Self-motivated professional with a strong work ethic and a passion for helping others. Organized and detail-oriented, with the ability to manage multiple priorities with a positive attitude. Develops strong customer relationships by providing excellent service.
Overview
25
25
years of professional experience
Work History
Insurance Agent
Humana
08.2023 - Current
Conducted thorough needs assessments for each client, identifying suitable plan options based on individual requirements and financial capabilities.
Educated potential customers through community outreach events, increasing awareness of available Medicare insurance options.
Built strong relationships with clients through consistent communication and excellent customer service.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Worked closely with other team members to optimize sales strategies.
Mortgage Loan Originator
LeaderOne Financial Corporation
09.2019 - 06.2023
Assisted clients in selecting correct loan product and terms to meet needs and financial goals
Analyzed loan applications and credit reports to determine loan eligibility and risk level
Communicated with clients, processing teams and other third parties to achieve prompt loan closings
Developed and implemented marketing campaigns to generate new business opportunities
Participated in industry events and conferences to build relationships and gain market intelligence
Mortgage Loan Processor
LeaderOne Financial Corporation
10.2016 - 06.2023
Uphold complete confidentiality of all submitted information according to release guidelines
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process
Affirmed loan document accuracy to protect lenders from potential fraud
Verified credit histories, and employment backgrounds for each applicant
Set up and completed loan submission packages
Realtor
Platinum Realty
05.2005 - 10.2016
Negotiated, facilitated, and managed real estate transactions
Marketed and sold property for clients by hosting open houses and advertising online and in print
Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets
Educated clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal
Maintained connections with clients to encourage repeat business and referrals
Practice Manager/HR Manager
Northeastern Neurological Surgery
08.2000 - 03.2005
Oversaw accounting, budgeting, and financial reporting
Scheduled surgeries, managed pre-certifications and verified insurance coverage
Set up new hires with employee by-laws, benefits, and tax reporting
Provided supervision and management to team of support personnel.
Payroll
Developed strong relationships with patients, ensuring a high level of care and satisfaction throughout their experience.
Evaluated practice workflows regularly to identify areas for improvement and implement necessary changes efficiently.