Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sherrie Gomez

Downey,CA

Summary

Self-starting, sales-oriented Risk Adviser with competitive nature, adaptability and good listening skills. Experienced Team Member bringing outstanding performance working with others to meet common goals. Familiar with project management and workflow optimization. Eager to bring knowledge to support business and customer needs.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Career Services Case Worker

Hospitality Training Academy
04.2024 - Current
  • Enhance participation with community engagement, through targeted outreach. By leading or participating in job fair's located in Los Angeles county schools, work source centers, mass layoff events and hiring events at intuit dome and Dodgers stadium.
  • Work closely with other team members and community partners to provide coordinated support services.
  • Provided intake for enrollment, input participant data and documentation into Launchpad Salesforce system,ensuring compliance with regulations and confidentiality requirements.
  • Maintain a caseload of at least 50 Participants enrolled in the career grant,providing ongoing support and monitoring progress with a holistic approach in tailored supportive services.

Career Services Specialist/ Case manager

AJCC
05.2023 - 04.2024
  • Contacted all INVEST referrals located in ARS probation system to set up intake appointments and attended virtual meetings with probation department to follow up with status of enrollment and participation progress.
  • Managed caseload of at least 50 participants enrolled in local grant INVEST and maintained detailed case records according to funder and/or company requirements.
  • Helped participants find resources for housing, substance abuse, or introduction into the workforce as AB109 participants along with guidance and supportive services to people who are looking for a job, seeking to improve their current employment situation and or help with finding training in a field of interest.
  • Reviewed and uploaded all intake documents via Cal Jobs to participant's file,submitted applications and collected needed signatures
  • Monitored and evaluated participant's progress, provided guidance and coaching to help participants resolve issues and remain motivated to obtain or maintain employment

Sales Representative

State Farm Insurance
09.2013 - 04.2023
  • Grew lead pipeline by generating and calling lists of prospects from current customers, old book of bussiness and networking within community.
  • Followed through with processes such as medical swab examinations and the completion of all forms to process new policies.
  • Helped generate around 50% or more in growth sales of life & health, property & casuality insurance every month.
  • Collected information from clients about financial resources to better understand their situations and customize their insurance needs.
  • Promoted plans by skillfully explaining features and advantages and turning objections around to complete sales
  • De-escalated customer complaints using specialized communication techniques
  • Mortgage Loan origenitor at Rocket Mortgage.


Professional Caregiver

IHSS
06.2013 - 12.2021
  • Offered mental and emotional support to patients
  • Assisted patients with housekeeping duties and chores
  • Built strong rapport with patients to provide stable and supportive care system
  • Cultivated social interaction through reading, games and community activities
  • Helped clients with bathing, dressing and grooming to avoid skin breakdown and infections
  • Performed household chores to promote cleanliness, safety and livability.

Mortgage Loan Originator

Mr Cooper
06.2021 - 12.2021
  • Met with applicants to obtain information for loan applications and answer questions about process
  • Monitored pipeline by communicating with underwriters and processors and marketed to realtors, title agents, business owners and attorneys to gain new center of influence relationships
  • Checked data input and verified totals on forms to detect errors in arithmetic, data entry, or procedures
  • Researched and analyzed appropriate loan programs to match borrower's profile
  • Worked between applicants and creditors to resolve issues with applicants and related paperwork
  • Calculated the customer's initial payment plans and repayment schedules for delinquent customers to bring loans current

Tax Preparer

Rogelio Estrada Income Tax Service
01.2010 - 01.2020
  • Answered telephone calls to provide information, take messages and set up appointments
  • Greeted every visitor with friendly smile and immediate offer of knowledgeable assistance
  • Reviewed clients' W-2s, supplementary income and expense documentation to prepare accurate tax returns with minimum liability
  • Submitted personal returns through online platforms and direct IRS filing software to minimize customer filing delays


Education

Associate in Arts (AA) in Behavioral Science -

East Los Angeles College
01.2025

HIGH SCHOOL DIPLOMA -

Downey Adult School
01.2014

Skills

  • Customer Service
  • Data Analysis
  • Cold Calling
  • Sales and Marketing
  • Office Management
  • Bilingual Spanish and English
  • Customer Relations
  • Teamwork and Collaboration
  • Attention to Detail
  • Computer Skills
  • Training and mentoring
  • Reliability

Certification

  • MLO
  • Property & Casualty License
  • Life & Health Insurance License
  • Ctec License

Timeline

Career Services Case Worker

Hospitality Training Academy
04.2024 - Current

Career Services Specialist/ Case manager

AJCC
05.2023 - 04.2024

Mortgage Loan Originator

Mr Cooper
06.2021 - 12.2021

Sales Representative

State Farm Insurance
09.2013 - 04.2023

Professional Caregiver

IHSS
06.2013 - 12.2021

Tax Preparer

Rogelio Estrada Income Tax Service
01.2010 - 01.2020

Associate in Arts (AA) in Behavioral Science -

East Los Angeles College

HIGH SCHOOL DIPLOMA -

Downey Adult School
  • MLO
  • Property & Casualty License
  • Life & Health Insurance License
  • Ctec License
Sherrie Gomez