Independent finance / health insurance
I take pride to go out of my way to "more than satisfy" customers by providing top notch customer service, ensuring customer questions/issues/concerns have been answered.
Ability to own issues and bring to resolution.
Learn and comprehend new concepts and apply them.
Excellent verbal communication and listening skills via phone. Written communication especially as documented in case follow up is clear and effective.
14+ years experience as a small business owner.
With over 9 years in the mortgage / finance industry, getting people in a house or remain in a house with a mortgage or loan modification is what I do.
From interview qualification to closing a deal I do it all - interview, qualify with income, document collection, processing , underwriting, submission, and followups. Well seasoned in credit pulling and repair, income tax preparation and pulling tax transcripts, Ability to help someone looking to purchase, refinance or remain in their home with loan modification if behind on mortgage.
Experienced notary public since 2004. Individual tax preparation services since 2001. Mortgage broker since 2004.
Currently working seasonally selling medicare advantage plans with United health Care. Licensed health insurance agent since 2012.