Confirm and schedule patient appointments via phone and in person.
Maintain positive practice-patient relationships.
Assist with verifying insurance claims.
Data entry for new patients as well as existing patients with accuracy and efficiency.
Process payments.
Follow HIPAA laws.
Maintain safe keeping of patient records per HIPAA laws.
Greet patients with a smile and assist them with the check in/check out process.
Help train new hires.
Operations Analyst
PNC Mortgage
Miamisburg, OH
08.2020 - 02.2022
Part of the post-sale team in document custody at the mortgage office.
Executes routine and complex transactions processes utilizing standard procedures. Has a specific responsibility for one or multiple specialized products or functional areas.
Provides responses and documentation to inquiries and ad hoc requests for one or multiple specialized products.
Audits mortgage loans for accuracy (closing date, borrower name, payment into, etc) that are being paid in full.
Audits GNMA. FHLMC. and FNMA loans for accuracy.
Receives 3rd party request emails to pull loans housed by us to release them because of a payoff, foreclosure, CEMA, etc.
Sends 3rd party requests to appropriate address via FEDEX or UPS
Assists in releasing regular PNC payoff loans.
Processes and/or reconciles routine and complex transactions of varying risk and financial value in accordance with established policies and procedures.
Partners internally with service partners to route calls, documents or other action items to complete transactions.
Reviews reports to identify exceptions, monitor quality, and ensure compliance.
Teller
PNC
Springboro, OH
11.2016 - 08.2020
Follows all policies and procedures to help minimize risk/fraud
Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
Receive cash and checks for deposit, verify amounts, and check accuracy of deposit slips.
Backup teller for supervisor.
Create cash order or return for scheduled day when teller supervisor is off work or on vacation.
ATM teller in charge of balancing ATM and adding cash if needed.
Minimizes risk by adhering to drawer limits, using proper identification, and utilizing the fraud triangle.
Has control of main vaults when teller supervisor is off work.
Accurately balances teller drawer each night and adheres to over/short policies and procedures.
Provide on the job training to new hires to assist the teller supervisor.
Part of the Market All-Stars program that recognizes customer-facing top performers throughout the company's line of business and across the footprint. Winners are selected based on their previous years performance relative to metrics set by their individual line of business.
Teller
Universal 1 Credit Union
Centerville, OH
09.2015 - 08.2016
Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
Receive checks and cash for deposit, verify amounts, and check accuracy on deposit slips.
Balance currency, coin, and checks in cash drawers at end of shifts and calculate daily transactions using computers, calculators, or adding machines.
Examine checks for endorsements and verify other information such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
Enter customers transactions into computers to record transactions and issue computer generated receipts.
Process payments, transfers, wire transfers, withdrawals, and deposits.
Receive and count daily inventories of cash, drafts, and travelers checks.
Open new accounts as well as loan accounts.
Create loan applications and send them to underwriting to approve or deny loans.
Teller
Wright Patt Credit Union
Miamisburg, OH
06.2014 - 09.2015
Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
Balance currency, coin, and checks in cash drawers at end of shifts and calculate daily transactions using computers, calculators, or adding machines.
Examine checks for endorsements and verify other information such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
Enter customers' transactions into computers to record transactions and issue computer generated receipts.
Process payments, transfers, wire transfers, withdrawals, and deposits.
Cashier
Sam's Club
Miamisburg, OH
05.2013 - 06.2014
Receive payment by cash, check, credit cards, vouchers, or automatic debits.
Establish or identify prices of goods, services or admission, and tabulate bills using calculators, cash registers, or optical price scanners.
Sort, count, and wrap currency coins.
Assist customers by providing information and resolving their complaints.
Education
Bachelor of Science - Sociology
Grand Canyon University
Phoenix, AZ
04.2021
High School Diploma -
Springboro High School
Springboro, OH
05.2012
References
Courtney Wheeler, Previous Branch Manager, PNC Bank