Moises Santos
About Moises Santos
Moises Santos is a Life Insurance Specialist currently employed at Primerica since 2015 and serves as a Loan Officer Assistant at Cardinal Financial Company, Limited Partnership since 2022.
Work at Primerica
Moises Santos has been employed at Primerica as a Life Insurance Specialist since 2015. In this role, he focuses on providing life insurance solutions to clients in the Dallas/Fort Worth Area. His experience in this position spans over nine years, during which he has developed a deep understanding of life insurance products and client needs.
Current Role at Cardinal Financial Company
Since 2022, Moises Santos has served as a Loan Officer Assistant at Cardinal Financial Company, Limited Partnership. In this capacity, he supports loan officers in processing mortgage applications and assisting clients with their financing needs. His role contributes to the efficiency of the loan processing team.
Previous Experience in Mortgage and Insurance
Prior to his current roles, Moises Santos worked as a Mortgage Loan Officer Assistant at Town Square Mortgage from 2018 to 2021. He gained valuable experience in mortgage processing and client interaction. Additionally, he was employed as an IS Specialist Enroller at OptumHealth Education for eight months in 2014-2015, where he was involved in enrollment processes.
Background in Customer Service
Moises Santos began his career in customer service at Ambit Energy, where he worked for one year from 2013 to 2014. This experience provided him with foundational skills in client communication and support, which have been beneficial in his subsequent roles in the insurance and mortgage industries.