David Patterson
McKinney,TX
Summary
Experienced professional with over five years of customer service experience in life insurance and data entry. Ready to leverage training and experience to take on new challenges.
Overview
9
9
years of professional experience
Work History
Property Manager
Self
09.2021 - Current
- Maximized rental income by 30% over two years.
- Monitored tenant behavior and implemented corrective action to maintain order in assigned properties.
- Communicated effectively with owners, residents, and on-site associates.
- Engaged with tenant complaints promptly and appropriately, calling in repairmen, and other support services.
Line Cook
Playa Provisions
04.2019 - 08.2020
- Prepared numerous orders simultaneously during peak periods with high accuracy rate and consistent quality.
- Maintained smooth and timely operations in preparation and delivery of meals.
- Planned and directed high-volume food preparation in fast-paced environment.
- Modernized work processes to increase output and speed through organizational efficiency and perfected culinary techniques.
- Coordinated with team members to prepare orders on time.
Life Insurance Agent
New York Life / Watermark Services
05.2016 - 03.2019
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Maintained high standards of customer service by building relationships with clients.
- Produced over 2 million dollars in valued sales tailored to individual needs of life planning.
- Maintained business relationships with policyholders and internal support teams to enhance workflows and improve customer experience.
- Facilitated outbound calls and emails related to services rendered, coverage option information, and other sales strategies.
- Collaborated with cross functional teams with the Actuary department and front office on implementation strategies and processes to deliver overall quality assurance.
Research Data Coordinator
Lease Advisors
04.2014 - 05.2016
- Handled over 50 incoming customer service calls per day to educate potential clients about Lease Advisors’ services and handle complaints.
- Analyzed data reports using Google Sheets, Excel, and internal database storage systems.
- Completed special projects refining company data utilizing Pivot tables and other adept excel formulas.
- Called expired and outstanding account holders related to services rendered, verify details, and answer questions.
- Troubleshoot application and database performance issues and provide performance tuning services.
- Calmly managed and resolved customer situations from incoming calls.
Education
MBA -
Marymount California University
Rolling Hills, CA05.2016
BBA - Operations Management
Marymount California University
Rolling Hills, CA05.2013
Skills
- Leasing and Sales
- Voice of Customer
- Compliance
- Enterprise Support
- Invoice Processing
- Effective Planning
- Sales and Marketing
Timeline
Property Manager
Self
09.2021 - Current
Line Cook
Playa Provisions
04.2019 - 08.2020
Life Insurance Agent
New York Life / Watermark Services
05.2016 - 03.2019
Research Data Coordinator
Lease Advisors
04.2014 - 05.2016
MBA -
Marymount California University
BBA - Operations Management
Marymount California University