Kelli Cepeda
Shoreham,NY
Summary
Results-driven Client Advisor with expertise in client interactions, consultative selling, and retention strategies. Proven track record of developing tailored solutions that enhance client satisfaction and drive long-term loyalty.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Client Advisor
Epic Brokers
Melville, NY
05.2008 - Current
- Developed tailored insurance solutions to meet client needs and objectives.
- Managed client relationships, ensuring satisfaction and retention through effective communication.
- Analyzed market trends to provide informed advice on coverage options and risk management.
- Collaborated with underwriting teams to streamline policy issuance processes for efficiency.
Loan Officer Assistant
Washington Mutual
Hauppauge, NY
02.2006 - 01.2008
- Supported loan officers by preparing and reviewing loan documentation for accuracy and completeness.
- Managed client communications, ensuring timely responses to inquiries throughout loan process.
- Assisted in coordinating loan closings, scheduling appointments with clients and title companies.
- Streamlined filing system for loan applications, improving retrieval efficiency by implementing digital solutions.
Real Estate Legal Assistant
The Law Office of Alan I Sosne, Esq
Bridgehampton, NY
01.2004 - 01.2006
- Managed document preparation for real estate transactions, ensuring compliance with legal standards.
- Coordinated communication between clients, attorneys, and real estate agents to facilitate smooth closings.
- Drafted and reviewed legal documents, including purchase agreements and lease contracts, for accuracy and completeness.
Education
Bachelor of Science - Music Production
Mercy College
Dobbs Ferry, NYSkills
- Client interaction
- Cross-selling techniques
- Client retention strategies
- Consultative selling
Certification
Property & Casualty Insurance License
Timeline
Client Advisor
Epic Brokers
05.2008 - Current
Loan Officer Assistant
Washington Mutual
02.2006 - 01.2008
Real Estate Legal Assistant
The Law Office of Alan I Sosne, Esq
01.2004 - 01.2006
Bachelor of Science - Music Production
Mercy College