Mark Gomez

Training, sales, and relationship management professional with 10+ years of experience leading client education, consultative sales, business development, and cross-functional coordination. Experienced presenting complex information, developing training and educational content, coaching clients and teams, managing programs from initiation through completion, and building trusted relationships with stakeholders. Recognized for strong communication skills, organization, process improvement, and the ability to quickly learn highly regulated industries.

Branch Manager - JXX Insurance Agency - San Clemente, CA

(2023-01)

• Lead client education meetings and present risk management solutions to business owners.
• Translate complex insurance concepts into clear, actionable recommendations for clients.
• Develop and maintain long-term relationships while consistently ranking among top producers.
• Partner with carriers, underwriting teams, and internal stakeholders to coordinate successful outcomes.
• Drive process improvements, documentation accuracy, and service quality across the branch.
• Train and mentor team members on sales processes, customer service, and compliance requirements.

Branch Manager - Avid Mortgage Solutions - San Clemente, CA

(2021-01 - 2023-12)

• Educated borrowers on mortgage products, financial strategies, and loan qualification requirements.
• Managed multiple projects and client files simultaneously while coordinating with processing, underwriting, escrow, and title teams.
• Delivered high-touch customer experiences through proactive communication and problem resolution.
• Presented complex financial information in a way that enabled clients to make informed decisions.
• Built referral relationships and maintained a reputation for responsiveness and professionalism.

Mortgage Loan Officer - loanDepot - Foothill Ranch, CA

(2017-01 - 2021-12)

• Conducted one-on-one educational consultations with borrowers regarding lending programs and financial options.
• Developed training-style presentations and explanations to help clients understand disclosures, processes, and next steps.
• Managed a high-volume pipeline while collaborating with internal teams to ensure timely execution.
• Collected customer feedback, identified opportunities for process improvement, and enhanced client satisfaction.
• Maintained compliance with regulatory and investor requirements in a highly regulated environment.

Bachelor of Arts - Business Administration, Finance - California State University, Fullerton (2009-05)