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DEBBIE GIAMFORMAGGIO
119 11th Street, Unit 6, Huntington Beach, CA 92648
Cell: 714-833-1668
dgiamformaggio@gmail.com
Consumer Direct Sales Manager with 12 yrs of service oriented mortgage sales, management & training, 7 yrs
insurance sales/management with expertise in personal lines, commercial lines and life and health insurance, backed
with 20 yrs management experience in all accounting operations, along with corporate accounting, regulatory &
financial reporting, budget & forecasts as well as development of internal control policies and procedures.
Recognized for building strong relationships
with insurance carriers along with
mortgage customers while maintaining customer
loyalty and trust by converting them to a
combination insurance and return mortgage
customer.
Create new sales strategies and execute those strategies in
conjunction with corporate sales plans.
Thrives in fast-paced business environments.
Self-motivated highly proficient in developing
creative solutions and implementing objective
decision making.
Maintains positive attitude and works hard to build team
relationships.
Implemented several strategies that successfully increased sales and improved client retention rates for both insurance
and mortgage sales.
NMLS License - AZ, CA, GA, MO, NV & TX Notary - CA
P&C/Life & Health License - CA
06/2004 to Current
LENOX/WESLEND FINANCIAL MORTGAGE CORP.
Santa Ana, CA
Consumer Direct Sales Manager/Mortgage & Insurance
6/2004 - 9/2008 Originated mortgage loans
9/2008 - 2/2016 Managed Insurance department by maintaining carrier relationships & requirements, trained sales
staff & coordinated with loan dept to generate insurance sales from active loan originations, previous loan data base,
current insurance customer & referrals, along with originating self gen mortgage loans, loan doc signings & insurance
sales.
2/2016 - Current - Managed retail mortgage sales staff, new hire & continued product & systems training for all branch
offices, along with mortgage originating.
04/1987 to 06/2004
LEACH PRINTERS SUPPLY CO., INC.
Santa Fe Springs, CA
Controller/Office Manager
Managed staff in a broad range of accounting functions including inventory and parts & supplies sales, responsible for
creating and monitoring all finance initiatives, develop and maintain accounting policies and procedures, prepare
financial statements, and reporting for all regulatory bodies (e.g. IRS, State Franchise Tax Board, the Attorney General's
Office and the Secretary of State).Ordered equipment and coordinated service and installations of new equipment sales.
Responsible for all human resource activities including commission calculations.
1984VARIOUS COURSES: ACCOUNTING
Mt. San Antonio College, Walnut, CA
SUMMARY
HIGHLIGHTS
ACCOMPLISHMENTS
EXPERIENCE
EDUCATION

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DGR 1

  • 1. DEBBIE GIAMFORMAGGIO 119 11th Street, Unit 6, Huntington Beach, CA 92648 Cell: 714-833-1668 dgiamformaggio@gmail.com Consumer Direct Sales Manager with 12 yrs of service oriented mortgage sales, management & training, 7 yrs insurance sales/management with expertise in personal lines, commercial lines and life and health insurance, backed with 20 yrs management experience in all accounting operations, along with corporate accounting, regulatory & financial reporting, budget & forecasts as well as development of internal control policies and procedures. Recognized for building strong relationships with insurance carriers along with mortgage customers while maintaining customer loyalty and trust by converting them to a combination insurance and return mortgage customer. Create new sales strategies and execute those strategies in conjunction with corporate sales plans. Thrives in fast-paced business environments. Self-motivated highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships. Implemented several strategies that successfully increased sales and improved client retention rates for both insurance and mortgage sales. NMLS License - AZ, CA, GA, MO, NV & TX Notary - CA P&C/Life & Health License - CA 06/2004 to Current LENOX/WESLEND FINANCIAL MORTGAGE CORP. Santa Ana, CA Consumer Direct Sales Manager/Mortgage & Insurance 6/2004 - 9/2008 Originated mortgage loans 9/2008 - 2/2016 Managed Insurance department by maintaining carrier relationships & requirements, trained sales staff & coordinated with loan dept to generate insurance sales from active loan originations, previous loan data base, current insurance customer & referrals, along with originating self gen mortgage loans, loan doc signings & insurance sales. 2/2016 - Current - Managed retail mortgage sales staff, new hire & continued product & systems training for all branch offices, along with mortgage originating. 04/1987 to 06/2004 LEACH PRINTERS SUPPLY CO., INC. Santa Fe Springs, CA Controller/Office Manager Managed staff in a broad range of accounting functions including inventory and parts & supplies sales, responsible for creating and monitoring all finance initiatives, develop and maintain accounting policies and procedures, prepare financial statements, and reporting for all regulatory bodies (e.g. IRS, State Franchise Tax Board, the Attorney General's Office and the Secretary of State).Ordered equipment and coordinated service and installations of new equipment sales. Responsible for all human resource activities including commission calculations. 1984VARIOUS COURSES: ACCOUNTING Mt. San Antonio College, Walnut, CA SUMMARY HIGHLIGHTS ACCOMPLISHMENTS EXPERIENCE EDUCATION