Carol Cullum
Grand Junction,CO
Summary
Multi-talented loan processing professional versed in customer service and bank standards. Excellent communicator and decision-maker with a strong eye for detail and a proactive nature.
Overview
15
15
years of professional experience
Work History
Branch Office Administrator
Edward Jones
Grand Junction, Colorado
03.2022 - Current
- Managed daily office operations and maintained efficient workflow processes.
- Coordinated schedules and appointments for financial advisors and clients.
- Handled client inquiries and provided exceptional customer service support.
- Organized and maintained confidential client files and documentation systems.
- Assisted in preparing reports and presentations for team meetings.
- Implemented office procedures to enhance administrative efficiency and effectiveness.
- Trained new staff on office protocols and software applications used at Edward Jones.
- Generated invoices, processed checks and updated accounts.
- Managed calendar schedules for senior managers to coordinate appointments and meetings.
- Handled customer inquiries promptly via telephone or email.
- Greeted clients warmly upon their arrival at the office and provided assistance when needed.
- Ensured all necessary licenses and permits were obtained prior to opening new branch offices.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Mortgage Loan Processor
SCL Mortgage, LLC
Lone Tree, CO
09.2021 - 02.2022
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Created and completed loan submission packages.
- Managed conditions sent from underwriting departments.
Commercial Loan Administrator
Alpine Bank
Grand Junction, CO
11.2017 - 09.2021
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Juggled multiple projects and tasks to ensure high quality and timely delivery.
- Demonstrated self-reliance by meeting and exceeding workflow needs.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
E-HIM Specialist
St Mary's Hospital and Medical Center
Grand Junction, CO
08.2015 - 05.2017
- Maintained electronic medical records for all clients
- Pulled patient records and transferred information to appropriate parties.
- Provided respectful assistance to patients, staff members and insurance company representatives.
- Entered patient insurance, demographic and health information into software and confirmed records.
- Verified record copies before handing each over to check for and remove unnecessary details.
- Scanned incoming documentation.
- Maintained complete confidentiality in accordance with organization and legal requirements.
- Observed confidentiality and safeguarded all patient-related information.
Medical Records Manager
Grand River Hospital/E Dene Moore Care Ctr
Rifle, CO
09.2010 - 05.2015
- Maintained record of authorized information taken from charts.
- Enforced state and federal legal requirements governing confidentiality and legal issues pertaining to health information.
- Reviewed discharges and other records on nursing units for compliance with procedures.
- Facilitated ongoing record review and reported results to quality improvement committee.
- Managed well-organized system of closed and open medical records with ready availability to interdisciplinary personnel.
- Established and upheld procedures for medical records collection, coding and filing.
- Created and maintained facility documents and records, maintaining accuracy while managing sensitive data.
- Collaborated with Quality Team to develop outcomes statistics.
- Reviewed and assessed staff processes, reducing hazards posed for residents and staff while promoting regulatory compliance.
Education
Some College (No Degree) - Certified Nursing Assistant
Front Range Community College
Fort Collins, COSome College (No Degree) - Health Information Management
Arapahoe Community College
Littleton, COAssociate of Applied Science - Business Administration And Management
Technical Trades Institute
Grand Junction, CO01.1990
GED -
Mesa State College
Grand Junction, CO07.1985
Skills
- Appraisal compilation
- Application preparation
- Processing documents
- Preparing applications
- Reviewing financial paperwork
- Verifying information
- Information verification
- Proficient in Laser Pro, Point, Excel, Microsoft Office, Power Point
Hobbies
I love the outdoors, my favorite past-time is paddle boarding. I also enjoy volunteering for Hope West, a local Non-Profit Hospice Program in our community. Other activities I enjoy are camping, fishing, biking, hiking and spending time with family and friends.
Timeline
Branch Office Administrator
Edward Jones
03.2022 - Current
Mortgage Loan Processor
SCL Mortgage, LLC
09.2021 - 02.2022
Commercial Loan Administrator
Alpine Bank
11.2017 - 09.2021
E-HIM Specialist
St Mary's Hospital and Medical Center
08.2015 - 05.2017
Medical Records Manager
Grand River Hospital/E Dene Moore Care Ctr
09.2010 - 05.2015
Some College (No Degree) - Certified Nursing Assistant
Front Range Community College
Some College (No Degree) - Health Information Management
Arapahoe Community College
Associate of Applied Science - Business Administration And Management
Technical Trades Institute
GED -
Mesa State College