Symetra
Xavier Richard is an experienced finance professional currently serving as a Mortgage Loan Analyst at Symetra since February 2022. Prior to this role, Xavier worked at Regions Bank from September 2018 to February 2022 in various capacities, including Credit Products Construction Monitoring Analyst, Credit Products Loan Fulfillment Specialist, and Financial Relationship Consultant, achieving a remarkable profit equivalency production of 140-150% of goal and generating over $100,000 in loans each quarter. Xavier has a strong background in client relationship management, utilizing in-depth Guided Discovery consultations to identify and address client needs. Earlier experience includes a position as a Sales Consultant at Enterprise Rent-A-Car from May 2015 to September 2018. Xavier holds a Bachelor of Arts in Hospitality Business from Michigan State University, earned in 2015.
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Symetra
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Symetra is a United States-based family of companies providing retirement plans, employee benefits, annuities and life insurance through independent distributors nationwide.