Experience

Mortech, a Zillow Group business

• United States
• Financial Services
• 1 - 100 Employee

• Customer Success Manager

  • Nov 2022 - Present



Fountain Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• Loan Officer Assistant

  • Aug 2020 - Oct 2022

  Prairie Village, Kansas, United States



Mainstreet Credit Union

• United States
• Banking
• 1 - 100 Employee

• Member Assistance Center Manager

  • Feb 2019 - Jul 2020

  Responsible for exemplifying the member service qualities expected from call center employees. Responsible for recruiting, selecting, training, coaching and performance management. Monitors the performance of staff and coaches accordingly. Maintain and improve operations by monitoring system performance: identifying and resolving problems; completing quality assurance programs.

• Team Lead

  • Jun 2018 - Feb 2019

  Lenexa, Kansas Responsible for exemplifying member service qualities expected from all call center employee, a consistent resource in providing support for the daily needs and ongoing development of the team. Monitors performance and provides personalized coaching. Oversees training process, maintains quality assurance process. Manages workforce processes including paid time off requests, time card maintenance and schedule adherence. Completes manger's duties during manager's absence.

• Member Service Representative III

  • Oct 2016 - Jun 2018

  Lenexa, KS Answer incoming phone calls and e-mails to determines members' needs and cross -sells appropriate products. Responsible for establishing new member relationships, enhancing current member relationships and meeting or exceeding sales goals to include recommending products and services which best meet the members' needs and supports the credit union's sales philosophy and goals. Perform loan processing activities to include Payoffs and Credit Reports. Provide extensive problem solving techniques… Show more Answer incoming phone calls and e-mails to determines members' needs and cross -sells appropriate products. Responsible for establishing new member relationships, enhancing current member relationships and meeting or exceeding sales goals to include recommending products and services which best meet the members' needs and supports the credit union's sales philosophy and goals. Perform loan processing activities to include Payoffs and Credit Reports. Provide extensive problem solving techniques to assist members with their online accounts, bill pay, and the mobile app. Assist the manager by creating reports, training new team members, implementation of updated Shoretel phone system. Helped develop internal procedures to enhance the member's experience when calling into the Credit Union by decreasing hold times. NMLS# 1693532



Private Company

• Advertising Services
• 700 & Above Employee

• Independent Contractor

  • Oct 2015 - Sep 2016

  Prescreen callers for insurance agents, uncover caller's needs, and connect them with the appropriate insurance agent — inbound and outbound calls.



KOFO Radio

• Marketing Executive

  • Sep 2014 - Oct 2015

  Ottawa, Kansas Sell the benefits of radio for advertising to clients. Work closely with colleagues to design and implement promotions, sponsorship, events and programming. Establish long term business relationships with clients, recruit new business customers and opportunities, create creative solutions for clients by helping highlight their brand, present campaign proposals and marketing plans. Structured a daily schedule to meet with clients, recruit new clients and do the administrative work… Show more Sell the benefits of radio for advertising to clients. Work closely with colleagues to design and implement promotions, sponsorship, events and programming. Establish long term business relationships with clients, recruit new business customers and opportunities, create creative solutions for clients by helping highlight their brand, present campaign proposals and marketing plans. Structured a daily schedule to meet with clients, recruit new clients and do the administrative work, maintain records, collect funds and ensure billing was processed correctly for the client. Show less



Independent contractor/medical

• Medical Practices
• 1 - 100 Employee

• Medical Billing Professional

  • Feb 2013 - May 2014

  Connect the Chiropractic office to the insurance company, read the patients medical charts to determine medical history and treatments that were performed. Code the information accurately and send to the insurance company. Worked with the physicians to ensure accuracy in the patient file as well as with the billing. Resolve billing errors quickly and efficiently so that the office is paid quickly and the patient's bills are resolved and reported accurately.