LaDonna Barnes
Detroit,MI
Summary
Accomplished, goal-oriented professional with a comprehensive management background encompassing sales, marketing, and business development. Knowledge of pharmacy benefit manager programs, and strong understanding of payment integrity with end-to-end insurance operations. Demonstrated leadership abilities in overseeing extensive territories, managing complex business projects, and training sales personnel. Excellent communication skills, with expertise in cultivating client relationships, engaging in successful negotiations, and delivering compelling product presentations. Track record of success in uncovering new business opportunities and penetrating markets, while consistently achieving and exceeding metric goals.
Overview
29
29
years of professional experience
Work History
Mortgage Loan Originator
Lifetree Lending, LLC
Detroit , Michigan
05.2023 - Current
- Consulted with borrowers, listened to their needs, and helped them evaluate mortgage options.
- Managed a pipeline of both purchase and refinance in Salesforce.
- Used technology to qualify borrowers for one or more loan programs
- Established ongoing relationship by delivering great customer service
- Knowledgeable about Conventional, FHA, and USDA financing options.
- I have a competitive spirit, driven to succeed, building relationships, and a passion for educating clients.
- As well as being detail-oriented, with strong written and verbal communication skills, and licensed in 10 states.
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- Mentored junior colleagues in navigating complex mortgage industry procedures while sharing valuable insights gained from years of experience.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Structured loans creatively to address unique borrower situations and maximize approval chances without compromising compliance standards.
- Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.
- Developed strong relationships with real estate agents, increasing referral business and expanding client base.
- Streamlined the loan origination process with thorough pre-qualification assessments, resulting in faster decision making.
- Managed a pipeline of mortgage applications, prioritizing tasks to ensure timely closings and meet clients'' needs.
- Interviewed applicants to assess loan requirements before suggesting offers.
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
- Contributed towards achieving branch sales targets through consistent performance in meeting personal goals as well as supporting team members when needed.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Participated actively in weekly team meetings discussing market trends and sharing best practices among peers.
- Assisted in the development of marketing materials targeting prospective borrowers, helping promote the company''s loan products effectively.
- Conducted regular follow-ups with clients post-closing to ensure satisfaction and identify potential referrals.
- Collected information from banks, institutions and employers to assess applicant eligibility.
- Increased loan application approvals by efficiently processing and reviewing documents for accuracy and compliance.
Community Health Care Advocate
UnitedHealth Care/ Optum
Detroit , Michigan
09.2023 - 08.2024
- .Identified innovative strategies to enroll patients into the Landmark Health program.
- Developed relationships between Landmark and hospital personnel, patients, physicians, community organizations, and retirement communities.
- Knowledgeable of Medicare benefits and Medicare Advantage Plans, manage Medicare Advantage health plan and services, and knowledgeable of senior population special needs programs with retiree benefits under Medicare Advantage.
- Managed end-to-end contract operations for Medicare Advantage health plans, ensuring seamless provider experiences and compliance with Medicare regulations, leading to an increase in provider satisfaction.
- Coordinated meetings with community providers, home health providers, facility discharge planners, and health plan case managers, including preparation and delivery of presentations on Landmark services.
- Created outreach strategies to maximize patient awareness and registration into Landmark's program.
- Leveraged reporting in Power BI, Ubiquity, and Salesforce to prioritize telephonic and field-based outreach to members and successfully meet engagement monthly targets.
- Managed approximately 30 incoming calls, emails per day from Patients and Providers.
- Worked with providers and leadership in identifying HEDIS gaps in care or obstacles to care.
- Contacted third-party payors to obtain and confirm authorization for services and communicated necessary related clinical information.
- Reduced hospital readmission rates through diligent follow-up calls and proactive intervention strategies.
- Advocated for patients'' rights, ensuring access to appropriate services and fair treatment within the healthcare system.
- Established strong partnerships with community organizations for resource referral purposes, expanding the range of available assistance options for patients in need.
- Improved patient satisfaction with tailored support and resources based on individual needs.
- Participated in ongoing professional development opportunities to stay current on industry best practices and trends in patient advocacy.
- Prepared documents and reports for clinical reviews and discharge plans.
- Coordinated multidisciplinary care teams for comprehensive patient support and optimal outcomes.
- Streamlined communication between patients, families, and healthcare providers, ensuring timely updates and accurate information sharing.
- Researched issues and took appropriate action to resolve issues within turnaround time requirements and quality standards.
- Conducted patient assessments to determine appropriate levels of care.
- Monitored adherence to medical protocols closely, ensuring proper implementation of necessary treatments or interventions.
- Collaborated with healthcare providers to facilitate smooth transitions of care for patients across different settings.
- Provided crisis intervention support when necessary, helping stabilize situations and connect individuals with appropriate services quickly.
- Provided empathetic support to patients during challenging times, fostering trust and strong rapport.
- Empowered family members by providing education on navigating the healthcare system, enabling them to make informed decisions for their loved one.
- Promoted a supportive and inclusive environment among care team members, fostering collaboration and mutual respect.
- Conducted thorough assessments of patients'' needs, creating customized care plans to address specific concerns effectively.
- Participated in facility meetings with treatment team to develop successful aftercare plans.
- Stayed calm under pressure to and successfully dealt with difficult situations.
- Answered incoming calls, scheduled appointments and filed medical records.
- Provided excellent customer service to patients and medical staff.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Followed document protocols to safeguard confidentiality of patient records under HIPAA
Mortgage Banker
AmeriSave Mortgage - Hybrid
Detroit , MI
07.2022 - 05.2023
- Consulted with borrowers, listened to Client's needs, and helped evaluate mortgage options.
- Managed a pipeline of both purchase and refinance in Salesforce.
- Used technology to qualify the borrower for one or more loan programs.
- Established ongoing relationship by delivering great customer service.
- Knowledgeable about Conventional, FHA, and USDA financing options.
- Competitive spirit, driven to succeed, building relationships, and a passion for educating clients.
- Detail-oriented, with strong written and verbal communication skills, and licensed in 10 states.
- Assisted clients in understanding the mortgage process, addressing concerns, and making informed decisions.
- Coordinated closely with title companies to ensure smooth closings and proper document recording.
- Reviewed loan agreements to ensure completeness and accuracy before closing transactions.
- Continuously monitored market conditions to identify potential changes impacting borrower eligibility or lending policies.
- Boosted customer satisfaction by providing tailored mortgage solutions and exceptional service.
- Located and pre-qualified customers for mortgages.
- Negotiated competitive terms with lenders on behalf of clients, securing favorable interest rates and loan structures.
- Developed and implemented marketing strategies to generate new business opportunities and increase referrals.
- Provided guidance to borrowers regarding various loan programs, helping them select the best option for their situation.
- Collaborated with underwriters to resolve complex loan scenarios, resulting in successful funding of loans.
Mortgage Loan Originator - ACES Training Program
Loan Depot - Remote
Detroit , Michigan
07.2021 - 07.2022
- Challenged a 16-week, 20-hour pre-licensing course to become a licensed Mortgage Loan Originator.
- The Accelerated Career in Effective Sales program (ACES) included extensive sales training that covered NMLS and ongoing education.
- Streamlined operations and prioritized tasks, allowing senior staff to increase revenue by 25%.
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
Account Executive
United Wholesale Mortgage - UWM
Detroit , MI
01.2020 - 07.2021
- Provided precise, clear, and accurate responses in a timely manner to ensure brokers and mortgage loan originators' needs were met.
- Maintained documented mortgage loan products and guidelines.
- Performed comprehensive research to identify new leads and potential new markets.
- Frequently attended conferences and various industry events.
- Produced innovative Zoom, PowerPoint presentations, and sales displays.
- Assisted Mortgage Loan Originators (MLO) with identifying suitable loan products for customers and educated MLOs on features and benefits of mortgage loan products.
- Interfaced with potential clients, built relationships based on trust, and engaged in strategic negotiations.
- Acted as a subject matter expert by constructing sales solutions and implementing new marketing initiatives.
- Presented new customers for approval to conduct business.
- Presented loan products, pricing, points of contact, and communicated how UWM does business to prospective and existing customers.
- Trained mortgage brokers and banker partners on loan submission and fulfillment process.
- Set expectations to clients on fully understanding the loan process, including submission, processing, underwriting, closing, and funding.
- Managed sales pipeline and closing ratios at levels determined by leadership.
- Assisted in resolving customer issues and educated customers about the escalation process.
- Participated actively in industry conferences, trade shows, and networking events to maintain visibility and establish valuable connections with potential clients.
- Streamlined operations and prioritized tasks, allowing senior staff to increase revenue by 25%'
Business Development Consultant
HERITAGE BANCARD SERVICES
Detroit , Michigan
09.2018 - 03.2020
- Performed comprehensive research to identify new leads and potential new markets
- Frequently attend conferences and various industry events.
- Produce innovative PowerPoint presentations and sales displays.
- Managed approximately 25 incoming calls, emails and faxes per day from customers.
Territory Sales Manager
Studio Optyx
Detroit - Remote , MI
08.2017 - 09.2018
- Provided oversight for all aspects of territory sales while generating detailed weekly reports to senior management.
- Maintained comprehensive product knowledge to educate clients in the specifications and benefits of company products.
- Performed cold calling and in-person visits to establish buying relationships.
- Traveled up to 90% across territories to existing and potential clients to increase sales.
- Continuously increased revenue growth by achieving and surpassing sales quotas, revenue targets.
- Exceeded sales goals by 80% within the first year in the role.
- Analyzed sales data to identify opportunities for improvement and implemented targeted action plans accordingly.
- Monitored competitor activities within the territory, adjusting sales strategies as needed to maintain a competitive edge.
- Targeted prospects in other territories through careful research of competitor products, services, and trends.
- Managed sales pipeline effectively by prioritizing high-potential prospects while keeping track of potential opportunities at various stages of development.
- Increased sales revenue by developing and implementing strategic territory plans.
- Maintained a deep understanding of industry trends, enabling informed decisions on sales strategies and product offerings.
- Motivated and mentored sales employees to enhance presentation, negotiation and customer relations abilities.
- Collaborated with marketing department to create promotional materials that drove brand awareness in the territory.
- Established strong relationships with key clients, boosting customer retention rates.
- Developed customized solutions based on client needs, resulting in increased customer satisfaction and loyalty.
Territory Sales Manager
MOREL LUNETTES
Detroit , Michigan
10.2016 - 08.2017
- Led sales operations, developed new accounts, and maintained a sound knowledge of current market conditions
- Delivered compelling presentations of Morel products to existing and potential clients
- Consistently applied strategies to increase sales growth and acquire new clients
- Frequently engaged with senior management to provide weekly reports using CRM and facilitate the return of any defective products
- Performed up to 80% of extensive cold calling and traveled up to 90% across territories to clients
- Exceeded sales goals by 70% within the first year in the role.
- Analyzed sales data to identify opportunities for improvement and implemented targeted action plans accordingly.
- Monitored competitor activities within the territory, adjusting sales strategies as needed to maintain a competitive edge.
- Targeted prospects in other territories through careful research of competitor products, services, and trends.
- Managed sales pipeline effectively by prioritizing high-potential prospects while keeping track of potential opportunities at various stages of development.
- Increased sales revenue by developing and implementing strategic territory plans.
- Maintained a deep understanding of industry trends, enabling informed decisions on sales strategies and product offerings.
- Motivated and mentored sales employees to enhance presentation, negotiation and customer relations abilities.
- Collaborated with marketing department to create promotional materials that drove brand awareness in the territory.
- Established strong relationships with key clients, boosting customer retention rates.
- Developed customized solutions based on client needs, resulting in increased customer satisfaction and loyalty.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Set ambitious yet achievable sales targets for the territory team; provided motivation through ongoing coaching and guidance towards goal attainment.
- Drove team revenue totals by bringing in top sales numbers.
Optician/Client Service Manager
WAYNE STATE UNIVERSITY, PHYSICIANS GROUP OPHTHALMOLOGY DEPT
Detroit , Michigan
07.2014 - 10.2016
- Drove continuous improvement initiatives and identified gaps in existing processes.
- Ensured optimal product quality and managed extensive records.
- Executed multiple performance improvement projects, including identifying equipment failures, quantifying their impact on production, and improving service flow.
- Exemplified leadership expertise to oversee 35 Southeast Michigan retail locations, train and schedule personnel, and collaborate with senior management in implementing key initiatives.
- Achieved a high rate of repeat business through diligent relationship-building efforts with patients and clients alike.
- Troubleshot issues with prescription glasses, offering swift resolution to maintain customer satisfaction levels.
- Filed claims with vision and medical insurance companies to garner payment for optical services.
- Confirmed quality control standards were met for all glasses and contact lenses.
- Reduced wait times for glasses adjustments and repairs by efficiently managing the in-store lab and equipment.
- Improved customer satisfaction by providing personalized glasses recommendations based on individual needs and preferences.
- Contacted patients when eyeglasses or contact lenses arrived in store and assisted with final fitting.
- Educated clients on proper glasses maintenance techniques, extending the life of their glasses or contacts.
- Enhanced patient understanding of vision care options through comprehensive explanations of insurance benefits and coverage.
- Set up attractive displays, shared current promotions, and offered excellent customer service to increase satisfaction.
- Calibrated seg heights, vertex, and pupillary distance and pantoscopic tilt to customize eyeglass orders and create perfect fit.
- Developed strong relationships with suppliers to negotiate favorable pricing and delivery terms on inventory purchases.
- Maintained safe, clean and organized environment to increase patient comfort.
- Learned new catalog of items to present current options to patients.
- Provided exceptional customer service by attentively listening to patient concerns and addressing them promptly.
- Verified and updated patient records promptly to guarantee accurate prescription information.
- Aided patients in selection of flattering eyeglass frames appropriate for prescription and style preferences.
- Streamlined appointment scheduling by implementing an efficient system for booking eye exams and follow-up visits.
- Instructed patients on proper insertion, removal, and cleaning techniques for contact lenses.
- Assisted patients with inserting, removing, and caring for contact lenses through hands-on demonstrations and clear instructions.
- Maintained a clean and organized store environment, ensuring optimal product display and easy access for customers.
- Implemented effective merchandising strategies that showcased popular frame styles while remaining visually appealing to customers browsing in-store selections.
- Managed inventory levels efficiently to guarantee adequate stock availability while minimizing excess supply expenses.
- Collaborated with optometrists to develop tailored vision care plans, addressing each patient's unique visual needs.
- Boosted revenue growth by cross-selling additional products and services, such as lens cleaning solutions or protective glasses accessories
- Utilized advanced knowledge of ocular anatomy, physiology and optics to provide proper glasses.
- Increased sales by effectively communicating the benefits of various lens coatings, materials, and frames to customers.
- Stayed current on industry advancements and emerging trends through continuous professional development opportunities, enhancing the overall quality of service provided to clients.
- Measured patients' faces for bridge, eye size, and temple length to select comfortable frames.
- Improved efficiency in optical lab by streamlining lens cutting and fitting processes.
- Reduced wait times for glasses adjustments and pickups by implementing efficient workflow in service area.
- Managed inventory effectively, ensuring diverse and adequate selection of glasses for various customer preferences and prescriptions.
- Provided comprehensive eye health and care education to customers, enhancing their understanding and appreciation of proper eye care.
- Tailored glasses solutions to customers' lifestyle needs, resulting in increased customer satisfaction and loyalty.
Optician/Client Service Manager
SVS VISION
Detroit , Michigan
02.1996 - 07.2014
- Led sales operations, developed new accounts, and maintained sound knowledge of current market conditions.
- Delivered compelling presentations of Morel products to existing and potential clients.
- Consistently applied strategies to increase sales growth and acquire new clients.
- Frequently engaged with senior management to provide weekly reports using CRM and facilitate return of any defective products.
- Performed up to 80% of extensive cold calling and traveled up to 90% across territories to clients.
- Exceeded sales goals by 70%.
- Achieved high rate of repeat business through diligent relationship-building efforts with patients and clients alike.
- Troubleshot issues with prescription eyewear, offering swift resolution to maintain customer satisfaction levels.
- Filed claims with vision and medical insurance companies to garner payment for optical services.
- Confirmed quality control standards were met for all glasses and contact lenses.
- Reduced wait times for glasses adjustments and repairs by efficiently managing in-store lab and equipment.
- Improved customer satisfaction by providing personalized glasses recommendations based on individual needs and preferences.
- Contacted patients when eyeglasses or contact lenses arrived in store and assisted with final fitting.
- Operated lensometers to orient and mark uncut lenses for eyeglasses.
- Educated clients on proper glasses maintenance techniques, extending the life of their glasses or contacts.
- Enhanced patient understanding of vision care options through comprehensive explanations of insurance benefits and coverage.
- Calibrated seg heights, vertex, and pupillary distance and pantoscopic tilt to customize eyeglass orders and create perfect fit.
- Maintained safe, clean and organized environment to increase patient comfort.
- Provided exceptional customer service by attentively listening to patient concerns and addressing them promptly.
- Verified and updated patient records promptly to guarantee accurate prescription information.
Education
Master of Science - Health Services Administration
Central Michigan University
Dearborn, MI 08.2024 - 05.2008
Skills
Negotiation
Timeline
Master of Science - Health Services Administration
Central Michigan University
08.2024 - 05.2008
Community Health Care Advocate
UnitedHealth Care/ Optum
09.2023 - 08.2024
Mortgage Loan Originator
Lifetree Lending, LLC
05.2023 - Current
Mortgage Banker
AmeriSave Mortgage - Hybrid
07.2022 - 05.2023
Mortgage Loan Originator - ACES Training Program
Loan Depot - Remote
07.2021 - 07.2022
Account Executive
United Wholesale Mortgage - UWM
01.2020 - 07.2021
Business Development Consultant
HERITAGE BANCARD SERVICES
09.2018 - 03.2020
Territory Sales Manager
Studio Optyx
08.2017 - 09.2018
Territory Sales Manager
MOREL LUNETTES
10.2016 - 08.2017
Optician/Client Service Manager
WAYNE STATE UNIVERSITY, PHYSICIANS GROUP OPHTHALMOLOGY DEPT
07.2014 - 10.2016
Optician/Client Service Manager
SVS VISION
02.1996 - 07.2014
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