Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
GREGORY DORTCH

GREGORY DORTCH

Moreno Valley,CA

Summary

Dynamic professional with a proven track record in financial advisement and customer relations, honed at Senior Life Insurance. Excelled in assessing client needs and delivering tailored insurance solutions, demonstrating exceptional objection handling and client analysis skills. Achieved significant client satisfaction, leveraging expertise in credit history review and loan presentation.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Final Expense

Senior Life Insurance
Thomas (Remote), GA
10.2022 - Current
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Remained current on the latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Explained coverage options to potential policyholders, answering questions or concerns.

Recruiting Coordinator

NCSA College Recruiting
Chicago (Remote), USA
11.2020 - 10.2022
  • Help identify dedicated high school athletes for college coaches.
  • High-volume outbound calls to student-athletes and families in order to educate them on the recruiting process.

Loan Officer

Success Mortgage
Plymouth (Remote), USA
01.2019 - 11.2020
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Developed and maintained knowledge of available loan products, processing procedures, underwriting, and general departmental guidelines.
  • Maximized company profitability with appropriate pricing of new loan originations, fee income, and selling of products and services.

Education

Bachelor of Arts - Business Administration

University of California
Riverside, CA

Skills

  • Customer Relations
  • Financial Advisement
  • Customer Proposals
  • Credit History Review
  • Loan Presentation
  • Insurance products
  • Objection handling
  • Client needs analysis

Certification

  • NMLS License
  • Life Insurance

Timeline

Final Expense

Senior Life Insurance
10.2022 - Current

Recruiting Coordinator

NCSA College Recruiting
11.2020 - 10.2022

Loan Officer

Success Mortgage
01.2019 - 11.2020

Bachelor of Arts - Business Administration

University of California

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GREGORY DORTCH