Guillermo Jaramillo
Mesa,AZ
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service. Driven Loan Officer with track record in mortgage and home lending product sales. Demonstrating strong interpersonal skills and exceptional service throughout sales process. Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
People Helping People
2024.01 - Current
- Promoted products and services using upselling and other sales strategies.
- Conducted thorough risk assessments on potential clients, accurately determining appropriate policy rates and terms.
- Collaborated with underwriters to expedite approval processes, minimizing wait times for clients seeking coverage.
- Generated leads through cold-calling, networking and other outreach methods.
- Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
Mortgage Loan Officer
Barrett Financial Group
2022.06 - Current
- Mentored junior loan officers to improve team performance and meet organizational goals.
- Worked with underwriters to fix application problems and resolve issues.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Assisted customers with completing loan applications and other paperwork.
- Maintained a comprehensive knowledge of current industry trends and regulatory changes to provide expert guidance for clients.
Server
Buffalo Wild Wings
2021.04 - 2022.06
- Consistently met or exceeded performance goals related to sales targets, customer satisfaction ratings, and order accuracy.
- Adhered to proper food handling procedures and safety guidelines for the well-being of guests and team members alike.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
Server
Mochilero Kitchen
2020.04 - 2021.04
- Consistently met or exceeded performance goals related to sales targets, customer satisfaction ratings, and order accuracy.
- Checked guests' identification before serving alcoholic beverages.
- Resolved customer complaints promptly and professionally to maintain positive reputation.
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
Education
Skills
- Insurance Policy Sales
- Appointment Scheduling
- Client Prospecting
- Client Service
- Credit Scoring
- Financial History Review
- Commercial Lending
- Financial Counseling
- Regulatory Disclosure Preparation
- Client Relations
- Loans
Certification
- Licensed Insurance producer - Lic No. 21051437
- Licensed Loan Originator - Nmls 2260876
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Life Insurance Agent
People Helping People
2024.01 - Current
Mortgage Loan Officer
Barrett Financial Group
2022.06 - Current
Server
Buffalo Wild Wings
2021.04 - 2022.06
Server
Mochilero Kitchen
2020.04 - 2021.04
- Licensed Insurance producer - Lic No. 21051437
- Licensed Loan Originator - Nmls 2260876
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