Sarah Daraei Ahvaz
San Antonio,TX
Summary
Motivated and detail-oriented Mortgage Loan Officer eager to grow in the mortgage industry. Passionate about helping clients achieve their homeownership dreams by providing personalized loan solutions. Proficient in assisting with loan applications, conducting financial assessments, and ensuring compliance with industry regulations. Excellent communication and interpersonal skills with a dedication to delivering exceptional customer service. Ready to contribute to a dynamic team and learn and grow in a fast-paced environment.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Loan Officer
Piazza Lending
03.2021 - Current
- Evaluated financial status, creditworthiness and collateral of each applicant to determine risk level of granting loan.
- Met with clients to complete application documentation, answer questions and resolve concerns or complaints.
- Established strong relationships with clients, building loyalty and trust in loan process.
- Stayed current on loan market, available products, and strategies for bringing in new customers.
- Worked between applicants and creditors to resolve issues with applicants and related paperwork.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Compliance and Regulatory Knowledge
- Mortgage Products Knowledge
Sales Representative
Primerica
04.2015 - Current
- Educated potential prospects about life insurance opportunities and leveraged successful selling techniques to close new contracts.
- Reviewed underwriting guidelines and selected products based on client's age, health and desired insurance coverage.
- Evaluated business or individual customer needs and financial status and proposed protection plans to meet criteria.
- Built insurance and financial practice by establishing professional networks and prospecting for new clients.
- Delivered high level of service and support to each client.
- Assisted clients in completing insurance applications.
- Translated complex insurance terms into easy-to-understand wording.
Insurance Agent
Chavez Insurance Group
04.2019 - 06.2021
- Customized insurance policies to suit individual customers and their needs, and brokered out to other carriers when necessary.
- Promoted diverse insurance products to meet commercial and residential client needs for life, Homeowner, automobile and rental protections.
- Trained and mentored new agents on prospecting and selling techniques.
- Monitored insurance claims to verify equitable settlement for both client and insurer.
- Calculated policy premiums and helped customers set up automated payments.
- Grew lead pipeline by generating lists of prospects and networking within community.
- Maintained understanding of industry trends by researching new developments.
- Answered questions and translated complex insurance terms into easy-to-understand wording.
- Maintained detailed documentation of client visits, e-mails, and phone calls in company database.
Teller/Relationship Banker
Bank Of America
09.2015 - 01.2018
- Handled diverse customer needs related to financial products, lines of credit and account features.
- Followed company and regulatory policies to protect customer and bank assets.
- Entered account transactions into financial software and reconciled daily data to balance totals.
- Explained and answered questions related to service policies and account fees.
- Supported daily branch operations by completing opening and closing duties.
- Promoted digital services, educating customers on mobile check deposits, e-statements and online bill pay.
- Listened to customers and recognized stated and unstated needs to effectively cross-sell bank products.
- Monitored customer transactions to detect, address and report signs of fraud.
- Reduced customer wait times by actively engaging, greeting and directing client lobby traffic.
- Reviewed documents for proper signatures and verified customer identity to process deposits and withdrawals.
Customer Service Representative
Walmart
09.2013 - 08.2015
- Processed cash register transactions on POS and provided correct change.
- Accepted checks, debit and credit cards, and gift certificates in line with company policy.
- Assisted customers with locating hard-to-find items.
- Returned non-purchased products to shelves, maintaining strong visual merchandising.
- Greeted customers with prompt and friendly service.
- Promoted store loyalty programs, credit cards and protection plans to guests.
- Resolved conflicts with customers and looked for opportunities to improve satisfaction.
- Helped with packing online orders and shipment.
Dispatcher
MV Transportation
09.2013 - 08.2015
- Prepared and updated daily schedules, quickly notifying drivers of changes and providing further support.
- Assigned routes to drivers strategically, based on designated routes and current locations.
- Updated database and dispatch logs daily.
- Built rapport with customers through effective and precise communication.
- Recorded customer requests, completion documents and relevant dispatch information.
- Organized daily assignment and run schedules for individuals and crews.
Team Leader
Jack In The Box
05.2011 - 08.2013
- Practiced safe food-handling practices and observed all sanitation protocols.
- Cleaned and disinfected food preparation areas, workstations and equipment.
- Received orders and took payment from customers.
- Greeted customers professionally.
- Counted cash drawer and reconciled money with transaction records.
- Accepted special requests from guests and prepared food to meet demands.
Education
Certification - Loan Origination NMLS 1982180
Champions School of Real Estate
San Antonio, TX08.2020
Certification - Property And Casualty
Kaplan University
Davenport, IA04.2019
Certification - Life And Annuities
Kaplan University
Davenport, IA04.2014
Associate of Arts - Liberal Arts And General Studies
San Antonio College
San Antonio, TX05.2019
High School Diploma -
Magic Valley High School
Twin Falls, ID5 2012
Skills
Over 10 years experience in Customer Service
Networking and collaboration
Exceptional communication skills
Data Entry
Time management
Fluent in Persian (Farsi), English, and Arabic
People person - Truly enjoy working with people
Certification
- Property and Casualty Licensed
- Life and Annuities Licensed
- Loan Origination Licensed NMLS 1982180
Timeline
Loan Officer
Piazza Lending
03.2021 - Current
Insurance Agent
Chavez Insurance Group
04.2019 - 06.2021
Teller/Relationship Banker
Bank Of America
09.2015 - 01.2018
Sales Representative
Primerica
04.2015 - Current
Customer Service Representative
Walmart
09.2013 - 08.2015
Dispatcher
MV Transportation
09.2013 - 08.2015
Team Leader
Jack In The Box
05.2011 - 08.2013
Certification - Loan Origination NMLS 1982180
Champions School of Real Estate
Certification - Property And Casualty
Kaplan University
Certification - Life And Annuities
Kaplan University
Associate of Arts - Liberal Arts And General Studies
San Antonio College
High School Diploma -
Magic Valley High School
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