CAROL SOLIS
Los Angeles,CA
Summary
Personable Customer Service Associate dedicated to providing the highest level of customer service with speed and accuracy. Outgoing, and efficient with the capacity to multi-task. In-depth knowledge of sales, account management and training. Self-directed and self-motivated team player capable of working well independently.
Well-qualified administrative team member bringing demonstrated knowledge and abilities in loan processing. Effective at organizing paperwork, resolving discrepancies and working with third-party vendors to clear issues and completing closings. Proficient in customer service standards and regulations.
Overview
27
27
years of professional experience
2
2
Languages
Work History
Jr Processor
Option Funding
Westlake Village, CA
03.2020 - Current
- Handled any conditions sent from underwriting departments.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Set up and completed loan submission packages.
- Issues reports for old and new loans based on field inspections of loan sites.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Collaborated with stakeholders about extension, guarantees and charges.
- Provided quick turnaround times to maintain fast-past schedule.
- Checked packages for appropriate documentation.
- Evaluated approvals against established bank and government lending standards.
- Maintained long-term relationships with customers to provide best-in-class customer service.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Reviewed and validated details of loan applications and closing documentation.
Patient Financial Services
Providence St Joseph Medical center
Burbank, CA
11.2007 - 10.2020
- Patient financial service/scheduler Register patients following department policy/procedure, with emphasis on accuracy of demographic/financial information for ensuring appropriate revenue routing.
- Ensure all treatment authorizations/verifications have been obtained in accordance with payor's protocol and departmental policy.
- Collect patient co-pays and deductibles as well as estimated co-insurance (if applicable), and documents payment method in the ADT/FUS system.
- Assist with scheduling of programs.
- Responsible for procedural scheduling, patient registration and patient flow requirements.
- Coordinate time, resources, patient, physician, staff, and facility needs A center for women wellness.
- Worked in collaboration with radiologists, sonographers and other healthcare team members.
Medical Assistant
Dr Kim Reyes
Burbank, CA
04.2006 - 12.2007
- Room Setup, setup NST machines for pregnant patients, ultrasound setup. Blood pressure, Injections, blood draw,
- performed medical assists duties for in-office surgical procedures encompassing Colonoscopies.
- Prepared examination rooms and interviewed patients to obtain medical histories.
- Handle daily paperwork, including patient treatment forms.
- Managed both clinical and administrative duties in a medical office setting.
- Coordinated services with medical and office staff to ensure patient satisfaction, engagement and compassionate care.
Medical Assistant/Receptionist
Dr. Peter Shrier
Sherman Oaks, CA
05.2004 - 05.2005
- Handle daily paperwork, including patient treatment forms.
- Blood pressure, injections, urinalysis.
- Answered phones.
- Handle Daily Cash deposits.
- Scheduled and confirmed patient appointments.
- Prepared prescription refill requests on behalf of the physician.
- Recorded patient histories and filed supporting clinical data and diagnosis.
- Completed clinical procedures and gathered patient data for interpretation by physician.
- Sterilized medical equipment after each procedure.
- Partnered with healthcare and administrative staff to create patient-centered, inviting and supportive environment for patients and families.
- Experienced in front and back offices, controlling patient flow, collecting payments and assisting in the delivery of quality healthcare.
Medical Assistant/Receptionist
Valley Healthcare Partners
Sherman Oaks, CA
12.2003 - 05.2004
- Work with various Dr's at once.
- Interviewed patients to obtain medical histories.
- Daily cash handling.
- Scheduled and confirmed patient appointments.
- Managed both clinical and administrative duties in a medical office setting.
- Acted as a liaison between physician and patient.
- Coordinated services with medical and office staff to ensure patient satisfaction, engagement and compassionate care.
- Assisted patients in preparation for examinations, assessing and recording vital signs.
- Improved patient care and daily task efficiency resulting in smoother operations.
- Maintained clean and organized work area with adequate supplies and reagents.
- Assisted physicians by preparing patients for procedures, including but not limited to EKGs, phlebotomy, glucose testing and pulmonary function tests.
Customer Service Representative/ Shift leader
Hollywood Video
Van Nuys, CA
05.1999 - 12.2002
- Handled all Financial transactions at service counter.
- Responsible for the balancing & deposits of daily ledger.
- Managed inventory.
- Resolved disputes from customers.
- Responsible for the supervision of a staff of 8 people within the customer service department.
- responsible for the recruitment and training of customer service rep.
- assisted in the training of customer service rep and associates.
- Capitalized on opportunities to enhance customer experiences and bring in repeat business.
- Contributed to team success by filling in on cashier duties, providing product assistance, merchandising shelves and cleaning customer areas.
- Developed empathetic client relationships and earned reputation for exceeding sales goals.
Accounting Clerk
Phillips Graduate Institute
03.1998 - 07.2002
- Responsible for general administrative duties including telephone support and the management of internal and external mail.
- maintained confidential client details in up-to-date filing system.
- Demonstrated ability to maintain composure and work efficiently in a fast paced and pressured environment.
- Provided secretarial & administrative support for the Vice President of finance and human resources.
- assisted with general accounting functions.
- Investigated and resolved invoice problems.
- Scheduled & confirmed client bookings.
- responsible for scheduling therapist with their patient to assigns rooms.
- Processed both outgoing and incoming payments and invoices.
- Supported the clerical and administrative needs of senior department staff.
- Updated accounting ledger and journals with updated transaction information.
- Monitored accounts payable and receivable statuses and delegated related tasks.
- Organized invoice and cash receipts, sales agreements and client cost confirmations.
Education
High School Diploma -
San Fernando Senior High School
San Fernando, CAMedical Assistant - Medical
United Education Institute
Van Nuys, CASkills
Multi-taskingundefined
Timeline
Jr Processor
Option Funding
03.2020 - Current
Patient Financial Services
Providence St Joseph Medical center
11.2007 - 10.2020
Medical Assistant
Dr Kim Reyes
04.2006 - 12.2007
Medical Assistant/Receptionist
Dr. Peter Shrier
05.2004 - 05.2005
Medical Assistant/Receptionist
Valley Healthcare Partners
12.2003 - 05.2004
Customer Service Representative/ Shift leader
Hollywood Video
05.1999 - 12.2002
Accounting Clerk
Phillips Graduate Institute
03.1998 - 07.2002
High School Diploma -
San Fernando Senior High School
Medical Assistant - Medical
United Education Institute
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