Motivated leader with strong organizational skills. Dependable candidate successful at managing multiple priorities with a positive attitude. Ability to handle difficult situations with professionalism and able to take on added responsibilities to meet team goals. Is eager to join a dynamic team that has high quality service.
Overview
17
17
years of professional experience
Work History
Director of New Accounts/Operations Specialist
Total Rewards Retirement & Insurance Agency
11.2021 - 02.2023
Opened new accounts for clients such as Rollover IRA's, Roth IRA's, Individual accounts, beneficiary IRA's, Joint Tenant Wros.
Reviewed, submit and processed completed new business for insurance and annuities applications.
Reviewed and followed up on all completed service requests including RMD's, distributions and account transfers.
Update database to reflect notes from clients/prospects and account status regarding account service or new business.
Processed payout transactions to clients as requested
Communicated with clients throughout account submission process regarding missing or needed documents requested via phone, email, text through company phone service or in person.
Developed and supervised on boarding staff. Initiated and managed team meetings.
Resolved any issues regarding new account transfers or amendments.
Presented pending business report daily and weekly to team meetings.
Ran cash reports and provided to CEO.
Managing Senior Agent
OmniBayFinancial Group
04.2020 - 09.2022
Attended meetings and seminars. Implemented self teaching to learn about new products services and skills from various Insurance and retirement companies, quoted and prepared insurance policies, explained features such as advantages and disadvantages of various policies to promote sale of insurance plans, ensured that policy requirements were fulfilled, including any necessary medical examinations and completion of appropriate forms.
Built strong relationships with clients by maintaining regular communication throughout transaction process.
Advised customers about new products and assisted customers in determining best insurance product for needs.
Nursing Attendant
Harbor UCLA Medical Center, LADHS
03.2006 - 11.2021
Changed linens in rooms, keeping spaces fresh and clean for patient health and satisfaction.
Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
Reduced risks of skin breakdowns through diligent monitoring, repositioning of patients as needed, and effective wound care management.
Delivered individualized patient care by recording vital signs, documenting observations, administering treatments, and evaluating patient needs.
Reported unusual or urgent circumstances in patients' condition or environment immediately to nurse supervisor.
Assist RN or Physicians with patient bedside care which includes providing supplies for RN or physicians, assist with dressing changes, apply hot and cold compressors, suction respiratory passages, administer oxygen and vital signs.
Reported unusual or urgent circumstances in patients' condition or environment immediately to nurse supervisor.
Obtained biological specimens for ordered tests and prepared for laboratory transport.
Electronically documented information into Orchid systems, performed clerical and Monitor Technician duties such as admissions and discharges, prepared rhythm records, assisted patient, family, and visitors by answering questions, gave direction on use of facility, monitored, identified and informed and reported abnormal EKG pattern variances to RN and MD, answered and utilized call light system.
Assisted in training of new nursing attendants by sharing best practices and offering guidance on daily tasks, contributing to overall staff development.
Education
Associate Degree -
El Camino College
Torrance, CA
05.2017
High School Diploma -
Westchester High School
Los Angeles, CA
06.2002
Skills
Excellent leadership and management skills
Excellent communication (written, oral, email, by phone) and interpersonal skills
Detailed Oriented
Excellent capacity to retain new things
Strong work ethic and team oriented
Computer proficiency and Microsoft office
Problem solving and decision making
Timeline
Director of New Accounts/Operations Specialist
Total Rewards Retirement & Insurance Agency
11.2021 - 02.2023
Managing Senior Agent
OmniBayFinancial Group
04.2020 - 09.2022
Nursing Attendant
Harbor UCLA Medical Center, LADHS
03.2006 - 11.2021
Associate Degree -
El Camino College
High School Diploma -
Westchester High School
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