Promise Mangum
Myrtle Beach,SC
Summary
Licensed Mortgage, Insurance & Real Estate Professional with 14+ years of experience supporting residential lending and client advisory functions within regulated financial environments. Proven track record of managing high-volume pipelines, maintaining compliance, and delivering consistent client outcomes. Known for reliability, accuracy, and building long-term relationships that support retention and revenue growth. Seeking a stable base + bonus role in lending, insurance or financial services.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Risk Advisor
Jay Jefferson State Farm
Myrtle Beach, South Carolina
08.2025 - Current
- Analyzed client risk profiles to recommend appropriate insurance coverage options.
- Educated clients on policy terms and claims processes for better understanding.
- Developed risk management strategies tailored to individual client needs.
- Collaborated with underwriting teams to assess new policy applications effectively.
- Reviewed and updated client records to maintain compliance with industry standards.
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
Real Estate Agent
BHGRE Paracle
Myrtle Beach, South Carolina
10.2024 - Current
- Assisted clients in buying and selling residential properties.
- Conducted property showings to highlight features and benefits.
- Prepared market analysis reports to inform pricing strategies.
- Advised and counseled clients through the entire selling and purchase process to closing
- Prepared and informed clients of all aspects of the real estate process
- Provided concierge level service to every client
Senior Finance Associate
Experior Financial Group
Myrtle Beach, South Carolina
04.2024 - 10.2024
- Developed tailored insurance plans based on client needs and financial goals.
- Educated clients on policy options and coverage details for informed decisions.
- Conducted regular follow-ups with clients to ensure satisfaction and address concerns.
- Collaborated with insurance carriers to streamline policy issuance and claims handling.
- Provided guidance on risk management strategies to protect client assets.
- Maintained accurate records of client interactions and policy updates in CRM system.
- Networked with local professionals to generate leads and referrals for new business opportunities.
- Ensured compliance with applicable laws and regulations governing the sale of life insurance products.
- Fostered relationships with clients to ensure satisfaction with life insurance coverage.
President’s Club Level Mortgage Underwriter
Rocket Mortgage
Myrtle Beach, South Carolina
03/29/10 - 05.2024
- Managed residential mortgage files from intake through closing, ensuring accuracy, compliance, and on-time funding across multiple loan programs.
- Recognized for attention to detail, responsiveness, and ability to explain complex lending concepts clearly and professionally
- Maintained an organized, high-volume pipeline while meeting internal service-level and quality benchmarks
- Collaborated with underwriters, processors, real estate agents, title companies and insurance partners to resolve conditions and keep loans moving forward
- Ensured adherence to state, federal, and investor guidelines while minimizing errors and rework
- Served as primary point of contact for borrowers, providing guidance on loan options, documentation requirements and closing timelines (as a loan originator)
- Supported client retention and repeat business through consistent follow-up and relationship based service (as a loan originator)
- Maintained 99%+ accuracy rate across loan files
- Reduced processing errors through enhanced review procedures
Education
Associate of Arts - General
Maricopa Community Colleges - Scottsdale Community College
Scottsdale, AZ05.2005
Some College (No Degree) - Psychology
Arizona State University
Tempe, AZSkills
- Mortgage Lending Operations
- Client Relationship Management
- Pipeline & Workflow Management
- Compliance & Documentation Verification
- Insurance Advisory and Cross-Referrals
- Real Estate Transactions
- Financial Needs Analysis
- CRM & LOS Systems
- Detail-oriented loan file review
- Quality Assurance Audits
- Team collaboration
- Time management
Certification
• Property and Casualty Insurance License South Carolina
• Life and Health Insurance License South Carolina
• Real Estate License South Carolina
• FHA DE Certification Mortgage Lending
• VA SAR/LAPP Mortgage Lending
• Life and Health Insurance License South Carolina
• Real Estate License South Carolina
• FHA DE Certification Mortgage Lending
• VA SAR/LAPP Mortgage Lending
Timeline
Risk Advisor
Jay Jefferson State Farm
08.2025 - Current
Real Estate Agent
BHGRE Paracle
10.2024 - Current
Senior Finance Associate
Experior Financial Group
04.2024 - 10.2024
President’s Club Level Mortgage Underwriter
Rocket Mortgage
03/29/10 - 05.2024
Associate of Arts - General
Maricopa Community Colleges - Scottsdale Community College
Some College (No Degree) - Psychology
Arizona State University