Lisa Jones

• Manage daily pipeline to ensure that all assigned loan applications fund promptly and meet all investor, regulatory and legal requirements
• Review signed closing documentation for accuracy, wire funds and release funding authorization
• Clearing underwriting conditions prior to providing funding authorization
• Confirm all closing funds have been received from buyer and confirm funds were sent from a verified account
• Provide exceptional service to all customers internal and external while maintaining accuracy and quality
• Requesting wires through assigned warehouse for all new purchases and refinances, gathering the documents required by each warehouse, in order to process the wire request
• Providing title companies with Federal Reference Numbers to track sent funds.

Duties consist of but are not limited to:

• Check payment and payoff processing.
• Wire payments and payoff processing.
• Payment reversals and research.
• End of day balancing of financial transactions.
• Monitoring suspense reports.
• Posting lottery payments.
• Processing returned checks & ACH returns.
• Customer inquiries.
• Research requests and related correspondence.
• Record keeping.
• Electronic loan file maintenance.
• Ensuring compliance with all bank policies and procedures, as well as all applicable state and federal banking regulations

• Data Entry, answering telephones, relaying information to guests
• Selling bottle service and booking table reservations
• Completing reservation forms for bottle service and table reservations
• Taking guest deposits and payments for reservations
• Scheduling guest pickups from hotels and casinos using Limo Zone scheduling system
• Creating folders in Google Drive for commission payments.

• Heavy data entry.
• Providing providers and recipients with information on In Home Support Services.
• Registering providers into CLIPS system.
• Logging in all documents in the Non Registry Provider log database.
• Holding Registration Enrollment Video Appointments (REVA).
• Inputting providers identification and social security information into Care Access system
• Scheduling and leading group orientation meetings for providers.
• Completing request forms.
• Receiving and logging 426As for potential providers, updating information in the system and auditing provider packets.
• Logging, updating and issuing time cards to providers.
• Answering telephones and handling walk in appointments at the reception desk.
• Logging, updating and issuing time cards to providers/s and auditing and correcting provider packets for completeness and accuracy.

• Receiving and processing patient payments for health care services rendered using Ventura County processing programs, balancing patient accounts and payments, logging and filing batches received from the satellite agencies in Ventura County
• Receiving explanation of benefits (EOB) from insurance companies for patient accounts, logging in received EOBs in the Database and excel spreadsheet, processing, posting and balancing payments from insurance companies to patient accounts for services rendered.
• Denying claims that have been processed to insurance companies in error.
• Verify contracts insurance companies hold with the Ventura County Health Care Agency.
• Heavy data entry, filing, logging sorting and copying of confidential documents.

• Under the supervision of the Litigations Coordinator, duties consist of; typing, filing and records management of active and non-active cases
• Copying full inmate central and universal health records, redacting of confidential information in inmate central and universal health records for discovery
• Assisting with court appearances
• Answering telephones and communicating with attorneys, lawyers and inmate families
• Preparing and delivering mail
• Typing correspondences and memorandums for fellow staff, judges, lawyers, attorneys and inmates
• Document preparation and review for court appearances
• Receiving, logging, delivering and tracking court summons such as proof of services' and restraining orders for inmates and staff
• Assisted in inmate and staff depositions
• Legal terminology used daily in assisting the Litigation Coordinator in these job duties.

• Duties consist of, scheduling psychiatrist appointments for inmates currently in the Enhanced Outpatient Program (EOP)
• Scheduling and closing of rehabilitation groups for EOP inmates, data entry, tracking and distribution of inmate appeals, daily backup of the Mental Health Tracking System
• Miscellaneous filing and sorting, assigning caseloads for four case managers, closing out individual therapy appointments and case management appointments.