Nina Ericksen
Hialeah,FL
Summary
Experienced and dynamic benefits advisor with 30+ years of expertise in financial B2C and B2B sales, catering to C-level executives. Exceptional communication, organization, and problem solving abilities. Seeking a challenging role to leverage rapport and relationship-building skills.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Benefits Enroller
The Standard/CTA Division
02.2024 - Current
- Provided expert guidance during benefit plan design reviews, resulting in optimized offerings for members.
- Leveraged data analysis skills to monitor usage patterns within various benefit programs, identifying areas for potential improvement or cost savings.
- Educated employees on available benefits options, empowering them to make informed decisions about their coverage.
- Enhanced employee satisfaction by effectively addressing benefit inquiries and providing timely resolutions.
- Prepared accurate and timely tax returns, ensuring client satisfaction and compliance with IRS regulations.
Reverse Mortgage Specialist
PCL Financial Group
11.2022 - 02.2024
- Followed up on leads, sold reverse mortgage products, and originated loans
- Conducted research on property values through various websites, tax rolls, and appraisal methods
- Networked with multiple groups to develop business referral partners
- Communicated with Financial Advisors, CPAs, Estate Attorneys, Realtors and family members
- Conducted live and Zoom educational presentations to current and potential business referral partners
- Managed digital marketing workflow through HubSpot and Surefire CRM increased database by 35%
- Created direct marketing campaigns and field collateral
- Assisted in writing e book on reverse mortgage
- Operated HECM and Proprietary programs involved in complete process from pre-application, counseling referrals, application, documentation, underwriting, appraisal, and closing.
Field Marketing Manager Partner Relations
California Casualty
01.2011 - 01.2022
- Working remotely, responsible for marketing and sales growth in designated geographic regions via group presentations and one-on-one meetings, generating qualified leads for internal auto and home insurance sales team
- Account management for firefighters, police, nurses, and teacher's union as well as employee benefit for CSU and UC systems
- Resolved customer and account issues on association and individual level to maintain superior customer satisfaction and retention
- Collaborated with team members and with other internal staff to develop effective and consumer friendly e-marketing pieces and Webinar content
- Surpassed sales/marketing metrics year-over-year, strategically developing and growing each market segment
- Generated average of 125% of annual marketing lead goals over 10- year period
- Honors Club.
Director of Community
Decision one Mortgage
01.2009 - 01.2011
- Business relations, SurePath Financial solutions
- Negotiated contracts with credit unions, businesses, and community-based organizations in several California counties for non-profit consumer credit counseling company reporting directly to CEO
- Provided education and counseling to their constituents resulting in 40% increase in client services
- Provided community outreach presentations on HUD Loan Modifications and avoiding foreclosure
- Conducted seminars to first time homebuyers with topics including understanding home buying process, understanding FICO scores, how to improve credit and types of financing
- Established a training curriculum for customer service representatives and credit counselors to upgrade service standards, improving employee morale and customer satisfaction., Option One Mortgage, World Savings& Loan, Home Saving Mortgage Division
- Assisted in marketing REO properties and in prequalifying buyers for those properties, facilitated transactions multitasking with buyers and seller's agents, escrow, title officers, underwriters, appraisal and funding departments
- Effectively negotiated loan terms with underwriters and resolved critical issues such as low appraised value or meeting close of escrow, coordinated inspections and monitoring repairs, efficiently resolving conflicts through transaction
- Consistently exceeded sales goals, presidents club, and achieved highest levels of customer and realtor satisfaction and referrals.
Business Development Representative
WMC Mortgage Corporation
01.2001 - 01.2008
- Analyzed and structured loan files for purchase and refinance loans to fit company's underwriting guidelines
- Increased broker base by 100%
- Negotiated loan terms with underwriting department, appraisal department and loan brokers, managed large pipeline of loans from initiation to close of escrow resolving critical issues such low appraisals or appraisal conditions, provided feedback and coordinated with internal staff and to external customers
- Supervised sales team and internal personnel
- Provided training seminars on company products, underwriting, and industry trends to deliver superior service to customers.
Education
B.S - Business Administration Marketing
California State University
Northridge, CASkills
- Account Management
- Public Speaking and Formal Presentations
- Benefits Explanation
- Relationship Marketing
- Business Development
- Active Listening
- Financial analysis aptitude
- Organization and Time Management
- Email and Content Marketing
- CRM/Salesforce and HubSpot
Additional Information
- CA DOI Accident, Health, Sickness, Life License # 1687353, NPN 21021050
- CA NMLS #2333935
Certification
- Certified Mediator for the Ventura County Superior Court
Timeline
Benefits Enroller
The Standard/CTA Division
02.2024 - Current
Reverse Mortgage Specialist
PCL Financial Group
11.2022 - 02.2024
Field Marketing Manager Partner Relations
California Casualty
01.2011 - 01.2022
Director of Community
Decision one Mortgage
01.2009 - 01.2011
Business Development Representative
WMC Mortgage Corporation
01.2001 - 01.2008
B.S - Business Administration Marketing
California State University
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