Proficient in cultivating client relationships and delivering tailored support, ensuring high-quality service across diverse industries, including debt resolution, insurance, utilities, real estate, and healthcare.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Certified Debt Consolidation Specialist
Beyond Finance
10.2025 - Current
Receive inbound and make outbound calls to warm leads seeking help with unsecured debt.
Ask in‑depth questions to understand how debt accumulated, client goals, and financial challenges.
Provide tailored solutions and clear program explanations to help clients make informed decisions.
Build rapport and trust through empathetic listening and consultative conversations.
Sales / Client Support / Account Representative
Symmetry Financial Group
01.2022 - 10.2025
Nurtured client relationships through consistent communication and proactive needs assessment.
Educated customers on whole life, term life, final expense, and accidental death policies.
Guided clients through policy evaluations, revisions, and strategic planning
Handled client inquiries and resolved issues with professionalism and diligence.
Analyzed sales activity and produced insights to enhance leadership and performance objectives.
Protected 150+ clients while generating over $150K in annual premium volume.
Customer Service / Sales Associate
Avista Utilities
08.2019 - 08.2023
Supported customers with installations, meter upgrades, removals, and billing inquiries.
Built rapport through solution-focused conversations and effective follow-up.
Used CC&B, Salesforce, and reporting tools to log interactions and track progress.
Provided recommendations based on customer needs to improve satisfaction and efficiency.
Real Estate Agent
Professional Realty
03.2019 - 01.2020
Consulted with clients, conducted home tours, and guided them through contracts.
Delivered market analysis, home valuations, and strategic recommendations.
Coordinated marketing efforts, open houses, and advertising campaigns to drive interest.
Certified Medical Assistant
Active Family Healthcare
11.2017 - 03.2019
Roomed patients, recorded histories, and documented vitals.
Performed injections, phlebotomy, and assisted providers with medical procedures.
Maintained medical records, documentation accuracy, and clinical inventory.
Certified Medical Assistant
Kootenai Health
05.2014 - 09.2017
Roomed patients, recorded histories, and documented vitals.
Performed injections, phlebotomy, and assisted providers with medical procedures.
Maintained medical records, documentation accuracy, and clinical inventory.