Summary
Overview
Work History
Education
Skills
Certification
Nmls Number
Languages
Timeline
Generic

Katia Leao

Palm Bay,FL

Summary

Experienced professional seeking a long-term position with an employer dedicated to fostering continuous growth. Possessing a strong skill set, I am prepared to make a valuable contribution to any organization.

Experienced with client relationship management, risk assessment, and policy customization. Utilize in-depth industry knowledge to provide tailored solutions. Track record of building strong client relationships and ensuring client satisfaction.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Quotemanage LLC aka Centerfield
05.2023 - 10.2024
  • Medicare Advantage Policy Sales

Mortgage Loan Officer

Pennymac
09.2020 - 08.2022
  • Virtual call center residential loan originations

Mortgage Loan Officer

Bank of America
06.2002 - 09.2020
  • Started as a floater for Teller and Personal Bankers
  • I became a Personal Banker, Senior Personal Banker, Assistant Manager, Relationship Manager, Mortgage Loan Officer

Education

Real Estate Associate - Real Estate

Colibri Real Estate School
Online

No Degree -

Union County College
Cranford, NJ

Skills

  • Client Support
  • Sales Expertise
  • Team Leadership
  • Motivated Self-Starter
  • Proactive Attitude
  • Collaborative Team Member

Certification

  • Mortgage Loan Originations NMLS
  • Health Insurance Agent License 2-40

Nmls Number

1737240

Languages

Spanish
Professional Working
Portuguese
Native or Bilingual
English
Native or Bilingual

Timeline

Licensed Insurance Agent

Quotemanage LLC aka Centerfield
05.2023 - 10.2024

Mortgage Loan Officer

Pennymac
09.2020 - 08.2022

Mortgage Loan Officer

Bank of America
06.2002 - 09.2020
  • Mortgage Loan Originations NMLS
  • Health Insurance Agent License 2-40

Real Estate Associate - Real Estate

Colibri Real Estate School

No Degree -

Union County College
Katia Leao