Borna Tashakori
FOLSOM
Summary
Licensed insurance professional and former mortgage loan officer with 7+ years of experience in client advising, risk analysis, and high volume sales environment. Proven ability to assess client needs, recommend tailored financial and insurance solutions, and manage complex transactions from initial contact through completion. Strong communicator with a background in both inbound and outbound sales, client retention, and cross-functional coordination.
Overview
11
11
years of professional experience
Work History
Licensed Insurance Agent
Quality Coverage; Inc.
Gold River, CA
06.2024 - 02.2026
- Analyze client risk profiles and recommend appropriate coverage across auto, home, renters, motorcycle, RV, and other P&C products
- Bind policies and manage end-to-end sales process from quote to close
- Advise clients on life insurance solutions including term, whole life, and indexed universal life products
- Maintain compliance with California insurance regulations while ensuring high quality client service
- Build and maintain client relationships to drive retention and referrals
Mortgage Loan Officer
Absolute Home Mortgage Corp
Irvine, CA
09.2021 - 04.2024
- Evaluated borrower financial information to determine loan eligibility and structure appropriate mortgage solutions.
- Developed and maintained relationships with real estate agents, enhancing referral network for new business opportunities.
- Collaborated with underwriting teams to streamline loan processing and ensure compliance with industry regulations.
- Educated clients on mortgage products, guiding them through application processes and addressing inquiries effectively.
- Analyzed market trends to provide clients with insights on competitive mortgage rates and financial options available.
Outside Sales Manager
Devise Interactive
Irvine, CA
07.2020 - 09.2021
- Led a 4-person business development team
- Generated new business through cold outreach campaigns, networking events, and referrals
- Acted as primary liaison between clients and internal teams during project execution
- Assisted in proposal development and client strategy
Account Executive
First National Capital
Irvine, CA
12.2019 - 07.2020
- Developed and maintained strong client relationships to enhance customer satisfaction and retention.
- Identified and pursued new business opportunities through market research and networking initiatives.
- Collaborated with cross-functional teams to deliver tailored financial solutions for clients' needs.
- Led contract negotiations, ensuring alignment with company objectives while meeting client expectations.
Licensed Lending Officer
Loandepot
Foothill Ranch, CA
08.2015 - 11.2019
- Handled 8-12 inbound leads daily and conducted ~ 100 outbound calls to prospective clients
- Evaluated borrower creditworthiness to determine loan eligibility and risk levels.
- Built relationships with clients and cultivated referrals to drive consistent new business
- Established strong relationships with real estate agents to drive referral business growth.
- Negotiated favorable interest rates and terms on behalf of clients by leveraging solid understanding of market conditions and lender policies.
- Assisted processing team with underwriting conditions to ensure successful closing
Education
Bachelor of Science - Psychology
University of California, Irvine
Irvine, CA05-2013
Skills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
- Product knowledge
- Sales presentations
- Sales strategy
- Relationship building
Timeline
Licensed Insurance Agent
Quality Coverage; Inc.
06.2024 - 02.2026
Mortgage Loan Officer
Absolute Home Mortgage Corp
09.2021 - 04.2024
Outside Sales Manager
Devise Interactive
07.2020 - 09.2021
Account Executive
First National Capital
12.2019 - 07.2020
Licensed Lending Officer
Loandepot
08.2015 - 11.2019
Bachelor of Science - Psychology
University of California, Irvine