Gold, silver and crypto investing
STEVE SCOZZARO
Richmond,VA
Summary
Experienced communicator able to achieve successful outcomes interacting with people across a large spectrum of professional and educational backgrounds and abilities.
Overview
29
29
years of professional experience
Work History
Operations and Policy Service
Dixon Wells, Inc.
10.2016 - 06.2022
- Solicited business from existing accounts and agents, Serviced accounts and agents.
- Supported sales teams with accurate policy quotes, leading to increase in new business acquisition.
Account Manager
Seward Insurance Group
06.2013 - 10.2016
- Solicited business from existing accounts and agents, Serviced accounts and agents.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
Independent Loan Officer
Mortgage Bankers of Virginia
08.2009 - 10.2011
- Solicited and placed mortgage loans from home office.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Developed strong relationships with customers through high levels of customer service.
- Developed and implemented marketing campaigns to attract new customers.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Developed and maintained relationships with customers, lenders and other third parties.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Loan Officer
Virginia Mortgage Brokers
06.2008 - 08.2009
- Solicited and placed mortgage loans.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Developed strong relationships with customers through high levels of customer service.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Developed and maintained relationships with customers, lenders and other third parties.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Proactively identified solutions for customers experiencing credit issues.
VP & CFO
Diversified Financial Services, Inc.
09.1993 - 05.2008
- Owned and operated company provided accounting and collection services.
- Managed company finances and investments.
- Solicited and pursued collection accounts for commercial businesses.
Education
Bachelor's - Mass and interpersonal communication. Creative and technical writing.
George Mason University
Fairfax, Virginia12.1985
Skills
- Inside/ outside sales including business to business - 10 years
- Customer service - 10 years
- Strong analytical and organization skills
- Excellent communications skills
Accomplishments
A beautiful wife, children and 33 years of marriage.
Climbed Machu Picchu and Huayna Picchu.
Loving family and friends.
Interests
Travel, cooking, gardening and exercising
World affairs
Work Preference
Work Type
Full TimePart TimeLocation Preference
RemoteImportant To Me
Work-life balanceFlexible work hoursWork from home optionCompany CultureTimeline
Operations and Policy Service
Dixon Wells, Inc.
10.2016 - 06.2022
Account Manager
Seward Insurance Group
06.2013 - 10.2016
Independent Loan Officer
Mortgage Bankers of Virginia
08.2009 - 10.2011
Loan Officer
Virginia Mortgage Brokers
06.2008 - 08.2009
VP & CFO
Diversified Financial Services, Inc.
09.1993 - 05.2008
Bachelor's - Mass and interpersonal communication. Creative and technical writing.
George Mason University
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