Flexible work hoursCompany CultureWork-life balance
7
Years of experience
I currently work with two Brokers and I have room for more business. I would like to either pick up another Broker in another State (willing to obtain the license) or if the new Brokerage is busy enough, I would be willing to work with exclusively.
Work History
Mortgage Loan Originator/LOA Assistant
6 Years 11 Months
Self Employed | 2019.09 - Current
I work with multiple Brokers to build rapport with potential borrowers and guide borrowers through the home loan process by going through the four pillars, gathering financial information, and preparing for the processor.
Supervise the loan until closing by working with the processors, underwriters, and title companies to ensure the loan process goes smoothly.
Guide clients through mortgage application process, ensuring compliance with lending regulations.
Analyze financial documents to determine borrower eligibility for loan programs.
Develope and maintaine strong relationships with real estate agents and referral partners.
Owner/Certified Business Coach
6 Years 11 Months
Licalsi Business Coaching | 2012.10 - 2019.09
Developed and conducted monthly sales and business seminars across Texas, New Mexico, and Arizona to enhance client engagement and knowledge.
Conducted training webinars to enhance participant skills and knowledge
Provided personalized coaching sessions to help clients launch and develop their businesses. Assist them in starting, growing, and developing their businesses.
Owner/Agent
4 Years 6 Months
Lone Star Premier Insurance | 2012.09 - 2017.03
Licensed Independent Insurance Agent-Property & Casualty and Life & Health in TX, NM
Emphasized client relationship management to foster trust and loyalty. Our goal is to work with our clients to protect all of the future.
Developed comprehensive insurance solutions tailored to client needs.
Managed operational efficiency through streamlined processes and technology integration.
Led a team of agents in delivering exceptional customer service and support.
Regional Sales Manager
1 Year 5 Months
Empower Brokerage | 2014.06 - 2015.11
Recruited new agents for Empower Brokerage in West Texas, New Mexico, and Arizona. Conducted recruiting seminars and provided one-on-one training sessions for agents. Created and delivered numerous training webinars.
Developed and executed regional sales strategies to enhance market penetration.
Led cross-functional teams to achieve sales targets and improve customer satisfaction.
Analyzed market trends to identify growth opportunities and adjust sales tactics accordingly.
District Operations Manager
2 Years 2 Months
Farmers Insurance-Neil Licalsi District Office | 2010.02 - 2012.04
Consulted with over 30 agency managers to recruit, train, and motivate new agents, enhancing team capabilities
Trained and supported new and existing agency managers and staff on agency operations, property & casualty, marketing, and computer skills, ensuring compliance and operational efficiency.
Supported District Manager in daily operations
District Operations Manager
2 Years
Farmers Insurance-Edward DeMars District Office | 2010.02 - 2012.02
Consulted for over 30 agency managers to enhance operational effectiveness
Recruit, train, and motivate new agents
Trained and supported agency managers and staff on operations, property & casualty, marketing, and computer skills to improve agency performance
Facilitated communication between District Manager and staff to ensure operational efficiency.
Education
High School Diploma
Castleberry High School | River Oaks, TX | 1983-05