Miguel Diaz
Fulshear,TX
Summary
Proven leader and strategic planner at Allstate Corp, adept in operations management and cross-functional team leadership. Spearheaded initiatives that significantly enhanced efficiency, culminating in the largest life insurance policy sale in territory history. Excelled in financial analysis and customer relations, achieving a 20x return on investment through meticulous due diligence and acquisitions. Goal-driven Agency Owner offering 10 years of experience generating business, acquiring customers and meeting demanding sales objectives.
Overview
9
9
years of professional experience
Work History
Agency Owner
Allstate Corp
01.2015 - 06.2024
- Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
- Answered phone calls and e-mails regarding inquiries/Quotes and arranged meetings for official business.
- Approved staff hiring, termination, promotions and department transfers.
- Maintained personnel files and regularly conducted audits to verify accuracy of information.
- Recruited, hired, and developed top candidates for open vacancies and retained staff using consistent mentoring and positive feedback.
- Increased agency revenue by implementing strategic marketing campaigns and innovative sales techniques.
- Implemented significant upgrades to workflows throughout the organization to break down silos, increase efficiency, and increase client satisfaction and retention.
- Sold the largest Life insurance policy in Allstate History for the territory.
- Led due diligence and negotiation efforts on 2 deals raising over $500,000 for the purchase of a 2nd agency adding over $240,000 of revenue to the business, while also leading the integration of the businesses.
- Renegotiated existing debt and credit facilities 3 times, resulting in increased availability and eased covenants at nominal cost.
- Developed key monitoring and reporting metrics that focused the teams on what mattered.
- Implemented employee-friendly policies that increased employee retention, commitment, and engagement.
- Negotiated an exit strategy of 20 times of initial investment.
Mortgage Loan Officer
Mortgages By Mike Diaz
10.2021 - Current
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted hundreds of clients in selecting correct loan product and terms to meet needs and financial goals.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed over 100 loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients 3 times per week on missing loan documents, providing guidance on best way to complete application process.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Participated in 30 industry events and conferences to build relationships and gain market intelligence.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
Education
Business Administration And Management
University of Mary Hardin-Baylor
Belton, TXSkills
- Customer Relations
- Relationship Building
- Operational planning
- Operations Management
- Team Development and Leadership
- Strategic Planning
- Financial Analysis, Reporting and Planning
- Modeling, Budgeting, and Forecasting
- Cost Analysis, Controls, and Reductions
- Operations Management
- Systems Implementation and Integration
- Due Diligence / Acquisitions
Additional Information
• Revenue Growth: More than doubled revenue in my first three years at The Mike Diaz Agency
• Corporate Planning: Developed a plan at The Mike Diaz Agency to limit controllable risk while maintaining profitability.
• Cost Control: Evaluated and renegotiated contracts at The Mike Diaz Agency, resulting in 17% cost savings.
• Corporate Development: Conceived, built, and ran the B2C at The Mike Diaz Agency.
• Leadership Development: Developed and hired a new leadership team at my Agency, reducing client and associate turnover.
• Acquisitions: Performed due diligence and negotiated the purchase of one company in 24 months at The Mike Diaz Agency.
Languages
Spanish
Full Professional
Timeline
Mortgage Loan Officer
Mortgages By Mike Diaz
10.2021 - Current
Agency Owner
Allstate Corp
01.2015 - 06.2024
Business Administration And Management
University of Mary Hardin-Baylor