Erica Tatum
Arlington,US
Summary
Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships. Highly-motivated with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Customer Loan Specialist
Exeter Finance
11.2023 - Current
- Assisted customers with inquiries via phone and email.
- Processed auto loan applications and verified customer information accurately.
- Evaluated credit reports to assess borrower eligibility for financing options.
- Addressed customer inquiries regarding loan terms and payment options effectively.
- Collaborated with dealerships to streamline the financing process for customers.
- Maintained accurate records of loan transactions and customer interactions securely.
- Provided customer service by answering questions about loan options, payment plans, and other related inquiries.
- Researched state laws regarding consumer lending practices when necessary.
- Performed collections activities when needed including contacting delinquent borrowers via phone or mail.
- Coordinated repossessions of vehicles when necessary due to nonpayment of loans.
- Reviewed contracts to verify accuracy of information prior to submission to lenders or third parties.
- Created monthly reports summarizing loan activity and delinquency status.
- Maintained up-to-date knowledge of company products, services, policies, and procedures.
Claims Customer Service Representative
Progressive Causality Insurance
08.2020 - 10.2023
- Complied with standard operating procedures.
- Facilitated accurate policy updates for customers.
- Entered and updated records in databases with accuracy.
- Clarified existing coverage details to ensure customer understanding.
- Facilitated customer payment processing for policies.
- Maintained accurate documentation of customer policy details.
- Displayed compassion and fostered relationship with customer.
- Assisted customers in understanding policy coverage and claims processes.
- Resolved customer inquiries through phone and email communication promptly.
- Reviewed claims documents for accuracy and completeness before processing.
- Coordinated with adjusters to gather necessary information for claims evaluation.
- Educated customers on claim status and next steps throughout the process.
- Resolved customer complaints in a timely manner and documented details of each interaction with customers.
- Ensured compliance with applicable laws and regulations when handling customer inquiries or requests.
- Assisted customers with the completion of forms related to their insurance policies or claims process.
Medical Assistant
Fam-Care Clinic
Flower Mound, TX
10.2017 - 08.2020
- Room patients, triage them, and take initial vital signs.
- Completes patient call-backs, updates care plans.
- Educates patients about additional ways our clinic can help them.
- Works to reduce team errors, and works quickly to fix errors for billing processes.
- Contacted patients for appointment reminders, and recorded patient history.
- Assisted physicians with patient examinations and medical procedures.
- Processed insurance claims and maintained patient billing information accurately.
- Coordinated communication between patients, providers, and healthcare staff effectively.
- Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
- Administered injections, medications and treatments as directed by the physician.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Documented notes during patient visits.
- Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
Education
High School Diploma -
Duncanville High School
Duncanville, TX, USCertificate in Medical Assistant -
Everest College-Dallas
Dallas, TXBachelor of Arts - Elementary Education
Western Governors University
Online Skills
- Customer Service
- Patient record management
- Office Administration
- HIPAA
- Medical documentation review
- Claim assessment
- Continuous learning mindset
- Strong communication
- Teamwork skills
- Attention to detail
Certification
- CPR Certification
- Certified Medical Assistant
Timeline
Customer Loan Specialist
Exeter Finance
11.2023 - Current
Claims Customer Service Representative
Progressive Causality Insurance
08.2020 - 10.2023
Medical Assistant
Fam-Care Clinic
10.2017 - 08.2020
High School Diploma -
Duncanville High School
Certificate in Medical Assistant -
Everest College-Dallas
Bachelor of Arts - Elementary Education
Western Governors University