Medicare Agent Customer service
Resume:
Linda Steele
***********@*****.***
El Cajon CA 92019
Summary:
Interested in inside loan officer position or remote with a company that is direct to consumer
Experienced Loan officer currently licensed in CA, TX, FL. AZ, OR, WA, HI
Complete loan lifecycle expertise from quotes to applications and Funding
Client information data entry and specialized software, Reverse Vision, Calyx Point, Floify
Experience with Conventional loans, FHA/VA, Reverse Mortgage Loans
Excellent communication skills
Education:
Grossmont/Cuyamaca Community College 2 years
Business Administration/Real Estate
Licenses:
Mortgage Loan Originator License State of California NMLS 237090
BRE License 00800948 CA Real estate Broker
DBO License
Commissioned Notary Public
Technology:
Microsoft Office Suite (Word, Outlook, and Excel).
Calyx Point processing systems.
Reverse Vision specialized reverse mortgage software.
Bay Docs Reverse Mortgage Software
Sales Force CRM
Professional Experience
HealthIQ Insurance Inc. Mar 2022 – Dec 2022
Remote Medicare insurance sales agent
Made Inbound and outbound calls from Five 9 System. Quoted plans from 14 different Medicare Carriers and enrolled clients in Medicare Advantage Plans during Annual
Election period
Plaza Home Mortgage Retail Loan Officer Sept 2022 – Mar 2022
Inside Retail Loan Officer
Reverse Mortgage, FHA, VA, Conv.
Groves Capital Inc. Nov 2020 – Aug 2021
Remote MLO licensed in CA, TX, AZ, FL
DBO license, Self Sourcing position
Good Life Home Loans Apr 2020 -- Oct 2020
Reverse mortgage loan officer (remote) leads provided
Licensed in CA, AZ, TX, FL
United Health Group, San Diego, CA Jul 2019 – Aug 2019
Customer service
Scheduling health care visits for a nurse practitioner to meet with clients
Inbound and outbound calls on a dialed system using multiple computer screens
Live Well Financial, Inc. Diego, CA Feb 2015 – Aug 2018
Mortgage Loan Originator inside sales leads provided
Originated mortgages with a specialization in reverse mortgages (licensed in 11 states).
Accepted inside phone sales for forward and reverse mortgage sales and set up loan files.
Provided potential clients with information including loan program options, loan calculations, comparisons, and
proposals.
Accepted, processed, and finalized completed loan applications.
Kept an eye on fraud or fraudulent activity during loan originating process
Proper investigation was done during the process
Dial America San Diego, CA Oct 2014 – Dec 2014
Call Center Customer Service Representative
Served as a call center customer service representative for Blue Shield of California during AEP.
Enrolled clients into Medicare Advantage Health Plans.
Provided prescription quotes for drug plans after confirming prescriptions were located on Blue Shield drug formulary.
Independent Life Insurance Agent, San Diego, CA Feb 2013 – Sep 2014
Final expense life insurance sales. Medicare Advantage sale
Xerox Consultants, Inc. San Diego, CA Oct 2012 – Jan 2013
Customer Service Representative
Served as a Blue Cross/Blue Shield representative during the annual plan election period
Represented MAPD, MA, Medicare Supplement Plan, and Prescription Drug Plan clients.
Answered client questions about plan coverages, costs, deductibles, co-pays, claims, and annual prescription costs.
Processed change of address requests change of physician requests, and ensured the mailing of client-requested information.
Processed HIPAA authorizations for family member-requested patient insurance information.
San Diego Mortgage Network/Guild Mortgage San Diego, CA Apr 2006 – Mar 2011
Manager
Originated and processed residential mortgages (FHA, VA, and conventional) via Calyx Point processing systems.
Submitted loans to various lenders and locked in loans when necessary.
Processed credit desktop underwriter (DU) approvals.
Coordinated loan applications with clients and gathered required documents such as paystubs, bank statements, W2’s
Ordered credit reports, appraisals, title reports, and escrow instructions and verified qualifications, funds, and fund sources.
Printed and distributed disclosures and forms to clients.
Gathered funding conditions after loan approval and ordered loan documents after conditions were signed off.
Ensured loan funds were distributed per escrow/seller requirements.
Home Funding, Inc./Loan Link Financial Services San Diego, CA Apr 2001 – Mar 2006
Inside Loan Officer at C21 Award
Originated residential mortgages in a C21 Award real estate office.
Coordinated loan applications with clients, gathered required loan documentation, and acquired necessary signatures. Ordered credit reports, appraisals, title reports, escrow instructions and verified qualifications, funds, and sources. Provided clients with disclosures, loan costs, interest rate quotes, and closing costs.
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