Summary
Overview
Work History
Education
Skills
Websites
Custom
Affiliations
Timeline
Generic

GINA RAMIREZ

Frisco

Summary

Medicare Insurance Agent with proven success at Health Plan One, specializing in customer service and data integrity. Skilled in conducting needs assessments and delivering customized solutions. Committed to achieving results and improving client satisfaction in dynamic environments. Bilingual capabilities enhance effectiveness in diverse client interactions.

Overview

24
24
years of professional experience

Work History

Medicare Insurance Agent

Health Plan One
Trumbull
07.2023 - Current
  • Conducted through needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
  • Provided exceptional customer service by promptly addressing questions or concerns during the enrollment process.

Administrative Assistant / CSR

Ryerson
Carrollton
03.2022 - 01.2023
  • Answered phones
  • Set up appointments for daily schedule
  • Performed received inbound deliveries, review paperwork
  • Entered data for the SAP system
  • Created new customer accounts
  • Talked to drivers, especially Spanish speaking and gave directions
  • Ordered office supplies
  • Got and delivered mail
  • Scanned invoices and checks to Accounting
  • Filed inbound and outbound documents
  • Multi-tasked and prioritized based on workload
  • I am bilingual

Package Handler

Amazon
Frisco
03.2021 - 03.2022
  • Used hand-held scanners and physical logs to accurately track item movements.
  • Assembled, sealed and loaded packages into correct trucks.
  • Followed verbal and written instructions to properly move and ship products.
  • Removed jams and unblocked conveyor system to maintain flow of goods.
  • Inspected incoming and outgoing shipments to verify accuracy and prevent errors.

Mail Carrier

USPS, United States Postal Service
Frisco
06.2018 - 06.2019
  • Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
  • Distributed mail on foot to residences and businesses, delivering to approximately 850 customers per shift.
  • Used portable devices to maintain system records by scanning items delivered to homes and businesses.
  • Directly interacted with customers to deliver mail, packages and ordered goods.
  • Loaded and secured items in trucks to avoid damage to parcels during delivery.
  • Handled mail and packages with care to prevent damage during delivery.

Purchase Clearer

Supreme Lending
Dallas
12.2016 - 02.2018
  • Successfully managed and assigned a pipeline of loan portfolios from different investors.
  • Corrected, added, or deleted items required by the investor prior to making a purchase.
  • Fixed requests to be ready for purchase in the least amount of time.
  • Coordinated loan cancellations and re-routed files to different investors if required.
  • Performed monthly reconciliation of open purchasing orders.

Escrow Holdback Specialist

Fairway Independent Mortgage
Carrollton
05.2016 - 11.2016
  • Reviewed and assessed the detail management report for accuracy and ensured corrections were completed timely as agreed.
  • Conducted final inspections and final invoices, prior to releasing funds from Escrow.
  • Submitted check requests to title company accounting department.
  • Verified FHA loans were properly closed after all transactions were settled.
  • Audited files for completeness and sent to various Bond programs per guidelines.
  • Worked effectively in fast-paced environments.

Pre-Purchase Exception Associate

PrimeLending
Dallas
05.2010 - 09.2013
  • Worked closely with investors to obtain items required for purchasable loans.
  • Maintained professional and effective communication with 3rd parties to monitor the transaction process.
  • Prepared files for loans to ensure line of credit was accessible to the company.
  • Worked effectively in fast-paced environments.

Underwriting Assistant

Homecomings Financial
Dallas
07.2001 - 08.2008
  • Reviewed and signed off on conditions required to expedite loans for closing.
  • Completed pre-closing responsibilities to prepare loan files for closing team.
  • Observed guidelines compliance and procedures per state policies.
  • Maintained pipeline report of loans in process.
  • Multi-tasked in a fast-paced environment.
  • Scheduled loan closings with the title company and prepared closing documents.
  • Every month was a top processor in getting files clear to close.
  • Responded to customer requests via telephone and email and effectively answered questions and inquiries.
  • Verified data integrity and accuracy.

Education

High School Diploma -

Justin F Kimball High School
Dallas, TX
01.1983

Skills

  • Customer Service
  • 10-Key Proficiency
  • Phone Call Answering
  • Clerical Support
  • Data Entry
  • Documentation
  • Data Integrity
  • Self Starter
  • AS/400
  • Bilingual communication

Custom

  • When my job permits I volunteer in a food pantry for a church. I help register the non-English speaking individuals.
  • I also serve my church as a greeter and volunteer when we visit and help other organizations.

Affiliations

  • I am a greeter at my church

Timeline

Medicare Insurance Agent

Health Plan One
07.2023 - Current

Administrative Assistant / CSR

Ryerson
03.2022 - 01.2023

Package Handler

Amazon
03.2021 - 03.2022

Mail Carrier

USPS, United States Postal Service
06.2018 - 06.2019

Purchase Clearer

Supreme Lending
12.2016 - 02.2018

Escrow Holdback Specialist

Fairway Independent Mortgage
05.2016 - 11.2016

Pre-Purchase Exception Associate

PrimeLending
05.2010 - 09.2013

Underwriting Assistant

Homecomings Financial
07.2001 - 08.2008

High School Diploma -

Justin F Kimball High School

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GINA RAMIREZ