Isaac Talavera
AVONDALE
Summary
Motivated and detail-oriented professional with years of combined experience in sales, customer service, and administrative support. Proven ability to manage client relationships, streamline workflows, and assist in loan processing. Strong communication, organizational, and multitasking skills with proficiency in Microsoft Office and data entry. Currently pursuing a bachelor’s in finance, with a long-term goal of leveraging business and financial expertise in a professional setting.
Overview
7
7
years of professional experience
Work History
Loan Originator Assistant
Security National
08.2022 - Current
- Support loan officers in preparing, reviewing, and processing loan applications.
- Communicate with clients to gather necessary documentation and provide updates.
- Maintain organized records and ensure compliance with regulatory requirements.
- Coordinate with underwriters and title companies to facilitate timely closings.
- Assembled important paperwork and disclosures for borrower.
- Communicated with customers daily to request information and complete paperwork.
- Monitored key dates to obtain information by deadlines.
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
Customer Service/Sales Representative
GoHealth
01.2020 - 08.2022
- Provided personalized health insurance solutions to clients through phone-based consultations.
- Met and exceeded sales quotas by leveraging product knowledge and client needs assessments.
- Handled sensitive client data with confidentiality and accuracy.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
Personal Lines Sales Representative (Inside Sales)
The Hartford
07.2018 - 01.2020
- Advised clients on personal insurance policies, including auto and home coverage.
- Processed policy updates, renewals, and new applications with attention to detail.
- Consistently ranked among top performers for meeting monthly sales targets.
Education
Bachelor of Science - Finance
Southern New Hampshire University (SNHU)
08.2027
Skills
- Sales & Customer Service Experience
- Loan Processing Support
- Data Entry & Record Keeping
- Microsoft Office (Excel, Word, Outlook)
- Time Management & Delegation
- Communication & Interpersonal Skills
- Team Leadership & Management
- Pipeline management
- Documentation review
Languages
English
Full Professional
Spanish
Limited Working
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Loan Originator Assistant
Security National
08.2022 - Current
Customer Service/Sales Representative
GoHealth
01.2020 - 08.2022
Personal Lines Sales Representative (Inside Sales)
The Hartford
07.2018 - 01.2020
Bachelor of Science - Finance
Southern New Hampshire University (SNHU)
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