Summary
Overview
Work History
Education
Skills
Certification
Blockchain Experience
Areas Of Excellence
Timeline
Generic

Imani Washington

Los Angeles

Summary

A results-driven professional with a strong background in sales, customer service, and financial processing. Demonstrating exceptional problem-solving, communication, and analytical skills, I've consistently exceeded performance metrics in various roles. With a passion for technology and a knack for building relationships, I excel in driving growth, streamlining processes, and delivering exceptional client experiences. My experience in blockchain and cryptocurrency showcases my adaptability and continuous pursuit of knowledge.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Personal Lines Insurance Agent

AAA Auto Club of Southern California
10.2024 - Current
  • Researched providers and compared coverage and premiums to deliver best possible packages to clients.
  • Established information necessary for policy development by interviewing clients, requesting records and inspecting property.
  • Developed trusting client relationships by creating Personal lines insurance programs customized to fit specific needs and offering comprehensive explanations of key features and advantages.
  • Reviewed client coverage annually to identify new risk exposures such as coverage and cost to recommend additional products.
  • Developed sales strategies to increase sales of insurance policies.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Generated leads through cold-calling, networking and other outreach methods.

Underwriter

Achieve Credit
01.2023 - 10.2024
  • Consistently exceeded sales goals by 20%, earning top performer recognition in a fast-paced call center environment.
  • Utilized cold calling and proactive prospecting to identify and secure new client opportunities.
  • Developed and implemented sales strategies to maximize new account acquisition and revenue growth within designated target markets.
  • Conducted in-depth client analysis to determine debt resolution eligibility and tailor solutions exceeding client expectations.
  • Communicated effectively with clients to build rapport, address concerns, and ensure seamless transitions.
  • Achieved a 95% success rate in exceeding welcome call requirements, providing comprehensive program details and fostering positive client experiences.

JR PRODUCTION COORDINATOR

Finance of America
09.2020 - 11.2021
  • Streamlined mortgage loan processing, exceeding benchmarks by 15% and minimizing processing times.
  • Conducted thorough financial assessments, utilizing data analysis to minimize default risks and inform underwriting decisions.
  • Maintained strict compliance with regulations and company policies, protecting the company from legal and financial risks.
  • Provided clear explanations and exceptional customer service throughout the loan process, building strong client relationships and exceeding satisfaction ratings.
  • Resolved client inquiries promptly and effectively, fostering trust and exceeding expectations.

Inside Sales Lead

Spring Venture Group
06.2019 - 09.2020
  • Led a team of associates, providing coaching and training to enhance sales skills and drive team performance.
  • Guided clients through Medicare options with expertise, leveraging a 35-state license and utilizing advanced technology to streamline enrollment processes.
  • Developed and implemented new sales strategies, resulting in a 10% increase in client enrollment and exceeding sales targets.
  • Built strong client relationships, earning recognition as a trusted advisor and exceeding client satisfaction metrics through a solutions based sales process.

Underwriter

Carvana
05.2018 - 06.2019
  • Reviewed loan applications for line of credit according to company standards.
  • Performed data analysis in order to mitigate risk for the company.
  • Identified fraudulent identity through various stages of verification.
  • Managed and trained associates on company processes as well as states and federal guidelines.

Financial Processor II

Vanguard/Randstad
- Current
  • Navigate Vanguard specific recordkeeping systems to process retirement, non-retirement, brokerage demographic and financial transactions for Vanguard's clients while maintaining high quality and productivity standards.
  • Demonstrate strong analytical and problem-solving skills by identifying, addressing and resolving operational processing issues. Offer solutions and elevate complex issues that cannot independently be resolved.
  • Develop proficiency in corresponding with clients both orally and in written format to clarify incomplete or invalid paperwork. Ripen knowledge in order to comply with all Securities and Exchange Commission (SEC) and internal policies regarding client contact.
  • Become proficient with using all back-end systems (Centerfield & VAST) to make sure all transactions are processed properly.

Education

BS - Business Management and Philosophy

Arizona State University
04.2025

Skills

  • Solution Selling
  • Prospecting & Account Development
  • Client Relationship Management (CRM)
  • Cold Calling & Lead Generation
  • Course Creation
  • Blockchain Consulting
  • Proposal Writing & Sales Presentations
  • Customer Acquisition & Retention
  • Data Analysis & Sales Strategy
  • Microsoft Office & Google Suite
  • Blockchain Technology
  • Effective Communication
  • Active Listening
  • Cross-Functional Collaboration
  • Financial Processing
  • Centerfield
  • VAST
  • SEC Compliance
  • Recordkeeping
  • Transaction Processing
  • Salesforce
  • Technical Analysis
  • Project Management & Organization
  • Cryptocurrency Investing
  • Team Building
  • Mediation
  • Policy renewal
  • Risk mitigation
  • Policy interpretation

Certification

  • Life, Health, Accidnet Insurance
  • Property & Casualty insurance
  • International Association Professional Debt Arbitrator Certification
  • Technological Certifications - Coursera
  • Infrastructure and Application Modernization with Google Cloud
  • Innovating with Data and Google Cloud
  • Introduction to Digital Transformation with Google Cloud
  • Understanding Google Cloud Security and Operations

Blockchain Experience

  • Avocado Social Investing App (Startup Company), Developed & implemented novel blockchain incentive plans, driving increased company funding., Researched & analyzed NFTs for potential integration into the company's ecosystem., Cultivated a network of educators, content creators & investors to fuel growth., Crafted engaging blog posts, social media content & whitepapers to promote the company & build community., Authored & edited the company's Litepaper & Whitepaper, outlining its vision, mission, and technical roadmap.
  • Upset Millennial Crypto Trading Course, Empowered beginner investors with a Top-Rated Crypto Course, demystifying complex blockchain and cryptocurrency concepts for a broad audience., Sharpened my expertise in crypto and blockchain through in-depth research, course creation, and staying ahead of industry advancements., Distilled Complex Information into engaging Modules, equipping beginner crypto enthusiasts with clear and actionable knowledge., Guided Customers through the Crypto Landscape, providing consultations on safe navigation and exploration of potential investment styles.

Areas Of Excellence

  • Solution Selling
  • Prospecting & Account Development
  • Client Relationship Management (CRM)
  • Cold Calling & Lead Generation
  • Course Creation
  • Blockchain Consulting
  • Proposal Writing & Sales Presentations
  • Customer Acquisition & Retention
  • Data Analysis & Sales Strategy
  • Microsoft Office & Google Suite
  • Blockchain Technology
  • Effective Communication
  • Active Listening
  • Cross-Functional Collaboration
  • Financial Processing
  • Centerfield
  • VAST
  • SEC Compliance
  • Recordkeeping
  • Transaction Processing
  • Salesforce
  • Technical Analysis
  • Project Management & Organization
  • Cryptocurrency Investing
  • Team Building
  • Mediation

Timeline

Personal Lines Insurance Agent

AAA Auto Club of Southern California
10.2024 - Current

Underwriter

Achieve Credit
01.2023 - 10.2024

JR PRODUCTION COORDINATOR

Finance of America
09.2020 - 11.2021

Inside Sales Lead

Spring Venture Group
06.2019 - 09.2020

Underwriter

Carvana
05.2018 - 06.2019

Financial Processor II

Vanguard/Randstad
- Current

BS - Business Management and Philosophy

Arizona State University

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