Alishea Klotz
Rosemount,MN
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
8
8
years of professional experience
Work History
Direct Lending Specialist
US Bank
Hopkins, MN
09.2020 - 02.2024
- Updated customers regularly on status of their loans throughout the processing period.
- Analyzed loan applications and supporting documents to determine eligibility for approval.
- Maintained accurate records in computer database system during loan origination process.
- Adhered strictly to company policies when completing tasks associated with loan processing duties.
- Reviewed appraisals to ensure accuracy of value estimates.
- Monitored progress of each loan application from start to finish ensuring timely completion.
- Reviewed loan applications for accuracy and completeness.
- Verified accuracy of closing figures prior to disbursement of funds.
- Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Assisted borrowers with questions regarding their loans after closing.
- Submitted loan applications to underwriting department for review and approval process.
- Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
- Researched escalated problems related to loan processing activities.
- Reviewed initial client documentation to structure and submit loan package.
- Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Assisted in the preparation of loan closing documents and coordinated with closing agents.
- Provided excellent customer service, maintaining high satisfaction levels among borrowers.
Staff Accountant
Youth Group
Edina, MN
05.2019 - 07.2020
- Compiled and prepared journal entries to ensure accurate general ledger records.
- Reviewed accounts payable invoices for accuracy prior to payment processing.
- Managed accounts receivable activities such as invoicing customers, applying payments received, monitoring customer balances.
- Assisted in the preparation of quarterly and annual budgets.
- Developed policies and procedures related to accounting functions.
- Prepared audit schedules as requested by external auditors.
- Researched complex transactions to ensure proper classification within the general ledger accounts.
- Participated in special projects as needed..
- Generated financial reports for management review including income statement, balance sheet, cash flow statement.
- Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
- Analyzed existing accounting processes to recommend improvements in efficiency or effectiveness.
- Processed payroll for all employees in accordance with established guidelines.
- Identified opportunities to improve internal controls over financial reporting processes.
- Processed payroll and reviewed employee liability balances in support of HR objectives.
- Processed payroll, ensuring accurate calculation of wages and deductions.
- Ensured compliance with local, state, and federal government reporting requirements.
- Managed accounts payable and receivable, improving cash flow management.
- Reconciled bank statements and resolved discrepancies promptly.
- Conducted monthly and year-end close processes, enhancing financial reporting timeliness.
- Managed large amounts of financial data using balance sheets, profit and loss reports and online databases.
- Reconciled company bank statements and bookkeeping ledgers.
Business Office Lead
Apple Valley Medical (now known as Allina AV)
Apple Valley, MN
10.2015 - 05.2019
- Coordinated billing processes with vendors to ensure timely payment of invoices.
- Supervised a team of Business Office Associates on various tasks such as filing paperwork, making bank deposits, reconciling accounts, preparing reports.
- Identified and corrected discrepancies on patient accounts.
- Assisted in the development of departmental policies and procedures related to medical billing processes.
- Reviewed invoices for accuracy prior to submission for payment processing.
- Acted as a liaison between patients and families and providers regarding inquiries about bills or payments.
- Ensured compliance with all applicable laws, regulations, and standards governing healthcare reimbursement practices.
- Prepared and submitted appeals to insurance companies when necessary.
- Developed strategies for improving collections performance across multiple departments within a healthcare organization.
- Participated in meetings with physicians and other staff members to discuss current challenges facing the practice's revenue cycle management activities.
- Monitored accounts receivable aging reports, making adjustments as needed.
- Managed relationships with external vendors providing services related to medical billing operations.
- Resolved complex billing issues with third-party payers.
- Maintained up-to-date knowledge of changes to governmental regulations relating to healthcare reimbursement practices.
- Reviewed and processed patient insurance claims for accuracy and completeness.
- Facilitated communication between clinicians and payers regarding disputed claims.
- Collaborated with clinical personnel on documentation requirements that impact reimbursement outcomes.
- Analyzed trends in denials from various payers to identify areas for improvement or corrective action plans.
- Completed and submitted appeals for denied claims.
- Coordinated communications between patients, billing personnel and insurance carriers.
- Reviewed claims for coding accuracy.
- Applied HIPAA privacy and security regulations while handling patient information.
Education
MBA - CB Program
University of Phoenix
Phoenix, AZ07-2024
BBA -
Southwest Minnesota State University
Marshall, MN05-2014
Associate of Applied Science - Supervisory Leadership
Dakota County Technical College
Rosemount, MN05-2010
Skills
- Documentation Review
- Loan Servicing
- Automated Underwriting System (AUS)
- Complaint Handling
- Customer Relations
- Loan File Maintenance
- Loan Processing Coordination
- Payment Schedule Computation
- Product Education
- Attention to Detail
- Problem-Solving
- Collections proficiency
- Process Improvement
- Problem-solving abilities
- Continuous Improvement
- Problem-solving aptitude
- Data Entry
- Task Prioritization
- Effective Communication
- Collections Management
- Customer service-focused
- Oral and Written Comprehension
- Remote Video Conferencing
- Customer Service
- Active Listening
- Excellent Communication
- Time Management
- Interpersonal Skills
- Analytical Skills
- Basic Mathematics
- 10-Key Data Entry
- Decision-Making
- Reliability
- Teamwork and Collaboration
- Adaptability
Accomplishments
- Delta Mu Delta Member, achieving a 3.9 or higher GPA at the University of Phoenix
References
References available upon request.
Timeline
Direct Lending Specialist
US Bank
09.2020 - 02.2024
Staff Accountant
Youth Group
05.2019 - 07.2020
Business Office Lead
Apple Valley Medical (now known as Allina AV)
10.2015 - 05.2019
MBA - CB Program
University of Phoenix
BBA -
Southwest Minnesota State University
Associate of Applied Science - Supervisory Leadership
Dakota County Technical College