I am a banking and insurance professional with 18+ years of experience delivering client service, lending operations, and administrative workflows in regulated financial environments. I excel at reviewing documentation, coordinating cross-functional processes, keeping accurate records, and ensuring compliance with internal and regulatory standards. I handle high-volume requests, support loan and application processes, manage client communication, and maintain organized systems across multiple platforms.\n\nI am known for reliability, attention to detail, and the ability to keep operations running smoothly in fast-paced environments, while collaborating effectively with teammates and clients to achieve mutual goals.

AAREN RAMON

I am a banking and insurance professional with 18+ years of experience delivering client service, lending operations, and administrative workflows in regulated financial environments. I excel at reviewing documentation, coordinating cross-functional processes, keeping accurate records, and ensuring compliance with internal and regulatory standards. I handle high-volume requests, support loan and application processes, manage client communication, and maintain organized systems across multiple platforms.\n\nI am known for reliability, attention to detail, and the ability to keep operations running smoothly in fast-paced environments, while collaborating effectively with teammates and clients to achieve mutual goals.

Available to hire

I am a banking and insurance professional with 18+ years of experience delivering client service, lending operations, and administrative workflows in regulated financial environments. I excel at reviewing documentation, coordinating cross-functional processes, keeping accurate records, and ensuring compliance with internal and regulatory standards. I handle high-volume requests, support loan and application processes, manage client communication, and maintain organized systems across multiple platforms.\n\nI am known for reliability, attention to detail, and the ability to keep operations running smoothly in fast-paced environments, while collaborating effectively with teammates and clients to achieve mutual goals.

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Language

English
Fluent

Work Experience

Owner | Client Service & Operations at Elite Shield Financial Solutions
February 1, 2024 - Present
Manage day-to-day operations across client communication, scheduling, CRM management, and application processing. Coordinate underwriting requirements, submissions, carrier follow-ups, and policy delivery to ensure timely, accurate processing; maintain organized client records and pipelines with data accuracy; handle client inquiries and ongoing policy servicing in a high-volume environment; support marketing outreach and referrals; ensure compliance with carrier guidelines and regulatory standards in handling sensitive information; conduct policy reviews and assist clients in evaluating coverage options.
Lead Member Consultant & Licensed Insurance Agent at Security Service Federal Credit Union
August 1, 2007 - January 31, 2024
Supported high-volume member interactions across deposit accounts, loans, mortgages, IRAs, estate accounts, and insurance-related services. Reviewed loan applications and supporting documentation for completeness and compliance; assisted in evaluating client financial profiles and coordinating loan processing workflows across departments; processed applications, maintained accurate records, and ensured proper documentation across systems; performed account servicing, maintenance, and issue resolution in a fast-paced, member-focused environment; provided clear, compliant communication and served as an escalation resource for complex member situations; trained staff on systems, workflows, and regulatory standards; maintained Property & Casualty licensing and supported insurance-related servicing needs.
Entertainment Assistant Store Director at Hollywood Video
July 1, 2004 - August 31, 2007
Managed daily store operations including staff scheduling, customer service, reporting, cash controls, and inventory management; trained staff on procedures, service standards, and operational consistency to ensure quality guest experience and efficiency.
Assistant Store Director at Hollywood Video
July 1, 2004 - August 31, 2007
Managed daily operations including staff scheduling, customer service, and store performance. Handled administrative reporting, cash controls, and inventory management. Trained staff on procedures, service standards, and operational consistency.

Education

Add your educational history here.

Qualifications

Texas Life & Health Insurance License
January 11, 2030 - April 7, 2026
Texas Property & Casualty Insurance License
January 11, 2030 - April 7, 2026
Texas Notary Public
January 11, 2030 - April 7, 2026
Mortgage Loan Originator
January 11, 2030 - April 7, 2026
Texas Life & Health Insurance License (Active)
January 11, 2030 - April 7, 2026
Texas Property & Casualty Insurance License (Active)
January 11, 2030 - April 7, 2026
Texas Notary Public (Inactive)
January 11, 2030 - April 7, 2026
Mortgage Loan Originator (Inactive)
January 11, 2030 - April 7, 2026

Industry Experience

Financial Services, Professional Services, Other