Jorge Servin
Millsboro,DE
Summary
Dynamic professional with extensive experience in real estate and financial services. Skilled in document coordination and market analysis, contributing to successful partnerships and enhanced client experiences. Committed to educating clients on financial implications for informed decision-making.
Overview
42
42
years of professional experience
Work History
Independent Contractor
Mortgage company reverse mortgages
Riverside , CA
03.2010 - Current
- Assisted clients in understanding reverse mortgage options and eligibility criteria.
- Processed mortgage applications and gathered necessary documentation from clients.
- Educated borrowers on financial implications and benefits of reverse mortgages.
- Coordinated with lenders to facilitate closing procedures and documentation requirements.
- Built successful partnerships with other businesses in related industries.
Real Estate Agent
Bonita Real Estate
San Diego, California
11.2001 - 01.2009
- Facilitated property showings, effectively communicating features to potential buyers.
- Prepared and presented marketing materials for property listings to attract buyers.
- Coordinated with lenders, inspectors, and attorneys to streamline transaction processes.
- Maintained updated knowledge of local real estate markets.
- Responded promptly to client inquiries via phone or email.
- Managed real estate transactions from initiation to closing.
Sales Manager
United Insurance
San Diego, California
10.1994 - 11.2001
- Led sales team to achieve targets and increase market share.
- Managed client relationships to ensure satisfaction and retention.
- Conducted regular performance reviews to evaluate team effectiveness.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Performed sales consultations and educated clients on products and services.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
Sales Executive
American National Insurance Company
San Diego, California
03.1984 - 07.1994
- Developed strong client relationships through regular communication and follow-ups.
- Collaborated with team members to create effective sales strategies.
- Analyzed customer needs to recommend appropriate insurance solutions.
- Managed client accounts to ensure accurate policy information and renewals.
- Used cold calling and networking to sell products and services.
Education
GED -
Lighthouse Baptist Academy
San Diego, CA05-1983
Skills
- Financial education
- Document coordination
- Market analysis
- Partnership building
- Customer relationship management
- Problem solving
- Sales strategy development
- Team leadership
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Independent Contractor
Mortgage company reverse mortgages
03.2010 - Current
Real Estate Agent
Bonita Real Estate
11.2001 - 01.2009
Sales Manager
United Insurance
10.1994 - 11.2001
Sales Executive
American National Insurance Company
03.1984 - 07.1994
GED -
Lighthouse Baptist Academy