Jordan Martin

• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Maintained high standards of customer service by building relationships with clients.
• Cross-sold insurance products to existing clients to reach sales targets.
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Obtained underwriting approval by completing application for coverage.
• Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Monitored changes in insurance industry to stay compliant with relevant laws and regulations.

• Began as a Client Advisor/Mortgage Analyst and led the company in monthly preapprovals

with 30-40 after obtaining my loan originator's license for California and

Texas

• Maintained Client Advisor pipeline through September of 2020 as I was then

promoted into the Closing Specialist Role

• Top 2 in the company - funding 20-30 home sales per month

• Cultivated long lasting, and personal, relationships with each client as I was a

personal liaison between them and our underwriters

• Expert in the analysis of tax returns, asset statements, and income as it relates to the qualification of each client

• Expert in federal, and state, lending laws

• Adept in problem solving in the event of unforeseen events such as a low appraisal,

property issues, etc.

• Proficient in Word, Excel, Adobe, and Encompass

•Client representative for a diverse range of businesses including accounting firms, auto repair shops, restaurants, and convenience stores.

• Led sales team of 12 by averaging 140% of our $12k in advertising monthly sales goals

• Adapted product recommendations quickly to suit client needs by vetting their business through data analysis such as location, web page traffic, and the type of searches being done in their area

• Expert in advertising solutions to assist clients' ability to promote and grow their business. This included increased advertising placement and key word associations based on their business type and searches that were being conducted in the area

• Performed 80 sales dials per day with 2 hours of talk time featuring

• Ensured that 200 customers a day were satisfied with the resort's products such as food and beverages when they were delivered
• Adhered to dining etiquette while serving large wedding parties and business meetings
• Set up banquet tables and chairs based on event requirements.
• Carried out professional service, retaining polite and friendly approach at all times.
• Provided friendly, courteous service to create memorable moments for guests.
• Performed opening and closing duties for banquet hall, following checklist to restock supplies and clean up all service areas.