United States
Over a decade of experience working with Credit Unions to elevate, educate and coach credit union loan officers to protect their members.
Working with Credit Unions to educate and protect their members from the unexpected events of owning a vehicle. Partnering with companies to educate on the car lending experience. Sales and Support to credit unions who partner with Route 66 Extended Warranty.
Developed and managed business relationships with both existing and new clients - including banks and credit unions, sales representatives and carriers.Dedicated to the retention and growth of revenue inside of Allied Solutions' financial institution clients. Delivering the best in class and effective service, new product installations, product training and support on key products, and initiating and supporting the sale of products to targeted prospects and inside of existing clients.
Conducted follow-up process to verify insurance coverage, updated data systems for claims processing and validated insurance documents for accounts. Developed budgets for specified accounts, created information/decision portfolio for a company that is merging with the company and conducted data analysis and made recommendations for a current recovery program. Additionally, supported a field CRM (Client Relationship Manager) in their selling and accounts management efforts.
May-July 2009; Performed various activities in the manufacturing and packaging of Pharmaceutical products, while organizing and managing employees through a 5-S plans of action. Additionally, spent a week shadowing, observing and contributing to the Training School for new sales representatives in the Osteoporosis Business Unit. Created and implemented a networking plan for employees to connect with others and solicit contribution to a company service program. Lastly, responsible for case management and filing, as well as contributing to improvements in the Summer Replacement Program.
Responsible for various activities during internship program; including loss estimation, case management, filing, etc.