MASUNAH WILLIAMS
FISERV
Charlotte,NC
2027
years of professional experience
Drove initiatives in financial services with over a decade of expertise in banking, insurance, and mortgage production.,Facilitated financial literacy through obtaining certifications and licenses in securities industry examination (SIE), life, health, accident, Medicare insurance, and NMLS.,Leveraged sales solutions and servicing dashboard to optimize client servicing outcomes.,Analyzed financial services trends to strategize long-term goals and strengthen sales analysis, consultation, and financial systems.
Work History
Fintech product services
- Superintendent banking client accounts, opening and closing bank accounts.
- Monitored fraud disputes.
- Addressed banking clients' basic services, Alerts and authentication and merchant stop payments.
- Key Achievements: Fintech certification
Senior Financial services representative 2
- Moved money and moved information through the financial industry with client accounts and Services.
- Researched and resolved client questions.
- Handled client complaints and disputes.
- Guided clients through client support services: dispute settlement, credit/debit limit adjustments, garnishment transfers to legal department, Foreign exceptions And transaction overrides.
Mortgage consultant trainee
- Worked with mortgage clients to evaluate their financial conditions, understand their buying goals and matched them with the right mortgage options; Whether affordable for clients and profitable for mortgage business.
- NMLS State exam trainee
- Employed with Mortgage banks and companies over 7 years, excellent Origination, customer service and Junior Processing skills.
- Key Achievements: NMLS certification
Remote Medicare Advisor
2 Months- Utilized all in one dashboard system to serve Healthcare clients with Healthcare Products and Services such as Medicare Advantage plans and a variety of major healthcare carriers, Zing, Molina, UnitedHealth care, Health Springs, Anthem. Wellpoint.
- Evaluated Clients about Personalized Healthcare benefits available to clients in their service area.
- Key Achievements: Relationship Building with clients and Increased Customer Boo of Business.
Remote Customer Support
5 Months- Serviced clients with Elevance Network healthcare membership: Anthem, Wellpoint, and Simply healthcare.
- Followed compliance sales and regulations with Centers for Medicare and Medicaid and State and Federal Guidelines.
- Reviewed client annual membership with Elevance Health Network including Medicare Advantage, Medicare Supplement and Prescription Drug plans.
- Key Achievements: Customer Retention, Time Management, Monthly Bonuses
Remote Insurance consultant
1 Year- Sold Medicare and healthcare products to Older Americans 65 and the chronically disabled.
- Empathized the needs of healthcare clients with Active Listening.
- Helped keep clients financially protected with Insurance coverage.
- Recommended suitable plans to clients through plan presentation.
- Solved clients problems with healthcare solutions.
- Key Achievements: Met Sales Quota, Received Huge Monthly Commissions and Quarterly Bonuses and Compliant with Company Policies.
Remote Insurance Flex Agent
1 Year 2 Months- Account management involves a large customer base: Medicare and Affordable Care Act clients.
- Federally facilitated marketplace training and AHIP fraud waste and abuse training Completed for Sales/ Services Project.
- Increased sales management and production , broader range of clients, Older Americans demographics and entire family members demographics .
- Referred sales applications to the sales team and daily focus on customer service with existing clients.
- Key Achievements: Large customer account management base, More bonuses and commissions as Flex agent.
Education
Bachelor of Arts - Economics
Studied biological sciences. Social sciences, pre medicine and graduate level Economic development courses.
BA/ BBA - Business Administration, Interdisciplinary
Studied Accounting and Corporate Finance courses
Skills
Market Research
Junior Mortgage Processing
Financial Analysis
Computer Literate/ Microsoft Outlook
Sharepoint
PowerPoint
Excel
Insurance Production/ Sales
Banking Compliance knowledge
Mortgage Origination and Sales
Financial Technology and Payments
Salesforce/CRM systems
Relationship Building
Strategic Planning
Attention to details
Time Management
Professionalism
Effective Communication
Active Listening
Decision Making
Adaptability
Interests
Reading
Writing
Historical nonfiction
Traveling
Learning
Timeline
Remote Medicare Advisor
QUOTEMANAGE
04.2026 - 06.2026Read More
Remote Customer Support
SALETYTICS
08.2025 - 01.2026Read More
Remote Insurance consultant
HEALTH PLAN ONE
07.2024 - 07.2025Read More
Remote Insurance Flex Agent
ASSURANCE IQ/ PRUDENTIAL FINANCIAL
05.2023 - 07.2024Read More
Queens University of Charlotte
BA/ BBA from Business Administration, Interdisciplinary
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Kent State University
Bachelor of Arts from Economics
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Fintech product services
FISERV
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Senior Financial services representative 2
CHIMES SOLUTIONS
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Mortgage consultant trainee
NACA
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