Experience

Devoted Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• SALES AGENT & ADVISOR (MEDICARE iNSURANCE) (LICENSED) (13 States)

  • Aug 2022 - Present



United Healthcare Medicare Solutions

• United States
• Insurance
• 500 - 600 Employee

• Sales Agent & Advisor

  • May 2011 - Aug 2022

  Houston, Texas Area



Bank of America

• United States
• Banking
• 700 & Above Employee

• Reverse Mortgage Loan Officer

  • Feb 2007 - Mar 2011

  Houston, Texas Area I was a part of the original Reverse Mortgage Loan Officers team @ Bank of America. I was @ BOA until they closed our division in March of 2011. During my time with the bank, I had a 100% customer satisfaction rating...yes, I said 100%! All while also servicing 23 Branches & prospecting for new business. I am very proud of that fact, and I plan to bring that excellent service into my new world @ United Healthcare!  Led efforts in data collection for underwriting activities, including review… Show more I was a part of the original Reverse Mortgage Loan Officers team @ Bank of America. I was @ BOA until they closed our division in March of 2011. During my time with the bank, I had a 100% customer satisfaction rating...yes, I said 100%! All while also servicing 23 Branches & prospecting for new business. I am very proud of that fact, and I plan to bring that excellent service into my new world @ United Healthcare!  Led efforts in data collection for underwriting activities, including review of title policies, hazard insurance, surveys, and other monetary elements;  Compiled and verified the accuracy of all loan documentation;  Updated all loan databases;  Advised clients on all available options for loans, credit, and other financial services;  Served as a critical liaison between loan officers, loan processors, and senior management  Handled the identification and resolution of issues and potential issues that required immediate attention;  Managed the ongoing pipelines of client products for purchases, refinances, home equity loans, and more;  Helped guide the consultation effort for prospective borrowers to determine needs and recommendations;  Ensured data integrity throughout the loan process. Show less



https://www.alending.com/

• Mortgage Loan Officer

  • Mar 2004 - Feb 2007

  Houston, TX  Originated FHA, VA, Commercial, Conventional, and Jumbo Loans.