Experience

IHUBApp

• United States
• Software Development
• 1 - 100 Employee

• Marketing Specialist

  • Jul 2014 - Present

  Broomfield, CO InspireHUB provides affordable solutions for Worthy Causes (Non-profits and Charities) that help increase member engagement and fund campaigns ranging from $10,000 to $100 million. We do this by teaching our customers how to engage, elevate, and energize their good works and then provide the tools to implement. Our major projects team provides elite consultation and high-impact solution consulting to complex challenges. The processes and tools we use in the solution consulting side of our… Show more InspireHUB provides affordable solutions for Worthy Causes (Non-profits and Charities) that help increase member engagement and fund campaigns ranging from $10,000 to $100 million. We do this by teaching our customers how to engage, elevate, and energize their good works and then provide the tools to implement. Our major projects team provides elite consultation and high-impact solution consulting to complex challenges. The processes and tools we use in the solution consulting side of our business will be made available to Worthy Causes everywhere beginning in 2014! * Assisting in outbound and inbound marketing activities by demonstrating expertise in various areas in content development and optimization. * Onboard and train new clients and account management. * Create demo and beta mobile apps and subscriptions/paid apps based on client requests. * Responsible for providing exceptional customer service while fielding inbound sales and technical support calls. * Assist internal Development Team with quality assurance testing on monthly mobile app releases. * Create and manage blogs and marketing materials for internal and external use via HubSpot. * Utilize Illustrator, Photoshop, Pictograph and Publisher for internal and externally used graphic design projects. Show less



Conifer Health Solutions

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

• Collections Agent

  • May 2011 - May 2014

  Frisco, TX * Offered quality customer service while performing collection of assigned outstanding, aged account balances. * Responded to and followed up on all correspondence, communication and/or verbal inquiries and requests. * Recorded and maintained complete and accurate documentation of all activity performed. * Skip-traced accounts to locate assets or to obtain the location of the patient/debtor as appropriate. * Informed supervisor/manager regarding operational issues, including… Show more * Offered quality customer service while performing collection of assigned outstanding, aged account balances. * Responded to and followed up on all correspondence, communication and/or verbal inquiries and requests. * Recorded and maintained complete and accurate documentation of all activity performed. * Skip-traced accounts to locate assets or to obtain the location of the patient/debtor as appropriate. * Informed supervisor/manager regarding operational issues, including client and PFS needs and concerns. * Followed policies and procedures, as well as local, state and federal regulations, relevant to my area of operation. Show less



RealPage, Inc.

• United States
• Software Development
• 700 & Above Employee

• Offsite Leasing and Service Agent

  • Aug 2008 - May 2011

  Carrollton, TX * Offered excellent customer service while marketing guest card/leasing calls for conversion, servicing maintenance requests and replying to potential residents via email. * Selected by Leadership to assist the management by conducting side by sides and following up with peer feed-back. * One of a select few recruited by Marketing and the Leadership team to participate in the RealPage Marketing vid-eo located on the RealPage/Crossfire website. * Relied upon and trusted by Leadership to… Show more * Offered excellent customer service while marketing guest card/leasing calls for conversion, servicing maintenance requests and replying to potential residents via email. * Selected by Leadership to assist the management by conducting side by sides and following up with peer feed-back. * One of a select few recruited by Marketing and the Leadership team to participate in the RealPage Marketing vid-eo located on the RealPage/Crossfire website. * Relied upon and trusted by Leadership to successfully market and demonstrate CrossFire to tour groups which in-clude existing and potential clients on a regular basis. * Sought out by Leadership for motivational ideas which can be utilized by all agents, the last being my own agent perspective titled “Focus” which was included in the monthly newsletter for April 2010. * Consistently recognized by peers and the Leadership team for achieving outstanding Performance Scorecard num-bers and ranked towards the top of any team I am a part of (ranked 16th overall during the most recent shift bid). * Received Shining Star awards 9 of 10 months (from March thru December) from QA and scored perfect Ellis evaluations in April, November and December (2009) and March (2010). * Nominated and unanimously selected as RealPage/CrossFire Employee of the Month for May, 2009. * Elected Team Captain by peers which enabled me to orchestrate work related activities to motivate other agents and assisted with design ideas and artwork for monthly incentives. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Assumption Specialist / Account Executive Liaison

  • 2001 - 2008

  West Des Moines, IA * Underwrote, processed and completed simple assumptions on VA, FHA and Conventional loans due to death, di-vorce and purchase scenarios as well as Family Trusts. * Provided extensive support to current and assuming borrowers regarding entire assumption process. * Exceeded in meeting department production goals, customer approval and monthly audit evaluations. - * Fielded inbound calls from account executives, brokers and closing agents answering questions and concerns re-garding… Show more * Underwrote, processed and completed simple assumptions on VA, FHA and Conventional loans due to death, di-vorce and purchase scenarios as well as Family Trusts. * Provided extensive support to current and assuming borrowers regarding entire assumption process. * Exceeded in meeting department production goals, customer approval and monthly audit evaluations. - * Fielded inbound calls from account executives, brokers and closing agents answering questions and concerns re-garding registration, underwriting, processing and closing. * Provided excellent customer service and attention to detail while maintaining updated pricing and underwriting guidelines on front to back process of equity loan production. * Offered rate pricing scenarios, guideline requirements, appropriate forms and guidance to brokers who were ap-proved and interested in utilizing Wells Fargo Home Equity for their business needs. Show less



American Century Investments

• United States
• Financial Services
• 700 & Above Employee

• Registered (6 and 63) Investor Advisor

  • 1998 - 2001

  Kansas City, MO * Recommended portfolio diversification on an individual basis using time horizon, investment temperature and individual investor goals as parameters. * Successfully passed the Series 6 and 63 assessments, which enabled me to make investment recommendations to investors in the states of Kansas and Missouri.