Summary
Overview
Work History
Education
Skills
Timeline
Generic

Angie Crozier

Rockford,IL

Summary

Diligent Intake Specialist with solid background in managing client intake processes. Successfully streamlined intake procedures, enhancing efficiency and client satisfaction. Demonstrated strong organizational and communication skills, ensuring accurate data collection and effective client support.

Overview

17
17
years of professional experience

Work History

Intake Specialist

Robert Half
Remote
08.2024 - 11.2024
  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
  • Completed intake assessment forms and filed clients' charts.
  • Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
  • Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
  • Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.

Sr. Compliance & Intake Specialist

Robert Half Intl.
05.2022 - 06.2024
  • Analyze and investigate escalated loan applications for potential fraud, waste, and abuse
  • Ensure accuracy and compliance of loan applications
  • Conduct in-depth review of loan applications, utilizing strong attention to detail to verify eligibility
  • Implemented fraud detection methods, cross referenced master sheets and identified fraudulent activity
  • Developed and delivered training programs for staff on program guidelines and compliance procedures
  • Collaborate across other departments to collect data
  • Ensure applicants participate in a smooth loan origination process
  • Promoted to an Intake Specialist to a Senior team member less than one year on the project
  • Worked on the quality control team for three different programs ensuring applications were submitted correctly
  • Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.

Data Entry Specialist

Landstar
07.2021 - 05.2022
  • Scan and index incoming paperwork into software platform - Orange System (IBMI)
  • Organized and maintained physical document archives according to company guidelines
  • Performed quality checks on documentation to ensure accuracy and completeness
  • Assist colleagues in locating and retrieving archived documents
  • Contribute to a streamlined document management system, improving departmental efficiency

Stay at Home Mom

N/A
Home
02.2013 - 01.2021

I took time away from work to care for my son while I was pregnant and after he was born.

Administrative Assistant

J&J Tumbling
Pecatonica, IL
08.2017 - 10.2018
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Coordinated multiple children's activities for varies activities within the facility.

Medical Scheduler

Health Solutions, Dr Heit
Rockford Il
07.2012 - 01.2013
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Managed cancellations or no-shows efficiently, proactively filling open slots with patients from waitlists or urgent care needs.
  • Followed up with patients to reschedule missed appointments.
  • Ensured compliance with HIPAA regulations while handling sensitive patient information during all aspects of appointment scheduling processes.
  • Verified insurance coverage and eligibility for medical services prior to scheduling appointments to prevent billing issues.
  • Coordinated with other departments to facilitate seamless operation and excellent patient care.
  • Confirmed appointments one day prior to minimize missed appointments and maximize clinic utilization.
  • Maintained accurate patient records for proper tracking of patient history and treatment.
  • Maintained accurate records of patient demographics, insurance information, and medical history in electronic health systems.
  • Resolved conflicts in scheduling or resource allocation quickly and professionally, minimizing disruptions to daily operations.
  • Contributed to a positive work environment through effective communication and teamwork among administrative staff members.
  • Managed multiple schedules and prioritized tasks to meet demands of fast-paced work environment.
  • Reduced patient wait times by effectively managing schedules for multiple healthcare providers.
  • Improved patient satisfaction with well-coordinated appointment reminders, reducing missed appointments.

Scheduler

Pain Management
Rockford IL
09.2009 - 01.2011
  • Reduced scheduling conflicts and ensured timely execution of tasks through proactive rescheduling and resource allocation adjustments.
  • Maintained high levels of customer satisfaction through diligent scheduling coordination, ensuring all deliverables were met within agreed timeframes.
  • Consistently met deadlines by effectively allocating resources, tracking progress, and making necessary adjustments to schedules as needed.
  • Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
  • Identified best practices within the scheduling function, sharing these insights across teams to drive continuous improvement efforts.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Followed detailed directions from management to complete daily paperwork and computer data entry.

Data Entry Specialist

Landstar
10.2007 - 07.2009
  • Enter in fuel receipts from drivers for their fuel and miles
  • Managed a specialized queue for all miles that were not being reported
  • Answered and made phone calls to driver, responded to emails, and faxes containing information regarding the drivers mileage

Education

Medical Assistant

Rockford Career College
Rockford
01-2014

Skills

  • Intake assessment
  • Critical thinking skills
  • Assertiveness
  • Case management
  • Application assessments
  • Research and analysis
  • Scheduling appointments
  • Multitasking
  • Effective communication
  • Team building
  • Documentation skills
  • Risk Assessment

Timeline

Intake Specialist

Robert Half
08.2024 - 11.2024

Sr. Compliance & Intake Specialist

Robert Half Intl.
05.2022 - 06.2024

Data Entry Specialist

Landstar
07.2021 - 05.2022

Administrative Assistant

J&J Tumbling
08.2017 - 10.2018

Stay at Home Mom

N/A
02.2013 - 01.2021

Medical Scheduler

Health Solutions, Dr Heit
07.2012 - 01.2013

Scheduler

Pain Management
09.2009 - 01.2011

Data Entry Specialist

Landstar
10.2007 - 07.2009

Medical Assistant

Rockford Career College
Angie Crozier