KERI COMO
Murfreesboro,TN
Summary
Assertive, results-driven licensed insurance agent and mortgage professional with over 20 years of experience leading teams, driving operational excellence and building high-value client relationships
Proven ability to develop training programs, implement compliance standards and streamline administrative and financial processes
Recognized for strong leadership, analytical problem-solving and the ability to navigate complex regulatory environments while delivering exceptional customer service and measurable business growth
Overview
29
29
years of professional experience
Work History
Licensed Insurance Agent
Globe Life
McKinney, TX
02.2019 - Current
- Developed and implemented a Training and Procedures Manual for onboarding new agents, improving compliance and documentation standards
- Educated clients on customized insurance products and coverage solutions, driving strong policy retention and customer satisfaction
- Trained and mentored sales teams on product knowledge, compliance regulations, claims processing and best practices
- Streamlined administrative workflows for policy issuance claims management
- Maintained accurate client records ensuring regulatory compliance and audit readiness
- Supported agency growth through recruitment, onboarding and mentoring initiatives
Sr. Mortgage Loan Officer
Various
Nashville, TN
01.2004 - 11.2013
- Originated and managed Conventional, FHA, VA, USDA and THDA loans
- Delegated underwriting as HUD Direct Endorsement Underwriter and VA approved underwriter
- Analyzed tax returns and financial statements for borrower qualification and risk exposure
- Reviewed title documents, deeds, liens and vesting instruments for legal compliance
Business Manager/Multi-Family Property Management
Crowne Partners, Inc. & Colonial Properties Trust, Inc.
Birmingham, AL
10.1996 - 06.2002
- Managed full financial operations for two luxury apartment communities (456 units)
- Oversaw rent collection, delinquency resolution, evictions and financial reporting
- Directed maintenance teams and property renovations
CERTIFICATIONS & LICENSING
- Licensed Insurance Agent - Kentucky & Tennessee
- Former NMLS Mortgage Loan Originator - Tennessee
- Former Real Estate Broker - Alabama & Texas
REFERENCES AVAILABLE UPON REQUEST
Education
Double Major - Business/Finance, Computer Science
The University of Alabama at Birmingham
Birmingham, AL01.1994
Real Estate and Business Management
Tyler Junior College
Tyler, TX01.1984
Skills
- Leadership & Team Development
- Insurance Sales & Client Retention
- Mortgage & Real Estate Finance
- Compliance & Regulatory Standards (FNMA, HUD, VA)
- Policy & Procedure Development
- Risk Assessment & Loan Underwriting
- Financial Analysis & Accounting
- Process Improvement & Operations Management
- Training & Mentorship
- Microsoft Office & Administrative Systems
Timeline
Licensed Insurance Agent
Globe Life
02.2019 - Current
Sr. Mortgage Loan Officer
Various
01.2004 - 11.2013
Business Manager/Multi-Family Property Management
Crowne Partners, Inc. & Colonial Properties Trust, Inc.
10.1996 - 06.2002
Real Estate and Business Management
Tyler Junior College
Double Major - Business/Finance, Computer Science
The University of Alabama at Birmingham