Wendi Smith

Norman, OK *****

ad38ib@r.postjobfree.com

+1-405-***-****

Objective: To obtain a position that uses my knowledge and experience in Sales and Customer Service as well as Licensing Instructor abilities to further the growth of the Company and its best interests as well as my own. Authorized to work in the US for any employer

Work Experience

Medicare Certified Annual Enrollment Licensed Agent TTEC - Oklahoma City, OK -Remote

July 2023 to Present

Licensed Health, Life, & Acc finding Medicare (C) Medicare Advantage Programs for those who need better coverage during yearly AEPfor the upcoming 2024 Benefit Year. Working with Eligible Medicare Enrollees walking them through their options and benefits and performing Telephonic Enrollment. Grreat care and understanding with empathy through customer service with patience. College of Insurance Pre Licensing Instructor

TTEC - Oklahoma City, OK -Remote

November 2021 to November 2022

Facilitator for the College of Insurance teaching Pre Licensing for Property and Casualty Adjusters and Personal lines P&C Producers. Teaching daily via Zoom various lengths of classes from 2-3 weeks ending with participants sitting for the State Exams for the multiple States I am teaching. Specifically for a Contract for a large well known Insurer. Planning a class lesson plan using materials for pre licensing certified classes as well as leading Instructor led with various learning tools and reviews for one goal of each student passing their Resident State Licensing Exam. Mortgage Loan Officer

InTrust Mortgage - Edmond, OK

October 2019 to November 2020

Farming Leads, Loan Application, Loan Application (CALYX Point and Encompass) Pulling and Evaluating Credit, Electronic Loan Approval and Submission, Clearing loan stipulations with Lender, Attending Closings Customer Service Representative/Technical Support-SECOND JOBS Second Jobs - Remote July 2009 to April 2020

Transcom-Technical Support Samsung Refrigerator

Concentrix by contract TurboTax and Citi Card

Support.com/Comcast Tier II Tech Support, Convergys during the digital transition, then as a Billing and Others for Direct TV, Seasonal for 1800Flowers, Cheryl and Company

Mortgage Loan Officer

First Bank & Trust - Norman, OK

January 2019 to May 2019

Working with customers to obtain a Mortgage Loan for the 3 metro locations as well as 4 others in the State. Set up e Sign for the fixed rate Mortgage Department of the bank through Encompass to make it more efficient from all wet signing, Set up Marketing Lunch and Learn opportunities with Realtors, attend

Norman Board of Realtors functions as an Affiliate (former active Realtor). Take from application through Underwriting and submission with Lenders. Attend Closings, even outside of Norman. Realtor

NextHome Prestige Realty - Norman, OK

January 2003 to January 2019

Farming Leads, Working with Clients to sell or procure Real Estate property, Contracts including Cost Estimates, Communicating with Title Companies, Mortgage Lender, and any other parties to Conclude Sale, Attending Closings, Broker Price Opinions and REO Properties

Mortgage Loan Officer

Residential Mortgage - Norman, OK

January 1997 to December 2017

Farming Leads, Loan Application, Loan Application (CALYX Point and Encompass) Pulling and Evaluating Credit, Electronic Loan Approval and Submission, Clearing loan stipulations with Lender, Attending Closings Quality Assurance including Pre-Funding and Post Closing, Appraisal Review, Processing,Quality Assurance including Pre-Funding and Post Closing, Appraisal Review, Processing

Electronic Retail Representative/ Retail Merchandiser-(SECOND JOBS) PRS/Crossmark/Mondelez - Norman, OK

January 2010 to October 2015

Installing, reworking, and maintaining displays for Best Buy, Gamestop, Walmart, Target, OfficeMax and Office Depot and Toys R’ Us Retail Representative/ Merchandiser

Introduced Glidden Paint into 8 local Wal-Mart locations, Educated store employees on paint line and up selling, Updating computer and troubleshooting units in store, Stock ordering and inventory using store planograms Education

OCCC/OU

Associates Degree in Web Design & Development

Skills • Loan Officer Experience, • Banking• Upselling • Sales • Fair Housing Regulations • Technical support • Account Management

• Salesforce • Technical support • Customer service• Farming • Negotiation • Sales • Fair Housing Regulations • Account Management • Salesforce • Merchandising • Loan Origination • Planograms • Cold Calling• Banking• Upselling• Microsoft Outlook • CRM Software• Business Development • Credit Analysis • Pricing • Marketing • Office Management • Sales Management • Procurement • Management• Loan Processing (5 years) • Microsoft Excel • Word processing • Financial services• Microsoft Word • Microsoft Office• Property management • Outside sales • Medical billing• QuickBooks• Mortgage servicing • Bookkeeping • Underwriting • Property leasing•Accounts receivable • B2B sales• Accounts payable • Retail management • Human resources • Accounting• Leadership

• Dealership experience • Digital marketing • Project management • Microsoft Office • Google Docs• Supervisory experience • Management • Microsoft Access • Time management • Data collection • Data collection • Sales support • Insurance Pre Licensing Instructor • Property and Casualty Insurance Adjuster • Facilitator/Instructor • Insurance • Teaching• ICD-9 • ICD-10• Documentation review • Presentation skills • Analysis skills • Writing skills • Computer skills • Organizational skills • English • Communication skills• Medical Coding• CPT Coding • Medical terminology• Computer literacy • Real Estate Sales • Mortgage Certifications and Licenses

Property and Casualty Insurance Adjuster License Resident Oklahoma November 2021 to November 2023

Resident P&C Adjuster License for Oklahoma

Non Resident Adjuster License for New York as well as Hawaii. Property and Casualty Non Resident Adjuster License New York Property and Casualty Adjuster Non Resident License Hawaii

Combined Health, Accident & Life Insurance License with Medicare Certification Present

Real Estate License

Currently Inactive

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