Sam Levins Email & Phone Number

West Palm Beach, Florida, United States

Passing of the 02-15 Florida Health & Life exam through NIPRLicensure capabilities to facilitate policy in 31 states (NPN#20595485)Achieved $1 million in Annualized Volume with outbound sales strategiesManaged warm leads with phone calls, email correspondences, and online inquiries Conducted comprehensive policy presentations (via screen sharing)Ensured compliance and provided detailed coverage informationPre-Underwriting assessment qualificationsManaged business expenses budget including lead acquisitions, advertising, and CRM softwareImplemented effective lead and sales pipeline organization utilizing CRM software Recorded thorough and accurate notes on clients’ medical history in order to ensure timely processing and highest probability of approval

West Palm Beach, Florida, United States

MLONMLS #2406059NewDay USA NMLS #1043Passing of the SAFE exam (83%) through NMLSLicensure capabilities to facilitate loans in 14 states (#2406059)Completed comprehensive sales training and maintained up-to-date knowledge on both loan products and underwriting guidelinesDeveloped and presented personalized VA Refinance loan programs in order to satisfy each client’s individualized financial goalsMaintained up-to-date knowledge on state/federal regulations as well as internal company quality standards in order to maintain compliance Reviewed and analyzed credit reports and financial documents alongside clients to confirm accuracy of figures and identify errors or outdated entriesEfficiently managed and organized loan pipelines to ensure timely processing and approvalProactively identifying potential obstacles in processing and underwriting to preemptively complete required tasksAnalyzed and reviewed document submissions from clients for accuracy and discrepancies

Annapolis, Maryland, United States

Laurel, Md

Bachelor Of Arts - Ba, Economics, Graduated

Activities and Societies: College Park Student Investment Group

Management/Marketing

Activities and Societies: Sigma Pi Fraternity Fundraising Committee, Powerlifting Club

High School Diploma, Science And Technology

Activities and Societies: Varsity Baseball