Ismael Alamo
Orlando,FL
Summary
Accomplished Mortgage Broker and Life Insurance Agent with a proven track record at CTC Express Mortgage and Universe Workplace Benefits. Expert in financial analysis and client relationship management, I excel in negotiating optimal loan terms and enhancing customer satisfaction. Fluent in Spanish, my leadership in implementing wellness initiatives significantly reduced healthcare costs, showcasing my commitment to client success and operational excellence.
Overview
10
10
years of professional experience
Work History
Mortgage Broker | Loan Officer
CTC Express Mortgage – Orlando, FL | 2023-2025 Pl
Orlando, FL
09.2023 - 01.2025
- Stayed abreast of lending regulations, industry trends and market rates.
- Analyzed financial information, credit reports and appraisals to determine mortgage eligibility.
- Performed regular follow-ups on loan applications in order to meet deadlines.
- Advised customers on available options for financing real estate purchases or refinancing existing mortgages.
- Attended seminars, conferences, meetings, webinars, related to the mortgage industry.
- Provided assistance in resolving issues arising during processing or closing stages of a loan transaction.
- Clarified mortgage loan process details to educate borrowers.
- Served as liaison between borrowers and lenders and collaborated with both parties to obtain optimal loans for home purchases.
Life Insurance Agent
Universe Workplace Benefits / AON
Maitland, FL
10.2014 - 12.2017
- Provided assistance to plan participants by explaining benefits information to ensure educated selections.
- Managed and maintained employee benefits programs including health insurance, retirement plans, and wellness programs.
- Conducted new hire orientations to explain benefits packages.
- Reviewed eligibility for medical insurance coverage and other benefit plans.
- Oversaw enrollment of new employees and company-wide yearly enrollment period.
- Implemented wellness initiatives aimed at improving employee health and reducing healthcare costs.
- Assisted employees with benefits enrollment and changes, providing guidance on plan options and implications.
Education
Bachelor of Arts - Business Administration
University of Puerto Rico
Rio Piedras CampusSkills
- Life Insurance Sales
- Workplace Benefits (Health, Life, Accident, Disability Insurance, etc)
- Negotiation and Sales Closures
- Customer Service and Support
- Client and Agent Relationship Management
- Communication Skills (Oral and Written)
- Financial Analysis and Evaluation
- Loan Approval and Negotiation Processes
- Bilingual (Spanish/English)
- Microsoft Office (Word, Excel, PowerPoint)
- Encompass (Loan Management Software)
- Teamwork and Leadership
Affiliations
- Marriage and Family Ministry Coordinator
Languages
English
Professional
Spanish
Professional
Timeline
Mortgage Broker | Loan Officer
CTC Express Mortgage – Orlando, FL | 2023-2025 Pl
09.2023 - 01.2025
Life Insurance Agent
Universe Workplace Benefits / AON
10.2014 - 12.2017
Bachelor of Arts - Business Administration
University of Puerto Rico
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