Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Patricia Laliberte

Westfield,IN

Summary

Friendly Agent with commitment to developing, qualifying and managing leads to increase new business. Competitive with passion for driving revenue and profit for companies in Insurance industry.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Market Sales Agent

Allstate Insurance Co
Noblesville, IN
11.2022 - Current
  • Engaged positively with each customer, providing professional and polite support for sales and service needs.
  • Developed customer relationships and ensured satisfaction with services.
  • Generated leads through cold calling, online searches, and referrals from existing clients.
  • Produced engaging online marketing campaigns.
  • Organized venues for events including securing necessary permits or licenses.

Mortgage Loan Officer

1st Signature Lending
Indianapolis, IN
11.2020 - 11.2022
  • Provided guidance on various types of mortgages such as FHA loans, VA loans, conventional loans.
  • Assisted clients in completing loan applications and provided guidance throughout the process.
  • Attended meetings with lenders, investors, underwriters, real estate agents, title companies as needed.
  • Reviewed appraisal reports, title policies and home inspection reports to ensure accuracy of documentation prior to closing.

Owner

Little Loving Hands
Noblesville, IN
07.2017 - 11.2020
  • Developed business plans and strategies to grow small business.
  • Oversaw daily operations of small business including customer service and financial management.
  • Conducted performance reviews for employees on a regular basis.
  • Determined pricing for products or services based on costs and competition.
  • Interviewed, trained and supervised employees.

Education

Bachelor of Science - Management

Indiana Institute of Technology
Fort Wayne, IN

Skills

  • Event Promotion
  • Salary Determination
  • Marketing Management
  • Performer Promotion
  • Strong communication abilities
  • Organizational Skills
  • Problem-solving skills
  • Product Sales

Certification

  • Indiana Insurance License- Personal Lines
  • MLO-Mortgage License

Timeline

Market Sales Agent

Allstate Insurance Co
11.2022 - Current

Mortgage Loan Officer

1st Signature Lending
11.2020 - 11.2022

Owner

Little Loving Hands
07.2017 - 11.2020

Bachelor of Science - Management

Indiana Institute of Technology
Patricia Laliberte