KENYA STEFFANI
Glendale,Arizona
Summary
Seasoned business professional with over 20 years of experience providing sustainable and measurable performance results. Motivated to maintain customer satisfaction and contribute to company success. Articulate and enthusiasticwith demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Retirement and Benefits Specialist
Our Infinite Company
03.2023 - Current
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Advised clients on risk management strategies utilizing insurance products such as life insurance and annuities.
Marketing Director
Fastest Labs of Glendale
11.2021 - 11.2023
- Identified opportunities for new business partnerships or other growth initiatives.
- Developed and implemented a comprehensive marketing strategy to increase brand awareness.
- Maintained up-to-date knowledge of industry trends and competitive landscape.
Business Relations Liaison
Homeless Engagement and Lift Partnership
08.2019 - 02.2022
- Managed customer inquiries through phone calls or emails promptly.
- Assisted in creating project plans and timelines for initiatives related to business operations.
- Maintained relationships with external partners, vendors, and customers.
Senior Loan Processor
Various Banking/Broker Organizations
, AZ
01.2005 - 12.2012
- Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
- Processed loan documents and ensured compliance with federal regulations.
- Ordered appraisals and title services on behalf of borrowers when necessary.
Underwriting Support Team Lead II
Wells Fargo Home Mortgage
, AZ
01.2000 - 01.2005
- Updated status information in company systems accurately so that all stakeholders have access to accurate data at all times.
- Identified potential risks associated with particular loan products or applicants.
- Evaluated credit reports, appraisals, title reports and other documentation related to the loan application.
Education
Associate of Art (AA) Business - Business Management
Glendale Community College
05-2025
Skills
- Relationship Building
- Change Management
- Professional Networking
- Business-to-Business Relationships
- Marketing
- Project Management
- Office Administration
- Verbal and written communication
Certification
- LinkedIn: Delivering an Authentic Elevator Pitch
- ZoomInfo: Sales Certification
- ZoomInfo: Engage Certification
Timeline
Retirement and Benefits Specialist
Our Infinite Company
03.2023 - Current
Marketing Director
Fastest Labs of Glendale
11.2021 - 11.2023
Business Relations Liaison
Homeless Engagement and Lift Partnership
08.2019 - 02.2022
Senior Loan Processor
Various Banking/Broker Organizations
01.2005 - 12.2012
Underwriting Support Team Lead II
Wells Fargo Home Mortgage
01.2000 - 01.2005
Associate of Art (AA) Business - Business Management
Glendale Community College
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