EXPERIENCE

E-Telequote Inc

Bilingual Medicare Sales Professional Remote January 2021 – Present

Bilingual Medicare Representative with licenses in several states and maintained knowledge of the industry laws, policies and products of Medicare Advantage Plans, MA, PDP, Supplemental plans. Achieved sales goals on a monthly basis with high Quality control and pay thru rate from Month one as an agent. Counseled and advised beneficiaries on matters of insurance coverage that was tailored to their specific situational needs. Top performer for the last 2 years and in the Elite Supplements sales group of agents. Bilingual, English and Spanish line as well. Completed several training classes. Assisted new agents with arising questions to achieve their success. In training to coach others and level up to team lead. Maintain and follow up on book of business.

Sallyport Commercial Finance, LLC Sugarland, TX

Office and Cash Manager September 2014 – Nov 2019

My Cash Manager responsibilities include direct management of all financial and regulatory activities of this asset-based lender, including the oversight of the funding operations and monitoring of the daily balances of over three million dollars for 10 plus DACA business bank accounts. My duties include the maintenance of this lender’s annual budget, contract reviews and regulatory compliance.

As Office Manager, I am tasked with the hiring, development and management of nine cash department staff responsible for the daily operations of the lenders account payable and receivables from domestic and foreign banks. In my role, I perform the staffs’ performance reviews as well as other human resources functions for this lender such as cooperate with the selection of our employee’s health and retirement benefits. Create and maintain office supplies budget and negotiating of contracts.

My additional duties comprise the issuance of our company’s weekly lending portfolios to the executive staff and chairing our quarterly executive board meetings with the circulation of agendas/minutes, regulatory reports and salesforce outcomes. In addition, create and maintain for our COO and CEO review, a performance dashboard measuring our organization’s productivity and my situation analysis of our organization’s internal and external capabilities. As well as assist the Controller with end of the month functions, quarterly audits and miscellaneous duties. In the inception on SCF, duties included underwriting, sales development, bookkeeping, contract review, development of procedures for the forming of each department.

Porter Billing Services Houston, TX

Business Development Officer August 2012 – August 2014

Reported to the vice president of this working capital solutions company to drive new business and account management. Delivered sales development for the transportation division in the southwest region, implemented marketing initiatives through our CRM, and managed incoming contracts in collaboration with the operations team.

Riviera Finance Houston, TX

Business Development Representative March 2006 – July 2012

Launched the first transportation factoring lending satellite office in El Paso, Texas for this company. Office’s initial sales objectives exceeded that of 10 other national established offices in its first year, by 133 percent making my launch model the company’s standard for new offices that open United States and Mexico during my tender.

In 2008 I assumed management of our Houston and well as El Paso’s business portfolio. Under my leadership these offices lead the organization in sales revenue for four consecutive years.

EDUCATION

University of Phoenix:

2006 - Master of Business Management

2004 - Bachelor of Business Administration

CERTIFICATIONS

2005 - Human Resources Certification – University of Phoenix

2004 – Translator English/Spanish

LICENSES

Notary Public

Life, Accident, Health and HMO Agent License No: 2571720

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