ROBIN ROSA
Beaverton,OR
Summary
Accomplished, results-driven financial professional seeking a position in a fast-paced environment that will effectively utilize my acquired sales skills and abilities while demonstrating my relationship building expertise
Overview
38
38
years of professional experience
Work History
Life Insurance and Retirement Solutions Specialist
LIFE INSURANCE AND RETIREMENT SOLUTIONS SPECIALIST
04.2023 - Current
- Source leads through company resources and social media channels
- Maintain client CRM to track activity, schedule calls and appointments
- Uncover client needs for insurance based on their current and future financial situation and assess potential areas of risk
- Determine which insurance carrier to quote with based on clients' medical conditions
- Assist clients with applying for insurance protection
- Cooperate between clients and carrier underwriters to maintain communications and improve processing times
- Ensure all underwriting conditions are satisfied in order to place coverage
- Follow up with clients at ten month mark to determine if there is a need for coverage and ensure policy retention
Reverse Mortgage Specialist
REVERSE MORTGAGE SPECIALIST
04.2016 - Current
- Network to solidify relationships with local realtors, financial advisors, contractors, attorneys and other referral sources
- Analyze client needs based on their current and future financial goals
- Utilize sales database to manage prospects through reporting, updating specific account information and identifying new opportunities/partners, as well as provide accurate forecasting for management
- Originate loans for refinance and new home purchases
- Review and analyze loan transaction packages for preliminary approval or denial in accordance with mortgage banking guidelines
- Assemble all required documents for each application package and enter detailed information into automated processing application database
- Ensure all underwriting conditions are satisfied and submit complete, researched packages and reports to closing department personnel
- Liaise between borrowers, underwriters, and realtors or to maintain communications and improve loan processing times
- Make presentations at offices of referral partners to demonstrate how I can assist their clients and generate more business for them
Retirement Community Manager
RETIREMENT COMMUNITY MANAGER
04.2014 - 06.2017
- Communicated regularly with upper management on occupancy rates, tenant issues, physical condition of property and financial expenses to budget
- Developed, enforced and negotiated rental agreements resulting in a consistent 95% or better occupancy rate of qualified, satisfied tenants
- Collected rents, deposits and managed all operating expenses and prepared budgets and reports for upper management
- Professionally resolved tenant complaints and property concerns with handling emergency situations, both during and after business hours
- Optimize opportunities for marketing to prospective tenants and participating in community networking events
- Recruit, hire and develop staff with the goal of ensuring excellent service to residents
- Conducted new hire orientation, training and development
Cemetery Property Manager - Licensed Insurance Agent
CEMETERY PROPERTY MANAGER - LICENSED INSURANCE AGENT
04.2004 - 03.2011
- Assisted families with pre-planning final arrangements
- Created annual budget for cemetery and created executive reports for sales, costs, and inventory through proprietary CRM software
- Completed quarterly research and analysis to ensure property and merchandise cost competitiveness in the market
- Prepared, notarized, issued and maintained property trust deeds and deed transfer records
- Worked with vendors to ensure highest quality and assortment of options for burial and remembrance items
- Interviewed, hired and trained sales associates focused on relationship building and customized service
- Organized property marketing initiatives to increase community awareness and encourage pre-planned arrangements
Director of Human Resources
DIRECTOR OF HUMAN RESOURCES
01.1988 - 02.2000
- Structured and implemented programs and policies in the areas of training, compensation structures, benefits packages, incentives and community involvement
- Communicated with senior management, managers, franchisees and employees to address all issues related to business operation including marketing, research and development, finance and restaurant location and design
- Implemented Safety Program to comply with OSHA requirements in four states
- Reduced Worker's Compensation costs 38% by bringing safety program into full compliance
- Procured benefits proposals annually to offer the most competitive benefits programs for eligible employees and reduced health benefits costs 25% through meticulous recordkeeping
- Developed all company manuals for policies and procedures, codes of conduct, training, operations, safety and FLSA, FMLA, ADA, EEOC and OSHA laws and regulations
- Trained management team on effective leadership techniques by conducting workshops and one-on-one coaching sessions that contributed to sound hiring, promotion, disciplinary and termination decisions
- Played a key role in ensuring the successful launch of over 14 new corporate locations
Education
BA - Communications
Lewis & Clark College
Portland, OR04.2016
Skills
- Interpersonal communication
- Networking
- Critical thinking
- Relationship building
- Customer Service Leadership
- Creativity
- Teamwork
- Active listening
- Solution specialist
- Problem solving
- Public speaking
- Decision making
- Microsoft Office
Websites
Timeline
Life Insurance and Retirement Solutions Specialist
LIFE INSURANCE AND RETIREMENT SOLUTIONS SPECIALIST
04.2023 - Current
Reverse Mortgage Specialist
REVERSE MORTGAGE SPECIALIST
04.2016 - Current
Retirement Community Manager
RETIREMENT COMMUNITY MANAGER
04.2014 - 06.2017
Cemetery Property Manager - Licensed Insurance Agent
CEMETERY PROPERTY MANAGER - LICENSED INSURANCE AGENT
04.2004 - 03.2011
Director of Human Resources
DIRECTOR OF HUMAN RESOURCES
01.1988 - 02.2000
BA - Communications
Lewis & Clark College