Elizabeth Casey Email & Phone Number

United States

Key Responsibilities• Coordinate all aspects of the journey: scheduling appointments and travel, facilitate legal, manage escrow and insurance, assist with medications, and follow-up with post-birth monitoring.• Facilitate and manage the communication between fertility clinics, doctor offices, hospitals, and agency, along with informing Intended Parents and Surrogates of all information.• Dedicate, inform, and support Intended Parents and Surrogate through each step of the… Show more Key Responsibilities• Coordinate all aspects of the journey: scheduling appointments and travel, facilitate legal, manage escrow and insurance, assist with medications, and follow-up with post-birth monitoring.• Facilitate and manage the communication between fertility clinics, doctor offices, hospitals, and agency, along with informing Intended Parents and Surrogates of all information.• Dedicate, inform, and support Intended Parents and Surrogate through each step of the journey; through personal experience, knowledge, and industry standards.• Screen and Intake Egg Donors, coordinate matches, and facilitate entire egg donation journey. Show less

Dallas-Fort Worth Metroplex

Key Responsibilities• Review pertinent facts to make eligibility determinations by analyzing factors such as use of proceeds, legislative and administrative limits,disposition of insurance and other recoveries.• Respond to inquiries from applicants, their representatives and agents, and others concerning the status of applications and reasons for Agency decisions.• Process loan modifications by performing necessary analysis and preparing full documentation supporting the… Show more Key Responsibilities• Review pertinent facts to make eligibility determinations by analyzing factors such as use of proceeds, legislative and administrative limits,disposition of insurance and other recoveries.• Respond to inquiries from applicants, their representatives and agents, and others concerning the status of applications and reasons for Agency decisions.• Process loan modifications by performing necessary analysis and preparing full documentation supporting the analysis• Ensure loan files contain all pertinent documentation to include conversations with applicants and written recommendations or justifications for conclusions. Show less

Dallas/Fort Worth Area

Key Responsibilities• Develop and cultivate leads in multiple departments • Persuasively articulate print and digital offerings, competitive advantages, resources, and processes to clients and prospects via in-person & remote sales meetings • Assist sales management in defining and identifying potential sales targets and opportunities for expansion in new markets • Meet monthly revenue goals as outlined in sales plan with revenue-generating relationships

Dallas/Fort Worth Area

Key Responsibilities:• Assist in the promotion and setup of Treasury Management and Merchant Service products• Present commercial solutions to prospects and existing clients• Build and maintain business partnerships with Branch Managers, Business Bankers, and Commercial Managers to develop sales opportunities• Identify cross-sell opportunities and refer business to internal partners.• Manage commercial risk through underwriting and account maintenance efforts.•… Show more Key Responsibilities:• Assist in the promotion and setup of Treasury Management and Merchant Service products• Present commercial solutions to prospects and existing clients• Build and maintain business partnerships with Branch Managers, Business Bankers, and Commercial Managers to develop sales opportunities• Identify cross-sell opportunities and refer business to internal partners.• Manage commercial risk through underwriting and account maintenance efforts.• Prepare sales presentations of product benefits and WFB’s value proposition.• Analyze incumbent bank statements and create Proforma’s for presentations• Assist department managers in executing sales strategies and in meeting department goals.• Act as subject matter expert on current or previously assigned projects/products• Maintain relationship with current clients to manage accounts and generate additional sales referrals. Show less

Dallas/Fort Worth Area

Key Responsibilities:• Coordinate and administer sales promotions• Sell and cross sell products to maximize company goals and profits• Assists in market research, evaluation and recommending enhancements to the market positioning• Create brand awareness with marketing campaigns delivered at corporate events and conventions

Bachelor Of Arts - Ba, Communication, General, A

Activities and Societies: Deans List, Honor Society

Education record