Raul Gomez

  • Greater Chicago Area, US

Work History

Work History
May 2011 - Present

State Farm Agent

State Farm Insurance
Professional dedicated to providing the best insurance protection at the most reasonable price to as many people as possible. Dedicated to provide my clients the best possible educated and knowledgeable personal service, to keep them as long term customers.Maintain a professional and efficient work environment which helps each person to achieve his or her personal goals.
May 2011 - Present

State Farm Agent www.lincolnsquareagent.com

State Farm Insurance
Save people money while protecting the most important asstes in their lives. Help buisness owners obtain the coverage they need at an affordable price. www.lincolnsquareagent.com
May 2011 - Present

Agent

State Farm Insurance
Protecting you, your belongings, your business, helping you to recover from the unexpected as quickly as possible.
Jul 2010 - Jun 2011

AVP Business Banking Officer III

US Bank
Deepen relationships through cross-sales of treasury management products, credit management products, and lending products.
2011 - 2011

Agency Intern

State Farm Insurance
Training.
2005 - 2010

AVP Business Banking

First Bank
• Proactively cross-sold cash management and treasury management products. Assisted branches to meet and exceed set goals in all cross-sale categories. • Developed daily and weekly branch sales plans for all assigned banking centers. • Developed and implemented tele-servicing plans to include calling on maturing accounts, sales leads, referrals, new account follow up and other prospecting opportunities for my designated market area. • Developed new business opportunities and conducts outside sales calls through the use of Call Blocks. • Experienced in building a referral network, currently work with: CPAs, Attorneys, Insurance Agents, and Financial Planners. • Maintained thorough product knowledge of all retail products and provides staff training to include product knowledge, sales, referrals, customer service, risk management and policies and procedures. • Conducted weekly staff meetings with all bankers that work within my assigned territory. • Assisted in underwriting process by preparing cash flow and credit analysis on all files prior to file submission. • Performed Loan Workout functions – Note sales, restructuring existing notes/debt, principal reduction, collection duties, work with Special Assets personnel to properly manage distressed assets in a timely manner, minimize loan losses. • Effectively maintained and managed a commercial loan portfolio while increasing clientele and production • Ensured bank and FDIC compliance regulations and policies are met and followed. • Worked with eight banking centers to insure net growth of commercial loan portfolio. • Experienced with SBA loan programs; 7-A, 504-C, SBA Express.

Education

Education
2001 - 2004

MBA

Columbia Southern University
1996 - 2001

B.S.

Northeastern Illinois University

Skills

Skills

Disability Insurance

Mutual Funds

Customer Acquisition

Client Acquisition

Buiness Development

Commercial Mortgages

Cash Flow

Series 6

Loan Origination

Retail Banking

Mortgage Banking

Financial Analysis

Relationship Management

Property & Casualty Insurance

MO

FHA

Management

Residential Mortgages

Finance

Cash Management

Consumer Lending

Retirement Planning

Employee Benefits

Strategic Financial Planning

Social Networking

Term Life Insurance

Refinance

Commercial Banking

Cross Selling

Real Estate

Credit Analysis

Retirement

Health Insurance

Financial Risk

Credit

Sales

Business Development

Commercial Lending

Customer Service

Fixed Annuities

Portfolio Management

Small Business Lending

Small Business

Life Insurance

Financial Services

Investments

Banking

Loans

Underwriting

Insurance

Certifications

Certifications

Series 63

Series 6