Experience

Hausmann Group (Formerly The Benefit Services Group, Inc.)

• United States
• Insurance
• 1 - 100 Employee

• Benefits Analyst with Benefit Services Group (BSG)

  • Jan 2014 - Present

  Responsible for the review and oversight of compliance procedures for clients, inclusive of plan documents, contracts, and performance guarantees. Provide clients with administrative support for billing, claims and provider network questions, while supporting clients and vendors with online enrollment system implementations and ongoing account services. Responsible for the review and oversight of compliance procedures for clients, inclusive of plan documents, contracts, and performance guarantees. Provide clients with administrative support for billing, claims and provider network questions, while supporting clients and vendors with online enrollment system implementations and ongoing account services.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Private Mortgage Banking Loan Doc Specialist 3

  • May 2013 - Present

  Responsible for processing loan applications in compliance with bank policies and demonstrating lending strategies. Collect Data, verify documents and ensure the completion of applications to enter into LIS. Specialize in home mortgage loans. Work closely with Private Mortgage Bankers; obtain credit information, very detailed-oriented and able to multi task. Good communication and customer service skills also a great knowledge of banking procedures and policies.

• Home Equity Specialist

  • May 2013 - Nov 2013

  Responsible for making outbound calls with the objective of extending contact to sell new or additional products and/or services. Informs customers of company’s current promotions and products. Requires extensive knowledge of company, products, and/or services, problem solving and/or sophisticated sales techniques. Liaison between various departments and customer to reach sales conclusion with the customer.



PRC -DirecTV

• Sales Consultant/Team Manager

  • Nov 2008 - Mar 2010

  Inbound Sales and Utilize proven sales methods to identify customer needs and exceptional listening, communication, computer and data entry skillsProvide prompt resolution to inquiries and world class customer service with each interaction.Supervise over 50 agents and daily coaching with each agent on their performances and responsibilities and/or build market differentiation and train new agents on effective tools. Inbound Sales and Utilize proven sales methods to identify customer needs and exceptional listening, communication, computer and data entry skillsProvide prompt resolution to inquiries and world class customer service with each interaction.Supervise over 50 agents and daily coaching with each agent on their performances and responsibilities and/or build market differentiation and train new agents on effective tools.



Coastal Waste Services – IESI

• Territory – Account Manager

  • Feb 2008 - Oct 2008

  Outside B2B Sales;Incremental sales growth of $2,000 per month of new business and upgrades on existing businesses and the acquisition of new accounts;Retention of existing accounts through dynamic customer service; Responded to any service issues and intervened in billing inquiries.Built an extensive professional network.Established specific customer needs, then prepared and presented proposals in a highly competitive market problem solving during initial implementation of services; Generated referrals from existing businesses.



Planet Beach Contempo Spa

• Spa Director, Consultant and Training Spa Specialist

  • Jan 2003 - Aug 2008

  Outside B2B Sales/Inbound and hired, trained and supervised sales associates.Provide supervision and support during promotional events and produce and distribute marketing materials, marketing packets, and other sales support materials;Training staff on presenting memberships and how to execute the sale along with product knowledge and in the core competencies of customer service, communications, value-added sales, and interpersonal skills, to retain existing clients and welcoming new onesCreate data-mining strategies to better determine the needs of our clients;Communicate with sales representatives and provide leads for new business and conducting new strategies for the salon that will enable business to grow;Facilitate collaboration between departments to create the best possible client experience; Solve client or departmental problems as they arise; Monitored sales representatives’ activity to determine that new leads were contacted on a timely basis;



National Consumer Resources

• Loan Officer/Team Lead

  • Jan 2005 - Jan 2006

  Meet mortgage loan operational standers by contributing mortgage loan information to strategic plans and reviews, implementing production, productivity, quality, and customer-service standards; resolving problems. Ordering all vendor products and required verifications to process mortgage applications; documentation and follow ups. Attracts new mortgage loan applications by developing relationships within the community, specifically with the real estate community; making sales calls to prospective customers; approved mortgage loans by examining application and supporting documentation; estimating credit-worthiness; calculating repayment risk.Provided LO support to team of 6 in assisting with loan applications; liaison between lenders, legal departments and each client.