Jill Larsen
Wetumpka,AL
Summary
Dynamic Mortgage Loan Processor with proven expertise at ASE Credit Union in loan documentation and regulatory compliance. Recognized for exceptional customer service and effective communication, driving workflow optimization and ensuring accuracy in financial document review. Adept at multitasking and prioritizing, consistently enhancing operational efficiency in fast-paced environments.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Mortgage Loan Processor
ASE Credit Union
Montgomery, US
12.2019 - 03.2025
- Conduct interview to assess members eligibility for proper mortgage program loans
- Collect and prepare all necessary documentation for the mortgage package.
- Prepare and maintain all documents for existing and new loans, including disclosures.
- Effectively multitask, and adjust priorities accordingly.
- Operate in discretion with the highest dimension of customer service.
- Comply with the organization procedures, policies, applicable laws and regulations
- Performs final review of closing packages for accuracy of pricing, loan data, and completed items
Mortgage Closer
Zillion Technologies
Pensacola, US
01.2018 - 01.2019
- Company Overview: for Navy Federal Credit Union
- Prepared mortgage packages for delivery to settlement companies for purposes of mortgage closing on VA, FHA, and conventional
- Reviewed loan pricing to ensure the loan closes at proper interest rate/points and cash out limitations
- Determined amount to be withheld from loan proceeds and prepared the request for loan disbursement by check or wire
- Ensured credit underwriting and property conditions of the loan approval have been satisfied prior to closing
- Performs final review of closing packages for accuracy of pricing, loan data, and completed items
- For Navy Federal Credit Union
Health Information Management Clerk Team Lead
WHITE WILSON MEDICAL CENTER
Fort Walton Beach, US
01.2014 - 01.2015
- Coordinated and executed all aspects of release of health information, data entry, patient confidentiality, and office administration for a multi-specialty outpatient clinic.
- Established reputation for maintaining compliance with HIPAA regulations, resolving account/billing discrepancies, and driving workflow productivity.
- Sustained partnerships with health service managers, third party billers and medical staff to deliver education/ training on outpatient clinical techniques and orchestrate weekly meetings.
- Directed a team of six employees through all phases of professional development, medical records processing, distribution/filing, patient/office scheduling, coverage/time-off requests, and performance evaluations.
- Earned promotion for exceptional performance and contributions to administrative efficiency, patient eligibility, and records management.
- Interfaced with insurance providers to validate and verify demographic information, claims status, account reconciliations, co-payments, and self-pay charges.
Medical Support Assistant/Patient Service Representative
SIGNATURE PERFORMANCE, AIR FORCE BASE
Eglin Village, US
01.2012 - 01.2013
- Maintained accountability of medical records, appointment scheduling, provider relations/referrals and collections activities for a revenue cycle solutions company.
- Performed patient registration, insurance verification/authorizations and EMR system/demographic updates.
- Collected patient payments and applied adjustments to patient accounts.
- Determined patient eligibility for services, reviewed records for completeness and obtained documents as requested by healthcare providers.
- Facilitated and led patient registration, medical records requests and patient relations for a quality healthcare system.
- Spearheaded patient chart retrievals, lab work scheduling and insurance pre-authorizations.
- Utilized computerized system to match physician/clinician availability with patient's preference.
- Consistently drove high patient satisfaction and retention through referral networking, prompt customer service and greeting/welcoming patients in a professional manner.
Education
Master of Science - Business Administration
UNIVERSITY OF PHOENIX
11.2018
Bachelor's - Management
PARK UNIVERSITY
06.2016
Associate - Microcomputers
MOTTE TECHNICAL COLLEGE
09.2003
Skills
- Insurance verification and scheduling
- Mortgage processing
- Loan documentation
- Regulatory compliance
- Credit analysis
- Time management and organization
- Account reconciliation
- Higher education instruction
- Microsoft Excel and Word proficiency
- Analytical skills and reporting
- Customer service and support
- Fair housing regulations expertise
- Budgeting and financial planning
- Office and records management
- Human resources management
- PeopleSoft proficiency
- Customer relationship management
- Quality assurance
- Problem solving
- Effective communication
- Workflow optimization
- Financial document review
Certification
- Florida Real Estate License, 09/01/17, 12/31/27
- Alabama Real Estate License, 08/01/19, 09/30/26
- NMLS, 12/01/22, 03/01/25
- Driver's License
- Real Estate License
Timeline
Mortgage Loan Processor
ASE Credit Union
12.2019 - 03.2025
Mortgage Closer
Zillion Technologies
01.2018 - 01.2019
Health Information Management Clerk Team Lead
WHITE WILSON MEDICAL CENTER
01.2014 - 01.2015
Medical Support Assistant/Patient Service Representative
SIGNATURE PERFORMANCE, AIR FORCE BASE
01.2012 - 01.2013
Master of Science - Business Administration
UNIVERSITY OF PHOENIX
Bachelor's - Management
PARK UNIVERSITY
Associate - Microcomputers
MOTTE TECHNICAL COLLEGE
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