Energetic Sales Representative with emphasis on superior customer service .Demonstrated success identifying prospects and converting leads into customers. Strong background in the Real Estate, Mortgage , and Medical Sales. Exceptional leadership and communication skills. Proven demonstrated ability to increase business, increase sales,manage, train staff, and excellent conflict resolution abilities to ensure great customer service. Recognized for creativity and resourcefulness in meeting and exceeding sales, revenue and profit goals. Expertise in communication and negotiating. Driven to provide superior quality customer service.
Overview
25
25
years of professional experience
Work History
Dental Treatment Coordinator
One Solution Dental Implant Centers
02.2023 - Current
Conduct and meet patients at the OneSolution Dental Implant Center to discuss and understand the patient's dental condition, oral and systemic health, concerns, objectives, and options
Travel to local offices to see potential patients
Explain the treatment plan, address any concerns, and answer any questions about the OneSolutions process
Work hand in hand with the doctors to make sure that the patient understands their treatment options
Reaching patients by phone to respond to inquiries and follow-up
Maintain a good relationship with patients by staying engaged throughout the entire process
Offer and work with the patient on payment programs and financing
Making sure all consent forms and financing paperwork are duly filled out and signed by the patient
Net Branch Manager
IAP, Capital 11 Finance LLC
01.2021 - 02.2023
Working remotely from home
Generate new leads and originate loans for real estate commercial, SBA loan products
Manage and maintain company website
Effectively communicate and counsel clients on loan products and requirements
Input and maintain all client info into CRM
Examined customer loan applications for loan approvals and denials
Submitted loan applications to underwriter for verification and recommendation
Mortgage Loan Originator
Equity Mortgage Bankers
01.2015 - 01.2020
Generated leads and originated loans for real estate loan products
Interviewed applicants to determine financial eligibility and feasibility of granting loans
Determined all applicants ratios and metrics and set up debt payments
Evaluated credit worthiness by processing loan applications and documents within specified time limits
Completed loan contracts and counseled clients on interest rate terms, policies and restrictions
Communicated with clients to request or provide information or documents needed for approval
Maintain and update account records
Coordinated with loan processor, title companies, and underwriting to overcome any obstacles from preventing closing
Real Estate Assistant / Loan Processor
North America Real Estate Investment Group
01.2010 - 03.2015
Generated leads for sales and rental properties through cold calls and referrals
Prepared purchase agreements / rental agreements and disclosures
Coordinated appointments to show marketed properties
Monitored territory and capitalized on potential sales opportunities by contacting owners and setting up meetings
Maintained efficient office operations by handling errands and administrative functions
Handled any conditions sent from underwriting departments
Reviewed financial statements and contacted institutions and customers to clarify details
Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants
Set up and completed loan submission packages
Worked with customers in person and via telephone to answer questions, process transactions and resolve issues
Prepared documents for underwriting by verifying client income, credit reports and other information
Coordinated closing process with attorneys, title companies and government clerks
Uphold complete confidentiality of all submitted information according to release guidelines
Explained very technical financial information to applicants in easy to understand language
Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing
Patient Coordinator / Sales Representative
Advanced Plastic Surgery Solutions
03.2000 - 10.2010
Managing new + old leads
Contact new and existing patients
Answering new patient questions about products, procedures, prices, availability, and financing
Discussing their needs
Explaining how their needs can be met and goals achieved through our products and services
Discussing surgical options with potential patients
Guiding patients through decision process
Taking deposits and scheduling patients for surgery
Sending patient documents in EMR System
Diligently taking notes on each patient in their file
Communicating with all departments in regards to patient changes/updates
Reviewing patient's meds and health history to determine pre-admission testing
Scheduling appropriate medical and cardiac clearances
Scheduling patients for follow-up appointments and tests
Coordinates with clinical staff to get information for all patients
Documents and maintains all correspondence with patients
Education
Bachelor of Science - Psychology
Carlos Albizu University
Miami, FL
05.2005
Skills
Attention to detail
Get things done attitude
No excuses only Solutions
Proficient in MS Office
Proficient in Sales Force
Proficient in Sharp Spring
Proficient in Open Dental Calyx
Proficient in Encompass
Proficient in DU/LP
Proficient in UWM
Proficient in MLS
Proficient in Excel
Proficient in Quickbooks
Proficient in Power Point
Proficient in various CRM systems
Customer service
Inside sales
Outside sales
Conflict resolution
Office Management
Project Coordination
Contract Negotiation
Post-Sales Support
Consultative Selling Techniques
Persuasive Techniques
Languages
Spanish
Timeline
Dental Treatment Coordinator
One Solution Dental Implant Centers
02.2023 - Current
Net Branch Manager
IAP, Capital 11 Finance LLC
01.2021 - 02.2023
Mortgage Loan Originator
Equity Mortgage Bankers
01.2015 - 01.2020
Real Estate Assistant / Loan Processor
North America Real Estate Investment Group
01.2010 - 03.2015
Patient Coordinator / Sales Representative
Advanced Plastic Surgery Solutions
03.2000 - 10.2010
Bachelor of Science - Psychology
Carlos Albizu University
Similar Profiles
DANIELLE HIMICKDANIELLE HIMICK
Dental Treatment Coordinator at One Solution Dental Implant CentersDental Treatment Coordinator at One Solution Dental Implant Centers