Known for strong team collaboration and adaptability to evolving operational needs, leveraging de-escalation skills and problem-solving capabilities.
Overview
11
11
years of professional experience
Work History
Agency Operations Technician
State Farm
Remote
07.2024 - Current
Guided insurance agents through the complexities of marketing licensing compliance while optimizing policy management processes.
Achieved increased engagement through successful lead generation campaigns. Enhanced brand recognition with professionally designed business cards. Boosted online presence through strategic social media management.
Achieved compliance with licensing and authorization standards through effective management of agent and team member training. Streamlined background check processes and system access agreements to enhance operational security. Delivered comprehensive training initiatives that improved overall compliance awareness.
Acquisition Specialist
Mike Homes
Remote
06.2017 - 06.2025
Hunt, prepare, and close deals, and ensure each transaction is smooth and successful
Use market trends, comps, data research, site walks, and outreach to assess property value and condition
Research investment and partnership needs, real estate market and geographical trends, and prepare letters of intent, contracts, and other business administration paperwork as needed for the sale
Facilitate the contract process by building rapport and overcoming objections with clients
Act as an intermediary between sellers and buyers to ensure a smooth close
Utilize the CRM daily to track all necessary contact interaction details and monitor sales process
Sales Associate - Office Manager
Jackson Hewitt
Grapevine, TX
02.2019 - 01.2023
Optimized operations efficiency by streamlining processes and implementing innovative solutions and de-escalation.
Perform administrative functions related to the efficient operation of the assigned location to maximize customer service and increase sales.
Regularly work with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business.
Supervise one or more hourly staff members.
Follow up with all void/hold tax return clients to persuade them to return to the office and file their tax return.
Customer Success Specialist
Wells Fargo
Remote
04.2015 - 02.2019
Facilitated customer support and resolved moderate to complex inquiries related to financial products and services via phone.
Executed routine tasks including inquiry response, problem resolution, and delivery of exceptional customer service.
Facilitated communication with management to clarify directives and escalate complex issues to third-level support as needed.
Addressed customer issues with professionalism and courtesy to enhance satisfaction.
Demonstrated empathy while resolving customer issues.
Facilitated customer assistance over the phone, ensuring efficient service in a high-volume call environment.
Directed navigation across multiple computer systems to research customer needs and deliver solutions.