I successfully completed four-month Industry Examinations and training program, ahead of schedule.I specialize in providing retirement plan products and services to small and mid-sized businesses and non-profits.I represent Mutual of America in sales and marketing to clients and prospects with an emphasis on soliciting new group takeover plans and cross-selling a wide variety of retirement savings plans and services, including 401(k), 403(b), and 457(b) deferred compensation plans.I set qualified appointments with plan sponsors of 401(k) and 403(b) Plans through multiple strategies, cold calling, networking, and referrals.I attend client review meetings with Customer Relationship Manager for the top five to ten clients in the Albany market to position myself to ask for introductions and to be a reference for sales opportunities.

I was a Federally Licensed Mortgage Loan Officer; NMLS #2029926Successfully completed six-month Junior Banker training program, ahead of schedule, by closing required 26 loans in first three months of employmentRecruited, hired, trained, and actively manage a team of Junior Mortgage BankersHead of Manager in Training program to identify and train next wave of managers in the Loan Production OfficeFunded a total of 91 loans ($23.6 million total loan volume) over a ten-month period from hire date to present; exceeding banker monthly minimum requirement by 303%Finished Top 5 (or better) in four major sales production metrics (PQEs, Upfront Signed, Originations, and Funded Loans) from April 2021 to June 2021 in Region 3 Consumer Direct among 250+ bankersFinished runner up in TFSB Region 3 Consumer Direct 2021 March Madness Tournament after outselling senior bankers with 30+ years’ experience in head-to-head competitionMaintained a customer rating of 36.5/40 from hire date to present

I am Google Analytics certified since August, 2018.I achieved: 117% of 2019 Q4 budget with 123% in November and 157% in December; 94% of 2020 Q1 budget with 116% in March; 114% of July 2020 budget.I identify and solicit new business; service and grow existing accounts.I am responsible for developing persuasive proposals in response to client needs and/or opportunities.I guide my clients based on market, platform, and/or station information.I am responsible for ensuring client satisfaction through cooperative communication.I also negotiate rates consistent with iHeartMedia operating goals and budgets and ensure prompt payment.I utilize all available iHeartMedia resources to create effective marketing campaigns.

I collaborated, assisted and worked with assigned Account Executive to generate new sales, maintain existing relationships and grow iHeartMedia brand and reputation.I created effective marketing campaigns in cooperation with iHeartMedia resources.I steered clients based on market, platform, and station information.I maintained client communication and ensured client satisfaction.I monitored competition to continually find new account leads.I followed all station procedures for preparing orders, resolving billing issues, submitting regular reports regarding sales, pipeline lists, forecasts, and competitive analysis.

I was a Licensed Claims Adjuster in 41 states.I investigated a high volume of complex auto injury claims across multiple jurisdictions. On a daily basis, I conducted an analysis of new auto injury claim assignments and developed investigative plans based on the needs of each claim.I investigated, evaluated, negotiated, and settled auto injury claims in an assigned area to include verification of coverage, legal liability and extent of damage to persons and property, which required contact by telephone, correspondence, in person, and/or various electronic media.I applied knowledge of policies, procedures, laws, statutes, and insurance regulations when determining coverage, liability, damages of injury (first and third party) and property damage.I recognized and reviewed claims requiring specialized handling, including identifying issues that required the use of independent experts or vendors.I used various electronic resources for claim handling.I worked in partnership with and provided instruction to claim associates.I delivered a remarkable customer experience through handling claims involving injury.

I delivered a remarkable customer experience throughout the handling of lower complexity claims, identifying and ensuring prompt routing of claims to other functional areas.I received and processed claim information, and communicated with internal and external customers via phone and other communication channels.I worked in a team environment and handled low complexity/high volume work in a contact/call center environment.I successfully completed required training programs and licensing and continuing education for licensing.I listened and communicated clearly, professionally and empathetically.I worked from established procedures and job aids and handled multiple computer applications while helping customers on the phone.I educated customers on the claim process.I escalated problems or inquiries as needed.I maintained quality, accuracy, and professionalism in a fast-paced environment.I multi-tasked and adapted to changing environments.

I greeted, made eye contact and “Thanked” each guest.I delivered a friendly, helpful, easy, and safe shopping experience, that met our guests’ expectations.I was responsible for accurately scanning and/or processing all customer orders in accordance with company standards and policies.I was responsible for ensuring that all customer orders were packed with care and efficiency to meet company standards.I offered carryout service to guests.I was responsible for ensuring proper handling for coupons, bottle slips, charge accounts, rebates, miscellaneous tenders, AdvantEdge cards, debit/credit, reused bags, and other media.I was responsible for maintaining controls and security in accordance with company policies and procedures. (LISA – Look InSide Always / BOB – Bottom of Basket).I communicated new policies and/or promotional programs to our guests.