Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Felicia Ewing

Huntsville,UT

Summary

Individual looking for a challenging position where I can showcase my skills and contribute to the growth of the organization.

Overview

41
41
years of professional experience

Work History

Contact Representative

Internal Revenue
08.2023 - Current
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations
  • Working in ACS learning collection procedures
  • Providing customer assistance with delinquent situations and options for resolving debt.
  • Advises taxpayers of enforcement actions that may be taken if they fail to meet their commitments and liabilities through telephone contact.

Senior Client Associate

Discover
05.2021 - 01.2023
  • Answered incoming calls in telework setting from home
  • Processed and verified all new account applications and documents.
  • Assisted and verified third parties in submitting, authorizing and setting up Power of Attorney on accounts.
  • Assisted clients with research on accounts and verification of transactions.
  • Expeditiously processes requests from clients such as suspicious activity, fraud or unrecognized charges.
  • Following up on non-payment, negotiating payment plans and resolving disputed items.
  • Seasoned collection specialist
  • Encouraged on-time payments to prevent delinquent accounts
  • Worked a 40-50 hour week

Senior Medicare Sales

Connextion Point
07.2019 - 04.2021
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Tele-work position from home and met with clients in person
  • Regularly interviewed clients in their homes and provided them solutions for their medical, dental, vision and general health care needs.
  • Qualified for every sales bonus by exceeding sales targets both division and company wide.
  • As an independent agent achieved top producer status in sales conversions and retention.
  • Followed all Medicare laws and regulations.
  • Assisted escalated clients with difficult billing or other issues with exemplary customer service.
  • Worked 40 to 60 hours per week during peak sales periods.

Insurance Sales Agent

AAA
01.2018 - 06.2019
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Collected premiums on or before effective date of coverage.
  • Met with prospective clients to discuss insurance needs and provide solutions in their homes and on the phone.
  • Instructed employees in specific tasks and job techniques, trained and made written instructions available.
  • Distributed workload among employees in office in accordance with established work flow or job specialization and assures timely accomplishment of the assigned workload.
  • 40 to 50 hour work week depending on clientele.

Multi-Line Insurance Agent

Esurance
01.2016 - 01.2018
  • Met with customers in their home and on the phone to provide information about available products and policies.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Worked 40 hour work week.

Certified Residential Real Estate Appraiser

Bank Of America
07.2000 - 08.2011
  • Performed appraisals in line with federal requirements and USPAP guidelines.
  • Collected and analyzed relevant data to identify real estate market trends.
  • Educated owners about assessments, resolved concerns and defended valuations during public appeals.
  • Inspected properties first-hand, collected measurements and reviewed historical documents to complete thorough evaluations.
  • Personally performed appraisals and review appraisals prepared by recognized experts and authorities in the industry.
  • Prepares appraisal reports, documents conclusions with accurate facts and arguments.
  • Expert Witness on many elaborate court cases.
  • Regularly examined legal documents such as Deed of Trust and Title Reports.
  • Experience addressing problems that include: issues, complex legal problems and special financing arrangements.
  • Worked 60 to 80 hour weeks.

Owner/ Certified ResidentialReal Estate Appraiser

Inland Appraisals
01.1998 - 07.2005
  • Remained current on local areas through actively researching and garnering understanding of community values.
  • Weighed property location, sales trends and estimated replacement costs to accurately value properties.
  • Inspected properties first-hand, collected measurements and reviewed historical documents to complete thorough evaluations.
  • Took photographs of interior and exterior of buildings to properly document features and conditions.
  • Provided property owners with timely notices detailing assessment findings and tax calculations.
  • A results driven business owner specializing in operations management, marketing strategy and team leadership.
  • Hiring of supportive business staff
  • Business accounting for business and tax purposes.
  • Computed final estimation of property values, taking into account depreciation, value comparisons of similar properties and income potential.

Sr Real Estate Tax Agent/Service Coordination Unit Supervisor

Washington Mutual
05.1982 - 07.1998

Collected delinquent real estate taxes and secured payment to county collector. Determined actions to necessary to bring clients to full compliance.

Investigated delinquent taxes on bank owned properties in conjunction with company counsel.

Brought accounts current to resolve bank obligations with

county collectors. Took enforced collection action where appropriate.

Counsels clients on their Real estate tax filing and payment obligations and assist clients on developing a plan of action to resolve delinquencies.

Provides instructions and analyzes issues presented by clients regarding specific county and state policies and procedures for real estate taxes. Contacted clients and provided customer service regarding title issues, verifying legal documents such as titles and deeds on a regular basis.

Supervised staff of 10 employees and took responsibility for paying real estate taxes for 10 US states for impounded accounts. Loan servicing of all in house loans.




Education

No Degree - Real Estate

Mt San Antonio College
Walnut, CA

Skills

  • Client Support
  • Complex Problem-Solving
  • Excellent Verbal Communication Skills
  • Customer Relationship Management
  • Leadership Skills
  • Enthusiastic team player

Additional Information

P&C license

Life license

RE Appraisal License

Timeline

Contact Representative

Internal Revenue
08.2023 - Current

Senior Client Associate

Discover
05.2021 - 01.2023

Senior Medicare Sales

Connextion Point
07.2019 - 04.2021

Insurance Sales Agent

AAA
01.2018 - 06.2019

Multi-Line Insurance Agent

Esurance
01.2016 - 01.2018

Certified Residential Real Estate Appraiser

Bank Of America
07.2000 - 08.2011

Owner/ Certified ResidentialReal Estate Appraiser

Inland Appraisals
01.1998 - 07.2005

Sr Real Estate Tax Agent/Service Coordination Unit Supervisor

Washington Mutual
05.1982 - 07.1998

No Degree - Real Estate

Mt San Antonio College
Felicia Ewing