CAROL SOLIS
Los Angeles,CA
Summary
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. 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 account management and training. Self-directed and self-motivated team player capable of working well independently. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
27
27
years of professional experience
Work History
Jr Processor
Option Funding
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 and email 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.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
Patient Financial Services
Providence St Joseph Medical center
11.2007 - 10.2020
- Patient financial service/scheduler.
- Anesthesiologist schedule coordinator
- Register patients following department policy/procedure, with emphasis on accuracy of demographic/financial information for ensuring appropriate revenue routing.
- MRI, CT, US, NUC MED, Woman's wellness center, Cardiac, Nutritionist, Vascular among other department scheduling
- Entered client details and notes into system for interdepartmental access and review.
- Ensure all treatment authorizations/verifications have been obtained in accordance with payors 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
- Worked in collaboration with radiologists, sonographers and other healthcare team members.
Medical Assistant
Dr Kim Reyes
04.2006 - 12.2007
- Room Setup: NST machines for pregnant patients , ultrasound, blood pressure, injections, blood draw,
- Performed medical assists duties for in-office surgical procedures encompassing Colonoscopies.
- Called and faxed pharmacies to submit prescriptions and refills.
- Scheduled appointments, registered patients and distributed sample pharmaceuticals as prescribed.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- 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.
- Sanitized, restocked and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms and allergies.
Medical Assistant/Receptionist
Dr. Peter Shrier
05.2004 - 05.2005
- Handle daily paperwork, including patient treatment forms.
- Blood pressure, injections, urinalysis.
- Organized paperwork such as charts and reports for office and patient needs.
- Transcribed phone messages and relayed to appropriate personnel.
- Checked patient insurance, demographic and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Maintained current and accurate medical records for patients.
- Completed patient referrals to other medical specialists.
- Kept waiting room neat and organized by stacking magazines, removing trash and cleaning glass.
- 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.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Managed multi-line phone system and pleasantly greeted patients.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
Medical Assistant/Receptionist
Valley Healthcare Partners
12.2003 - 05.2004
- Work with various Dr's at once.
- Interviewed patients to obtain medical histories.
- 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.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Managed multi-line phone system and pleasantly greeted patients.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Organized paperwork such as charts and reports for office and patient needs.
- Checked patient insurance, demographic and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Managed master calendar and scheduled appointments for providers based on optimal patient loads and clinician availability.
- Completed patient referrals to other medical specialists.
- Supported office staff and operational requirements with administrative tasks.
Customer Service Representative/ Shift leader
Hollywood Video
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.
- 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.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services and company information.
- Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
- Cultivated customer loyalty, promoted repeat business and improved sales.
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.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Input high volume of monthly invoices with consistent accuracy.
- Managed accounts payable and receivables and payroll.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Balanced reports to submit for approval and verification.
Education
Medical Assistant - Medical
United Education Institute
Van Nuys, CA01-2004
High School Diploma -
San Fernando Senior High School
San Fernando, CA01-2000
Skills
- Multi-tasking
- Month-end documentation
- Time management
- Team collaboration
- Problem solving
- Extensive medical terminology knowledge
- Conflict resolution
- Healthcare billing proficiency
- Setting appointments
- Relationship and team building
- HIPAA compliance
- Clinical applications
- Documentation procedures expert
- Understands medical procedures
- Reliable transportation
- Medical billing
- Venipuncture and phlebotomy
- Microsoft Office expertise
- Credit card payment processing
- Problem-solving abilities
- Inventory control
- Active listening
- Quality control
- Inbound and outbound calling
- Schedule mastery
- Courteous demeanor
- Stockroom procedures
- Shipping and receiving understanding
- Clerical support
- Retail sales customer service
- Team leadership
- Store maintenance
- High-energy attitude
- Adaptive team player
- Loan Modification
- Risk Management
- Application Preparation
- Credit and Collections
- Loan Evaluations
- Status Updates
- Client Interviews
- Calyx Point
- Customer Relations
- Customer Accounts Management
- Google Spreadsheets
- Data Entry
- Document Verification
- Remote Video Conferencing
- 10-Key Data Entry
- Compassionate Care
- Oral and Written Comprehension
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
Medical Assistant - Medical
United Education Institute
High School Diploma -
San Fernando Senior High School
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