Norma De León
Sun Loan
San Antonio
1
Language
42
years of professional experience
Innovative technology professional with several years of diverse experience. Skilled in enhancing systems and aligning technical solutions with business objectives. Proven success in leading projects from start to finish and contributing to organizational growth and success.
Work History
Customer Loan Specialist
3 Years 8 Months- I handle customer accounts by providing information on their loans, processes payments by phone or in person, processes new accounts and refinances their accounts.
- Evaluated loan applications to determine creditworthiness and compliance with regulations.
- Facilitated communication between clients and underwriters for efficient loan processing.
- Advised clients on loan products suitable for their financial needs and goals.
- Conducted thorough analyses of borrower financial documents to ensure accuracy and completeness.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Examined customer loan applications for loan approvals and denials.
- Developed strong relationships with customers through high levels of customer service.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
- Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
- Monitored loan repayments and followed up on delinquent accounts, minimizing non-performing assets.
- Processed loan applications and monitored progress from start to finish.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Data Clerk
29 Years 2 Months- Entered and maintained data for 800 students over 30 years.
- Managed accurate data entry for student records and attendance tracking.
- Streamlined filing processes to enhance document retrieval efficiency.
- Supported administration by maintaining confidential student information securely.
- Collaborated with staff to ensure compliance with district data management policies.
- Trained new clerks on data entry software and record-keeping procedures.
- Conducted regular audits of data for accuracy and consistency across systems.
- Led initiatives to improve data processing workflows, reducing errors significantly.
- Trained new employees on company-specific software applications, promoting a smooth onboarding experience for incoming staff.
- Maintained high-quality data records by consistently updating and organizing information in databases.
- Managed sensitive customer information with care, ensuring strict compliance with company policies and legal regulations surrounding data privacy.
- Facilitated seamless communication between departments by providing accurate ad-hoc reports as requested.
- Enhanced data accuracy by diligently reviewing and correcting discrepancies in reports.
- Streamlined data entry processes for increased efficiency and reduced errors.
- Supported team members by cross-checking their work to ensure accuracy and consistency in data entry.
- Exceeded performance targets while maintaining strict adherence to quality standards throughout daily operations.
- Implemented efficient backup protocols, protecting valuable data assets from potential loss due to system failures or hardware malfunctions.
- Demonstrated adaptability when transitioning between multiple projects without sacrificing timeliness or attention to detail.
- Developed custom templates that simplified complex forms processing requirements, allowing non-technical users easier access to essential information.
- Corrected data entry errors to prevent duplication or data degradation.
- Completed data entry tasks with accuracy and efficiency.
- Scanned documents and saved in database to keep records of essential organizational information.
- Maintained files, records, and chronologies of entry activities.
- Verified data files prior to entry to maintain high data accuracy.
- Updated and maintained customer information, documents and records.
- Checked for accuracy by verifying data and records.
- Used computer software to store and retrieve data.
- Managed and organized documents for data entry tasks.
- Analyzed current data records to provide detailed reports.
- Utilized techniques for increasing data entry speed.
- Followed data entry protocols, rules and regulations.
- Compared transcribed data with source document to detect and correct errors.
- Created spreadsheets for more efficient recordkeeping.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports.
- Conducted audits of existing data entry processes.
- Compiled, verified accuracy, and sorted information to prepare source data for computer entry.
Medical Receptionist
6 Years 5 Months- Facilitated communication between patients and healthcare providers to enhance service delivery.
- Managed patient scheduling and appointment confirmations to optimize office workflow.
- Coordinated insurance verification processes to ensure coverage prior to appointments.
- Maintained accurate patient records using electronic health record (EHR) systems for compliance.
- Assisted in front-office operations, improving patient check-in and check-out efficiency.
- Implemented process improvements that reduced wait times and increased patient satisfaction scores.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Checked patient insurance, demographics, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Managed high call volumes, directing calls to appropriate departments while maintaining a polite and professional demeanor.
- Managed multi-line phone system and pleasantly greeted patients.
- Provided compassionate customer service, creating a welcoming atmosphere for patients and their families.
- Maintained current and accurate medical records for patients.
- Developed strong relationships with patients, fostering loyalty and trust in the practice''s services.
- Assisted healthcare providers with administrative tasks, enabling them to focus on quality patient care.
- Contributed to a positive work environment by collaborating effectively with colleagues and supporting team initiatives.
- Ensured accurate record-keeping by diligently updating patient information and verifying insurance coverage.
- Transcribed phone messages and relayed to appropriate personnel.
- Kept waiting room neat and organized by stacking magazines, removing trash, and cleaning glass.
- Streamlined appointment scheduling for improved patient flow and reduced wait times.
- Coordinated specialist referrals for patients requiring additional care, facilitating efficient transfer of medical records as needed.
- Supported office staff and operational requirements with administrative tasks.
- Handled billing procedures accurately, ensuring prompt payment from both patients and insurance providers.
- Organized essential medical documents, streamlining access to vital information for healthcare providers during appointments.
- Reduced no-shows by implementing an appointment reminder system through phone calls or text messages.
- Improved front office organization by implementing new filing systems and maintaining cleanliness in waiting areas.
- Managed patient appointments efficiently, reducing wait times significantly.
- Improved office ambiance, selecting music and reading materials for waiting area.
- Increased patient satisfaction by answering inquiries with empathy and professionalism.
- Optimized appointment scheduling to maximize doctor availability.
- Supported positive patient experience by offering assistance with filling out health forms.
- Enhanced office efficiency by implementing a new filing system for patient records.
- Reduced administrative errors by consistently verifying insurance information.
- Maintained confidentiality and privacy of patient information, adhering to HIPAA regulations.
- Fostered a welcoming environment, greeting patients warmly upon arrival.
- Facilitated smooth check-in process, ensuring all necessary paperwork was completed promptly.
- Improved patient follow-up, reducing missed appointments through effective reminder calls.
- Streamlined office communication by effectively coordinating between doctors and nurses.
- Facilitated patient education by distributing relevant health and wellness pamphlets.
- Supported patient care by scheduling appointments to accommodate urgent health needs.
- Enhanced patient experience by maintaining clean, organized reception area.
- Maintained strict confidentiality of patient records in compliance with HIPAA regulations.
- Performed various administrative tasks by filing, copying and faxing documents.
- Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Obtained payments from patients and scanned identification and insurance cards.
- Managed office logistics by scheduling appointments, maintaining files and collecting payments.
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
- Answered phone calls and messages for [Number]-physician [Type] medical facility, scheduling appointments, and handling patient inquiries.
- Processed medical insurance claims and payments.
Education
High School Diploma
Skills
Credit analysis
Loan coordination
Application review
Application verification
Loan servicing
Regulatory compliance
Cash management
Customer relations
Client relations
Multilingual communication
Income evaluation
Payment schedule computation
Cash handling expert
Cash management expert
Client support
FHA loan expertise
Report preparation
Basic mathematics
Decision-making
Customer service
Client engagement
Mathematical calculations
Excellent time management
Bilingual in [language]
Income evaluation
Languages
Spanish
Full Professional
Timeline
Customer Loan Specialist
Sun Loan
08.2022 - 04.2026Read More
Data Clerk
Edgewood ISD
11.1990 - 01.2020Read More
Medical Receptionist
Riverwalk OBGYN
06.1984 - 11.1990Read More
Sidney Lanier High School
High School Diploma
Read More