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, NCDental Assisting -
Lake Norman Dental Assisting School
Mooresville, NCSkills
- 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