Proven track record in enhancing customer service and streamlining processes, as demonstrated at Paramount Residential Mortgage Group. Expert in insurance verification and medical software navigation, I bring a continuous learning mindset and a knack for improving operational efficiency. Achieved significant improvements in loan processing times and patient communication, leveraging both hard and soft skills to drive organizational growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Paramount Residential Mortgage Group
Irmo, South Carolina
06.2021 - 08.2023
Cultivated and sustained professional relationships with over 50 industry contacts, including real estate agents, builders, and financial planners.
Collected and verified financial information from applicants.
Reviewed appraisals to ensure accuracy and completeness prior to submission to underwriting department.
Negotiated terms and conditions of loan agreements with borrowers.
Improved loan processing times by streamlining application procedures.
Kept detailed records regarding approved, denied and received loan applications.
Resolved borrower complaints in a timely manner while providing excellent customer service.
Managed comprehensive documentation processes, including the verification of applicants' credit histories and financial statements.
Collaborated with company teams to expedite loan approval processes.
Processed new loan applications in accordance with established guidelines.
Remote Housing Coordinator
Outreach Realty Services
New Haven, Connecticut
03.2021 - 06.2021
Delivered comprehensive customer service, guiding clients through home-buying procedures to enhance wealth building in underserved populations.
Analyzed credit reports, income statements, and budgets to develop tailored homeownership strategies, ensuring clients' understanding of financial metrics and mortgage processes.
Coordinated virtual consultations and follow-up meetings, while meticulously managing client records, and tracking progress against personalized action plans.
Assessed eligibility of applicants in accordance with predetermined criteria to fill vacancies.
Ensured all necessary documents were collected prior to approving a new tenancy agreement.
Organized and maintained accurate records of housing contracts, leases, and rental agreements.
Maintained accurate records and documented client data in company databases.
Prepared monthly financial reports detailing income generated from rental properties.
Remote Anywhere Messaging Expert
Asurion Insurance Services
Nashville, Tennessee
08.2019 - 11.2020
Delivered exceptional customer service by resolving technical issues, ensuring timely, and accurate support for users.
Recommended appropriate products and services based on individual customer needs, contributing to the company's sales objectives.
Achieved recognition as Employee of the Month for exemplary customer service, teamwork, adaptability, and consistent attainment of quality and performance targets.
Implemented quality assurance processes throughout the entire development lifecycle.
Provided technical advice to clients regarding best practices for messaging systems.
Maintained up-to-date documentation on all aspects of the organization's messaging architecture.
Unlicensed WAH Customer Service/Sales Agent
TTEC @ Home
Englewood, Colorado
11.2017 - 10.2018
Processed customer policy changes with precision, and directed complex issues to licensed representatives when necessary.
Provided empathetic customer service by actively listening to concerns, and demonstrating understanding and compassion.
Confirmed insurance coverage details, executed policy updates, and furnished clients with the necessary proof of insurance documentation.
Participated in team projects related to improving overall efficiency of the department.
Resolved customer complaints quickly and efficiently.
Built and maintained knowledge of evolving product and service offerings to promote additional sales to existing customers.
Insurance Verification Coordinator
Regional Medical Center
Orangeburg, South Carolina
05.2015 - 10.2017
Enhanced patient communication by providing email support for scheduling, referrals, and medication inquiries, and clearly communicated financial obligations post-insurance verification.
Improved office efficiency by overhauling the pre-certification process, maintaining electronic medical records, and implementing a streamlined check-in/check-out system using electronic tablets.
Updated patient accounts with insurance verification information to ensure accurate billing.
Coordinated with the billing department to ensure correct insurance information is applied to claims.
Maintained up-to-date knowledge of insurance policies, including Medicare and Medicaid.
Scheduled and confirmed patient appointments and consultations.
Monitored and tracked the status of pending insurance verifications and authorizations.
Liaised between physician, site of service and billing department to obtain appropriate documentation.
Utilized electronic medical records (EMR) systems for documenting verification processes.
Communicated with patients with compassion while keeping medical information private.
Communicated with insurance carrier, patient and third party or employer to verify patient insurance benefits.
Prepared reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
Answered telephones and directed calls to appropriate medical or adminstrative staff.
Medical Records Administrative Assistant II
SC Dept of Mental Health
Columbia, South Carolina
02.2014 - 10.2014
Assembled, analyzed, and organized patient medical records, ensuring accuracy and completeness for audits, peer reviews, and insurance inquiries.
Provided administrative support by managing phone inquiries, coordinating information flow, and maintaining electronic medical record systems through batching and scanning processes.
Ensured efficient operation of office equipment such as printers, copiers and fax machines.
Processed invoices for payment using accounting software applications.
Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Answered phone calls and emails to provide information, resulting in effective business correspondence.
Developed and maintained filing systems for confidential documents and records.
Developed and implemented filing systems, both digital and physical, improving document organization and retrieval efficiency.
Administrative Assistant/Patient Access Rep
Lexington Medical Center
West Columbia, South Carolina
03.2008 - 02.2014
Improved filing system efficiency, enabling quicker data retrieval, and ensuring the integrity of file accuracy.
Led the transition to a new scanning process, culminating in the establishment of a dedicated scanning department.
Guided patients through the completion of consent and other required medical forms.
Kept patient appointments on schedule by notifying providers of patients' arrival and reviewing service delivery compared to schedule.
Assisted in the implementation of new technologies and processes to improve patient access services.
Reported liabilities and risk management concerns to supervisor for review.
Submitted fees and claims to insurance companies manually or digitally.
Obtained necessary signatures for privacy laws and consent for treatment.
Reviewed eligibility responses to assess patient benefit level and prepare estimates.
Assembled registration paperwork and placed identification bands on patient.
Processed patient co-pays, deductibles, and other payments, ensuring accurate financial records.
Processed insurance verifications and authorizations to ensure coverage of services.
Coordinated with clinical staff to manage patient flow, reducing wait times and improving satisfaction.