Marcus Mortera
Cloud Solutions Architect
About Me
Hello, my name is Mark "Marcus" Mortera. I am a certified Cloud Solutions Architect currently focused on Amazon Web Services platform.
I have over 6 years of experience in customer service both customer-facing and contact center roles, as well as being highly skilled in sales such as cross-selling, upselling, and optimization of existing plans and services, going over and beyond customer satisfaction.
I have managed and led a successful team composed of more than 10 life insurance sales agents in the financial sector, educating our clients about their current life insurance policies and investment strategies. Promoted healthy competitions within the organization to increase productivity and sales within my team. Promoted to Regional Sales Leader and recognized as one of the top-producers in the organization.
I am making a career transition in Cloud Computing coming from my previous role in the financial industry as I find it incredibly exciting. I have always loved the Tech world and it’s always been my dream to be involved in its dynamicity and innovation, and working with Cloud would make this dream fully realized.
"If you’re competitor-focused, you have to wait until there is a competitor doing something. Being customer-focused allows you to be more pioneering" - Jeff Bezos
Technical Achievements
Relevant Work Experience
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Upwork Freelance
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HL Bayview Financial Inc. IA Financial Group
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Zedd Customer Solutions
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Primerica Financial Services
Employment Date
August 2021 - Present
Company Information
Upwork is the world’s work marketplace, connecting millions of businesses with independent talent around the globe.
Address:
475 Brannan St. Suite 430. San Francisco CA 94107
Address:
475 Brannan St. Suite 430. San Francisco CA 94107
Role Description
- Creating proposals for clients who needs advice, solutions and troubleshooting for their Cloud infrastructures and implementing a better architecture via AWS platform in adherence to the industry's best practices.
Employment Date
February 2015 - November 2018
Company Information
HL Bayview Financial Inc. is a growing brokerage offering a diverse array of insurance and investment solutions for individual, family and business needs.
Address:
7850 Woodbine Ave, Unit 238 Markham, ON L3R 0B9
Address:
7850 Woodbine Ave, Unit 238 Markham, ON L3R 0B9
Role Description
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Individual Life Insurance Broker | Sales Agent
- Provided financial solutions such as Securities and Life Insurance policies to new and existing clients in an advisory role and maintained client relationships.
- Assessed needs and risks before putting together a solution that would meet their financial requirements and expectations, resulting in 20%-30% more long-term savings.
- Created marketing initiatives to attract new clients, leveraging social media and implementing client referral system, eventually meeting with them and discussing their insurance needs.
Employment Date
February 2012 - October 2014
Company Information
Zedd Customer Solutions is a provider of call centre and business process outsourcing (BPO) services. It also offers customer care, technical support, sales, and financial care services. The company caters to banking, insurance, retail, and other sectors.
Address:
325 Milner Ave, Scarborough, ON M1B 5N1
Address:
325 Milner Ave, Scarborough, ON M1B 5N1
Role Description
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Customer Representative | Sales Agent
- Handled inbound and outbound calls for customer inquiries, cross-selling and upselling.
- Attracts potential customers by answering product and service questions and suggesting information about other products and services. Recommended potential products or services to management by collecting customer information and analyzing customer needs.
- Resolved product or service problems by clarifying the customer’s complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution.
Employment Date
August 2011 - December 2014
Company Information
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 130,000 licensed independent representatives providing financial education and offering financial products and services to their clients.
Address:
2476 Argentia Rd, Mississauga, ON L5N 6M1
Address:
2476 Argentia Rd, Mississauga, ON L5N 6M1
Role Description
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Team Lead | Life Insurance Agent
- Analyzing the new or existing client's current financial status and discussing with them how I can better optimize their existing plan to meet their needs. A financial plan is then put together and presented to the clients in the form of Life Insurance and Savings funds, which ultimately saves the client money in the long run.
- Designing custom sets of Financial Plans based on the different factors, then tailor the proposition based on the client's needs; what Insurance plan would fit best, what type of savings plans are available etc.
- Conducted presentations of how the overall business work via PowerPoint, Video or White-boarding. Encouraging the participants to engage in the business by giving them a general layout of the current business model.
Management of Clientele and Network Connections.
Certifications
I currently hold three Associate Certifications from Amazon Web Services.
AWS certification exams are known for thoroughly evaluating the most in-demand cloud skills. Thus, being AWS certified shows that you have the most industry-centric cloud competencies that are validated by the world leader in the Cloud Computing domain.
AWS certification exams are known for thoroughly evaluating the most in-demand cloud skills. Thus, being AWS certified shows that you have the most industry-centric cloud competencies that are validated by the world leader in the Cloud Computing domain.
Technical Skills
Amazon Web Services
Extensive hands-on experience with AWS products to test and build cloud projects and cloud applications.
Github
Experienced in using Github and Github Actions for version-control and CI/CD to test, build and deploy this website.
AWS SAM
Experience in manipulating HTML, CSS & JavaScript for elegant, minimalistic, and professional website designs.
Front-End Tools
Experience in manipulating HTML, CSS & JavaScript for elegant, minimalistic and professional website designs.
Linux
Hands-on experience in the Linux Operating System. Performed some scripting and automation in a lab environment.
Python
Wrote several AWS Lambda codes using the boto3 Python SDK used in developing the serverless backend of this website.
Soft Skills
Leadership
I like to lead by example. I lead from the front by taking action, demonstrating what needs to be done, and keeping my team organized to make sure we’re all on the same page and contributing equally.
Communication
Respecting others' points of view through engagement and interest. Using relevant knowledge, know-how, and skills to explain and clarify thoughts and ideas. Listening to others when they communicate, asking questions to better understand.
Problem Solving
I like deconstructing problems no matter how big they are because it helps me identify the root cause, once I have identified it, I then address it, work on it in steps until I am able to rectify it.
Creative
Creativity is always employed when I'm facing a problem or optimizing an existing solution. There is no one answer for everything, creativity presents the opportunity to make different ways of addressing an issue at hand.
Detailed
I enjoy analyzing how things work in unison in a system and I am grateful that I have a keen eye for details, I have always loved approaching things carefully because this reduces mistakes and saves a lot of time and effort. Mostly, I just enjoy it.
Organized
My organizational skills help me establish structure and order in my daily life. They help me work more efficiently and effectively. This increases my productivity and performance and helps me manage my time more precisely so that I can do more.
