Summary
Overview
Work History
Education
Skills
Timeline

Ms Steward

Mortgage Loan Originator
Atlanta,Georgia

Summary

Professional-level office management skills, readily adapts to change. Highly focused and experienced in customer service. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Mortgage Loan Orignator position. Ready to help team achieve company goals.

Overview

30
30
years of professional experience

Work History

Licensed Insurance Agent

AmeriLife
Fort Myers, FL
06.2023 - 10.2023
  • Upsold additional products and services after identifying customer needs and requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

Owner/Operator

Steward Travel Ambassadors LLC
Fort Myers, FL
2019.12 - Current
  • Worked closely with clients to understand unique needs and meet specific travel desires.
  • Handled sensitive information with professionalism and discretion.
  • Provided exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.

Life Insurance Agent

New York Life Insurance Co
Melville, NY
12.2016 - 06.2017
  • Maintained high standards of customer service by building relationships with clients.
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

Executive Assistant to the Director

Verizon
Great River, NY
01.1994 - 12.2016
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Organized and coordinated conferences and monthly meetings.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Answered high volume of phone calls and email inquiries.
  • Responded accordingly to support executive correspondence.

Education

Bachelor of Science - Organizational Management

St Joseph's College
2014

Skills

  • Interpersonal skills
  • Risk management
  • Eye for detail
  • Excellent customer service
  • Attention to Detail
  • Good Telephone Etiquette
  • Self-Motivated

Timeline

Licensed Insurance Agent - AmeriLife
06.2023 - 10.2023
Owner/Operator - Steward Travel Ambassadors LLC
2019.12 - Current
Life Insurance Agent - New York Life Insurance Co
12.2016 - 06.2017
Executive Assistant to the Director - Verizon
01.1994 - 12.2016
St Joseph's College - Bachelor of Science, Organizational Management
Ms StewardMortgage Loan Originator