SATONYA STREATER
CHARLOTTE,NC
Summary
Business development and client-service professional with 21+ years of experience across insurance, sales, operations, mortgage lending, real estate, transportation, and behavioral services. Expertise includes Medicare and LTC insurance, lead generation, CRM systems, customer retention, team leadership, process improvement, and behavioral support.
Overview
1
1
Certification
22
22
years of professional experience
Work History
REGISTERED BEHAVIOR TECHNICIAN (RBT)
Action Behavior Center
Charlotte, NC
06.2026 - Current
- Provide direct behavioral support; implement behavior and skill-acquisition programs; collect client data; document observations; and support a safe, structured, positive environment.
BUSINESS DEVELOPMENT ACCOUNT EXECUTIVE
AZVIA Financial
01.2026 - 05.2026
- Drove revenue growth through full-cycle sales, outbound prospecting, relationship management, discovery, qualification, negotiation, and tailored client solutions.
MEDICARE HEALTH INSURANCE AGENT
Medicare Sales Group USA
Charlotte, NC
05.2025 - 12.2025
- Provided Medicare and LTC plan comparisons; conducted inbound and outbound sales using Sunfire and Five9; maintained carrier relationships; and delivered customer support.
FIELD SALES CONSULTANT
Sales Focus, Inc.
Charlotte, NC
11.2024 - 04.2025
- Supported Duke Energy environmental campaigns, presented energy-saving products, conducted retail events, and generated customer leads.
PRIVATE CARE ASSISTANT (PCA), PART-TIME
HomeWell Care Services
Charlotte, NC
10.2024 - 10.2025
- Provided personal care, hygiene assistance, meal preparation, medication reminders, transportation, and caregiver support.
FIELD PACKAGE SALES CONSULTANT
Capital Vacations
Charlotte, NC
10.2024 - 05.2025
- Generated qualified leads, maintained compliance standards, and engaged potential clients at targeted events.
MEMBER SERVICES INSURANCE AGENT
GoHealth
Charlotte, NC
06.2023 - 06.2024
- Managed Medicare sales calls across 41 states, evaluated coverage needs, processed applications, and provided benefit clarification and customer service.
AMAZON DELIVERY ASSOCIATE
The Libra Group
Charlotte, NC
03.2023 - 06.2023
- Completed delivery routes, optimized loading, maintained safety compliance, and met daily service targets.
MEDICARE INSURANCE SALES AGENT
Tranzact
Charlotte, NC
02.2022 - 02.2023
- Educated callers on Medicare options, identified coverage gaps, prepared plan comparisons, and managed high-volume inbound sales calls.
TAX CONSULTANT
Liberty Tax Services
Charlotte, NC
09.2021 - 04.2022
- Provided tax preparation and consultation, analyzed financial information, identified tax-saving opportunities, and improved service efficiency.
MORTGAGE LOAN OFFICER & CLOSING MANAGER
Premier Lending Inc.
Charlotte, NC
01.2020 - 06.2021
- Managed operations, borrower payments, funding packages, document shipments, onboarding, SOPs, and loan-processing workflows.
REAL ESTATE CLOSING & LEAD MANAGER
Neighborhood Housing Group LLC
Lake Wylie, SC
04.2019 - 11.2019
- Developed lead-generation processes, managed CRM records, coordinated transactions, researched ownership, and supported timely closings.
SR. OPERATIONS SPECIALIST
TIAA
Charlotte, NC
06.2007 - 12.2018
- Led an 8-person team, processed transactions, resolved issues, performed quality reviews, tested systems, and improved accuracy and compliance.
MORTGAGE LOAN OFFICER
MortgageStar
Charlotte, NC
10.2006 - 01.2007
- Managed loan pipelines, client correspondence, lead outreach, referrals, and underwriting support.
CLIENT RELATIONSHIP MANAGER
Lucas Capital Lending LLC
Charlotte, NC
11.2005 - 04.2006
- Managed client relationships, key accounts, business development, onboarding, CRM improvements, and service delivery.
COMMERCIAL MORTGAGE LOAN ASSISTANT
SunTrust Mortgage
Concord, NC
09.2004 - 07.2005
- Reviewed commercial and construction loan files, submitted packages, processed payments, and tracked final documentation.
PROFESSIONAL MARKETING & BUSINESS CONSULTANT
Infinitely Innovative LLP
Charlotte, NC
01.2020 - Current
- Provide business development, marketing, strategic planning, operations, product development, market analysis, and process-improvement consulting.
LOGISTICS TRANSPORTATION
Premier Car Service LLC
Charlotte, NC
01.2020 - Current
- Manage transportation operations, dispatch, scheduling, guest service, vendor coordination, and safety compliance.
Education
MBA - Marketing
Strayer University
Charlotte, NC05.2014
BS - Real Estate
Marylhurst University
05.2009
AS - Marketing & Retailing
CPCC
05.2004
Skills
- RBT, Behavioral Support, Data Collection, Client Documentation, Medicare, LTC Insurance, Sales, Customer Service, Sunfire, Five9, Field Sales, Lead Generation, Call Center, Compliance, Mortgage Loans, Real Estate, Social Media Marketing, Microsoft Office, Adobe Creative Suite, Website Management, Transaction Coordination, CRM, Business Development, Commercial Lending, Strategic Planning, Operations, Leadership, Communication
Personal Information
Title: Business Development Account Executive | Registered Behavior Technician (RBT)
Certification
- Registered Behavior Technician (RBT) Certification | 2026
- CNA — Eli Whitney | 1995
- NMLS — CPCC | 2009
- PTIN — Liberty Tax School | 2021
- Accident, Health & Sickness; Medicare Supplement & LTC — XCEL Solutions | 2022
- Real Estate Broker Pre-Licensing — CPCC | Sep 2025 — Dec 2025
- Life Insurance — XCEL Solutions | Jul 2025 — Aug 2026
Timeline
REGISTERED BEHAVIOR TECHNICIAN (RBT)
Action Behavior Center
06.2026 - Current
BUSINESS DEVELOPMENT ACCOUNT EXECUTIVE
AZVIA Financial
01.2026 - 05.2026
MEDICARE HEALTH INSURANCE AGENT
Medicare Sales Group USA
05.2025 - 12.2025
FIELD SALES CONSULTANT
Sales Focus, Inc.
11.2024 - 04.2025
PRIVATE CARE ASSISTANT (PCA), PART-TIME
HomeWell Care Services
10.2024 - 10.2025
FIELD PACKAGE SALES CONSULTANT
Capital Vacations
10.2024 - 05.2025
MEMBER SERVICES INSURANCE AGENT
GoHealth
06.2023 - 06.2024
AMAZON DELIVERY ASSOCIATE
The Libra Group
03.2023 - 06.2023
MEDICARE INSURANCE SALES AGENT
Tranzact
02.2022 - 02.2023
TAX CONSULTANT
Liberty Tax Services
09.2021 - 04.2022
MORTGAGE LOAN OFFICER & CLOSING MANAGER
Premier Lending Inc.
01.2020 - 06.2021
PROFESSIONAL MARKETING & BUSINESS CONSULTANT
Infinitely Innovative LLP
01.2020 - Current
LOGISTICS TRANSPORTATION
Premier Car Service LLC
01.2020 - Current
REAL ESTATE CLOSING & LEAD MANAGER
Neighborhood Housing Group LLC
04.2019 - 11.2019
SR. OPERATIONS SPECIALIST
TIAA
06.2007 - 12.2018
MORTGAGE LOAN OFFICER
MortgageStar
10.2006 - 01.2007
CLIENT RELATIONSHIP MANAGER
Lucas Capital Lending LLC
11.2005 - 04.2006
COMMERCIAL MORTGAGE LOAN ASSISTANT
SunTrust Mortgage
09.2004 - 07.2005
MBA - Marketing
Strayer University
BS - Real Estate
Marylhurst University
AS - Marketing & Retailing
CPCC