Bobbie Jo Steffish
Indian,PA
Summary
Business Banking Analyst with experience serving bank customers through various offerings. Team player quick to assist co-workers, managers and other staff with various needs to deliver outstanding service.
Overview
26
26
years of professional experience
Work History
Business Banking Analyst
S&T Bank
10.2019 - Current
- Enter loan applications into nCino
- Send loan and customer wires
- Take care of customer and banker transfer requests and advances
- Work banker's exception reports
- Investigate and resolve loan account issues
- Order appraisals for loan applications
- Support the business and commercial business bankers with any additional needs
Commercial Loan Document Specialist
S&T Bank
09.2012 - 10.2019
- Documented commercial loans through laserpro (commercial, business banking, swap, floor plan & asset based loans)
- Reviewed flood determinations
- Reviewed property reports and title commitments
Medical Records/Front Desk Supervisor
Community Guidance Center
03.2011 - 10.2012
- Reported personnel needs to fill vacant or upcoming vacant positions.
- Oversaw secure transfer of patient records to other health care providers to support requests and authorizations.
- Prepared charts for the doctors and therapists daily appointments
- Oversaw the staff of the receptionists, medical records specialists and scheduling specialists
Loan Records Specialist
S&T Bank
01.2012 - 09.2012
- Verified loan documents for all necessary signatures
- Organized loan packets to be scanned into Optima
- Removed exceptions as documents were received
- Filed original documents in the loan file in the vault
Worker's Comp & Auto Medical Billing Supervisor
Benchmark Medical/Physiotherapy
05.1997 - 12.2010
- Generated, posted and attached information to claim files.
- Checked documentation for accuracy and validity on updated systems.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Maintained confidentiality of patient finances, records, and health statuses.
- Supervised the worker's compensation and auto, medical records and customer service departments
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Maintained strong knowledge of basic medical terminology to better understand services and procedures.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Calculated adjustments, premiums and refunds.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
Education
High School Diploma -
Punxsutawney Area High School
Punxsutawney, PA06.1991
Timeline
Business Banking Analyst
S&T Bank
10.2019 - Current
Commercial Loan Document Specialist
S&T Bank
09.2012 - 10.2019
Loan Records Specialist
S&T Bank
01.2012 - 09.2012
Medical Records/Front Desk Supervisor
Community Guidance Center
03.2011 - 10.2012
Worker's Comp & Auto Medical Billing Supervisor
Benchmark Medical/Physiotherapy
05.1997 - 12.2010
High School Diploma -
Punxsutawney Area High School
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