Lorie Cich
Glyndon,United States
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
36
36
years of professional experience
Work History
Business Development Executive
Senior Helpers
02.2023 - Current
- Communicated directly with customers and partners to build strong business networks and relationships.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
- Identified business development challenges and customer concerns for proactive resolution.
- Implemented innovative business development strategies to increase customer base and expand market share.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Negotiated client contracts and agreements to cultivate profitable business transactions.
- Contributed to industry events and trade shows to showcase products and gather industry intelligence.
Mobile Notary
Cich Mobile Services, LLC
11.2016 - Current
- Schedule and confirm assignment with each client
- Review documents and personal identifying paperwork or government-issued IDs for each person
- Documented transactions in notary journal to maintained permanent records
- Consulted with clients in personal home setting in order to witness document signings
- Support over 30 representatives by processing average of 15 new bookings each week
- Openly communicate with all companies that I represent on a monthly basis to achieve our mutual business goals
- Use Notary Gadget, Snapdocs, and Signing Order.com software to track and schedule all assignments
- Provided exceptional customer service through effective telephone communication and follow-ups.
Closing Executive
The Title Team
01.2022 - 11.2022
- Provide customer service to bankers and customers
- Present documents during the closing/signing process
- Notarized documents, and disbursed all funds after signing
- Negotiated settlements and agreements between parties by providing mutual support and driving resolutions
- Prioritized and organized tasks to efficiently accomplish service goals
- Juggled multiple projects and tasks to ensure high quality and timely delivery
- Demonstrated self-reliance by meeting and exceeding workflow needs
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Office Manager
A Spectrum of Care
01.2019 - 04.2021
- Hired, trained and managed all employees
- Managed employee schedules and their daily duties
- Managed employee paperwork and documentation to be compliant for our state contract
- Developed a successful communication program with my caregivers
- Provided constant Customer communication
- Performed new client intake along with managing their care schedules
- Met with clients to be able to better schedule them with perfect care
- Helped with scheduling changes for clients and staff
- Communicated with doctors, nurses and other clinicians to accomplish care goals
- Made sure documentation was submitted to corporate and state offices in a timely manner
- Implemented and trained for a new documentation system for charting and tracking time
- Attended monthly and weekly meetings with regional manager and owner
- Provided weekly and monthly reports to owner, district manager and the rest of the team to communicate patient needs
- Built my team from 8 employees to 28 in one year
- Built my client list from 48 to 90 in 1 year
- Implemented a new contract with the VA for Home care VETS
- Also worked with Community Care for other possible eligibilites for State clients that were vets and surviving spouses of vets
- Maintained the company contract for medicaid on an annual basis.
Closing account executive
Northern Title
12.2016 - 12.2018
- Provide customer service to bankers and customers
- Present documents during the closing/signing process
- Notarized documents, and disbursed all funds after signing
- Negotiated settlements and agreements between parties by providing mutual support and driving resolutions
- Prioritized and organized tasks to efficiently accomplish service goals
- Juggled multiple projects and tasks to ensure high quality and timely delivery
- Demonstrated self-reliance by meeting and exceeding workflow needs
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Mortgage Originator Assistant
First International Bank & Trust
01.2016 - 10.2016
- Assisted 3 very busy mortgage originators with the daily duties required in compiling documentation for mortgage loans
- Great attention to details as many documents were necessary for the process and I was required to make sure that all documents were correct before sending a package to underwriting
- Responsible for ordering appraisals and title work
- Reviewed title policies for necessary corrections for close
- Obtained mortgage payoffs in time for closing date
- Coordinated appointments for closing time with Clients, realtors, and title companies
- Multitasking is necessary at all times
- It was very important to know all of my clients and the progress of their mortgage
- Organization and attention to detail were very important
- We used a couple of different software programs for tracking our work and submitting files electronically( Calyx and ALS and Encompass 360)
Settlement Agent
TRN Abstract & Title
09.2014 - 01.2016
- Prepared files for closing real estate transactions
- Followed lender instruction to prepare settlement statements
- Read and interpreted title insurance commitments insure having clear title for closing
- Met with clients and explained documents that they were signing and notarized signatures and verified accuracy
- Disbursed all funds for the closing to verify that monies were disbursed correctly and in a timely manner
- Made sure that recording was complete for the county and that documents were in the correct order to make a proper chain of title.
Mortgage Originator
Bremer Bank
10.2009 - 07.2014
- Originated loans and assisted senior-level credit officers with complex loan applications
- Compiled applications and paperwork and double-checked for accuracy
- Developed and maintained relationships with local real estate agents
- Spent ample time with each applicant to break down complex information into terms that were easy to understand
- Reviewed credit histories from applicants and determined feasibility of granting requested loans
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment
- Maintained a portfolio of abut 40 loans that were in processing, underwriting and closing stages.
Processor
Wells Fargo Financial
11.2007 - 09.2009
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues
- Communicated with attorneys, title companies, appraisers and bankers to fulfill customer loan needs
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes
- Evaluated financial statements and contacted institutions and customers to clarify details
- Examined and verified information in loan application and closing documents
- Created and completed loan submission packages
- Managed conditions sent from underwriting departments
- Maintained complete confidentiality of submitted information according to release guidelines
- Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services
- Carried out pre-funding and funding functions for more than 75 cases per month.
Settlement Agent
Clay County Abstract Company
09.2005 - 10.2007
- Closed real estate transactions
- Prepared settlement statements with direction from lenders and real estate agents
- Interpreted title commitments and made sure that all of the requirements were met to insure that when the loan closed they had clear title
- Met with clients to explain the documents they were signing and notarize signatures
- Made sure that documents were delivered to lenders in a timely fashion
- Disbursed all funds associated with the file
- Recorded all documents with the county.
Mortgage Processor
Midwest Financial Mortgage Company
07.2002 - 09.2005
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues
- Discussed loan needs and financial histories with clients and conveyed information regarding application processes
- Evaluated financial statements and contacted institutions and customers to clarify details
- Checked applicant credit, personal references and employment histories
- Conveyed acceptance or rejection to customers by mail, telephone or in person
- Created and completed loan submission packages
- Managed conditions sent from underwriting departments
- Maintained complete confidentiality of submitted information according to release guidelines
- Checked approvals against established bank and government lending standards
- Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans
- Completed closing process by collaborating with attorneys, title companies and government clerks
- Compiled all documentation necessary for closing a mortgage loan
Receptionist- Endocrinology
Dakota Clinic
12.2000 - 05.2002
- Called patients to confirm scheduled appointments and obtain additional details
- Checked patients in and out for appointments and collected co-payments
- Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files
- Protected patients by observing strict HIPAA guidelines
- Took messages from patients and promptly relayed to appropriate staff
- Answered multi-line phone system and directed callers to requested personnel and departments
- Delivered high-quality administrative and customer service to sustain patient and work flows
- Gathered, transcribed and typed medical information into charts
- Carried out daily tasks by professionally communicating with physicians, nursing staff, technicians and medical assistants
- Direct communication with the doctor in the department and any other doctor that a patient was required to see.
Jewelry Salesperson
Wimmers Jewelry
03.1998 - 03.1999
- Followed store opening and closing procedures as per company guidelines
- Provided excellent service to customers through active engagement, direct eye contact and listening skills
- Asked open-ended questions to ascertain what type of item customer desired, price range limits and recipient of item
- Managed and processed customer payments made by credit and debit cards as well as cash and provided correct change if applicable
- Arranged merchandise for display to highlight new styles, attract customers and enhance sales
- Calculated pricing, applied discounts and collected payments to process transactions
- Upsold warranties and purchase add-ons, enabling store to reach sales revenues
- Worked with off-site locations to find desired items for customers.
Certified Nursing Assistant
Hillsboro Nursing Home
09.1997 - 06.1998
- Direct Patient Care in a 58 bed nursing home
- Conducted routine checks on patient vitals, blood pressure, blood sugar and heart rate
- Exhibited compassionate care and communication regarding issues surrounding death and dying
- Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness
- Facilitated activities of daily living, personal hygiene management, feeding and ambulation
- Used mobility devices to transport patients
- Managed and maintained patient rooms, shared-living areas and nursing stations
- Responded to patient alarms and needs-assessment requests to identify course of treatment
- Rendered hands-on nursing care under direct RN supervision, adhering to medical center policies and procedures
- Documented activities and recorded information in EMR system.
Telemetry tech, nurse aide, ward clerk
Dakota Hospital
12.1990 - 08.1997
- Excelled in aiding of patients
- Position was 3 different job titles and worked on all 3 equally Worked in 30 bed Telemetry Unit
- Completed charts, staffing sheets and other documentation
- Executed clerical tasks and assisted with unit duties to keep departments running smoothly
- Monitored unit supply levels and notified management of ordering needs
- Scheduled and confirmed patient appointments for diagnostic, surgical and consultation services
- Transcribed doctors' orders, including medication and lab test requests
- Scheduled patients for re-check appointments at time of discharge
- Conducted routine checks on patient vitals, blood pressure, blood sugar and heart rate
- Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness
- Prepped patients for Cardiac procedures
- Facilitated activities of daily living, personal hygiene management, feeding and ambulation
- Managed and maintained patient rooms, shared-living areas and nursing stations
- Rendered hands-on nursing care under direct RN supervision, adhering to medical center policies and procedures
- Documented activities and recorded information in EMR system
- Analyzed cardiac rhythms and reported results to nursing staff or physicians
- Attached electrodes to monitor cardiac activity on each patient
- Checked, tested and maintained cardiology equipment to uphold optimal diagnostic standards
- Educated patients on cardiac conditions and treatments in easy-to-understand terminology.
Certified Nursing Assistant
Mercy Hospital
05.1988 - 03.1990
- Direct Patient Care on the Swing Bed Unit of the Hospital
- Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness
- Facilitated activities of daily living, personal hygiene management, feeding and ambulation
- Conducted routine checks on patient vitals, blood pressure, blood sugar and heart rate
- Exhibited compassionate care and communication regarding issues surrounding death and dying
- Managed and maintained patient rooms, shared-living areas and nursing stations
- Documented activities and recorded information in EMR system
- Recognized and reported abnormalities or changes in patients' health status to nursing staff for immediate assessment.
Education
Medical administrative assistant -
Interstate business college
Fargo, North Dakota07.1992
Skills
- Revenue Generation
- Market Research
- Pipeline Management
- Event Planning
- Research
- Customer Acquisition
- Presentation Development
- Customer Relationship Management
- Marketing
- Sales Pipeline Management
Desired Locations
- Fargo, North Dakota, United States
- Moorhead, Minnesota, United States
Additional Information
- Documentation abilities
- Microsoft Word proficiency
- Mail management
- Billing
- Professional and mature
- Strong problem solver
- Calendar coordination
- Administrative duties
- Time management skills
- Accounts payable and receivable
- Scheduling and calendar management
- Recordkeeping experience
- Customer relations abilities
- Medical Terminology background
Job Related Training
Medical Administrative Degree in 1992
Availability
Permanent, Telework, Full-time, Part-time
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Timeline
Business Development Executive
Senior Helpers
02.2023 - Current
Closing Executive
The Title Team
01.2022 - 11.2022
Office Manager
A Spectrum of Care
01.2019 - 04.2021
Closing account executive
Northern Title
12.2016 - 12.2018
Mobile Notary
Cich Mobile Services, LLC
11.2016 - Current
Mortgage Originator Assistant
First International Bank & Trust
01.2016 - 10.2016
Settlement Agent
TRN Abstract & Title
09.2014 - 01.2016
Mortgage Originator
Bremer Bank
10.2009 - 07.2014
Processor
Wells Fargo Financial
11.2007 - 09.2009
Settlement Agent
Clay County Abstract Company
09.2005 - 10.2007
Mortgage Processor
Midwest Financial Mortgage Company
07.2002 - 09.2005
Receptionist- Endocrinology
Dakota Clinic
12.2000 - 05.2002
Jewelry Salesperson
Wimmers Jewelry
03.1998 - 03.1999
Certified Nursing Assistant
Hillsboro Nursing Home
09.1997 - 06.1998
Telemetry tech, nurse aide, ward clerk
Dakota Hospital
12.1990 - 08.1997
Certified Nursing Assistant
Mercy Hospital
05.1988 - 03.1990
Medical administrative assistant -
Interstate business college