helping clients achieve their goals. I have over 25 years of experience in sales and management as a top performer, having achieved several awards in the process
Overview
19
19
years of professional experience
Work History
Licensed Medicare Specialist
Axion Contact
09.2022 - Current
Assisted clients with completion of applications and paperwork.
Communicated with people from various cultures and backgrounds on application process.
Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
Scheduled appointments with applicants to gather information and explain benefits processes.
Reviewed applications for different aid programs and determined which qualification criteria for individuals.
Interviewed applicants and explained scope of different available benefits.
OFFICE MANAGER
BUCKEYE NOTARY
06.2010 - 03.2016
Maintained computer and physical filing systems.
Created, maintained and updated filing systems for paper and electronic documents.
Updated reports, managed accounts, and generated reports for company database.
Collected over $25k for the company in outstanding balances from their clients
Mortgage Loan Officer
H&R BLOCK MORTGAGE DIVISION (OPTION ONE)
08.2004 - 04.2008
Worked with underwriters to fix application problems and resolve issues.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Counseled prospects on available finance options
Assisted clients with loan application process through closing
Maximized and maintained a solid pipeline to keep a constant stream of clients
Million dollar writer monthly
Education
No Degree - Computer And Information Sciences
College of Dupage
Glen Ellyn, IL
Skills
Knowledgeable in [Software]
Telephone Etiquette
Application Review
Proficiency in [Software]
CRM software
Retail Management
Automobile sales
Medicare sales
Accomplishments
Accident and Health Insurance Licensure
AHIP Certificate 2024
Timeline
Licensed Medicare Specialist
Axion Contact
09.2022 - Current
OFFICE MANAGER
BUCKEYE NOTARY
06.2010 - 03.2016
Mortgage Loan Officer
H&R BLOCK MORTGAGE DIVISION (OPTION ONE)
08.2004 - 04.2008
No Degree - Computer And Information Sciences
College of Dupage
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