Leviticus Pardo
Mission,TX
Summary
Proven expertise in management, banking sales, insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.
Hardworking and motivated professional with several years of experience and record of success in industry. Solid history balancing team performance, customer service targets and business objectives. Dedicated to working closely with employees to maximize productivity and optimize procedures. Decisive leader with good planning and organizational skills.
Overview
10
10
years of professional experience
8
8
years of post-secondary education
1
1
Certification
Work History
Insurance Agent
Results-CX
Fort Lauderdale, Florida
05.2025 - Current
- Assisted clients in selecting appropriate insurance coverage options.
- Explained policy details and terms to customers clearly.
- Processed insurance applications and maintained accurate records.
- Responded to customer inquiries regarding policy status and claims.
- Collaborated with team members to enhance customer service experiences.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Life Insurance Agent
Ttec (TeleTech) - HealthCare Solutions
Austin, Texas
06.2025 - 10.2025
- Provided clients with tailored life insurance policy recommendations.
- Assisted clients in completing insurance applications and gathering necessary documentation.
- Educated clients on policy features and benefits to enhance understanding.
- Educated clients on Medicare plans and coverage options.
- Managed client inquiries and resolved issues related to Medicare benefits.
Owner/Operator
Pardo’s Prestige Printing
Edinburg, Texas
01.2021 - 06.2025
- Managed daily operations of printing services and production workflows.
- Oversaw inventory management for printing supplies and materials.
- Supervised staff training on equipment usage and safety protocols.
- Developed customer relationships through personalized service and support.
- Handled financial transactions and maintained accurate records of sales.
- Implemented quality control processes to ensure print accuracy and standards.
- Led marketing initiatives to promote services within the local community.
- Managed daily operations of the business, including staff, sales, inventory, and accounting.
Senior Member Service Officer
Security service federal credit union
San Antonio, Texas
12.2018 - 02.2020
- Assisted members with account inquiries and transaction processing.
- Educated members on financial products and services available.
- Resolved member issues through effective communication and problem-solving.
- Trained new staff on policies, procedures, and customer service techniques.
- Managed daily operations, ensuring compliance with credit union regulations.
- Utilized software systems for account management and transaction tracking.
- Performed regular audits of customer accounts to ensure compliance with internal controls.
- Assisted with the development of new marketing campaigns to promote products and services offered by the bank.
- Conducted financial analysis to determine creditworthiness of potential borrowers.
- Maintained up-to-date knowledge of relevant banking regulations and procedures.
- Generated monthly reports summarizing key performance metrics related to member services.
Senior Banker
International bank of commerce
McAllen, Texas
03.2016 - 12.2018
- Managed client portfolios to ensure optimal investment strategies.
- Analyzed market trends to provide informed financial advice.
- Developed customized financial solutions for diverse client needs.
- Managed daily branch operations to ensure efficiency and customer satisfaction.
- Led and trained team members to enhance service delivery and productivity.
- Developed strategies to improve customer engagement and retention initiatives.
- Oversaw compliance with company policies and regulatory requirements consistently.
- Facilitated communication between management and staff to align goals effectively.
- Developed training materials for new hires in compliance with company standards.
- Facilitated onboarding sessions to introduce employees to company policies and procedures.
- Mentored new team members, providing guidance on daily operations and best practices.
- Developed strategic partnerships with key industry stakeholders and clients.
- Managed client relationships to ensure satisfaction and retention efforts.
- Trained junior staff on best practices in business development techniques.
Education
Bachelor of Arts - Multidisciplinary
The University of Texas Rio Grande Valley
Edinburg, TX 06.2016 - 08.2024
Skills
- Insurance policy analysis
- Claims processing
- Risk assessment
- Regulatory compliance
- Banking Regulations
- Management
- Sales Supervisor
- Project Management
- Area sales Management
- Finance
- Data Analytics
- Corporate strategy
- Computer literacy
- Customer relationship management
- Sales strategy development
- Account management
- Training and mentoring
- Problem solving
- Time management
- Negotiation abilities
- CRM software
- Financial analysis software
- New client acquisition
- Claims reporting systems
- Life insurance
- Financial documentation
Languages
English
Native/ Bilingual
Spanish
Limited
Certification
- Health and Life insurance 2025
Accomplishments
- 2016 new hire Valedictorian IBC
- 2017 Special Recommendation IBC
- 2018 Corporate Acknowledgment SSFCU
- 2019 Ongoing Education Acknowledgment SSFCU
- Deans list UTRGV 2024
Affiliations
- Masters Degree in Finance 2026-2027
Additional Learning
- NMLS credits 2020
- Banking continued education 2020
Timeline
Life Insurance Agent
Ttec (TeleTech) - HealthCare Solutions
06.2025 - 10.2025
Insurance Agent
Results-CX
05.2025 - Current
Owner/Operator
Pardo’s Prestige Printing
01.2021 - 06.2025
Senior Member Service Officer
Security service federal credit union
12.2018 - 02.2020
Bachelor of Arts - Multidisciplinary
The University of Texas Rio Grande Valley
06.2016 - 08.2024
Senior Banker
International bank of commerce
03.2016 - 12.2018