Amanda Taylor

- Managed office budget, ensuring compliance with financial targets and company policies.

- Supervised office staff, providing guidance and support to meet productivity goals.

- Facilitated communication between patients, physician offices, and internal departments to ensure efficient scheduling and patient care.

- Oversaw insurance verifications and pre-authorizations, ensuring accurate billing and smooth patient admissions.

- Maintained high standards of professionalism in handling phone and email inquiries, providing prompt responses, and resolving issues.

• Developed and implemented office policies and procedures.
• Maintained filing system for records, correspondence and other documents.
• Coordinated meetings, conferences, travel arrangements and department activities.
• Supervised staff members, organized schedules and delegated tasks.
• Provided administrative support to management team including preparing reports and presentations.
• Ordered supplies and equipment to maintain adequate inventory levels.
• Answered phone calls, responded to emails, routed mail and coordinated courier services.
• Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
• Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
• Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
• Provided training to new hires on office policies and procedures.
• Monitored payments due from clients and promptly contacted clients with past due payments.

• Performed patient intake, including taking vital signs and medical histories.
• Assisted physicians with clinical procedures such as suturing, drawing blood, and administering injections.
• Maintained up-to-date records of patient care, condition, progress, and concerns in the electronic health record system.
• Provided patient education regarding medications, treatments, diet modifications and lifestyle changes to improve health outcomes.
• Documented lab results accurately into the Electronic Medical Record system.
• Conducted EKG tests for patients and monitored heart rate during stress tests.
• Prepared treatment rooms by stocking supplies and ensuring sterile instruments were available.
• Ordered laboratory tests and interpreted results in collaboration with healthcare team members.
• Communicated effectively with patients to provide a positive experience throughout their visit.
• Ensured accuracy of all documents related to patient visits including consent forms, discharge instructions and follow-up appointments.
• Assisted in scheduling appointments for patients over the phone or via email communication.
• Administered medication under the direction of a physician or nurse practitioner using proper safety protocols.
• Facilitated referrals from primary care providers to specialists for further testing or treatment options.
• Performed laboratory specimen collections such as urine samples or throat swabs according to established standards.
• Performed wound care management including dressing changes and debridement when necessary.
• Answered phones promptly while providing excellent customer service to callers inquiring about services offered at the clinic.
• Organized medical records so they are easily accessible for review by physicians or other healthcare staff.
• Responded quickly to emergent situations within the clinic setting by following established protocols.
• Provided support to nursing staff by performing tasks such as changing bed linens or restocking supplies.
• Led patients to exam rooms, answered general questions and prepared patients for physician by explaining process.
• Participated in continuing education courses relevant to clinical medical assisting duties.
• Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
• Educated patients about medications, procedures and physician's instructions.
• Contacted pharmacies to submit and refill patients' prescriptions.
• Scheduled appointments for patients via phone and in person.
• Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
• Collected forms, copied insurance cards and coordinated patient information for billing and insurance processing.
• Measured vital signs and took medical histories to prepare patients for examination.
• Documented notes during patient visits.
• Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
• Cleaned and maintained medical equipment following procedures and standards.
• Responded to patient callbacks and phone-in prescription refill requests.
• Secured patient information and maintained patient confidence by completing and safeguarding medical records.
• Incorporated outside records into charts and EHR.
• Answered phones, scheduled appointments, greeted patients and ordered supplies.
• Organized charts, documents and supplies to maintain team productivity.
• Participated in team meetings to improve workflows and contribute to improving patient population outcomes.
• Conducted patient interviews to gather health history, vital signs and information about current medical issues.
• Prepared treatment rooms for patient examinations.
• Verified appointment times with patients, preparing charts, pre-admission and consent forms.
• Explained treatment procedures and physicians' instructions.
• Kept facility stocked with necessary supplies, equipment and instruments.
• Positioned patients properly during examination or treatment for comfort and safety.
• Collected, labeled and stored laboratory specimens properly prior to testing.
• Assisted back office patient processes to reduce office wait times.
• Changed dressings on wounds to prevent infection and check for healing.
• Processed orders for medical supplies and lab equipment.
• Conducted routine laboratory tests and sample analyses to monitor diseases.
• Contacted medical facilities to schedule patients for admission.
• Operated x-ray and electrocardiogram (EKG) to administer diagnostic tests.

• Analyzed loan applications and supporting documents to determine eligibility for approval.
• Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
• Explained the various types of loans available and advised on the best product suited for customer's needs.
• Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
• Performed detailed calculations to verify income, assets, liabilities and other data provided by applicants.
• Submitted loan applications to underwriting department for review and approval process.
• Maintained accurate records in computer database system during loan origination process.
• Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
• Prepared loan documents including promissory notes, deeds of trust, mortgage insurance policies and truth-in-lending statements.
• Reviewed appraisals to ensure accuracy of value estimates.
• Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
• Compiled closing packages containing all necessary documents required for funding.
• Verified accuracy of closing figures prior to disbursement of funds.
• Monitored progress of each loan application from start to finish ensuring timely completion.
• Assisted borrowers with questions regarding their loans after closing.
• Conducted quality control reviews on closed files ensuring compliance with state and federal regulations.
• Updated customers regularly on status of their loans throughout the processing period.
• Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
• Researched escalated problems related to loan processing activities.
• Adhered strictly to company policies when completing tasks associated with loan processing duties.
• Calculated income, assets and liabilities to meet lender requirements.
• Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
• Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
• Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
• Reviewed initial client documentation to structure and submit loan package.
• Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
• Managed conditions sent from underwriting departments.
• Maintained complete confidentiality of submitted information according to release guidelines.
• Created and completed loan submission packages.
• Evaluated financial statements and contacted institutions and customers to clarify details.
• Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
• Structured loan packages by properly analyzing credit reports, income and asset documents.
• Filed completed packages quickly and efficiently.
• Completed closing process by collaborating with attorneys, title companies and government clerks.
• Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
• Interviewed applicants to identify needs and evaluate eligibility for loans or mortgages.
• Managed pipeline of loans ensuring that all deadlines are met and loans progress to closing.
• Utilized loan processing software to manage and track loan progress efficiently.
• Identified potential issues in loan files and worked with team members to devise solutions.
• Provided excellent customer service, maintaining high satisfaction levels among borrowers.
• Conducted preliminary assessment of applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
• Prepared and submitted detailed loan packages to the underwriting department for approval.
• Advised borrowers on financial status and payment methods suitable to their financial capability.
• Conducted verification of employment, income, and deposits to support loan decisions.
• Communicated with applicants to gather additional information and answer queries regarding loan processes.
• Calculated, reviewed, and corrected errors on interest rates, closing costs, and payment terms to ensure accuracy.
• Reviewed and verified loan application documents for completeness and accuracy.
• Coordinated with underwriters to resolve mortgage application issues and obtain necessary documentation.
• Coordinated appraisal orders and reviewed appraisal reports for accuracy and compliance.
• Performed detailed credit analysis to assess borrowers' ability to repay loans.
• Maintained and updated loan application files and records in accordance with company policies.
• Ensured compliance with federal and state regulations throughout the loan processing phase.
• Assisted in the preparation of loan closing documents and coordinated with closing agents.
• Assisted in developing and implementing streamlined loan processing procedures to improve efficiency.
• Updated client account information and records in company databases.
• Reviewed client documentation and contracts for discrepancies and mistakes.
• Verified client financial information to determine creditworthiness and loan eligibility.
• Informed customers of loan application requirements and deadlines.
• Approved or denied loan applications and explained reasoning behind decisions.