Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chelsea Merz

Glenside,PA

Summary

As an individual with varying professional and leadership experiences, my background has given me tools that allow me to understand diverse clientele needs and how to provide the unique services they require. In addition to enhancing my organization and documentation skills, my work history has allowed me to gain skills in not only client/customer relations, but also efficiency in my work, attention to detail, and ability to multi-task in a fast-paced environnment. The ability to develop these skills has made me well-rounded in client services professional.

Overview

8
8
years of professional experience

Work History

Jr Mortgage Loan Processor

Toll Brothers Mortgage Company
01.2022 - Current
  • Displayed excellent communication and customer service skills.
  • Provided communication via phone and email to third party sources.
  • Used a working knowledge of Microsoft Word and Excel.
  • Provided timely updates to processors on status of their requests and addressed any concerns and/or revisions needed promptly.
  • Managed a consistently high volume pipeline of over 100 loans for 4 processors, consistently meeting or exceeding established processing timeframes for needed tasks.
  • Optimized workflow management by prioritizing high-priority tasks and meeting strict deadlines consistently.
  • Responsible for ordering appraisals, final inspections, title documents, reviewing title documents, and verifying employment.
  • Boosted team efficiency by training new Jr. Mortgage Loan Processors on company policies, procedures, and software systems.

Practice Concierge

Somenek + Pittman MD - Advanced Plastic Surgery
01.2021 - 11.2021
  • Intake, schedule, and educate patients on practice services
  • Provide personalized, white-glove service at reputable, fast-paced practice
  • Responsible for educating patients on all non-surgical related services (toxin, fillers, non-invasive body contouring, etc.)
  • Liaison between surgical patients and 3rd party vendors - (organize stays at partnered hotel, black car services, and at-home post operative care services)
  • Contact all web leads in a timely and organized manner
  • Handle large payments in-person and over phone
  • Spear head and implement new projects in office (Implemented Podium)

Baby Imaging Specialist

Cranial Technologies
05.2018 - 01.2021

• Organize and oversee schedule for a clinic of 6 clinicians

• Exemplify patient care and customer service as a top priority

• Schedule/reschedule patients weekly/bi weekly according to optimal scheduling protocol

• Manage patient flow i.e. late patients, added in appointments, etc.

• Capture Digital Surface Image of a baby’s head

• Hold a baby ranging from 4-18 months in a proper, erect position for digital image to fabricate Doc Band

• Help participate in interview and hiring process for potential new hires

• Order all monthly supplies i.e. marketing supplies, clinician supplies, front office supplies and break room supplies

• Handle large payments for in-office billing

Preschool Teacher (Dance, Music, and Spanish)

Stages Academy
03.2017 - 05.2018

• Write weekly lesson plans in each subject, for ages 2-5

• Encourage children to explore and manipulate in learning activities and imaginative play

• Teach basic skills such as color, shape, number and letter recognition, and social skills

  • Ensured a safe and nurturing environment for all students, adhering to health and safety guidelines in the classroom.
  • Developed strong relationships with parents and caregivers, providing regular updates on their child''s progress and addressing any concerns proactively.

Key Holder/Assistant Manager

Pandora Jewelry
09.2015 - 04.2016

• Open and close the store

• Handle large sums of money

• Send payroll bi-weekly

• Manage sales associate breaks

• Create a positive environment for associates and customers

• Work one on one with customers, associates, and area managers

Education

Bachelors of Music

Rider University
Trenton, NJ
05.2015

Skills

  • Attention to Detail
  • Strong Communication
  • Information Verification
  • Proficient in Microsoft Word, Excel, Outlook
  • Customer Service
  • Time Management
  • Team Collaboration
  • Policy Adherence
  • Organizational Skills
  • Relationship Building
  • Problem Solving

Timeline

Jr Mortgage Loan Processor

Toll Brothers Mortgage Company
01.2022 - Current

Practice Concierge

Somenek + Pittman MD - Advanced Plastic Surgery
01.2021 - 11.2021

Baby Imaging Specialist

Cranial Technologies
05.2018 - 01.2021

Preschool Teacher (Dance, Music, and Spanish)

Stages Academy
03.2017 - 05.2018

Key Holder/Assistant Manager

Pandora Jewelry
09.2015 - 04.2016

Bachelors of Music

Rider University
Chelsea Merz