Insurance Agent
Freeway Insurance Services America, LLC
Phoenix, AZ
09.2023 - 09.2024
- I analyze client needs and recommend suitable coverage options
- I build strong client relationships by providing exceptional customer service and addressing inquiries promptly
- I conduct risk assessments, educate clients on policy details, manage renewals, and use CRM software to track interactions and maintain records
- I also stay updated on industry trends and regulatory changes through ongoing training.
Server/Waiter
Little o's
Phoenix, AZ
05.2022 - 09.2023
- In my role as a Server/Waiter, I took food and drink orders, greeted guests, bussed tables, served meals, and checked on diners and guests frequently, and prepared the restaurant for guests.
Mortgage Loan Officer
Guardian Mortgage
Phoenix, AZ
01.2022 - 06.2023
- I developed and maintained relationships with real estate professionals and clients to generate loans
- I handled third-party orders, reviewed loan documents, and managed routine communications
- I assessed lending risks and recommended suitable loan products
- I also ensured compliance with industry guidelines and company policies while providing high-level customer service.
Server
INGOS TASTY DINER
Phoenix, AZ
04.2022 - 08.2022
- As a Server, I took food and drink orders, greeted guests, bussed tables, served meals, and checked on diners and guests frequently
- I also swept, mopped, and prepared the restaurant for guests.
Home Loan Specialist
PennyMac Loan Services, LLC
Phoenix, AZ
07.2020 - 02.2022
- I performed routine data entry and validation tasks, initiated third-party orders, and reviewed loan documents
- I managed routine communications via calls, emails, and chat
- I also assigned and distributed workloads, monitored work queues, and collaborated with multiple departments to expedite processing and resolve issues.
Education
High School Diploma -
Arcadia High School
Phoenix, AZ05-2017
Associate of Arts - Dance
Maricopa Community Colleges - Scottsdale Community College
Scottsdale, AZSkills
- Problem-Solving
- Attention to Detail
- Hospitality Management
- Document analysis
- Excellent Communication
- Team Collaboration
Languages
Spanish
Professional
Timeline
Insurance Agent
Freeway Insurance Services America, LLC
09.2023 - 09.2024
Server/Waiter
Little o's
05.2022 - 09.2023
Server
INGOS TASTY DINER
04.2022 - 08.2022
Mortgage Loan Officer
Guardian Mortgage
01.2022 - 06.2023
Home Loan Specialist
PennyMac Loan Services, LLC
07.2020 - 02.2022
High School Diploma -
Arcadia High School
Associate of Arts - Dance
Maricopa Community Colleges - Scottsdale Community College
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