11+ years of Administrative Office and customer relation experience providing professional and courteous service via telephone and personal interaction.
Ability to problem solve, manage priorities and coordinate work to complete duties within required timeframes, and the ability to follow-up on pending issues.
Strong interpersonal communication skills and ability to work as a team or independently in a structured work environment
● Maintained the highest level of confidentiality standards for HIPAA & PII.
o Scanned in health records and prescriptions and uploaded to patient files
● Assisted with setting up financial arrangements and collecting payments from patients and insurance companies.
● Obtained data such as patient insurance provider information and member number to properly file insurance claims and prior authorization for outpatient procedures.
● Scheduled patient surgeries and regular appointments.
● Kept business, customer and financial records current and accurate to stay on top of changing information and avoid lost data.
● Interacted with customers professionally by phone, email or in-person to provide
information and direct to desired staff members.
● Opened and properly distributed incoming mail to promote quicker response to client inquiries.
● Daily review of incoming appraisals designated as low to medium risk based on existing criteria.
● Escalate cases as needed.
● Produce reporting and provide metrics related to results as needed.
● Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
● Runs SCRA searches daily to see if borrower is an active duty member
● Pulls payment history’s and uploads them to the correct system
● Works financial breakdown requests from attorneys
● Reviews foreclosure files
● Completes foreclosure bids for Freddie Mac, Fannie Mae, & VA
● Pulls and uploads appraisals, HUD document, and CAFMV files
● Responsible for handling escalations from 40 attorney offices researching and resolving issues
● Facilitates monthly calls with attorney offices discussing their overall performance each month
● Puts together powerpoint presentations for each firm to review on each call
● Sends meeting minutes after each call about what was discussed
● Processes scorecards for all firms
● Reviews rebuttals for SCRA each month for scorecards
● Analyze and research accounts to see if account qualifies for a new default branch letter
● Handles requests from attorneys on a daily basis for pre-foreclosure and foreclosure
● Responsible for pulling daily reports for team that include demands and notices sent the previous day
● Was the second highest performer in September of 2015, quality did not take a hit when volumes increased
● Consistent contributor to the overall success of the team
o Had a less than 1% fail rate compared to a 5% threshold
o Sent an average of 4456 notice/demands each month in 2015
● Works well when changes are implemented
● Performed reconciliation (ensuring documents are uploaded in the correct programs)
● Communicated with vendors, worked on a special project retrieving documents from attorney
● Provided assistance to managers and teammates on special projects
● Takes initiative to learn new processes and develop skills
● Exhibits leadership skills, helps team members whenever needed