Lorena Kaplan
Tolleson,AZ
Summary
Sales professional with strong track record in driving revenue growth and fostering client relationships. Skilled in negotiating deals, managing accounts, and implementing sales strategies. Known for effective team collaboration, adaptability to changing market conditions, and results-driven approach. Highly reliable with excellent communication and customer service skills.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Sales Agent
Progressive
07.2023 - 03.2025
- Consult with potential customers to understand their insurance needs, recommend appropriate coverage options, and efficiently process policy transactions, ensuring a high level of customer satisfaction and contributing to Progressive's sales targets.
- Leveraged product knowledge to identify customer needs and provide tailored solutions.
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
- Improved overall customer satisfaction by promptly addressing concerns and providing tailored solutions.
Home Mortgage Consultant
Wells Fargo
05.2002 - 03.2022
- Translated complex financial concepts into comprehensible terms for applicants, enhancing their understanding of mortgage products.
- Managed loan application pipelines, ensuring accurate tracking and documentation of loan statuses.
- Developed marketing strategies to attract new clients, successfully expanding the customer base.
- Assessed and recommended appropriate mortgage products to clients, aligning with their financial objectives and risk profiles.
- Advised clients on mortgage options, ensuring alignment with financial goals.
- Conducted detailed financial analyses to determine loan eligibility and terms.
- Streamlined application processes, improving efficiency and client satisfaction.
- Implemented risk assessment procedures, reducing compliance issues during loan processing.
- Assessed clients' financial data to determine loan suitability.
- Assisted first-time homebuyers in navigating the complexities of securing mortgages, promoting homeownership opportunities for a broader clientele base.
- Identified potential obstacles early in the process, implementing corrective actions when necessary to prevent delays or rejections.
- Collaborated with underwriters to ensure accurate and timely loan processing, resulting in a higher approval rate.
- Educated clients on various home financing products, empowering them to make informed decisions.
- Provided expert guidance during the entire loan process, ensuring smooth transactions from preapproval to closing.
- Streamlined the loan application process for faster approvals and reduced wait times.
- Coordinated with title companies, appraisers, real estate agents, and other professionals during settlement procedures ensuring seamless transactions.
- Built trust among clients by maintaining confidentiality and professionalism throughout the loan process.
Education
Property And Casualty License - Insurance
Kaplan College - Phoenix
Phoenix, AZ08.2022
High School Diploma - undefined
Agua Fria High School
Avondale, AZ05.1998
Skills
- Client Needs Assessment
- Resolving client inquiries
- Customer loyalty programs
- Quotes Coordination
- Pipeline Maintenance
- Inquiry Response
- Sales and Marketing
- Strategic client outreach
- Sales Management
- Customer Service and Assistance
- Client retention techniques
- Sales Quota Achievement
- Product Knowledge
- Customer Relationship Management (CRM)
- Active Listening
- Paperwork processing
- Key relationship management
- Building rapport
- Demonstrating products
- Closing deals
- Customer relationship building
- Customer needs assessment
Certification
Property And Casualty License: Insurance, Kaplan College - Phoenix Aug 2022
Languages
Spanish
Native or Bilingual
Timeline
Sales Agent
Progressive
07.2023 - 03.2025
Home Mortgage Consultant
Wells Fargo
05.2002 - 03.2022
High School Diploma - undefined
Agua Fria High School
Property And Casualty License - Insurance
Kaplan College - Phoenix