Summary
Overview
Work History
Education
Skills
Timeline
Generic

Heather Almanza

Summary

Highly motivated and committed Healthcare professional with proven history of superior performance at individual, team and organizational levels. Multitasks and prioritizes workloads with little or no supervision. Detail-oriented professional looking to bring medical background and team-building skills to deadline-driven environment.

Overview

14
14
years of professional experience

Work History

Mortgage Loan Processor

Pulte Mortgage
05.2019 - 04.2022
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Prepared file for final clear-to-close by branch management.
  • Handled any conditions sent from underwriting departments.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Communicated with originator and applicant concerning progress of loan file.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Checked daily reports each morning to identify priorities or issues for escalation to supervisor.
  • Set up and completed loan submission packages.
  • Received on-going, comprehensive training on home loan products and mortgage process.
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
  • Maintained compliance with privacy and security requirements, as well as federal statutes covering conventional, FHA and USDA loans.
  • Coordinated closing process with attorneys, title companies and government clerks.
  • Evaluated approvals against established bank and government lending standards.
  • Completed denial and cancellation procedures on applicable files.
  • Oversaw file input in mortgage software and grant-specific software.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Reviewed and validated details of loan applications and closing documentation.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Assessed customer account histories to determine previous compliance with payment plans and loan terms.
  • Filed completed loan applications with underwriting and made approval or denial recommendations.
  • Produced and submitted completed loan packages to title and escrow professionals.
  • Consulted with outside vendors to identify and resolve loan closing issues.
  • Conducted pre-funding and funding activities for over 150 monthly applications.

Mortgage Loan Processor

Top Pro Processing
12.2017 - 04.2019
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Prepared file for final clear-to-close by branch management.
  • Handled any conditions sent from underwriting departments.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Communicated with originator and applicant concerning progress of loan file.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
  • Coordinated closing process with attorneys, title companies and government clerks.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Filed completed loan applications with underwriting and made approval or denial recommendations.
  • Consulted with outside vendors to identify and resolve loan closing issues.

Accounting Manager

Strand Systems Architecture & Engineering
12.2015 - 11.2017
  • Managed banking reconciliations and monthly balance sheet statements.
  • Managed journal entries, collection efforts, reconciliations and payroll processing.
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Completed bi-weekly payroll for company employees.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Organized budget documentation and tracked expenses to maintain tight business controls.
  • Implemented budget and expense controls and financial policies by analyzing income and expenditures.
  • Supported change management by understanding and addressing impacts of new accounting policies, financial statement initiatives and non-standard transactions.
  • Reduced liabilities by accurately managing tax statements, mailings, journal entries, payments and transfers.
  • Applied mathematical abilities to calculate and check figures in accounting systems.
  • Implemented updated production, productivity, quality and customer service standards to improve company financial standing.
  • Initiated comprehensive account assessments to check viability, stability and profitability of business operations.
  • Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
  • Proposed and published metrics and KPIs to be incorporated into monthly financials and scorecards.
  • Optimized employee performance, output and morale through development of enticing incentive programs.
  • Bolstered revenues by creating codes for accounting tasks, cost estimation and revenue generation.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
  • Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
  • Generated sales tax reports for each operational jurisdictions, monitored bi-weekly payroll and prepared and paid out sales commissions.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.

Medical Assistant

Texas Child Neurology
12.2014 - 12.2015
  • Sanitized, restocked and organized exam rooms and medical equipment.
  • Obtained client medical history, medication information, symptoms and allergies.
  • Directed patients to exam rooms, fielded questions and prepared for physician examinations.
  • Collected and documented patient medical information such as blood pressure and weight.
  • Performed clerical duties, such as word processing, data entry, answering phones and filing.
  • Called and faxed pharmacies to submit prescriptions and refills.
  • Scheduled appointments, registered patients and distributed sample pharmaceuticals as prescribed.
  • Assisted with routine checks and diagnostic testing by collecting and processing specimens.
  • Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
  • Collaborated with medical and administrative personnel to maintain patient-focused, engaging and compassionate environment.
  • Promoted office efficiency, coordinating charts, completing insurance forms and helping patients with diverse needs.
  • Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
  • Ordered and prepared reagents and supplies.

Medical Assistant

Northlake Obstetrics & Gynecology, P.A.
04.2008 - 11.2014
  • Sanitized, restocked and organized exam rooms and medical equipment.
  • Obtained client medical history, medication information, symptoms and allergies.
  • Directed patients to exam rooms, fielded questions and prepared for physician examinations.
  • Collected and documented patient medical information such as blood pressure and weight.
  • Performed clerical duties, such as word processing, data entry, answering phones and filing.
  • Documented vital signs and health history for patients in clinic and hospital environments.
  • Called and faxed pharmacies to submit prescriptions and refills.
  • Scheduled appointments, registered patients and distributed sample pharmaceuticals as prescribed.
  • Assisted with routine checks and diagnostic testing by collecting and processing specimens.
  • Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
  • Completed clinical procedures and gathered patient data for interpretation by physician.
  • Collaborated with medical and administrative personnel to maintain patient-focused, engaging and compassionate environment.
  • Promoted office efficiency, coordinating charts, completing insurance forms and helping patients with diverse needs.
  • Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
  • Prepared initial patient charts for admission.
  • Arranged surgeries with surgical center, confirming times with patients and preparing admission and consent forms.
  • Compiled necessary documents for surgical billing packages.
  • Communicated clearly and effectively with patients to verify information, determine purpose of visit and record medical history.
  • Performed or scheduled preventive maintenance on equipment to promote longevity of use, troubleshooting technical issues and coordinating repairs.
  • Explained procedures to patients to reduce anxieties and increase patient cooperation.
  • Maintained detailed records of test results by entering data and patient information into computer.
  • Oriented and trained new staff on proper procedures and policies.
  • Efficiently performed insurance verifications, pre-certifications and pre-authorization functions.
  • Updated inventory, expiration and vaccine logs to maintain current tracking documentation.
  • Implemented care and efficiency improvements to support and enhance office operations.
  • Conducted monthly and quarterly inventory of supplies using facility cost reporting records.

Education

No Degree - Accounting And Business Management

Collin County Community College District
Plano, TX

No Degree - Medical Assisting

Remington College
Dallas, TX
05.2010

High School Diploma -

Coppell High School
Coppell, TX
05.2004

Skills

  • Credentialing
  • Proficient In Microsoft Office
  • Creating Microsoft Access Queries
  • Salesforce
  • HIPAA Compliance
  • Medical Histories and Vital Statistics
  • Patient Scheduling and Verifications
  • Payment Collection
  • Inventory and Supply Management
  • Electronic Health Records
  • Medical Records Management
  • Medical Terminology
  • Medical Billing and Coding
  • Clinical Applications
  • Continuous Quality Improvement (CQI)
  • Dictation and Transcription
  • EPIC EMR
  • Payroll Processing
  • Funds Allocation
  • Systems Development
  • Financial Statement Presentations
  • Project Management
  • Account Reconciliation
  • Quarterly Reviews
  • Staff Management
  • Financial Management
  • Benefits Management
  • Operations Management
  • Financial Reporting
  • Financial Data Analysis
  • AP and AR Management
  • Word Processing
  • Loan Processing
  • Reporting
  • Documentation

Timeline

Mortgage Loan Processor

Pulte Mortgage
05.2019 - 04.2022

Mortgage Loan Processor

Top Pro Processing
12.2017 - 04.2019

Accounting Manager

Strand Systems Architecture & Engineering
12.2015 - 11.2017

Medical Assistant

Texas Child Neurology
12.2014 - 12.2015

Medical Assistant

Northlake Obstetrics & Gynecology, P.A.
04.2008 - 11.2014

No Degree - Accounting And Business Management

Collin County Community College District

No Degree - Medical Assisting

Remington College

High School Diploma -

Coppell High School

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Heather Almanza