Monica Lopez

Evaluated health risks to refine insurance coverage criteria for insurance policies.

Determined appropriate loan structure based on customer needs, company policy and regulatory guidelines.

Gathered information to base and defend underwriting decisions and innovating underwriting

techniques through guidelines.

Communicated effectively with lenders, brokers and other external partners involved in transactions.

Collaborated with the team to enhance workflow efficiency.

Streamlined underwriting processes, boosting productivity.

Participated in regular training sessions regarding updates in relevant laws or regulations.

Maintained up-to-date knowledge of industry trends, regulations and compliance requirements.

• Assessed medical risk for insurance policies.

• Determined appropriate loan structure based on customer needs, company policy and regulatory guidelines.
• Gathered and analyzed information to determine risk acceptability.
• Liaised with field, gathering information to base and defend underwriting decisions and innovating underwriting techniques.
• Communicated effectively with lenders, brokers and other external partners involved in transactions.

• Collaborated with the team to enhance workflow efficiency.

• Provided guidance on underwriting procedures to junior staff members.

• Streamlined underwriting processes, boosting productivity.

• Evaluated health risks to refine insurance coverage criteria.

• Participated in regular training sessions regarding updates in relevant laws or regulations.
• Maintained up-to-date knowledge of industry trends, regulations and compliance requirements.

• Delivered high-quality patient care in a medical environment.
• Offered empathetic emotional support to patients.
• Organized patient charts before each day's clinic sessions began.
• Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
• Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
• Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
• Prepared laboratory specimens for analysis and organized lab results for review by the physician.
• Provided assistance to physicians during examinations and documenting notes during patients visit.
• Contacted pharmacies to submit and refill patients' prescriptions.
• Administered injections, medications and treatments as directed by the physician.
• Educated patients about medications, procedures and physician's instructions.
• Cleaned and maintained medical equipment following procedures and standards.
• Ordered medical supplies, maintained inventory logs and restocked exam rooms when needed.
• Answered phones, scheduled appointments and managed patient flow while greeting visitors in a professional manner.
• Managed patient records and scheduling with accuracy, enhancing clinic efficiency.

• Assisting with daily activities such as dressing, grooming, and toileting.
• Managing medications, attending medical appointments, and monitoring health conditions.
• Performing household chores like cleaning, cooking, and shopping.
• Providing companionship, emotional support, and engaging in social activities to improve the care recipient’s quality of life.
• Driving to appointments, errands, or social activities.
• Coordinating with healthcare professionals, family members, and other support systems to ensure comprehensive care.