Summary
Overview
Work History
Education
Skills
Timeline
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CASSIE JAY

Summary

Prolific and meticulous loan processor, with a record of success in efficiently executing her many responsibilities.

Overview

24
24
years of professional experience

Work History

Loan Processor

Movement Mortgage
09.2020 - Current
  • Received and handled conditions returned from underwriting team.
  • Engaged with borrowers to understand needs and answer questions.
  • Compiled crucial financial information from employers, landlords and other available documentation.
  • Worked closely with mortgage loan officer to coordinate and request documentation from client to for smooth closings.
  • Prepared and submitted packages for underwriting department review.
  • Completed applications with appropriate documentation by working closely with borrowers.
  • Established effective credit policies and lines, procedures, and standards for loans in collaboration with senior management.
  • Supported applicants throughout the process, including obtaining information for applications and assisting with forms.

Dental Assistant/Front Office

West Lake Dentistry
05.2015 - Current
  • Providing patients with extensive treatment plans.
  • Provides information to patients by answering all questions regarding insurance and treatment
  • Prepare patients for treatment by welcoming, comforting and seating patient
  • Verifying insurance and insurance coverage for patients
  • Assisting multiple doctors with all types of dental procedures; including crowns, fillings and extractions

Claims Management/Billing Specialist

ABAB
02.2019 - 10.2020
  • Post payments to agencies
  • Follow up on insurance A/Rs
  • Communicate with agencies about billing, authorizations, payments, and insurance
  • The main contact for multiple large accounts

Major Surgery Coordinator

Carolina's Center for Oral & Facial Surgery
06.2013 - 06.2015
  • Organized and coordinated all major surgeries for three doctors.
  • Created treatment plans and reviewed those with patients and doctors
  • Made sure all paper work was in order before all surgeries
  • Kept the doctor's schedules organized and reviewed all schedules with the doctors

Administrative Assistant

Haz-Mat Environmental Services
09.2011 - 05.2013
  • Scheduling jobs throughout the day and week
  • Accounts payable and accounts receivable using QuickBooks
  • Brought collections down from over $2 million to under $40,000.
  • Billing for all clients.

Assistant Customer Service Manager

Harris Teeter
09.2001 - 03.2010
  • Verified cash tills and processed deposits to maintain accurate financial records
  • Managing front-end employees.
  • Scheduling of all front-end employees.
  • Front-end employee evaluations with both positive and constructive feedback.

Education

Associate of Business Administration -

Central Piedmont Community College
Charlotte, NC

Dental Assisting -

Lake Norman Dental Assisting School
Mooresville, NC

Skills

  • Work ethic
  • Loan documentation
  • Problem solving
  • Time management
  • Effective communication
  • Team collaboration
  • Document management
  • Attention to detail
  • Loan servicing expertise
  • Client data collection

Timeline

Loan Processor

Movement Mortgage
09.2020 - Current

Claims Management/Billing Specialist

ABAB
02.2019 - 10.2020

Dental Assistant/Front Office

West Lake Dentistry
05.2015 - Current

Major Surgery Coordinator

Carolina's Center for Oral & Facial Surgery
06.2013 - 06.2015

Administrative Assistant

Haz-Mat Environmental Services
09.2011 - 05.2013

Assistant Customer Service Manager

Harris Teeter
09.2001 - 03.2010

Associate of Business Administration -

Central Piedmont Community College

Dental Assisting -

Lake Norman Dental Assisting School

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CASSIE JAY