Brian Ali
Scottsdale,AZ
Summary
Capable Business Development Representative experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 15-year track record of success in mortgages and finance. High-achieving Business Development Representative bringing expertise in marketing, sales and operations. Consults with customers, builds strong relationships and increases sales numbers.
Overview
21
21
years of professional experience
Work History
Discharge Planner/Business Development Representative
Phoenix Medical Psychiatric Hospital
06.2023 - Current
- Solved problems related to abrupt changes in discharge, coordinated updates and communicated discharge plans.
- Facilitated timely referrals to alternate levels of care and assisted family or guardian with completion of applications.
- Worked with utilization review to establish prior authorization for timely discharges.
- Communicated with referral providers about new referrals and verified receipt of necessary information prior to arrivals.
- Coordinated travel arrangements and contacted family with travel information
- Coordinated patient discharge planning and follow-up care
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
- Expanded business through effective network development, identifying new, and prospective clients.
Patient Care Coordinator
Mind 24/7
02.2022 - 04.2023
- Maintained confidentiality of patient data and condition to safeguard health information.
- Worked closely with patients to deliver excellent and direct individualized patient care.
- Acted as main point of contact for patients, doctors, and hospital staff by closely reviewing medical charts and maintaining high levels of communication.
Behavioral Health Specialist
Connections AZ
07.2020 - 07.2021
- Implemented and established behavior strategies by setting rules, reiterating expectations, and rewarding good behavior.
- Created progress reports, assessments and charting within required timeframes.
- Trained residential staff on symptoms management and intervention strategies for clients with various behavioral issues.
- Conducted functional behavior assessments, functional analysis, preference assessments, and assessments of basic learning and language skills to identify target behaviors and purpose of behaviors.
Behavioral Health Technician
St. Luke's Hospital
07.2019 - 07.2021
- Performed client intake procedures according to internal standards for all new admissions
- Built and maintained positive staff relationships to promote teamwork and better serve clients
- Conducted client rounds every 15 minutes to check on residents
Lead Behavioral Health Technician
Haven Behavioral Hospital
12.2019 - 07.2020
- Applied de-escalation and limit-setting techniques to promote patient cooperation.
- Participated in multidisciplinary team meetings to discuss progress and treatment plans of clients.
- Helped patients with meals, activities of daily living (ADLs) and facility transfers to promote security and patient well-being.
- Assisted with patient restraint and seclusion scenarios to create safe environment for patient and medical personnel.
Behavioral Health Technician
New Horizon Community Care
03.2019 - 08.2019
- Completed documentation for every incident and forwarded to correct personnel for review
- Performed client intake procedures according to internal standards for all new admissions
- Facilitated on-site activities, support groups and outings for clients
Mortgage Banker
The Federal Savings Bank
09.2018 - 05.2019
- Networked with realtors and current clients to generate referrals
- Produced and executed loan packages
- Evaluated client financial positions and identified the most appropriate banking products
Loan Officer
Peoples Mortgage
03.2018 - 09.2018
- Recommended loan approvals and denials based on customer loan application reviews
- Developed prospects for new loans by conducting 25 cold calls weekly
- Developed and maintained relationships with local real estate agents
Mortgage Advisor
Finance Of America Mortgage
03.2017 - 03.2018
- Met with clients to generate new business and negotiate contracts
- Maintained friendly and professional customer interactions
- Assessed individual client situations and made targeted recommendations for products and services to resolve specific situations
Senior Loan Officer
Mutual Of Omaha Mortgage
08.2016 - 03.2017
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Assisted senior-level credit officers with complex loan applications
Senior Mortgage Banker
Bank Of Arizona
03.2015 - 09.2016
- Copied, logged and scanned supporting documentation
- Responded to customer requests via telephone and email
- Developed new process for employee evaluation which resulted in marked performance improvements
Financial Services Representative
MassMutual Financial Group
03.2013 - 03.2015
- Assessed clients' financial situations to develop strategic financial planning solutions
- Selected investments based on quantitative analysis of stock performance, financial ratios and financial reports
- Met with clients to generate new business and negotiate contracts
Financial Representative
Northwestern Mutual Life Insurance Company
03.2012 - 03.2013
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity
- Sold life insurance, annuities and disability insurance products
Senior Mortgage Loan Officer
Chase Home Finance
03.2003 - 02.2012
- Successfully closed average of 7 loans per month
- Originated, reviewed, processed, closed and administered customer loan proposals
- Created strategies to develop and expand existing customer saleswith high net worth clients
Education
Bachelor of Science - Psychology
Capella University
Minneapolis, MN11.2023
High School Diploma - undefined
James Madison Academic Campus
Milwaukee, WI1990
Skills
- Goal planning
- Strong interpersonal skills
- Loans
- Service support
- Financial planning processes
- Relationship building and management
- Program management
- Team building
- Product Knowledge
Timeline
Discharge Planner/Business Development Representative
Phoenix Medical Psychiatric Hospital
06.2023 - Current
Patient Care Coordinator
Mind 24/7
02.2022 - 04.2023
Behavioral Health Specialist
Connections AZ
07.2020 - 07.2021
Lead Behavioral Health Technician
Haven Behavioral Hospital
12.2019 - 07.2020
Behavioral Health Technician
St. Luke's Hospital
07.2019 - 07.2021
Behavioral Health Technician
New Horizon Community Care
03.2019 - 08.2019
Mortgage Banker
The Federal Savings Bank
09.2018 - 05.2019
Loan Officer
Peoples Mortgage
03.2018 - 09.2018
Mortgage Advisor
Finance Of America Mortgage
03.2017 - 03.2018
Senior Loan Officer
Mutual Of Omaha Mortgage
08.2016 - 03.2017
Senior Mortgage Banker
Bank Of Arizona
03.2015 - 09.2016
Financial Services Representative
MassMutual Financial Group
03.2013 - 03.2015
Financial Representative
Northwestern Mutual Life Insurance Company
03.2012 - 03.2013
Senior Mortgage Loan Officer
Chase Home Finance
03.2003 - 02.2012
Bachelor of Science - Psychology
Capella University
High School Diploma - undefined
James Madison Academic Campus
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