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Rick Iraheta Location
San Diego, CA, US
Rick Iraheta Work
Senior Customer Relationship Manager and Payments and Billing Specialist @ (November 2023 - Present)
Health Insurance Broker @ (January 2013 - January 2026)
Credit Analyst and Relationship Manager @ (August 2022 - March 2023)
Senior Pre-Purchase Specialist and Investor Relationship and Pipeline Manager @ (September 2021 - April 2022)
Processing Expert @ (November 2020 - September 2021)
Branch Services Representative @ (September 2019 - October 2020)
Insurance Broker @ (November 2011 - September 2019)
Mortgage Specialist @ (January 2011 - November 2011)
Bilingual Mortgage Collections Representative @ (January 2010 - January 2011)
Redevelopment Program Project Manager @ Housing Programs (February 2008 - November 2009)
Production Manager @ Desert Essence (January 2005 - January 2008)
Rick Iraheta Skills
Account Management
Accounting
Affordable Care Act
Analytical Skills
Banking
Business Development
Business Process
Business Process Improvement
Business Relationship Management
Business-to-Business (B2B)
Car Loans
Collaborative Problem Solving
Communication
Conflict Resolution
Consultative Selling
Consumer Lending
Credit Cards
Credit Management
Credit Risk Management
Credit Unions
Cross-functional Collaborations
Customer Education
Customer Enablement
Customer Escalation Management
Customer Experience
Customer Onboarding
Customer Product Training
Customer Relationship Management (CRM)
Customer Satisfaction
Customer Service
Customer Service Management
Customer Success
Customer Support
Data Analysis
Debt Collection
Debt Consolidation
Debt Management
Direct Sales
Disability Insurance
Dispute Resolution
Employee Training
English
Equity Indexed Annuities
Estate Planning
Finance
Financial Analysis
Financial Services
Fixed Annuities
Health Insurance
IRAs
Indexed Annuities
Insurance
Intercom CRM
Interpersonal Skills
Investments
Investor Relations
Jira Service Desk
Knowledge Management
Leadership
Life Insurance
Lines Of Credit
Loans
Management
Mobile Payments
Mortgage Lending
Negotiation
Notary
Operations Management
Payments
Process Flow Documentation
Project Management
Prompt Engineering
Regulatory Compliance
Relationship Building
Retirement Planning
Revenue & Profit Growth
Roth IRA
Sales
Sales Management
Sales Operations
Sales Pipeline Management
Sales Process
Salesforce.com
Small Business Lending
Software as a Service (SaaS)
Spanish
Stripe (Software)
Support Management
Tableau
Team Building
Team Leadership
Teamwork
Troubleshooting
Underwriting
Working with Brokers
Rick Iraheta Summary
Rick Iraheta, based in San Diego, CA, US, is currently a Senior Customer Relationship Manager and Payments and Billing Specialist at Off The Record. Rick Iraheta brings experience from previous roles at Covered California, SmartBiz and Better. With a robust skill set that includes Account Management, Accounting, Affordable Care Act, Analytical Skills, Banking and more. Rick Iraheta has 1 emails and 1 mobile phone numbers on RocketReach.
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