Summary
Overview
Work History
Education
Skills
Timeline
Generic

MONTRICE NELSON-GEORGE

University Park

Summary

Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.

Overview

30
30
years of professional experience

Work History

Owner/Designated Managing Broker

Next Level Homes LLC
07.2016 - Current
  • Counsel clients on market conditions, prices and mortgages to facilitate the purchase and/or sale of real estate.
  • Analyzed market trends to identify opportunities for business growth and service diversification.
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Trained and motivated new brokers to perform daily business functions.
  • Established foundational processes for business operations.

Loan Signing Agent

Self-Employed
09.2017 - 09.2021
  • Conducted thorough document reviews to ensure compliance with legal requirements and accuracy.
  • Maintained meticulous records of all transactions for auditing purposes.
  • Facilitated loan signings, ensuring clear communication between parties involved.
  • Developed effective relationships with clients to foster trust and repeat business.
  • Implemented quality control measures to minimize errors in documentation processes.

Benefits Consultant

Go Health
05.2020 - 01.2021
  • Developed customized benefits solutions to meet diverse client needs and preferences.
  • Managed open enrollment periods, ensuring timely communication of benefit updates and assisting recipients with their selections.
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Observed strict procedures to maintain data and plan participant confidentiality.
  • Provided ongoing support to clients, addressing inquiries related to benefit plans and policies promptly.

Manager, Product Technology

Health Care Service Corporation
10.1995 - 12.2016
  • Directed operational strategies to enhance productivity and efficiency across multiple departments.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
  • Implemented process improvements that streamlined workflows and reduced operational bottlenecks.
  • Analyzed performance metrics to inform strategic decision-making and resource allocation.
  • Collaborated with cross-functional teams to align objectives and drive organizational goals forward.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Cross-trained existing employees to maximize team agility and performance.

Education

Masters Certificate - Health Services Administration

Keller Graduate School of Management
01.2011

BS - Technical Management

DeVry University
01.2005

Skills

  • Customer relations
  • Small business operations
  • Relationship building
  • Verbal and written communication
  • Client service
  • Project management
  • Staff management
  • Team oversight
  • Consulting
  • Negotiation

Timeline

Benefits Consultant

Go Health
05.2020 - 01.2021

Loan Signing Agent

Self-Employed
09.2017 - 09.2021

Owner/Designated Managing Broker

Next Level Homes LLC
07.2016 - Current

Manager, Product Technology

Health Care Service Corporation
10.1995 - 12.2016

BS - Technical Management

DeVry University

Masters Certificate - Health Services Administration

Keller Graduate School of Management
MONTRICE NELSON-GEORGE