Joe Altamirano
Rocklin
Summary
Experienced licensed Life and Health agent, Real Estate Salesperson, and Notary Public with 20 years of expertise in real estate analysis and risk management. Eager to leverage diverse skill set in a new role within Real Estate, Insurance, or Financial Planning.
Overview
10
10
years of professional experience
Work History
Financial Representative
Mutual Of Omaha Advisors
02.2025 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
Founder
Altasign
01.2024 - Current
- Created and operated a successful national notary signing business.
Lead Settlement Officer
Allegiant Reverse Services
01.2016 - 01.2024
- Managed team in all aspects of the escrow closing process. This includes analyzing title reports, balancing settlement statements, drafting escrow documentation, estimating fees, and communicating and coordinating with all parties.
Education
Associate's degree - Liberal Arts, Business Administration
Sierra College
01.2011
Diploma - undefined
Roseville High School
01.1996
Skills
- Experienced with Outlook, Word, Excel, and Teams
- Business development expertise
- Regulatory compliance analysis
- Process improvement management
- Salesforce experience
Timeline
Financial Representative
Mutual Of Omaha Advisors
02.2025 - Current
Founder
Altasign
01.2024 - Current
Lead Settlement Officer
Allegiant Reverse Services
01.2016 - 01.2024
Diploma - undefined
Roseville High School
Associate's degree - Liberal Arts, Business Administration
Sierra College
Similar Profiles
Aimee FrankAimee Frank
Sr Regional Marketing Coordinator at Mutual Of Omaha AdvisorsSr Regional Marketing Coordinator at Mutual Of Omaha Advisors
Travis CavazosTravis Cavazos
Financial Representative at Mutual Of Omaha AdvisorsFinancial Representative at Mutual Of Omaha Advisors
Aimee FrankAimee Frank
Performance Marketing Consultant at Mutual Of Omaha AdvisorsPerformance Marketing Consultant at Mutual Of Omaha Advisors
Naziyah O'HareNaziyah O'Hare
Coaching Assistant at Rocklin Jr Thunder CheerCoaching Assistant at Rocklin Jr Thunder Cheer
JUSTIN PUGHJUSTIN PUGH
Server/Media Advertising Coordinator at PK SushiServer/Media Advertising Coordinator at PK Sushi