ANAM POLRA
RICHMOND,USA
Summary
Experienced professional in financial services and healthcare operations with over 10 years of expertise in case coordination and compliance management. Skilled in resolving complex issues and optimizing workflows to enhance service delivery. Proven track record in leading teams and supporting cross-functional collaboration while ensuring regulatory compliance.
Overview
10
10
years of professional experience
Work History
Case Co-Ordinator
Equitable
Houston, USA
07.2024 - 04.2026
- Managed end-to-end coordination of retirement applications submitted by financial professionals, ensuring accuracy and timely processing
- Prioritized high-volume caseload, resolving errors and omissions within departmental guidelines to ensure compliance and accuracy
- Communicated with financial professionals via phone, email, and fax to address application issues and enhance turnaround times
- Handled inquiries regarding retirement fund transfers, inherited accounts, and death claims to provide timely assistance
- Conducted compliance reviews of applications and fund transfer documentation to meet regulatory standards
- Collaborated with internal teams and external stakeholders to streamline service delivery and improve client experience
Clinical Guidelines Support Specialist
WNS Global Services-Health Help LLC
Houston, USA
02.2022 - 05.2024
- Organized and maintained clinical guideline databases, libraries, and digital archives to ensure easy access and compliance
- Managed WordPress and Paligo repository for publishing and updating clinical guidelines and related content
- Updated non-clinical content including codes, disclaimers, and compliance-related documentation
- Supported Medical Operations team with administrative tasks and operational coordination to enhance workflow efficiency
- Collaborated cross-functionally to identify and address quality and compliance trends, improving overall guideline adherence
Team Lead-Client Service Representative
Health Help LLC
Houston, USA
02.2019 - 12.2021
- Led a team supporting prior authorization requests for advanced radiology procedures
- Ensured compliance with HIPAA and federal/state regulations in all customer interactions
- Resolved escalated customer concerns with effective issue resolution strategies
- Trained and mentored team members on processes and customer service best practices to enhance team capabilities
- Collaborated with client personnel to enhance service quality and elevate customer satisfaction levels
Mortgage Loan Processor & Closing Co-Ordinator
Sutherland Global Services
Houston, USA
04.2016 - 06.2018
- Collected and reviewed borrower documentation to meet underwriting requirements
- Processed FHA and conventional refinance applications, achieving high standards of completeness and accuracy
- Coordinated with underwriters, loan officers, and closing teams to facilitate seamless transaction flow
- Ensured compliance with TRID regulations while guiding borrowers through closing disclosures
- Educated clients on loan terms, interest rates, and closing costs
Education
Bachelor's - Social Work
School of Social Work
Mangalore, India01-1996
Skills
- Case management
- Project management
- Database management
- MS Office
- Organizational skills
- Team leadership
- Adaptability
- Customer service
Timeline
Case Co-Ordinator
Equitable
07.2024 - 04.2026
Clinical Guidelines Support Specialist
WNS Global Services-Health Help LLC
02.2022 - 05.2024
Team Lead-Client Service Representative
Health Help LLC
02.2019 - 12.2021
Mortgage Loan Processor & Closing Co-Ordinator
Sutherland Global Services
04.2016 - 06.2018
Bachelor's - Social Work
School of Social Work