Jackie Tran
San Tan Valley,AZ
Summary
Dynamic professional with extensive experience at State Farm and a proven track record in risk evaluation and customer service. Adept at ensuring compliance with regulatory standards while streamlining processes. Recognized for effective communication and problem-solving skills, consistently enhancing operational efficiency and client satisfaction in fast-paced environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Underwriter Service Assistant
State Farm
Tempe, AZ
06.2024 - Current
- Works under moderate direction on assignments of limited complexity
- Handles routine and non routine entries, transactions, and file for a variety of product lines
- Reviews and processes applications according to established referral guidelines
- Managed workload to ensure timely and accurate processing of applications.
- Communicated effectively with Underwriters and Agents involved in transactions.
Patient Access Service Representative
Banner Ironwood Medical Center
San Tan Valley, AZ
04.2023 - Current
- Reviewed eligibility responses to assess patient benefit level and prepare estimates.
- Reconciled daily deposits against transactions processed through the Point Of Service terminal.
- Collaborated with clinical and administrative staff to meet patient needs.
- Managed patient check-in process, ensuring accurate data entry of personal and insurance information.
- Greeted patients and visitors in a friendly manner, providing assistance with patient registration and inquiries.
- Resolved any discrepancies on accounts receivable invoices promptly and accurately.
- Organized timely and accurate referrals to help patients obtain health care services and access available resources.
- Identified opportunities for process improvement related to Patient Access Services operations.
- Updated reference materials with Medicare, Medicaid and third-party payer requirements, guidelines, policies and list of accepted insurance plans.
- Conducted financial counseling for patients, explaining payment options and assistance programs.
- Accessed programs and set up correct payment strategies based on patient means and needs.
- Verified demographics and insurance information to register patients in computer system.
- Obtained necessary signatures for privacy laws and consent for treatment.
- Collaborated with insurance companies to resolve billing discrepancies and pre-certification issues.
Senior Mortgage Loan Processor
Loan Depot.com
Chandler , AZ
06.2020 - 06.2022
- Utilized loan processing software for data entry and to streamline workflow.
- Identified and suggested solutions to improve loan processing efficiency and customer service.
- Checked approvals against established bank and government lending standards.
- Prepared and reviewed loan closing documents to ensure compliance with lender requirements.
- Collected required documentation from clients, such as proof of income and employment verification.
- Examined and verified information in loan application and closing documents.
- Collaborated with closing agents to schedule and prepare for loan closings.
- Maintained regular contact with customers throughout the loan process providing updates on progress made or any needed information or documentation.
- Calculated borrowers' income and debt ratios to assess loan eligibility.
- Developed relationships with internal departments such as Underwriting, Closing, Funding and Compliance teams in order to facilitate smoother processing timelines.
Senior Mortgage Loan Processor
Nationstar Mortgage DBA Mr. Cooper
Chandler, AZ
05.2018 - 06.2020
- Utilized loan processing software for data entry and to streamline workflow.
- Checked approvals against established bank and government lending standards.
- Evaluated financial statements and contacted institutions and customers to clarify details.
- Collected required documentation from clients, such as proof of income and employment verification.
- Prepared loan packages for underwriting, including ordering title reports, credit reports, appraisals, verifications of employment and other documentation as required.
- Maintained regular contact with customers throughout the loan process providing updates on progress made or any needed information or documentation.
- Managed conditions sent from underwriting departments.
Education
Medical Billing
Pima Medical Institute
Mesa, AZ03-2023
Bachelor of Arts -
Kendall College
Grand Rapids, MI05-1995
Skills
- Risk evaluation
- Loan application evaluation
- Accurate data entry
- Regulatory standards knowledge
- Application evaluation
- Effective communication
- Problem solving
- Customer service
- Critical thinking
- Organizational skills
Certification
- Certificate Medical Billing and Coding
Timeline
Underwriter Service Assistant
State Farm
06.2024 - Current
Patient Access Service Representative
Banner Ironwood Medical Center
04.2023 - Current
Senior Mortgage Loan Processor
Loan Depot.com
06.2020 - 06.2022
Senior Mortgage Loan Processor
Nationstar Mortgage DBA Mr. Cooper
05.2018 - 06.2020
Medical Billing
Pima Medical Institute
Bachelor of Arts -
Kendall College
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