Kasey Nelson
Ocala,FL
Summary
Accomplished Post Closer at Affiliated Title, adept in loan document review and fostering customer relations. Streamlined filing systems, enhancing workflow efficiency by 30%. Trained new employees, demonstrating strong teamwork orientation. Skilled in documentation management and maintaining strict confidentiality, significantly improving post-closing compliance and accuracy.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Post Closer
Affiliated Title
03.2023 - 02.2025
- Checked accuracy and completeness of all paperwork.
- Conducted thorough reviews of closed loan files for accuracy and completeness.
- Worked with warehouse banks to manage shipment of collateral documents.
- Improved workflow efficiency by implementing an organized filing system for closed loans.
- Completed post-closing quality control evaluations of originated mortgage loans.
- Assisted in training new employees on post-closing procedures, contributing to a knowledgeable workforce.
- Prepared loan packages and closing instructions for bank employees.
- Managed pipeline of post-closing tasks, prioritizing urgent cases as needed.
Administrator
Urology Associates of Fredericksburg
02.2022 - 02.2023
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Maintained personnel records and updated internal databases to support document management.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
- Improved employee productivity with effective time management strategies for daily tasks.
Billing Specialist
Munroe Regional
01.2021 - 02.2022
- Researched and resolved billing discrepancies to enable accurate billing.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Worked with multiple departments to check proper billing information.
- Assisted colleagues in resolving complex billing issues, promoting teamwork and knowledge sharing within the department.
- Collaborated with the collections team to recover overdue payments from clients, maintaining cash flow and minimizing writeoffs.
- Maintained detailed records of each account''s payment history, providing easy access to information for audit and analysis purposes.
Administrative Assistant
Cardiology Associates
02.2019 - 02.2021
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Skills
- Loan document review
- Customer service and assistance
- Teamwork orientation
- Customer relations
- Data entry proficiency
- Continuous improvement mindset
- Document coordination
- File management
- Documentation management
- Post-closing reporting
- Disbursement processing
- Post-closing compliance
Certification
Bankruptcy Essentials Fl Bar 2403024N
BEC wire Fraud FL Bar 2413721N
Business Essentials Fl Bar 2312980N
Affidavits Declarations FL Bar 2401315N
Powers of Attorney FL Bar 2408552N
Code Enforcement FL Bar 2309351N
Title Probate FL Bar 2411620N
Timeline
Post Closer
Affiliated Title
03.2023 - 02.2025
Administrator
Urology Associates of Fredericksburg
02.2022 - 02.2023
Billing Specialist
Munroe Regional
01.2021 - 02.2022
Administrative Assistant
Cardiology Associates
02.2019 - 02.2021
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