VERONICA ALVAREZ
3432 E PALATINE HILLS AVE,NV
Summary
Proven Loan Officer and Insurance Broker with a track record of enhancing client satisfaction and exceeding sales targets, notably at E Mortgage Capital. Specializes in financial advising and relationship management, adept at credit analysis and loan origination. Achieved high client retention through personalized solutions and exceptional service, boosting portfolio growth. Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
11
11
years of professional experience
Work History
LOAN OFFICER
E MORTGAGE CAPITAL
03.2024 - Current
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Developed strong relationships with customers through high levels of customer service.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Negotiated loan terms and conditions with customers to secure best deal.
- Proactively identified solutions for customers experiencing credit issues.
Independent Insurance Broker
IVONNE WELCH ISURANCE
11.2013 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Successfully managed a large portfolio of diverse clients while maintaining high retention rates through proactive relationship-building efforts.
- Continuously updated industry knowledge through regular attendance at training sessions, conferences, and webinars.
- Coordinated with carriers during claim resolution processes to ensure fair settlements for insured parties as quickly as possible.
- Consistently exceeded sales targets and earned recognition within the agency for outstanding performance in new business development.
- Built long-lasting relationships with clients through consistent communication and exceptional customer service.
- Maintained detailed records of all client interactions, policy updates, and renewal information for seamless account management.
- Followed up promptly with interested clients to close sales.
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Analyzed customer needs to provide customized insurance solutions.
- Researched and identified potential new markets.
- Designed presentations and marketing materials to promote insurance products.
Education
No Degree - English Language And Literature
UNIVERSITY OF BAJA CALIFORNIA
BAJA CALIFORNIA, MEXICO06.2004
Associate of Business Administration - Business Administration
CBTIS 188
SONORA, MEXICO06.1998
Skills
- Database Management
- Documentation Review
- Relationship building and management
- Sales expertise
- Financial Advising
- Client Relations
Languages
Spanish
Native or Bilingual
Timeline
LOAN OFFICER
E MORTGAGE CAPITAL
03.2024 - Current
Independent Insurance Broker
IVONNE WELCH ISURANCE
11.2013 - Current
No Degree - English Language And Literature
UNIVERSITY OF BAJA CALIFORNIA
Associate of Business Administration - Business Administration
CBTIS 188
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