Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

LIZBETH CHAVEZ

Shafter,CA

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Loan Partner I

Cross Country Mortgage
12.2021 - Current
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Lead intake and management. Daily lead follow-up calls, emails, and texts.
  • Mortgage Loan Application Intake.
  • Maintain Pre-Approved client folders up to date with current documents and verifications of employment.
  • Maintain and develop strong realtor and client relationships.
  • Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
  • Managed Loan Officer Calendar

Human Service Technician

County Of Kern
04.2021 - 11.2021
  • Copied, logged, and scanned supporting documents before filing everything in the client's files
  • Assisted customers by answering questions, responding to inquiries, and handling phone request
  • Local, state, and federal agencies provided me with documents, clearances, certificates, and approvals
  • Preformed intake interviews to determine eligibility for various different programs
  • Processed pending applications in a timely manner.

Contact Lens Technician

Dr Steve Ratty Optometrists
12.2020 - 04.2021
  • Answered numerous phone calls per day to help customers with their questions and concerns
  • Trained customers with proper methods for inserting, removing, and caring for contact lenses
  • Assisted contact customers with sales and service needs
  • Kept work area clean and sanitized for the next patient
  • Verified contact orders were properly ordered and notified patients when their order has arrived
  • Dispensed contacts to patients with proper guidance on order they have received

Insurance Biller

Dr Steve Ratty Optometrists
08.2016 - 12.2020
  • Submitted paper claims on CMS1500 forms to various insurance companies for payments, Using Office Ally clearinghouse to submit online claims
  • Entered any payments received from either patients or Insurance companies into our Maximeyes Software
  • Updated office files daily and kept records organized
  • Contact insurance companies to follow up on claims and submitted appeals if needed
  • Verified all payments have been collected from patients and insurance companies in a timely manner
  • Sent out outstanding statements to patients on a monthly basis
  • Sent patients to collections after numerous attempts to collect payment
  • Distribute incoming faxes to correct department
  • Professional Summary
  • Skills

Receptionist

Dr. Steve Ratty Optometrists
03.2014 - 08.2016
  • Checked in and checked out patients
  • Scheduled and confirmed appointments upcoming appointments
  • Maintained well organized paper files for future appointments
  • Using Maximeyes verified patients information while scheduling any appointments needed
  • Greeted patients and directed them to the proper department
  • Managed incoming calls in a multi-line telephone system
  • Verifies Insurance eligibility prior to be taken back for examination
  • Relayed any messages to doctors or team members
  • Collected any payments due same date of service
  • Submitted referrals to patients insurance for further evaluation with an ophthalmologist

Assistant

Sun World International LLC
01.2014 - 03.2014
  • Attended Sales meetings in order to take detailed notes
  • Created Excel spreadsheets to outline various purchases, employee times, and physical inventory

Cashier

Taco Bell
09.2010 - 05.2013
  • Balanced cash drawer at beginning and end of each shift
  • Trained new team members in customer-focused strategies, maintaining high team standards
  • Provided daily store maintenance
  • Assisted costumers with questions regarding food items
  • Covered multiple restaurant areas by cross-training in different roles
  • Maintained clean, organized, and well-stocked dinning room.

Shipping and Receiving Clerk

Sun World International LLC
07.2010 - 01.2014
  • Used a computer program designed by Sun World technical support to input produce information
  • Verified counts of incoming inventory
  • Trained and supervised new hires to place at outside facilities
  • Placed as lead shipping clerk at an outside facility
  • Answered phone calls from sales department in a very fast paced environment on a daily basis
  • Coordinated orders with both Quality Control and Sales Department
  • Was successful in resolving issues with shipments, such as damaged materials and shortages, by working effectively with shippers.

Education

Business Administration - Certificate -

San Joaquin Valley College
Bakersfield, CA
03.2015

High School Diploma -

Wasco High School
Wasco, CA
05.2010

Skills

Client assessment and analysis
Report writing
Detail oriented
Decision making
Paperwork management
Microsoft Word
Time management
Payment processing
Customer relations
Microsoft Excel

Lead Managment

Certification

  • Business Administration
  • Certificate Leadership Training
  • Bilingual Certificate

Languages

Spanish
Native or Bilingual

Timeline

Loan Partner I

Cross Country Mortgage
12.2021 - Current

Human Service Technician

County Of Kern
04.2021 - 11.2021

Contact Lens Technician

Dr Steve Ratty Optometrists
12.2020 - 04.2021

Insurance Biller

Dr Steve Ratty Optometrists
08.2016 - 12.2020

Receptionist

Dr. Steve Ratty Optometrists
03.2014 - 08.2016

Assistant

Sun World International LLC
01.2014 - 03.2014

Cashier

Taco Bell
09.2010 - 05.2013

Shipping and Receiving Clerk

Sun World International LLC
07.2010 - 01.2014

Business Administration - Certificate -

San Joaquin Valley College

High School Diploma -

Wasco High School

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LIZBETH CHAVEZ