Jacinthia Gonzalez
Baton Rouge,LA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
New York Life
11.2023
- Conducting client meetings to discuss insurance needs
- Staying informed of new products and services in the life insurance industry
- Evaluating clients' financial situations to determine their insurance needs
- Analyzing clients' current insurance coverage and providing advice on additional coverage
- Developing and maintaining relationships with clients
- Meeting sales goals and objectives
- Generating quotes and proposals for life insurance products
- Keeping abreast of changes in the life insurance industry.
Real Estate Coordinator
Insight Global
03.2024 - Current
- Advocated for client needs and obtained desired considerations for sales and purchases.
- Verified sales compliance with local governmental regulations, environmental standards and industry good practices.
- Educated clients regarding real estate programs and incentive opportunities creating business for brokers in their designated areas.
Client Services
Progressive Insurance
01.2023 - 07.2023
- Leader of the Social committee Club for career development and in charge of quality assurance for the service department
- Responsible for preparing presentations for auditors monthly for quality assurance
- Assisted clients with insurance needs and processed paperwork
- Helped the underwriting department with Policy Reviews when Spanish translation was needed.
Loan Processor
OppFi/Finwise
05.2016 - 06.2022
- Manage accounts in both English/Spanish-speaking markets in a call-center environment
- Process up to 100 loan applications per day
- Maintain thorough documentation of calls in real-time database
- Process updates for planning and inventory management
- Process debits/credits for the collections department
- Provide excellent internal and external customer support; attended monthly meetings and training on fair lending act and state laws on compliance
- Examining received applications
- Conducting background research on applicants
- Conducting detailed interviews with applicants to examine their eligibility for a loan
- Examining different financial and non-financial criteria
- Preparing loan repayment plans
- Building long-term trustworthy relationships with clients
- Gathering information for the loan application
- Evaluating credit histories for applications.
Education
Technical - Early Childhood Education
Turabo University
Cayey, Puerto RicoBachelors - Clinical Psychology
Inter-American University
Aguadilla, Puerto Rico Skills
- Excell
- Pivot Tables
- Sales Force
- Bilingual-Spanish/English
- Knowledge in Mortgage Lending-NMLS prelicensing course completed
- PowerPoint
- Cloud Lending
- Business Management
- Organization
- Communication/Writing
- Insurance decisions
- Pipeline Management
- Investment planning
- Retirement needs
- Insurance sales
- Loans
- Lead Generation
- Investment Consulting and Planning
Certification
Licensed Life & Health Insurance Agent in Louisiana
Introduction
Igniting optimism and belief in the potential for positive change, my extensive work experience in clerical services both in-office and remote has shaped me into a highly motivated, organized, quick-witted, and self-disciplined individual. Aligning with your company's values, customer base, and overall mission is within reach due to my versatile skillset acquired throughout my career journey. With my collective experience of 14 years in providing excellent customer service through my previous experiences in loan processing and working as an insurance agent, I have developed outstanding communication skills which will be beneficial for the growth of your business by understanding customers' needs and meeting their expectations efficiently thereby creating long term relationships between them & increasing revenue generation opportunities accordingly.
Languages
Spanish
Native or Bilingual
Italian
Limited Working
English
Native or Bilingual
Licenses
- Active Series 7 license for Louisiana
Life, Health & Accident Insurance
Producer #21061890
Timeline
Real Estate Coordinator
Insight Global
03.2024 - Current
Financial Advisor
New York Life
11.2023
Client Services
Progressive Insurance
01.2023 - 07.2023
Loan Processor
OppFi/Finwise
05.2016 - 06.2022
Technical - Early Childhood Education
Turabo University
Bachelors - Clinical Psychology
Inter-American University