Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
BusinessAnalyst
Jessica Novoa

Jessica Novoa

New Mortgage Loan Originator
Buckeye,AZ

Summary

Hardworking and passionate sales professional with strong organizational skills eager to secure entry-level Mortgage Loan Originator position. Newly licensed and ready to help team achieve company goals.

Overview

16
16
years of professional experience
1
1
year of post-secondary education
2
2
Certifications

Work History

Licensed Insurance Producer

Freeway Insurance Services
Phoenix, AZ
08.2019 - Current
  • Assist clients with new auto, motorcycle, boat & renters insurance policies, as well as upgrade existing policies
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Exceeded corporate quotas for monthly policy sales.
  • Insurance broker with experience selling multiple carriers using Turbo Rater.
  • Handled approximately 300 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
  • Perform administrative tasks, such as maintaining records, processing payments, handling policy renewals & cancellations

Chief Home Officer

Self
Buckeye, AZ
02.2013 - 01.2019
  • Supervised children, prepared meals and handled chores.
  • Performed accounting functions such as creating and balancing a budget, paying bills and identifying cost-saving opportunities.
  • Volunteered as Secretary for children's school PTA
  • Scheduling and transporting children to all medical, school and health-related appointments
  • Supported children's emotional and social development, encouraging understanding of others and positive self-concepts.

Customer Service Associate

Chubb Group Of Insurance
Phoneix, AZ
10.2011 - 02.2013
  • Application processing for commercial insurance underwriters
  • Acted as liaison between producers and insurance companies
  • Accurate input of customer data
  • Ability to self motivate & work independently
  • Compiled data and reviewed information for accuracy prior to input.
  • Entered numerical data into databases with speed and accuracy using 10-key pad.
  • Evaluated source documents to locate needed information.
  • Sent completed entries for evaluation and final approval.

Property & Casualty Licensed Agent

USAA
Phoenix, AZ
09.2010 - 09.2011
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances.
  • Sold auto, home and other various insurance products to individuals.
  • Explained advantages, features and disadvantages of various policies to promote sales.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Managed calls efficiently in a complex & fast-paced call center environment.

Cruise Sales Specialist

International Cruises & Excursions
Scottsdale, AZ
01.2006 - 09.2010
  • Asked open-ended questions to better ascertain client needs and determine best travel offerings.
  • Communicated benefits and information regarding travel insurance with clients and obtained best rates.
  • Provided exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
  • Organized memorable and exquisite travel itineraries and vacations for clients.
  • Provided customers with best deals and well-researched travel options, successfully negotiating rates while improving customer satisfaction ratings.

Education

Mortgage Loan Origination

Loan Officer School
Phoenix, AZ
09.2021 - 09.2021

General Studies

Maricopa Community Colleges - Paradise Valley Community College
Phoenix, AZ
08.2009 - 05.2010

GED -

California Department of Education
Blythe, CA
03.2003 - 03.2003

Skills

    Account management

undefined

Certification

Personal Lines License

Accomplishments

May-August 2021 - Best of the Best Sales Award

Timeline

NMLS Approved-Inactive License

06-2022

Mortgage Loan Origination

Loan Officer School
09.2021 - 09.2021

Licensed Insurance Producer

Freeway Insurance Services
08.2019 - Current

Personal Lines License

01-2019

Chief Home Officer

Self
02.2013 - 01.2019

Customer Service Associate

Chubb Group Of Insurance
10.2011 - 02.2013

Property & Casualty Licensed Agent

USAA
09.2010 - 09.2011

General Studies

Maricopa Community Colleges - Paradise Valley Community College
08.2009 - 05.2010

Cruise Sales Specialist

International Cruises & Excursions
01.2006 - 09.2010

GED -

California Department of Education
03.2003 - 03.2003
Jessica NovoaNew Mortgage Loan Originator