Erica House
Irving,TX
Summary
Former compliance administrator, mortgage credit underwriter and client experience associate looking to utilize financial, clerical and insurance background to bolster a company's performance and streamline processes through continuous improvement. Ability to maintain high productivity in high-volume, fast- paced environments. Committed to maintaining customer satisfaction and contributing to company success.
Overview
9
9
years of professional experience
Work History
Insurance Claim Specialist
Pacific Dental Services
06.2023 - Current
- Assisted in maintaining patients' accounts from several hundred offices to ensure accuracy with accounts receivable billing.
- Assisted auditors with finding solutions to close out outstanding payments pending to be posted.
- Efficient at interpersonal communications to quickly obtain claims approval and payment information from various carriers
Compliance Clerk
Cottonwood
01.2022 - 01.2023
- Renewed company licensing and submitted annual city/state reports
- Reviewed, maintained and constructed monthly internal reports/ monitoring to ensure compliance
- Resolved internal and regulatory complaints
- Reviewed and finalized company procedures to ensure compliance and efficiency
Mortgage Credit Underwriter (Conventional Purchase and Refinance)
Rocket Mortgage LLC
01.2020 - 01.2022
- Reviewed client applications and identified potential financial risks to mitigate high risk loans
- Ensured compliance with regulatory standards, company policies and guidelines
- Built relationships with brokers to maximize client experience and attract more business
- Used Salesforce to push escalations to brokers to ensure final sign off dates were met for closings
Resolution Specialist
Rock Connections
01.2018 - 01.2020
- Took high volumes of inbound/outbound calls regarding customer inquiries, medical billing questions, benefits, solving claim concerns, helping find doctors, and maintaining client information
- Improved customer service capacity through resolution of customer complaints quickly and efficiently
Licensed Insurance Sales Representative
Kandiss Ecton State Farm
01.2017 - 01.2018
- Conducted consultations to identity client needs and financial goals. Client interaction opened opportunities for potential sales resulting in earning title top seller for multiple months
- Aggressively executed on client sales by cold calling and developing client relationship which pushed team to first in the district
Bookkeeper/Inventory Clerk
Matrix Human Services
01.2015 - 01.2016
- Prepared financial statements and accounts payable reports for months end
- Processed and managed lease payments for multiple establishments
- Created and presented financial reports to senior leadership
Education
Oakland University
Rochester, MIChandler Park Academy High School
Harper Woods, MIWayne County Community College District
Detroit, MISkills
- Skills/Certifications/Licenses
- Microsoft Suite
- Cyclops Payment Software
- AMP Software
- Sales Force
- Information Updates
- Data Integrity
Accomplishments
- Rocket Mortgage - 2022 Team Player Extraordinaire Award
- Rocket Mortgage- 2020 Divisional Award: Care, Accountability and Visibility Support Award
- Rocket Mortgage- 2020 Team Player Award
Timeline
Insurance Claim Specialist
Pacific Dental Services
06.2023 - Current
Compliance Clerk
Cottonwood
01.2022 - 01.2023
Mortgage Credit Underwriter (Conventional Purchase and Refinance)
Rocket Mortgage LLC
01.2020 - 01.2022
Resolution Specialist
Rock Connections
01.2018 - 01.2020
Licensed Insurance Sales Representative
Kandiss Ecton State Farm
01.2017 - 01.2018
Bookkeeper/Inventory Clerk
Matrix Human Services
01.2015 - 01.2016
Oakland University
Chandler Park Academy High School
Wayne County Community College District
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