Carlo Gottshaw
Jefferson,GA
Summary
Georgia Property & Casualty License and
NMLS License result-driven professional able to excel in a fast-paced, deadline-driven environment. Ready to contribute to company growth and productivity while focusing on quality and quantity. Reliable, friendly and adept at learning and mastering new concepts and skills. Team-oriented and able to work well under pressure in a collaborative environment and helping fellow teammates succeed. Accountable and dependable demonstrating a high level of ownership and initiative.
Overview
19
19
years of professional experience
1
1
Certificate
Work History
Premier Service Representative
The Auto Club Group - AAA
Dearborn, MI
02.2025 - Current
- Resolved customer complaints promptly and efficiently.
- Developed positive relationships with customers through friendly interactions.
- Provided exceptional customer service to ensure customer satisfaction.
- Assist members with billing inquiries and membership upgrades.
- Identified opportunities for cross-selling additional products or services.
Mortgage Specialist
Primata Mortgage
Peachtree Corners, GA
10.2023 - 02.2025
- Prepared loan documents such as credit reports, income statements, appraisals, and closing statements.
- Analyzed customer financial data to determine eligibility for mortgage programs.
- Provided guidance on loan products and services to prospective borrowers.
- Maintained accurate records of all transactions including origination fees, interest rates.
Remarketing Specialist
Carmax Auto Finance
Kennesaw, Georgia
05.2022 - 12.2024
- Managing the remarketing process for vehicles, including coordinating, pickup and delivery, inspections, appraisals, and pricing evaluations.
- Implementing strategies to maximize the resale value of vehicles through various channels.
- Collaborating with internal and external teams, auction locations, retention, and operations to ensure efficient and effective remarketing processes.
- Maintained accurate records and documentation related to vehicle sales, transactions, and inventory.
- Providing excellent customer service to buyers, dealers, and other stakeholders involved in the remarketing process.
- Adhering to company policies, procedures, and regulatory requirements related to vehicle remarketing and sales.
Sales Manager
Approved4Loan
Cumming, GA
06.2021 - 07.2023
- Plan, coordinate and implement marketing strategies to promote and develop new customer base for mortgage products.
- Support all sales team members to drive growth and development.
- Contact customers via phone and email to explore connections, offer services and cement relationships.
- Implement creative sales and marketing strategies to assist sales team with reaching targets.
Senior Mortgage Banker
Quicken Loans
Detroit, MI
07.2020 - 06.2021
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Determined appropriate rate locks, issuance of disclosures and walking clients through the e-signing process.
- Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
- Performed daily maintenance of loan applicant database.
Mortgage Loan Originator
My Ideal Dream Home | Powered By The Perpetual
Suwanee, GA
09.2019 - 07.2020
- Collect and analyze information regarding customer income, assets, investments and debts.
- Verify information provided by borrower and complete their application.
- Examine documentation prior to submission to processing and underwriting.
- Developed new clients through networking and seminar marketing.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Prioritized work load based on level of importance.
Mortgage Loan Specialist
David Kilpatrick Financial
Alpharetta, GA
04.2018 - 09.2019
- Analyzed applicants' financial status, credit, and property evaluation to determine feasibility of granting loan.
- Executed the loan origination process, including ordering credit reports, appraisals, and preliminary title reports.
- Effectively managed more than 130 client relationships.
- Educated customers on a variety of loan products and available credit options to promote valuable decision-making.
Insurance Broker
Assurance Path Insurance Company
Miami, FL
11.2015 - 01.2019
- Provide top-notch service to seniors aging in or on Medicare.
- Clearly demonstrate benefits of Medicare Supplement and Final Expense plans and how they work.
- Manage an extensive book of business year round.
- Pursue continuing education and training programs to continue professional development.
- Research coverage and premium options and supply clients with best coverage available for individual needs.
- Meet with new and existing customers to discuss and sell products.
Loan Officer
American Advisors Group
Kennesaw, GA
01.2017 - 09.2017
- Consulted with clients seeking a Reverse Mortgage.
- Provided expert consultation and aggressively sell mortgage products.
- Pre-approved loans, evaluated applications, and reviewed credit history to determine loan risk.
- Ensured loan applicants provided required information and supporting documentation.
- Received top performer awards three consecutive months for ranking 1st place in several contests.
Insurance Agent
Advise And Life Group
Fort Lauderdale, FL
03.2014 - 11.2015
- Marketed Medicare Supplement plans to seniors by phone.
- Completed the whole enrollment process with one call close.
- Managed book of business.
- Consistently met company and personal goals.
- Skillfully and patiently explained coverage options to potential policyholder, answering any questions or concerns.
Insurance Agent
American Income Life Insurance Company
Plantation, FL
12.2012 - 09.2013
- Utilized consultative-sales strengths to identify opportunities, nurture relationships and closed deals.
- Sold personal insurance products.
- Advised clients about their life insurance policies.
- Cultivated lasting professional relationships, which created continuous client referral streams within community.
Area Manager
One Blood, Inc
Hialeah, FL
05.2006 - 09.2012
- Educated potential donors and participated in community events.
- Sought new business by cold calling local organizations, churches and schools.
- Developed, coordinated and maintained successful donor groups in the Collection Area.
- Met monthly projection accuracy.
- Analyzed and assessed market shifts to maximize opportunities and establish possible leads.
- Supervised up to nine employees to ensure optimal productivity.
Education
Miami Dade College
Miami, FLSkills
- Time management
- Problem solving
- Rapport building
- Customer service
- Insurance sales
- Guidewire
- Genesys
- Excellent communication skills
- Mortgage lending
- Leadership
- Lending compliance
- Cross-selling
- Cold calling
Timeline
Premier Service Representative
The Auto Club Group - AAA
02.2025 - Current
Mortgage Specialist
Primata Mortgage
10.2023 - 02.2025
Remarketing Specialist
Carmax Auto Finance
05.2022 - 12.2024
Sales Manager
Approved4Loan
06.2021 - 07.2023
Senior Mortgage Banker
Quicken Loans
07.2020 - 06.2021
Mortgage Loan Originator
My Ideal Dream Home | Powered By The Perpetual
09.2019 - 07.2020
Mortgage Loan Specialist
David Kilpatrick Financial
04.2018 - 09.2019
Loan Officer
American Advisors Group
01.2017 - 09.2017
Insurance Broker
Assurance Path Insurance Company
11.2015 - 01.2019
Insurance Agent
Advise And Life Group
03.2014 - 11.2015
Insurance Agent
American Income Life Insurance Company
12.2012 - 09.2013
Area Manager
One Blood, Inc
05.2006 - 09.2012
Miami Dade College
Certification
- Georgia Property & Casualty License
- NMLS License
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