Karen Green
Problem Solving Associated
Mulliken,MI
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
11
11
years of professional experience
Work History
Loan Officer II
Michigan State Federal Credit Union
2017.06 - 2023.04
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Recommended loan approvals and denials based on customer loan application reviews.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Assisted customers with completing loan applications and other paperwork.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Clinical Care Coordinator
Inovalon Formally MedAssurant
2012.09 - 2017.02
- Coordinated, monitored, assigned, and documented patient and clinical care and updated policies and procedures, maintaining compliance with guidelines relating to HIPAA, benefits administration and general liability.
- Create new contract phone scripts for the Clinical Communication Assist on HEDIS, SERSA Cleaning Project, by completing over 70 sites daily
- Schedule appointments with Inovalon staff to collect medical records for contract requirements
- Process and scan digital copies of medical records Compete and review follow up on medical records request projects of HEDIS, RACCA, CARA, & FRO Meet and exceed production goals of SERSA, HEDIS cleaning files.
- Documented and detailed calls and complaints using call center's CRM database.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Education
Business Administration
Career Quest Learning Center
Lansing, MI2012
Skills
- Technical Skills:
- Microsoft, Excel (Advanced), Word 2010(Advanced), Access (Intermediate), PowerPoint (Advanced)
- Outlook (Advanced), Quick Books (Advanced), SAP, & Data Processing. CCS Advantage, SERSA Medical Records with Inovalon, Ryder Logistics & GM processing software (MGO, PPS) Type 66 words per minute
- Complete Loan Applications
- Bank Security Issues
- Team Player
- Wire Transfer
- Verify Agreements
- Client Relations
- Loans
- Credit Application Review
- Serve Customer Needs
- Issuance of CDs
- Deep Knowledge of Bankruptcy Processes
- Regulatory Disclosure Preparation
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Loan Officer II
Michigan State Federal Credit Union
2017.06 - 2023.04
Clinical Care Coordinator
Inovalon Formally MedAssurant
2012.09 - 2017.02
Business Administration
Career Quest Learning Center
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