Results-driven professional with experience in patient services, sales, operations, and training. Builds client relationships and drives process improvement. Applies training and operational expertise to improve performance outcomes.
Overview
17
17
years of professional experience
Work History
Real Estate Agent
Patterson Schwartz
Middletown, DE
09.2019 - Current
Negotiated contracts between buyers and sellers to secure favorable terms.
Coordinated property showings and open houses, facilitating connections between buyers and properties to drive interest and sales.
Conducted market analysis to identify competitive properties and develop pricing strategies, resulting in informed decision-making for clients.
Managed real estate transactions from initiation to closing.
Collaborated with mortgage brokers, inspectors, and appraisers to streamline transactions.
Cultivated client relationships to improve satisfaction and retention, ensuring repeat business and referrals.
Prepared detailed property listings for marketing across various platforms.
Maintained updated knowledge of local real estate markets.
Ensured all transactions followed state laws regarding real estate practices.
Patient Access Specialist II
Nemours Children's Health System
Wilmington, DE
01.2023 - 06.2024
Supported patient registration and appointment scheduling across medical services.
Collected and checked insurance details for each patient visit.
Coordinated communication among patients, providers, and support staff.
Educated families on hospital policies, procedures, and available services.
Applied HIPAA privacy and security regulations while handling patient information.
Verified patient insurance coverage, collected copays and other payments, processed credit card transactions.
Performed data entry tasks associated with registrations such as entering demographic data into system database.
Processed incoming referrals from outside agencies according to established guidelines and policies.
Loan Operations Training Manager
SoFi
Wilmington, DE
09.2017 - 09.2019
Trained new hires on customer service procedures and best practices for effective communication.
Developed training programs for operational efficiency and employee engagement.
Analyzed training needs to align programs with company goals and values.
Collaborated with leadership to create strategic training initiatives for growth.
Facilitated workshops to enhance team skills and knowledge retention.
Conducted regular assessments to identify areas of improvement in operational processes and protocols.
Advised senior management on ways to improve the overall efficiency of operations training activities.
Collaborated with stakeholders across various departments to ensure alignment between goals, objectives, and outcomes related to operational training activities.
Coordinated onboarding processes for new employees across departments.
Certified to train FDIC and CFPB requirements for auditing purposes.
Education Coordinator
Sallie Mae Bank
Newark, DE
09.2014 - 09.2017
Coordinated educational programs to improve financial literacy among students, fostering informed financial decision-making.
Managed scheduling and logistics for educational events across various locations.
Coordinated with external vendors to ensure quality services were provided during all education events.
Delivered system-wide orientation, training and support programs for new employees.
Identified professional development needs through employee surveys, guiding targeted training initiatives.
Developed training materials to equip staff with knowledge of loan products and services.
Trained new hires on collections procedures and best practices for effective communication.
Credit Underwriter
Sallie Mae Bank
Newark, DE
04.2011 - 08.2014
Analyzed financial statements to assess creditworthiness and risk levels.
Collaborated with underwriting team to ensure compliance with regulations.
Prepared written summaries outlining reasons for approving or denying loan requests.
Reviewed loan applications for accuracy and completeness.
Identified areas of potential risk associated with lending decisions.
Analyzed financial statements and credit reports to assess the creditworthiness of borrowers.
Maintained accurate records of all underwriting activities within designated systems.
Collections Specialist
Sallie Mae Bank
Newark, DE
08.2009 - 04.2011
Managed customer accounts to ensure timely collection of outstanding balances.
Communicated with clients via phone and email regarding payment arrangements.
Analyzed credit reports to assess customer payment capabilities and risks.
Maintained accurate records of all interactions with customers for compliance purposes.
Assisted customers with financial hardship by offering alternative payment plans or other solutions that would benefit both parties.