Codylee Smith
Seaford,DE
Summary
- Results drive, dedication professional with solid experience in estate planning, real estate, social security/disability, court related documents, personal injury and ordinances. Proficient in Microsoft Office, Lexis Nexis and Title Express. Solid experience in mortgage industry with new construction, refinance and purchase. Provide excellent customer service to clients and customers.
- Objective To obtain a position that will utilize my experience in the field of work, expand my skills in the working field, and challenge my ambition to meet goals.
Overview
13
13
years of professional experience
Work History
Customer Care Associate
Greenway Health
02.2022 - Current
- Managed on average of over 50 calls a day.
- Resolve customer discrepancies
- Complete payment transactions
- Update insurance information and bill claims
- Manage a high volume of in-bound and out-bound calls from patients, hospitals, and insurance carriers to resolve patient accounts and document in Salesforce
- Assessing caller status to ensure the protection of patient privacy and compliance.
Loan Officer
Mortgage America Inc
01.2019 - Current
Loan closer/ Opener
06.2016 - 01.2019
- Performed duties that required multitasking skills
- Drafted loan documents
- Seen the loan process through
- Requested documents and orders
- Communicated thoroughly with clients and customers
Paralegal
Steckel And Stopp
03.2015 - 06.2016
- Performed duties that required multitasking skills
- Drafted documents in regards to Estate Planning, Real Estate, Social Security, Ordinances, Personal Injury, and Court related documents.
- Edited and proofread legal documents to verify accuracy.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
CNA
Cedarbrook Nursing Home
10.2010 - 05.2015
- Provided a warm environment and care for our residents in our community.
Education
Associate of Applied Science - Accredited Paralegal Studies
Lehigh Carbon Community College
Schnecksville, PA12.2015
Skills
- Understands the collection process in order to apprise customers of the payment due dates associated with their license
- Documentation and reporting
- Complaint resolution
- Legal jargon knowledge
- Document filing
- Records Management
- Exhibit preparation
- Court transcription
- Database Research
- Proficient in MS Office
- Document drafting
- Financial and estate planning
Timeline
Customer Care Associate
Greenway Health
02.2022 - Current
Loan Officer
Mortgage America Inc
01.2019 - Current
Loan closer/ Opener
06.2016 - 01.2019
Paralegal
Steckel And Stopp
03.2015 - 06.2016
CNA
Cedarbrook Nursing Home
10.2010 - 05.2015
Associate of Applied Science - Accredited Paralegal Studies
Lehigh Carbon Community College
Similar Profiles
Prakruthi JayarajPrakruthi Jayaraj
ASSOCIATE CLIENT CARE SPECIALIST at GREENWAY HEALTHASSOCIATE CLIENT CARE SPECIALIST at GREENWAY HEALTH
Srihari KurupathSrihari Kurupath
Principal QA Engineer – CoE Lead at Greenway HealthPrincipal QA Engineer – CoE Lead at Greenway Health
Sourodeep SinhaSourodeep Sinha
ASSOCIATE CLIENT CARE SPECIALIST at GREENWAY HEALTHASSOCIATE CLIENT CARE SPECIALIST at GREENWAY HEALTH