Jodee Rae Salazar

Maximize Property & Casualty sales potential

 Identify cross-selling opportunities

 Provide exceptional service

 Assist members with quotes, binding new business

 Identify, evaluate and understand member needs

 Use available tools and resources to support members

 Operate in a contact center environment and navigate multiple systems

 Maintain required Property & Casualty licenses and state registrations

Educated clients on various insurance products to ensure informed decision-making.

• Serve 60 customers per day as a part of Rapid Response Team taking inbound calls from clients, entering payroll and tax information
• Meet and exceed client expectations by using active listening skills resulting in satisfied customers
• Implement problem-solving skills to assist clients with issues- correcting over and under paid employees, adjusting 401K payment allocation and more. Resulting in satisfied clients
• Completed self-training Senior tier work
• Assisting new co-workers with questions and procedure
• Earned call copy-quality on average of 95-100% by following required call flow and expressing empathy and using my advanced knowledge
• 240+ SOAR Leads
• SOAR revenue of $2,500+
• Train over 50 customers a month on Paychex FLEX minimizing inbound call volume by 20%
• Providing effective troubleshooting and able to anticipate and fix issues by maintaining present knowledge on FLEX and payroll changes affecting clients in 50 states
• Knowing my resources and when to seek assistance
• Trouble shooting client conversations to determine what the client is really needing help with

• Wells Fargo N.A. Business Real Estate Financing on Commercial properties customer service
• Discussed lead scenarios on new loans & lines with the Bankers and customers
• Advised Bankers & customers on documents needed to complete the loan application
• Conveyed decline reasons to branches and customers
• Reviewed rates, terms and costs to process the application
• Redirected bankers and customers to the appropriate department when Business Real Estate Financing cannot assist them
• Maintained awareness of credit and product policies & procedures as they change to be able to walk other team members thru process

• Transition Representative- for New Financial Advisors
• Processed name changes and agent and custodian changes
• Reviewed investment account applications for accuracy
• Reviewed Transfer forms for accuracy and completeness

• Customer Service/New Business Team Case Manager
• Reviewed investment account applications for accuracy
• Reviewed Transfer forms for accuracy and completeness
• Communicated with Financial advisors regarding information needed and status
• Communicated with Investment firms for missing information
• Processed name changes and agent and custodian changes

• Customer Underwriting Specialist/Jr. Underwriter
• Worked with Brokers to gather items requested from underwriter
• Reviewed title commitment for liens, vesting, statement of information, etc.
• Reviewed assets and income
• Reviewed appraisals for information and data entry
• Worked VA Portal & FHA Connection
• Completed data entry of fee's, Payoff info, HOI & Taxes
• Determined if loan had too much cash back for Government loans

• MORTGAGE PROCESSING ASSISTANT
• Worked with VA & Conventional Loans
• Ordered Title Commitment documents
• Worked with Title Agencies to get missing Title documents
• Contacted VA for Certificates of Eligibility for VA benefits
• Tracked down Appraisal results for Mortgage
• Ordered VOEs, 4506Ts, credit reports and supplemental reports

• Loan Document Processor
• Reviewed Title Search documents for accuracy
• Completed Assignment of Deed of Trust and Substitution of Trustees for execution
• Communicated via email, instant message and phone with Mortgage clients
• Worked on multiple systems for the various clients
• Tracked and maintained four reports
• Processed foreclosure paperwork for CA, NV & AZ