Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Claims Adjuster
Progressive Insurance
07.2023 - Current
Examine claims forms and other records to determine insurance coverage.
Review police reports, and physical property damage to determine extent of liability.
Evaluate insurance policies and analyzed damages to determine coverage.
Conduct comprehensive interviews of witnesses and claimants to gather facts and information.
Establish relationships with clients and insurance companies to foster timely claims resolution.
Answer customer questions regarding deductibles.
Negotiate with policyholders and claimants to reach mutually satisfactory resolutions.
Research claims and incident information to deliver solutions and resolve problems.
Realtor
Coldwell Banker Realty
06.2022 - Current
Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
Wrote contracts to outline sales and purchases of properties.
Advised and informed prospective clients on current market activities and conditions.
Completed property walkthroughs
Compared recently sold area properties to determine competitive market prices.
Maintained connections with clients to encourage repeat business and referrals.
Communicated with clients to understand property needs and preferences.
Advised clients on market conditions and property value for informed decision-making.
Liaised between buyers and sellers to provide positive experiences for both parties.
Owner/Operator
Pacific Springs Soap Co.
03.2010 - Current
Evaluated suppliers to maintain cost controls and improve operations.
Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
Mortgage Loan Officer
Broker/Direct Lender
10.2015 - 09.2023
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Explained different types of loans pertaining to client situations.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Checked loan documents for accuracy prior to closing.
Developed and implemented marketing campaigns to generate new business opportunities.
Monitored portfolio performance and provided clients with periodic updates on loan progress.
Monitored pipelines to track and log status of loans.
Developed and maintained relationships with customers, lenders and other third parties.
Processed loan applications and monitored progress from start to finish.
Proactively identified solutions for customers experiencing credit issues.
Assisted customers with completing loan applications and other paperwork.
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Customer Relationship Advocate
Fidelity Investments
01.2023 - 07.2023
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Answered customer telephone calls promptly to avoid on-hold wait times.
Updated account information to maintain customer records.
Processed customer service orders promptly to increase customer satisfaction.
Exhibited high energy and professionalism when dealing with clients and staff.
Delivered prompt service to prioritize customer needs.
Met customer call guidelines for service levels, handle time and productivity.
CNA
Independent Work
08.2006 - 08.2009
Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
Utilized therapeutic communication, empathy and active listening skills to encourage and develop positive relationships with patients.
Supported ambulation and physical therapy needs by conducting planned exercise routines.
Completed activities of daily living for patients unable to self-care, and assisted those with limited mobility in completing tasks.
Changed linens in rooms, keeping spaces fresh and clean for patient health and satisfaction.
Maintained patient stability by checking vital signs and weight and recording intake and outtake information.
Responded to patient requests for supplies and personal comfort items such as extra blankets.
Collections Specialist
Discover Card
01.2005 - 08.2006
Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
Worked in call center environment handling manual and automatically dialed outbound calls.
Maintained high volume of calls and met demands of busy and productive group.
Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.
Counseled debtors on payment options and arranged installment agreements.
Used skip tracing and other techniques to locate debtors.
Registered information of customers on database, collecting credit history, financial statements and personal details to preserve accurate records.
Contacted customers to discuss past-due accounts and negotiated payment plans.
Listened to customers and negotiated solutions that met creditor and debtor needs.
Entered client details and notes into system for interdepartmental access and review.
Collections Specialist
Wells Fargo Bank, N.A.
01.2001 - 01.2005
Worked in call center environment handling manual and automatically dialed outbound calls.
Maintained high volume of calls and met demands of busy and productive group.
Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.
Trained new team members on scripts, company services, and collection strategies.
Counseled debtors on payment options and arranged installment agreements.
Achieved performance goals on consistent basis.
Used skip tracing and other techniques to locate debtors.
Listened to customers and negotiated solutions that met creditor and debtor needs.
Entered client details and notes into system for interdepartmental access and review.
Responded to customer inquiries and provided detailed account information.
Modeling Scout
Executive Model Shop
05.1999 - 01.2001
Completed talent acquisition and management for internal and external placements.
Fostered relationships with industry professionals for future connections.
Promoted friendly collaboration between talent and production teams for efficient project completion.
Managed and filed contracts, invoices and other documents associated with talent.
Developed and sustained extensive database of contacts, helping future clients with networking.
CNA
Cottonwood Hospital
06.1997 - 05.1999
Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
Utilized therapeutic communication, empathy and active listening skills to encourage and develop positive relationships with patients.
Cared for clients with diagnoses such as respiratory failure, diabetes, Parkinson's disease and muscular dystrophy.
Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
Completed activities of daily living for patients unable to self-care, and assisted those with limited mobility in completing tasks.
Changed linens in rooms, keeping spaces fresh and clean for patient health and satisfaction.
Documented patient information and care activities in electronic health record.
Helped patients with self-feeding and assisted feeding, based on individual needs.
Assisted nursing staff with completing daily rounds, documenting vital signs and answering calls.
Transported patients between rooms and appointments or testing locations.