Kimberley McClellan
Frisco,TX
Summary
Detail-oriented team player with strong organizational skills. Seeking to obtain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, problem-solving skills and the ability to handle multiple projects simultaneously with a hight degree of accuracy.
Overview
15
15
years of professional experience
Work History
Mortgage Loan Processor
Secured Mortgage Processing
10.2021 - Current
- Set up and completed loan submission packages.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Processed mortgage loan applications accurately and successfully for over 15 years.
Case Analyst II (Contract)
Cognosante
10.2022 - 03.2023
- Maintained high level of client confidentiality, following strict guidelines, and recommendations.
- Recorded case notes and performed follow-up documentation for admitted and transferred patients; led both group and individual counseling sessions.
- Researcheand resolved IRS for 1095-A discrepancies using Marketplace data
- Check active and inactive cases associated with the consumer by using tools such as CNS and CERRS
Business Analyst (Contract)
Wells Fargo Bank
10.2021 - 12.2021
- Analyzed open orders, backlog, and sales data to provide sales team with insights.
- Surveyed clients to ascertain requirements and expectations for product.
- Delivered analysis of market, sales and consumer trend impact on long and short-term strategies.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
Mortgage Loan Processor
RBFCU - Credit Union
10.2020 - 12.2021
- Set up and completed loan submission packages.
- Upheld complete confidentiality of all submitted information according to release guidelines.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Analyzed borrower credit reports and income statements to verify accuracy.
Patient Services Coordinator
Alameda Health System, Highland Hospital
11.2017 - 04.2020
- Telephoned and interviewed patients to obtain pre-registration information and confirm appointments.
- Provided patient with after-visit summary and scheduled next appointment to maintain continuous care and facilitate treatment plan.
- Insurance eligibility procedures for each patient before presenting for appointment.
- Drove proactive patient outreach activities to schedule appointments and follow-up on care and health maintenance. Triage patient encounter to ensure medications and additional appointments have been set and maintained.
- Collected forms, insurance card and co-pay to facilitate registration process and prepare patient for appointment.
- Used Epic to maintain electronic patient files, successfully maintaining patient files.
Project Coordinator - Cardiology
Alameda Health System, Highland Hospital
08.2015 - 11.2017
- Provided efficient and timely administrative support to ensure the smooth running of the entire Cardiology Department
- Organized and maintained all supply orders for both administrative and medical modalities
- Recording and scheduling of all maintenance of machinery within the Cardiology suites
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Managed competing demands and professionally adapted to frequent change, delays and unexpected events.
Nursing Project Coordinator
Alameda Health System, Highland Hospital
04.2013 - 08.2015
- Responsible for training, competency, validation and continuing education of new graduate nursing staff
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Negotiated contracts with 6 vendors, resulting in a 23% reduction in project costs, including hospital tools and software.
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Established and maintained tracking methods to ensure competencies, orientation, surveys and other program components are completed within identified timeframes
- Served as a liaison between disciplines and departments to coordinate the residency program
- Tracked hours and expenses to keep project on task and within budgetary parameters.
Senior Human Resources Coordinator
Alameda Health System, Highland Hospital
09.2009 - 04.2013
- Completed employee employment verifications and unemployment paperwork prior to hire or termination. Managed new employee orientations, benefits, terminations and promotions for over more than 300 employees
- Provided staffing program support duties which included assisting HR specialist with administrative and recruiting task, such as making overs and preparing offer letter and researching job descriptions and candidate resume review
- Supported HR functions with emphasis on record keeping, data entry, and general HR tasks.
Education
BBA - Business Administration
Cal State Hayward
Hayward, CASkills
- Customer Service
- Healthcare Project Coordination
- Human Resources
- Contract finalization
- Training/Development
- Real Estate
- Benefits Administration
Timeline
Case Analyst II (Contract)
Cognosante
10.2022 - 03.2023
Mortgage Loan Processor
Secured Mortgage Processing
10.2021 - Current
Business Analyst (Contract)
Wells Fargo Bank
10.2021 - 12.2021
Mortgage Loan Processor
RBFCU - Credit Union
10.2020 - 12.2021
Patient Services Coordinator
Alameda Health System, Highland Hospital
11.2017 - 04.2020
Project Coordinator - Cardiology
Alameda Health System, Highland Hospital
08.2015 - 11.2017
Nursing Project Coordinator
Alameda Health System, Highland Hospital
04.2013 - 08.2015
Senior Human Resources Coordinator
Alameda Health System, Highland Hospital
09.2009 - 04.2013
BBA - Business Administration
Cal State Hayward
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