Alma Escobar
Summary
Dynamic and results-driven professional with over 20 years of experience in leading teams, optimizing operations and driving business growth. Proven track record of building and maintaining strong relationships with clients and cross-functional teams.
Overview
27
27
years of professional experience
Work History
Intake Coordinator
Mission Community Hospital
11.2023 - Current
- Provide excellent customer service to patients, family members, and healthcare providers during the intake process.
- Coordinate insurance verifications and authorizations, enabling timely access to necessary treatments for patients.
- Manage high volume of incoming calls related to appointments, referrals, and general inquiries from patients and other departments.
- Complete intake assessment forms and filed clients' charts.
- Maintain strict confidentiality of patient information, adhering to HIPAA guidelines and company policies.
- Reduce errors in patient data entry with thorough verification processes and attention to detail.
- Enhance communication between patients, healthcare providers, and administrative staff to ensure seamless coordination of care.
- Coordinate patient transfers smoothly, ensuring continuity of care.
- Verified insurance eligibility for patients, resolving discrepancies prior to treatment whenever possible.
Home Care Provider
In Home Support Services (IHSS)
08.2019 - Current
- Administer medications as prescribed by healthcare professionals
- Provide transportation and accommodated clients during medical appointments
- Research and enroll clients in enriching social programs for local Senior physical activities
- Observe, document and report any changes in the client's condition or behavior to healthcare professionals.
Community Loan Officer
Bank Of America
02.2019 - 08.2021
- Promoted Bank of Americas' affordable housing programs to Low to Moderate income clients in underserved communities
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during origination.
- Collaborated with local organizations and nonprofits, identifying potential loan applicants to increase qualified referrals
- Collaborated with underwriters to expedite loan approvals and close deals promptly.
- Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
Mortgage Banker
Rocket Mortgage
01.2017 - 01.2019
- Efficiently handled large volume of calls in fast-paced call center
- Performed credit evaluations and assessed loan applications to determine loan pre-qualification and pre-approval.
- Managed daily pipeline of 50+ clients and funding 10 - 15 loans per month through efficiently prioritizing tasks based on deadlines and client needs.
- Educated customers on a variety of loan products and available credit options to assist in their financial decisions
- Delivered prompt communication with all parties involved in transactions, fostering strong professional relationships.
- Researched and updated industry knowledge on changing legislation and regulations.
Indirect Account & Retail Store Manager
Verizon Wireless
10.1997 - 11.2016
- Cultivated strong professional relationships with suppliers and key indirect clients to drive long-term business development for 20 Indirect locations located from Phoenix to Yuma, AZ
- Implemented strategies resulting in sustained sales growth of 125% annually
- Engaged with customers to enhance their experience and gather feedback
- Provided effective solutions for customer concerns regarding sales and service
- Mentored employees in resolving complex issues related to sales, billing or service while ensuring customer satisfaction
- Mentored employees by providing constructive feedback and taking interest in long-term career growth
- Hired and trained positive, enthusiastic employees to enhance the skills of retail teams consisting of 35+ individuals
- Managed staff work schedules, reviewed and approved timesheets, controlled inventory, and executed merchandising on a daily basis.
- Supervised receiving and stockroom operations, identifying opportunities to prevent inventory shrinkage.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
- Enhanced team performance with regular training sessions on product knowledge and customer service excellence.
- Drove revenue growth by identifying new business opportunities within existing accounts.
- Increased upsell opportunities with strategic account reviews, identifying and addressing client needs.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
- Reconciled cash drawers balances and submitted nightly bank deposits
- Documented and consulted with HR concerning employee relations & staff performance issues
- Prepared and conducted annual employee performance evaluations.
Education
Sociology
California State University, Northridge
Northridge, CASkills
- Microsoft Office
- Problem solver
- Time management and interpersonal skills
- Relationship Building
- Quality Assurance
- Fluent in English and Spanish
Timeline
Intake Coordinator
Mission Community Hospital
11.2023 - Current
Home Care Provider
In Home Support Services (IHSS)
08.2019 - Current
Community Loan Officer
Bank Of America
02.2019 - 08.2021
Mortgage Banker
Rocket Mortgage
01.2017 - 01.2019
Indirect Account & Retail Store Manager
Verizon Wireless
10.1997 - 11.2016
Sociology
California State University, Northridge
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