Lorrell Malotte
Eagle Point,OR
Summary
With my years of experience in customer service, finance, compliance officer and records keeper. I have become extremely comfortable with all aspects of the office environment. I have excellent phone, strong social skills and strong work ethic. Overall, I have a positive professional attitude, self motivated, dependable, flexible, and I truly enjoy working with people and being part of a team.
Overview
17
17
years of professional experience
Work History
Mortgage Loan Officer
Willamette Valley Bank
08.2016 - 07.2024
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
Executive Assistant
Pacific Residential Mortgage
05.2016 - 06.2018
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Organized and coordinated conferences and monthly meetings.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Answered high volume of phone calls and email inquiries.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Excellent customer service
Medical Billing Specialist
Kids Clinic
12.2014 - 05.2016
- Communicated with insurance providers to resolve denied claims and resubmitted.
- Posted and adjusted payments from insurance companies.
- Communicated effectively and extensively with other departments to resolve claims issues.
- Assisted patients with understanding their medical bills and provided clarification on complex insurance issues, promoting a positive customer experience.
- Located errors and promptly refiled rejected claims.
- Identified and resolved patient billing and payment issues.
- Examined patients' insurance coverage, deductibles, insurance carrier payments and remaining balances not covered under policies when applicable.
- Ensured timely submission of claims to various insurance carriers, resulting in prompt payment for services rendered.
- Maintained strong working relationships with healthcare providers, fostering clear communication regarding billing-related matters.
- Liaised between patients, insurance companies, and billing office.
- Streamlined billing processes by implementing efficient workflows and utilizing advanced software tools.
- Participated in departmental meetings, sharing insights and ideas for improving overall medical billing efficiency and revenue generation.
Financial Coordinator/HIPAA Compliance Officer
Associates for Oral and Maxillofacial Surgery
06.2007 - 08.2014
- Directly assisted the doctors to create and prepare financial arrangements and insurance options that meet both patients and practice needs.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Explained insurance benefits, fees and procedures to patients.
- Contacted insurance carriers to discuss policies and individual patient benefits.
- Submitted claims to insurance companies on same day as patient treatment.
- Managed accounts payable and receivable functions, ensuring timely payments and accurate recordkeeping.
- Answered questions over phone and in-person regarding billing, scheduling and treatment.
- Maintained a high level of confidentiality when handling sensitive financial information and employee records.
- Increased departmental efficiency, implementing standardized procedures for all financial coordinator tasks.
- Oversaw invoicing processes, ensuring prompt billing of clients/vendors while minimizing errors in calculations or account entries.
Education
Mortgage Brokers License - Mortgage
Nationwide Mortgage Licensing System
Medford, OR06-2016
High School Diploma -
South Medford High School
Medford, OR06-1990
Skills
- Verbal and written communication
- Data entry
- Benefits explanation
- Payment collection
- Telephone etiquette
- Accounts receivable
- HIPAA compliance
- Claim submission
- Insurance verification
- Medical billing
- Executive support
- Customer Service-oriented
Timeline
Mortgage Loan Officer
Willamette Valley Bank
08.2016 - 07.2024
Executive Assistant
Pacific Residential Mortgage
05.2016 - 06.2018
Medical Billing Specialist
Kids Clinic
12.2014 - 05.2016
Financial Coordinator/HIPAA Compliance Officer
Associates for Oral and Maxillofacial Surgery
06.2007 - 08.2014
Mortgage Brokers License - Mortgage
Nationwide Mortgage Licensing System
High School Diploma -
South Medford High School
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