Experience

Spring EQ Wholesale

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Operations and Sales Broker Experience Group

  • Feb 2022 - Dec 2022

  Subject matter expert on secondary market products (HELOCS and HELOANS) Desktop registration software Compliance and Restructures of loans Provide phone and Email support to brokers for all the above, while also registering new loans Liaison between, sales, operations, and broker partners Expert on on compliance, debt to income, and other restructures for conforming and non-conforming loans.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Relationship Manager

  • Apr 2020 - Feb 2022

  Charlotte, North Carolina, United States

• Relationship Manager

  • Apr 2020 - Feb 2022

  Kannapolis, North Carolina, United States Build strong relationships with your teammates, business partners and specialists by fostering teamwork, partnership and collaboration Meet customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals (for example, customer’s banking, small business, mortgage and investment needs) in adherence with policies and procedures You will conduct outbound and inbound client… Show more Build strong relationships with your teammates, business partners and specialists by fostering teamwork, partnership and collaboration Meet customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals (for example, customer’s banking, small business, mortgage and investment needs) in adherence with policies and procedures You will conduct outbound and inbound client engagement activities, adhering to call monitoring policies You will be participating in weekly proactive planning sessions for client engagement activities and drive sales-related topics Sell financial products (for example, credit cards, CDs, IRAs, small business loans) and open deposit accounts Quote rates, terms and programs for loan customers -Respond to customer inquiries and concerns and create customized solutions Monitor and track daily/weekly sales activities Execute sales and service tactics, activities and processes, as defined by company policies and procedures Proactively manage risk in every business, product and service transaction leveraging available tools Comply with all applicable banking and investment laws, regulations, company policies and procedures to serve the client’s best interest and enhance client satisfaction Assist, educate and train customers on how to use self-service technologies such as ATMs, online banking or mobile banking Leverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy



Humana

• Marketing Planner

  • Dec 2014 - Jan 2018

  Louisville, Kentucky Area • Lead the internal Corporate Review Approval process of Medicare marketing and advertising material • Manage CMS filing processes of marketing and advertising materials • Assist in leading the development and implementation of marketing planning strategies for high-priority business initiatives • Collaborate with senior-level leaders, consultants and analysts to conduct marketing program analysis for consumer focus groups • Analyze and produce segment business overviews for key… Show more • Lead the internal Corporate Review Approval process of Medicare marketing and advertising material • Manage CMS filing processes of marketing and advertising materials • Assist in leading the development and implementation of marketing planning strategies for high-priority business initiatives • Collaborate with senior-level leaders, consultants and analysts to conduct marketing program analysis for consumer focus groups • Analyze and produce segment business overviews for key competitors and competitive positioning • Manage monthly Marketing Planner budget for external webinar events

• Claims Cost Research and Opportunity Analyst

  • Mar 2014 - Dec 2014

  Louisville, Kentucky Area • Utilized Excel and Access to run theoretical claim queries to find data irregularities and improve the payment and receipt process. • Managed month overpayment and fraudulent reports • Researched, documented and analyzed multi-faceted data with statistical, financial, and clinical emphases • Managed data trends to identify payment inaccuracies • Coordinated and conducted quarterly Telehealth presentations to internal Humana Associates

• MIT Auditor

  • Dec 2013 - Mar 2014

  Louisville, Kentucky Area • Conducted daily audits to ensure that internal teams maintained CMS compliance guidelines • Facilitated monthly training sessions for frontline and production leads on Medication Intake (MIT) and CMS procedures • Conducted weekly MIT case audits to ensure MIT compliance guidelines were met

• MIT Claims Specialist

  • Nov 2011 - Dec 2013

  Louisville, Kentucky Area • Educated providers, member and internal team members on Humana’s insurance-related care issues via internal/external calls • Processed 90+ member claims per hour • Investigated and researched member claims information to ensure accuracy • Assisted HCPR pharmacy maintaining member authorization for high cost dispensed medication • Maintained service level for phones during Team Lead and Front Line Leader meetings