Noreen Folio

Doing outbound calls to Architects, Engineers, Project Managers, Contractors and Sub contractors to ensure timely updates of a Public or a Private projects from ground breaking to bidding process until it's completion. Using CRM data tools and Leads for updating the schedules. Following the projects by calling, sending emails and web research throughout United States.

• Managed multiple projects simultaneously while ensuring adherence to timelines and quality standards.

• Durable Medical Equipment (DME) Scheduler - Doing Outbound calls confirming Patients schedule dates of the delivery and confirming DME needed that is prescribe by the Doctors
• Sending an email to the warehouse to reschedule the deliveries
• Streamlined processes for inventory management, reducing delays in supply availability.

• Doing outbound calls using Leads and getting them booked for an appointment with our State Licensed Underwriter for their mortgage protection policy
• Assisted clients in setting achievable goals while providing ongoing encouragement and support throughout the process of reaching those objectives.

• Resolved customer inquiries and complaints efficiently using CRM software.

• Developed training materials focusing on best practices for client engagement.

EOBS/Admissions, Patient Referral
Self-motivated, with a strong sense of personal responsibility.
Skilled at working independently and collaboratively in a team environment.

Spearheaded an automated onboarding framework that established clear credit dispute timelines, reducing initial client drop-off by

Created and distributed bite-sized financial literacy content on credit utilization, helping clients maintain their improved scores.