Summary
Overview
Work History
Education
Skills
Certification
Websites
Timeline
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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
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
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
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
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
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
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

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