Summary
Overview
Work History
Education
Skills
Timeline
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Roberto Bisani

Frisco,TX

Summary

Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships.

Overview

16
16
years of professional experience

Work History

Licensed Loan Officer

Supreme Lending
01.2021 - Current
  • Sell and originate residential mortgage loans
  • Develop and maintain relationships with real estate agents, builders, financial planners, escrow officers, insurance brokers and individual borrowers
  • Obtain, verify, and compile loan applicant credit histories, corporate financial statements, tax returns, and other financial documentation to ensure company and state guidelines were met
  • Analyze potential loan markets to develop prospects for new loans
  • Communicate with clients to identify financial needs and goals; develop presentations to inform and educate borrowers on different loan products and services
  • Promote new business development and actively extend the client portfolio
  • Communicate regularly with support staff and executive management
  • Licensing held: NMLS Loan Origination License Texas, New York, and New Mexico

General Manager

Cowboys Fit
01.2018 - 01.2021
  • Planned, coordinated, and managed daily business operations of personal training, membership, and recovery services
  • Collaborated with district managers and executive directors on special projects, events, and promotions
  • Developed and implemented effective business strategies and programs to improve productivity and achieve company goals
  • Coordinated monthly budget and manage profit and loss so that margin targets are consistently met or exceeded
  • Responsible for daily, weekly, and monthly financial and sales reporting
  • Hiring, and onboarding of new employees
  • Coaching, regular evaluation, auditing and development of existing employees
  • Weekly and monthly goal setting, monitoring of sales projections, and creation of gap strategies
  • Handled customer surveys, community outreach, and the establishment and maintenance of corporate accounts
  • Generation, distribution, and management of leads
  • Licensing held: NASM Personal Training

Licensed Insurance Account Executive

Liberty Mutual
01.2016 - 01.2018
  • Life, health, property & casualty Insurance sales
  • Successful track record of meeting and exceeding aggressive sales goals and quotas
  • Developed leads in person and over the phone while building relationships with real estate agents, mortgage lenders, auto dealers, and rental car agencies
  • Acted as a liaison between prospective, existing clients and underwriting to expedite insurance application submission
  • Instrumental in achieving company goals to ensure agent bonuses and branch success
  • Licensing held: Texas Property & Casualty, Texas Life & Health

Licensed Insurance Account Executive

State Farm
01.2012 - 01.2016
  • Life, health, property & casualty insurance sales
  • Customer service and troubleshooting to rectify issues for existing customer base
  • Maintains and exceeds aggressive sales goals
  • Acted as a liaison between prospective, existing clients and underwriting to expedite insurance application submission
  • Home, auto, RV, marine, and motorsports financing
  • Responsibilities included obtaining credit documentation, resolving underwriting concerns, coordination of funding and servicing
  • Licensing held: Texas Property & Casualty, Texas Life & Health

Firefighter Paramedic

Toyota Fire and Rescue
01.2008 - 01.2012
  • First responder to medical, fire, and hazardous material emergencies
  • Emergency medical services under highly stressful situations
  • Fire suppression in structural as well as wild land environments
  • Supervise and control medica, fire, and hazmat scenes
  • Maintain fire, medical and vehicle equipment
  • Public education on fire safety and best practices in a work environment
  • Licensing held: National TCFP Firefighter 1&2, Hazmat Ops & Awareness, Paramedic

Education

Fire Science -

San Antonio College
San Antonio, TX

Skills

  • Relationship Building And Management
  • Client Rapport Building

Timeline

Licensed Loan Officer

Supreme Lending
01.2021 - Current

General Manager

Cowboys Fit
01.2018 - 01.2021

Licensed Insurance Account Executive

Liberty Mutual
01.2016 - 01.2018

Licensed Insurance Account Executive

State Farm
01.2012 - 01.2016

Firefighter Paramedic

Toyota Fire and Rescue
01.2008 - 01.2012

Fire Science -

San Antonio College

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Roberto Bisani