Patricia Puyo

Real Estate Agent at United Realty Group, Inc (Official)
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Contact Information
Location
Delray Beach, Florida, United States, US

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Credentials

  • Real Estate Agent
    Gold Coast Schools
    Feb, 2021
    - Sep, 2024

Experience

    • United States
    • Real Estate
    • 700 & Above Employee
    • Real Estate Agent
      • Apr 2023 - Present
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Real Estate Sales Agent
      • Jul 2022 - Mar 2023

      I am happy to provide a comparative Market Analysis for Property Prepared exclusively containing a summary of recent Real estate Transactions in the Area. First-time buyers will need much more support than someone who regularly purchases properties for business anticipate these needs and be prepared to walk less-experienced clients through even simple processes. Prepared Listing Contract Helped navigate the Escrow and closing process Teach my clients how they can earn as an investor without risking their money or credit... Foreign Investor Show less

    • United States
    • Media Production
    • 1 - 100 Employee
    • Customer Services Representatives
      • Dec 2019 - Aug 2020

      Customer Services Representative Prepared and enrolled all clients through the Compass program by informing them about the variety of in-network and out-of-network PCP, HMO, and PPO programs.  Assisted the client by checking the Medisys program status, seeking who was active or inactive.  Verified data such as insurance coverage and patient demographics; manage and update charts to ensure all information is complete.  Supported the claim department by briefing them with a description of the claim status with premiums, deductibles, and percentages for co-insurance. I handled medical, dental, vision, and hearing plans. Show less

    • Financial Advisor
      • Feb 2011 - Dec 2019

      Financial Representative/Customer Service Representative managed the planning and analyzing of the contracts in the Service Contractor data system.  Preparing reports to maximize the efficiency of collecting the payments, verifying, and reporting these numbers back to Headquarters. Financial Representative/Customer Service Representative managed the planning and analyzing of the contracts in the Service Contractor data system.  Preparing reports to maximize the efficiency of collecting the payments, verifying, and reporting these numbers back to Headquarters.

    • Loan Originator
      • Feb 2005 - Oct 2010

      Work on a Ful time basis to market lending programs throughout South Florida with emphasis on new business development and the origination and processing of loans for residential property, as well as refinancing of FHA, Conventional, Jumbo, and Non-QM Loans. Assess client needs, priorities, and timeframe to develop a custom solution and achieve desired results. Work on a Ful time basis to market lending programs throughout South Florida with emphasis on new business development and the origination and processing of loans for residential property, as well as refinancing of FHA, Conventional, Jumbo, and Non-QM Loans. Assess client needs, priorities, and timeframe to develop a custom solution and achieve desired results.

Education

  • Gold Coast School
    Loan Originator
    2005 - 2006

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