Eric Leonard
Aubrey,TX
Summary
Results-driven Healthcare Case Manager with a proven track record in Oncology at McKesson Corporation, complemented by expertise in loan origination and sales. Aiming to leverage my diverse skill set to contribute to a dynamic organization seeking a professional with a strong healthcare background, business development, and sales.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Healthcare Case Manager - Oncology
McKesson Corporation - CoverMyMeds
Remote, TX
10.2023 - Current
- Worked closely with payers to advocate for optimal coverage and reimbursement for oncology treatments.
- Ensured accurate and thorough clinical documentation, adhering to regulatory and compliance standards.
- Conducted regular audits to maintain compliance with healthcare regulations and internal quality standards.
- Fostered strong relationships with oncologists, nurses, and other healthcare professionals to facilitate effective communication and collaboration.
- Provided education and support to patients and their families, ensuring a clear understanding of treatment plans and available resources.
- Implemented initiatives to improve patient satisfaction and overall experience.
Certified Debt Specialist
Debt Blue
Remote, TX
04.2023 - 09.2023
- Actively prospect and qualify leads to generate new business opportunities for debt settlement services, employing a strategic and targeted approach to maximize sales potential.
- Engage with potential clients via phone calls, and emails. Scheduled meetings to understand their financial challenges and educate them on the benefits of debt settlement programs.
- Utilize persuasive sales techniques to overcome objections and build trust with potential clients, showcasing the company's track record of successful debt resolution and client satisfaction.
- Present customized debt settlement solutions to clients, effectively communicating the advantages, costs, and processes involved, tailoring presentations to address specific concerns and objections.
Debt Advisor
Alleviate Financial Solutions
Remote, TX
10.2022 - 04.2023
- Assessed clients' financial situations to gain a comprehensive understanding of their needs and challenges.
- Provided tailored debt consolidation options through reverse mortgage solutions, offering customized financial strategies to improve their overall financial outlook.
- Met with an estimated client base of 120 clients per month, demonstrating the ability to manage a high volume of client interactions effectively.
- Conducted in-depth consultations to understand clients' unique circumstances and deliver tailored reverse mortgage solutions.
- Maintained an outstanding outbound-to-inbound dial-out ratio of 900 percent, showcasing proactive outreach to potential clients.
- Achieved an impressive sales conversion rate of 40 percent, demonstrating effective communication and persuasion skills in promoting reverse mortgage options.
Loan Officer NMLS #1891181
Pennymac Loan Services
Remote, CA
11.2020 - 04.2022
- Met with an estimated 80-100 clients monthly to comprehensively evaluate and assess their mortgage needs, financial goals, and overall outlook.
- Conducted in-depth consultations, building strong relationships and ensuring a thorough understanding of each client's unique financial situation.
- Pre-qualified clients by guiding them through the loan application process, resulting in a streamlined and efficient experience.
- Successfully sold and managed a pipeline of loans from initiation to completion, providing ongoing communication and support to ensure customer satisfaction throughout the loan lifecycle.
- Exceeded company sales quotas and expectations through effective promotion and sales of various loan products.
- Received the prestigious 2021 Circle of Champions Q2 Award, recognizing outstanding performance and dedication to excellence in the field.
Loan Officer NMLS #1891181
American Advisors Group
Folsom, CA
08.2019 - 10.2020
- Assessed clients' financial situations to gain a comprehensive understanding of their needs and challenges.
- Provided tailored debt consolidation options through reverse mortgage solutions, offering customized financial strategies to improve their overall financial outlook.
- Met with an estimated client base of 120 clients per month, demonstrating the ability to manage a high volume of client interactions effectively.
- Conducted in-depth consultations to understand clients' unique circumstances and deliver tailored reverse mortgage solutions.
- Maintained an outstanding outbound-to-inbound dial-out ratio of 600 percent, showcasing proactive outreach to potential clients.
- Achieved an impressive sales conversion rate of 40 percent, demonstrating effective communication and persuasion skills in promoting reverse mortgage options.
Sales Representative
Markstein Beverage Company, Tri-Eagle Beverage
Sacramento, CA
04.2017 - 08.2019
- Owned direct responsibility for managing more than 55 independent and chain retail accounts to include collaborating with account stakeholders proving instrumental in driving sales volume by 3.8%.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Awards....2018 - 1st rank out of 32 sales reps ...................2018 - Sales rep of the month, February ...................2018 / 2019 - Sales Rep of the quarter
Education
Bachelor of Science - Business Administration
California State University Stanislaus
Turlock, CA 05.2016
Skills
- Account Management
- Problem Solving
- Payer Relations
- Consultative Selling
- Client Adoption & Retention
- Product Knowledge
- Sales and Business Development
- Negotiation
- Time Management
- Financial Analysis
Certification
NMLS #1891181
Timeline
Healthcare Case Manager - Oncology
McKesson Corporation - CoverMyMeds
10.2023 - Current
Certified Debt Specialist
Debt Blue
04.2023 - 09.2023
Debt Advisor
Alleviate Financial Solutions
10.2022 - 04.2023
Loan Officer NMLS #1891181
Pennymac Loan Services
11.2020 - 04.2022
Loan Officer NMLS #1891181
American Advisors Group
08.2019 - 10.2020
Sales Representative
Markstein Beverage Company, Tri-Eagle Beverage
04.2017 - 08.2019
Bachelor of Science - Business Administration
California State University Stanislaus