Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
References
Timeline
Generic

Kiana Hojatzadeh

Irvine,CA

Overview

4
4
years of professional experience
1
1
Certification

Work History

Insurance Broker

Cardinal Senior benefits
San Juan Capistrano, CA
01.2023 - Current
  • Present and clearly explain insurance policy options based on clients' needs and goals.
  • Research coverage and premium options and supplied clients with best coverage available for individual needs.
  • Interview prospective clients to learn about financial needs and discuss existing coverage.
  • Manage over 300 policy renewals each year.
  • Manage 26 staff members, creating strategic plans, administering benefits and directing employee relations to promote optimal productivity.

Loan Officer

Generation lending
Aliso Viejo, CA
03.2022 - 12.2022
  • Developed and maintained relationships with 20+ real estate agents, financial planners, individual borrowers, and builders.
  • Interviewed clients to determine financial eligibility and match them with suitable financing solutions
  • Maintained an average monthly submission to funding ratio of 95 percent.
  • Cold called average of 200 potential prospects per day

Mortgage Loan Officer

Hometown loans
Irvine, CA
02.2021 - 03.2022
  • Approved loans that met specifications.
  • Negotiated payments for customers with delinquent loans.
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Processed challenging loan applications for first-time borrowers, self-employed applicants and borrowers with problematic credit histories.
  • Communicated effectively with all stakeholders, including the customer, sales associate, builder and title company.

Jr Loan Officer

Hometown Loans
Irvine, CA
01.2020 - 02.2021
  • Performed daily maintenance of loan applicant database.
  • Spent ample time with each applicant to break down complex information into terms that easy to understand.
  • Obtained and compiled copies of loan applicant's credit histories, corporate financial statements and other financial information to update credit and loan files.

Education

Bachelor of Science in Business Administration -

San Diego State University
San Diego, CA
12.2022

Skills

  • Conventional and government guidelines
  • Tax Liability Calculation
  • Microsoft Office
  • Referral Network Development
  • Wealth Planning

Certification

  • Licensed Health, Life, Annuities and Disability Agent - 2022
  • Certified AHIP- 2024
  • Licensed Loan Officer -2021

NMLS #1997384

Licensed in: CA,TX,CO,OR,FL,ID,AZ

Accomplishments

  • Awarded as top 1% producer of the year in 2023.
  • Awarded employee of the year in 2020.
  • Recognized for being one of the fastest growing loan officers in 2021.

Languages

Farsi
Native/ Bilingual
Spanish
Professional

References

References available upon request.

Timeline

Insurance Broker

Cardinal Senior benefits
01.2023 - Current

Loan Officer

Generation lending
03.2022 - 12.2022

Mortgage Loan Officer

Hometown loans
02.2021 - 03.2022

Jr Loan Officer

Hometown Loans
01.2020 - 02.2021

Bachelor of Science in Business Administration -

San Diego State University
  • Licensed Health, Life, Annuities and Disability Agent - 2022
  • Certified AHIP- 2024
  • Licensed Loan Officer -2021

NMLS #1997384

Licensed in: CA,TX,CO,OR,FL,ID,AZ

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