Summary
Overview
Work History
Education
Skills
Technologies
References
Timeline
Generic
Michael Matos

Michael Matos

Dover,FL

Summary

Results-driven professional in sales leadership, known for high productivity and efficient task completion. Excel in team management, sales strategy development, and performance analysis. Possess strong communication, problem-solving, and decision-making skills that facilitate exceeding sales targets while fostering a collaborative team environment.

Overview

24
24
years of professional experience

Work History

Investment Concierge Agent

Transamerica Retirement Management
St. Petersburg, FL
06.2019 - 07.2024
  • Identified potential investments and opportunities for clients according to their individual needs.
  • Educated clients on various investment options available in the marketplace.
  • Reviewed client accounts regularly to ensure that portfolio allocations were consistent with stated objectives.
  • Guided client decisions based on tax or other financial benefits to help each reach desired goals.
  • Reviewed plan documents and made recommendations for changes or improvements as needed.
  • Recommended strategies to clients to help achieve financial goals.

PPGA Insurance Agent

Captial Insurance Agency
Greater Tampa Bay , Florida
08.2018 - 06.2019
  • Organized seminars and workshops focused on retirement preparation.
  • Conducted training for new agents and state employees on diverse insurance products.
  • Conducted routine assessments of state employee benefits portfolio.
  • Designed multiple lines of insurance products covering life, health, annuities, and supplemental needs.

Call Center Sales Supervisor

Health Plan One
Brandon , FL
10.2016 - 08.2018
  • Coached, developed and motivated team to achieve revenue goals.
  • Organized training sessions for staff members on topics such as communication skills, conflict resolution, problem solving.
  • Recognized employee skill lags and closed gaps with enhanced training and personal mentoring.
  • Developed and implemented strategies to increase sales and customer satisfaction.
  • Assisted in developing monthly, quarterly, annual goals for each team member.
  • Trained new employees on product knowledge, company policies, and soft skills related to the role of a Call Center Sales Supervisor.
  • Built sales forecasts and schedules to reflect desired productivity targets.
  • Reviewed incoming calls from customers for accuracy of information entered into database systems.
  • Participated in recruitment efforts by interviewing prospective candidates for open positions.
  • Resolved escalated customer issues in a timely manner.
  • Analyzed sales data to identify trends and adjust strategies accordingly.

Mortgage Asset Manager

Bayview Asset Management
Coral Gables, Florida
07.2009 - 02.2015
  • Identified areas for cost savings by analyzing current spending patterns related to assets.
  • Discussed goals and strategies with potential investors and implemented corrective actions to enhance performance.
  • Oversaw a range of real estate investments, including both residential and commercial sectors.
  • Analyzed financial data, industry trends, and market conditions to identify opportunities for asset growth.
  • Determined whether or not to approve or deny a loan application in accordance with company guidelines.
  • Identified potential issues related to title, appraisals, insurance coverage.
  • Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
  • Evaluated loans against portfolio and investor guidelines.
  • Prepared reports for customers with delinquent and irreconcilable accounts.

Mortgage Consultant

Mortgage Mitigation Clearing House
Plantation, Florida
06.2008 - 07.2009
  • Conducted risk assessments on loan applications using predictive models.
  • Evaluated risk factors associated with each loan application before submitting them to lenders for approval consideration.
  • Collaborated closely with legal teams during disputes or litigation cases involving mortgages or foreclosure proceedings.
  • Ensured compliance with federal and state lending regulations.
  • Identified lending risks and implemented strategies to reduce loan defaults.
  • Maintained up-to-date knowledge of changes in the mortgage industry, including regulations, policies and procedures.

Mortgage Broker

Ameriquest Mortgage
Orlando , FL
08.2000 - 05.2006
  • Managed real estate transactions from initiation to closing.
  • Verified accuracy of all documentation prior to submission to underwriting department.
  • Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
  • Negotiated between sellers and buyers over property prices and settlement deals.
  • Kept track of daily sales performance against targets set by management.
  • Developed new leads each day at or above quotas.
  • Followed up on sales leads through outbound calling.
  • Generated leads through cold calling techniques.
  • Answered incoming calls from potential customers, provided product information and answered questions.
  • Documented sales call data in company software.

Education

Some College (No Degree) -

Hillsborough Community College
Tampa, FL

2-15 Life, Health And Variable Annuity License -

Florida School of Insurance
Tampa

Skills

  • Customer service expertise
  • Strong interpersonal skills
  • Cross-cultural sensitivity
  • Time management proficiency
  • Sales
  • Marketing
  • Conflict resolution
  • Multitasking and organization
  • Polite telephone etiquette
  • Team supervision
  • Conflict resolution expertise
  • Cold calling
  • Sales data analysis
  • Sales strategy optimization
  • Sales presentations
  • Strategic planning
  • Problem-solving
  • Goal setting
  • Workflow management
  • Goals and performance
  • Reviewing employees
  • Reporting data
  • Performance tracking
  • Scheduling
  • Sales metrics monitoring
  • Sales training development
  • Call monitoring
  • Coaching and mentoring
  • Employee motivation
  • Staff motivation
  • Public speaking

Technologies

  • Windows and macOS, Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Safesforce, CMR, Pivot Tables

References

References available upon request.

Timeline

Investment Concierge Agent

Transamerica Retirement Management
06.2019 - 07.2024

PPGA Insurance Agent

Captial Insurance Agency
08.2018 - 06.2019

Call Center Sales Supervisor

Health Plan One
10.2016 - 08.2018

Mortgage Asset Manager

Bayview Asset Management
07.2009 - 02.2015

Mortgage Consultant

Mortgage Mitigation Clearing House
06.2008 - 07.2009

Mortgage Broker

Ameriquest Mortgage
08.2000 - 05.2006

Some College (No Degree) -

Hillsborough Community College

2-15 Life, Health And Variable Annuity License -

Florida School of Insurance

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Michael Matos