Bryan Lizardi

• Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
• Planned, designed, and scheduled phases for large projects.
• Identified plans and resources required to meet project goals and objectives.
• Monitored project performance to identify areas of improvement and make adjustments.
• Coordinated with cross-functional teams to resolve project issues and mitigate risks.
• Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.

• Managed a team of 30+ claims associates and call center agents, overseeing daily operations to ensure consistent quality and productivity

• Conducted regular call reviews to maintain high standards of service, adherence to company protocols, and alignment with customer satisfaction goals

• Monitored and analyzed key performance metrics, implementing targeted improvements to optimize efficiency and team performance

• Provided ongoing coaching and feedback to team members, driving skill development and ensuring compliance with performance standards

• Facilitated a collaborative team environment focused on exceeding customer expectations and meeting organizational objectives

• Developed and tracked key performance metrics to measure success and drive accountability across a team of 12+ sales representatives focused on sales and rentals for construction projects

• Managed sales operations, including forecasting, pipeline management, and customer targeting, to support strategic growth and maximize revenue opportunities

• Implemented data-driven sales strategies as a Project Manager, resulting in improved lead conversion rates and increased customer retention

• Conducted market analysis to identify potential sales opportunities, adjusting team strategies to adapt to changing market conditions and customer needs

• Fostered a high-performance sales culture through regular coaching, training, and motivational strategies, leading to an X% increase in team productivity

• Coordinated with cross-functional teams to ensure timely delivery of machinery and services, enhancing client satisfaction and project success rates

• Certified Claims processor for Medicare, Medicaid and employer-sponsored plans
• Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
• Achieved High NPS and call handling top performer
• Accomplished all certifications and training requirements for department growth and call quality monitoring auditing
• Lead and supervised 20+ Sales agents, Medicare compliance and 25+ U.S State requirements
• Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
• Mentored junior staff members, helping them develop their leadership potential and advance in their careers.

• Overall account management and credit line negotiations for over 50+ clients
• Managing credit agents and supervisors
• Working with and supporting sales staff with discount and credit negotiations
• Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
• Investigated and evaluated customers for creditworthiness and potential risk factors.
• Managed the entire end-to-end credit approval process from application review through contract negotiation and final execution.
• Improved credit risk management by implementing effective underwriting policies and procedures.