- Sales through networking and cold calling- Treasury management/ Cash management solutions- Utilize bank software such as Trio and HOGAN- Provide customer service to existing clients to promote retention- Sales of retail bank products and assist in the provision of financial services- Sales of Insurance products and fixed annuities- Life Insurance licensed #0H22020- Notary Public- Mortgage Loan Origination, NMLS #538788- Lead tracking and pipeline management

Negotiated managed care contracts for Medi-Cal, Medicare, and Healthy Families population. Served on the Healthy San Diego committee and advocated policy and funding for the Medi-Cal and Medicare population. Provided comprehensive contract structure and development for 17 community clinics with over 150 locations in San Diego County. Educated clinic CFO's on fee for service and capitation models of reimbursement. Assisted in the facilitation process of selecting a practice management system for the community clinics. Hosted a monthly CEO and CFO round table to discuss contract provisions and reimbursement methodologies.

Served on the Healthy San Diego Committee from April 2007 to July 2008. Discussed health care policy and advocacy for the County of San Diego.

Job functions included loan origination and underwriting. Promoted to Account Executive and sold wholesale mortgage products to Loan Officers and Brokers. Worked for the National Accounts sales team and developed a nationwide Broker network.