Marco Costilla
Temple
Summary
Sales professional with strong expertise in driving revenue and building client relationships. Adept at team collaboration, adapting to changing needs, and leveraging skills in negotiation, communication, and strategic planning. Known for reliability, fostering productive team environment, and consistently meeting targets.
Overview
10
10
years of professional experience
Work History
Patient Service Specialist II
Baylor Scott & White Health
01.2023 - Current
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Verified patient insurance eligibility and entered patient information into system.
- Adapted quickly to changing policies or procedural updates within clinic, maintaining consistent levels of efficiency and accuracy in daily tasks.
- Ensured HIPAA compliance by maintaining strict confidentiality of patient information while handling sensitive documents.
Sales Representative
Gravity Lending
05.2021 - 12.2022
- Managed approximately 30-35 incoming calls, & emails per day from customers.
- Multitask & managed a high volume pipeline.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Provided exceptional customer service by responding to all inquiries & advising customers of their loan options and process.
- Collect & follow up on necessary documentation to process loans.
Mortgage Loan Processor
Texell Credit Union
02.2017 - 05.2021
- Open and review all information obtained by loan officer.
- Gather all credit and income information for loan program.
- Make loan officer and underwriter aware of issues that may arise during process of loan.
- Ordered all required documents for final approval: appraisal, title work, advice customer on insurance.
- When necessary closed transactions for Title Company.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Financial Services Representative
Texell Credit Union
03.2015 - 02.2017
- Deliver positive member experiences through consultative empathetic, and personalized service approach in person and over phone.
- Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs.
- Contribute to growth of Credit Union by meeting individual, branch, and business line goals through cross sales activities.
- Work effectively in team environment across all organizational levels.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
Education
High School Diploma -
Rosebud Lott High School
Travis, TX05-2010
Skills
- Sales closing
- Customer service
- Customer relations
- Customer relationship building
- Interpersonal communication skills
Languages
Spanish
Native or Bilingual
Timeline
Patient Service Specialist II
Baylor Scott & White Health
01.2023 - Current
Sales Representative
Gravity Lending
05.2021 - 12.2022
Mortgage Loan Processor
Texell Credit Union
02.2017 - 05.2021
Financial Services Representative
Texell Credit Union
03.2015 - 02.2017
High School Diploma -
Rosebud Lott High School
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