Tanya Roberson
Palatka
Summary
Dynamic Sales Representative with a strong work ethic and integrity, adept at building customer relationships. Proven ability to analyze market trends and enhance client satisfaction. Skilled in utilizing the Encompass loan origination system while maintaining high production quality levels. Excellent communicator with a knack for problem-solving in fast-paced environments.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Sales Representative
State Farm
Palatka, FL
07.2025 - Current
- Developed strong customer relationships to enhance client retention and satisfaction.
- Assisted clients in understanding policy options and coverage details effectively.
- Conducted market research to identify potential leads and business opportunities.
- Collaborated with team members to achieve sales targets through strategic outreach.
- Performed daily tasks to support team objectives and maintain workflow continuity.
- Reviewed and documented customer interactions through conversation worksheets to support operational efficiency.
Operations Analyst
JPMorgan Chase
Jacksonville, FL
11.2009 - 06.2025
- Appropriately place conditions on loans for Correspondent to review when the provided documentation doesn't meet guidelines
- Review procedures and understand how to properly apply them when reviewing loans
- Validate client documentation is executed properly and accurately according to Chase purchasing requirements
- Maintain production and quality levels on all loans reviewed
- Compiled and analyzed daily and weekly reports to track performance metrics.
- Compliance training
- Conducted comprehensive compliance reviews to ensure adherence to regulatory standards.
- Executed comprehensive flood reviews on flood loans to ensure compliance with regulatory standards.
- CEM/Coop reviews on loans
- Specialized review on loans
- Buydown review along with daily report
Education
High School Diploma -
Palatka High
Palatka, FL05-2008
Skills
- Strong Work Ethic & Integrity
- Ability to Multi-Task
- Great problem solving and conflict resolution
- Excellent Customer service
- Excellent written and verbal communication skills
- Customer relationship building
- Detail oriented with strong quality and production
- Knowledge of Encompass loan originations system
Certification
Licensing: 2-20, 4-40 and 2-15
Timeline
Sales Representative
State Farm
07.2025 - Current
Operations Analyst
JPMorgan Chase
11.2009 - 06.2025
High School Diploma -
Palatka High