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
OnlineNo Degree -
Union County College
Cranford, NJSkills
- 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
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