Katie Fortenberry
Argyle,TX
Summary
Dedicated sales professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
12
12
years of professional experience
Work History
Mortgage Banker
Rocket Mortgage
Detroit, Michigan
05.2021 - Current
- Implemented sales strategies that established relationships with realtors and CPAs.
- Monitored pipelines to track and log status of loans.
- Evaluated client financial positions and identified most appropriate banking products.
- Located and pre-qualified customers for mortgages.
- Produced and executed loan packages.
- Explained different types of loans pertaining to client situations.
- Worked with underwriters to fix application problems and resolve issues.
- Explained very technical financial information to applicants in easy to understand language.
- Proactively identified solutions for customers experiencing credit issues.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Developed prospects for new loans by conducting 100 plus cold calls weekly.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Owner
Heart To Heart Healthcare Training
Ypsilanti, Michigan
03.2016 - Current
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions through our training programs.
- Trained and motivated employees to perform daily business functions.
- Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
- Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Reconciled daily sales, returns and financial reports in QuickBooks.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Trained and developed team members.
- Developed sales presentations and promotion initiatives to key accounts to drive product sales and increase brand awareness.
Registered Nurse
Bay Shores Senior Care And Rehab Center
Bay City, Michigan
07.2014 - 01.2017
- Collaborated with physicians to quickly assess patients and deliver appropriate treatment while managing rapidly changing conditions.
- Educated patients, families and caregivers on diagnosis and prognosis, treatment options, disease process and management and lifestyle options.
- Trained new nurses in proper techniques, care standards, operational procedures and safety protocols.
- Provided direct patient care, stabilized patients and determined next course of action.
- Administered medications via oral, IV and intramuscular injections and monitored responses.
- Managed care from admission to discharge.
- Administered medications and treatment to patients and monitored responses while working with healthcare teams to adjust care plans.
- Updated patient charts with data such as medications to keep records current and support accurate treatments.
- Advocated for patients by communicating care preferences to practitioners, verifying interventions met treatment goals and identifying insurance coverage limitations.
- Taught patients how to improve lifestyle choices, dramatically reducing chance of symptom reoccurrence.
- Secured controlled narcotics and distributed medication on schedule to meet patient needs and minimize misuse opportunities.
- Maintained quality care and comfort for patients with heart failure, pulmonary hypertension and other conditions.
Behavioral Health Case Manager
Arizona Youth And Family Services
Phoenix, Arizona
09.2009 - 09.2012
- Conducted assessments to determine individual needs and developed personalized care plan to address stated objectives.
- Applied evidence-based techniques such as behavioral activation, problem-solving treatment and motivational interviewing to support behavioral interventions.
- Managed over 20 patients while monitoring and evaluating care plans.
- Verified successful coordination of counseling efforts with mental health professionals, doctors, social workers and other stakeholders.
- Recorded patient progress and treatment recommendations in management system to be shared with medical providers, psychiatric consultant and other treating providers.
- Worked collaboratively with other mental health professionals to provide consistent care and minimize diversion.
- Provided comprehensive case management services, created treatment plans and connected clients and families to appropriate resources.
- Consulted with other staff members regarding treatment plans as deemed appropriate by team leader.
- Displayed sensitivity to cultural and linguistic needs of clients and families served.
- Directed family-centered, strengths-based, culturally competent and individualized intakes and assessments.
- Managed over 20 patients while monitoring and evaluating care plans.
- Observed and monitored client behavior and responses to treatment.
Education
Associate of Science - Nursing
Chamberlain College of Nursing
Columbus, OH04.2014
Bachelor of Science - Criminal Justice
University of Detroit Mercy
Detroit, MI12.2009
Skills
- Referral Network Development
- Complaint Handling
- Problem Solving
- Attention to Detail
- Customer Service
- Time Management
- Documentation and Recordkeeping
- Analytical and Critical Thinking
Timeline
Mortgage Banker
Rocket Mortgage
05.2021 - Current
Owner
Heart To Heart Healthcare Training
03.2016 - Current
Registered Nurse
Bay Shores Senior Care And Rehab Center
07.2014 - 01.2017
Behavioral Health Case Manager
Arizona Youth And Family Services
09.2009 - 09.2012
Associate of Science - Nursing
Chamberlain College of Nursing
Bachelor of Science - Criminal Justice
University of Detroit Mercy