Friends (1)

Dino Di Bari

Freelance Finance Freelancer & Recruiter

1756
Location:Germantown, Maryland, United States
Profile:https://www.freelanced.com/dinodibari
1
Kudos
3.0
2 Skills
$30
Rate/Hr
Relevant Work Experience:
D Financial Group
Financial Planner/ Managing General Agent
15209 Frederick Rd Suite 201
Rockville, MD 20850
January 2010- Present

• Offering Life Insurance, Health Insurance, Annuity, Home and Auto Insurance to all prospects
• Managing Agents and overlooking all documents before there sent to the Insurance company
• Control commission levels and payroll
• Hire new Agents and training them

Capital Finance Partners
Loan Officer / Financial Planning
Rockville, MD 20850
April 2007-December 2009

• Helping homeowners understand how to manage their home equity to create wealth. Refer the client to a financial planner to insure they stay on track with their financial goals.
• Supervisor and manage team pipe line
• Contacted homeowners to refinance for rate reduction, debt consolidation, and/or home improvement.
• Prepared loan packages to purchase or refinance by gathering client’s information, retrieving credit information, and necessary documents (i.e. bank statements, tax forms, employment verification, etc.).
• Researched and priced out loans through multiple lenders to identify the best possible program for the client.
• Repaired client’s credit as needed.
• Coordinated loan conditions for timely processing and closing settlements.

The Mortgage Link, LLC
Loan Specialist
Gaithersburg, MD 20879
March 2002 – April 2007

• Supervisor and manage team pipe line
• Contacted homeowners to refinance for rate reduction, debt consolidation, and/or home improvement.
• Prepared loan packages to purchase or refinance by gathering client’s information, retrieving credit information, and necessary documents (i.e. bank statements, tax forms, employment verification, etc.).
• Researched and priced out loans through multiple lenders to identify the best possible program for the client.
• Repaired client’s credit as needed.
• Coordinated loan conditions for timely processing and closing settlements.

AmeriDebt Inc.
Financial Counselor
Germantown, MD
November 2001 – January 2004

• Assisted consumers to reduce financial challenges by consolidating unsecured debt such as credit cards, department store cards, medical bills, unsecured personal loans, collection agencies.
• Negotiated with creditors to reduce interest payments, eliminate late fees and over-limit fees, and reduce monthly payments.
• Educated consumers on debt management, reduction of possible future debt, budget analysis and adjusting spending behaviors.

Snyder Communication
Customer Service/Telemarketing Representative
Rockville, MD
July 1998 – January 2001

• Interchanged in various projects as a representative for GTE, Bell Atlantic, and Qwest.
• Provided telephone assistance to clients with long distance service.
• Offered Caller ID service to existing clients.
• Provided clients with top customer service as a quality assurance for Caller ID service.
• Contacted small and large businesses to offer long distance service.
• Achieved commendable rating in the areas of sales productivity and customer service.

Computer Skills: • MS Office Suite (Word, Excel, PowerPoint, Outlook)
• Calyx Point
• Magellan
• Touch type 40 wpm
Personal Skills and Interests: • Bilingual – English, Spanish
• Outdoor Activities
• Traveling
Skills (2) Rating
Finance
Recruiting