Experience

HSI

• United States
• E-Learning Providers
• 200 - 300 Employee

• Transactional Sales Executive

  • Jul 2020 - Present



Vivid Learning Systems, an HSI Company

• United States
• E-learning
• 1 - 100 Employee

• Business Development Representative

  • Apr 2019 - Jul 2020



Apria

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

• Territory Manager

  • Nov 2018 - Apr 2019

  • Partnered with branch management and staff as well as other functional areas within the company to drive revenue and profitability goals. • Validated and develop territory call plans to qualify new and maintain existing accounts/referral sources to grow the business in the medical community. • Used reports and data, such as target ratings, to identify territory targets. • Updated and maintained client data in Salesforce. • Maintained the highest level of customer satisfaction by addressing, resolving and following up on customer concerns. • Educated referral sources on the use and application of products and services. • Communicated and explained Medicare guidelines around private insurance procedures, pricing information, and product information to referral sources. • Sustained accurate records on prospective and active accounts ensuring information is sent to reimbursement offices for billing and collection. Show less



Directors Mortgage

• United States
• Real Estate
• 100 - 200 Employee

• Senior Mortgage Specialist

  • Oct 2018 - Nov 2018

  • Obtained Federal and State NMLS License.• Provided high level of customer support, ensured all regulatory disclosures were provided within timely compliance.• Prospect and manage relationships with numerous business professionals. • Demonstrated ability to provide excellent customer service and consistently exceeding performance goals. • Build rapport and maintain business affiliation with prospective clients. • Created marketing strategies and daily task management.• Created specific loan files unique to client’s financial goals, utilizing various mortgage products Show less

• Mortgage Loan Officer Assitant

  • Jun 2018 - Nov 2018



HAPO Community Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Mortgage Loan Officer

  • 2017 - 2018

  • Recruited and maintained relationships with realtors, insurance agents and title officers. • Experienced to handle high volume loans with minimum supervision and successfully meeting and establishing deadlines with excessive high degree of professionalism • Served as the primary liaison between the borrower, the underwriter and the processing department. • Managed customer inquiries via phone, email and in person as a frontline representative for the mortgage department. • Implemented strategy processes to save time and increase work productivity • Provided expert financial advice to applicants on the home loan process, while keeping their financial goals and needs a top priority. • Organized an average of 7-12 loans in my pipeline monthly that were structured as purchase, refinance and home equity transactions. • Consulted with management for various marketing objectives around the community, networking groups and current credit union members. • Worked additional hours during day and weekends when needed. • Analyzed applicants loan documentation, financial status, credit, along with a property evaluation to determine loan feasibility and underwriting requirements. • Performed daily maintenance of the loan applicant database, while collaborating loan structures with portfolio business and broker loan products. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Consultant

  • 2016 - 2017

  • Recruited and maintained relationships with realtors, insurance agents and title officers. • Experienced to handle high volume loans with minimum supervision and successfully meeting and establishing deadlines with excessive high degree of professionalism • Served as the primary liaison between the borrower, the underwriter and the processing department. • Managed customer inquiries via phone, email and in person as a frontline representative for the mortgage department. • Implemented strategy processes to save time and increase work productivity • Provided expert financial advice to applicants on the home loan process, while keeping their financial goals and needs a top priority. • Organized an average of 7-12 loans in my pipeline monthly that were structured as purchase, refinance and home equity transactions. • Consulted with management for various marketing objectives around the community, networking groups and current credit union members. • Worked additional hours during day and weekends when needed. • Analyzed applicants loan documentation, financial status, credit, along with a property evaluation to determine loan feasibility and underwriting requirements. • Performed daily maintenance of the loan applicant database, while collaborating loan structures with portfolio business and broker loan products. Show less



McCurley Dealerships

• United States
• Vehicle Repair and Maintenance
• 1 - 100 Employee

• Sales Consultant

  • Dec 2012 - Jan 2016

  • Cultivated instant rapport, built and maintained key client relationship to successfully sell vehicles and maximize sales. • Ensured optimal experience for each client from initial meeting through final delivery by assessing client needs and demonstrate how product’s features, functions and benefits meet their needs. • Developed sales strategies, set challenging personal sales goals and consistently exceeded those goals. • Promoted new products, stayed informed of sales events and stayed informed of cutting edge and emerging industry trends. • Organized customer database with detailed notes. Set appointments and created daily reminders; in order to keep in constant communication with current and prospective clients. • Followed rules and regulations to properly handle official paperwork and documentation when completing a sale. • Collaborated with co-workers to resolve issues and provide the best product for the customer. Show less



J & J Security and Trasport

• Richland/Kennewick/Pasco, Washington Area

• Security Officer

  • Jun 2012 - Nov 2012

  • Responded to emergencies to provide necessary assistance to employees and visitors. • Ensured the security, safety and well-being of all personnel, visitors and the premises. • Secured premises and personnel by patrolling property; monitoring surveillance equipment; inspecting buildings, equipment and access points; permitting entry as needed. • Prevented losses and damages by reporting irregularities, informing violators of policy and procedures; and retraining trespassers. • Completed reports by recording observations, information, occurrences and surveillance activities, interviewed witnesses. • Adhered to all company service and operating standards. • Followed procedures for various initiatives, including but not limited to fire prevention, property patrol, traffic control and accident investigations. Show less



Washinton State University Football Team

• Pullman, WA

• Student Athlete

  • Sep 2008 - May 2012

   - Dedicated 30-55 hours weekly to competition, practice, film analysis, travel, studying, attending class, and supplemental tutoring.  - Served as a WSU football ambassador: spoke at numerous athletic events in front of 50-300 people at each event, while also encouraging auction sales.  - Awarded the Laurie Niemi Cougar Courage and Attitude award. Awarded to a senior who best shows Cougar courage and attitude.  - Awarded the Athletic Director’s Star Performance Award; Awarded to a senior that shows great academic performance and athletic performance. Show less