MORGAN BOBBITT
Marietta,GA
Summary
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
Work History
Patient Care Coordinator
OPTUM (UNITED HEALTHCARE)
10.2021 - Current
- Supports the continuum of care for TRICARE Beneficiaries by scheduling a variety of medical services
- Responds to various inquiries and resolves issues with regards to TRICARE eligibility in a timely manner while maintaining sensitivity toward military culture
- Identifies potential emergent concerns related to beneficiary support, referral follow-up, and resource inquiries
- Maintains constant awareness of service levels and queue status to meet contractual agreements with government
- Effectively works with medical support team to ensure proper care expectations for all service members and beneficiaries are met.
Financial Aid Leader/Title IX Coordinator
PAUL MITCHELL, THE SCHOOL
01.2019 - 01.2020
- Awarded financial aid according to program regulations that included Hope, Loans, FAFSA awarding, R2T4, & Scholarships
- Reviewed aid applications for accuracy and verified application information with supporting documentation
- Researched issues related to various federal and state systems including but not limited to: COD, NSLDS, EDE
- Participated in annual trainings and professional development to keep abreast of new information and program changes
- Monitored student's academic progress and provided one-on-one coaching support to ensure financial aid eligibility was maintained
- Performed periodic compliance checks of student's filed and financial aid processing to ensure compliance with all Federal and State policies and regulations, especially including those of the Dept of Education and NACCAS.
- Mentored junior staff members, helping them develop leadership skills and advance their careers within the organization.
- Championed change initiatives, successfully navigating teams through periods of transition while maintaining morale and engagement levels.
Team Lead, New Jersey Foreclosure
PHELAN HALLINAN
01.2013 - 01.2018
- Effectively communicated with multiple large clients to successfully move all files to final sale with minimal court rejections
- Drafted Complaints, Praecipes, Final Judgments, and other required documents to ensure proper foreclosure proceedings
- Cross trained employees on all areas and aspects of foreclosure process from referral to sale
- Created detailed policies and procedures on multi-step processes for in-state and out of state employees
- Reviewed 3rd party systems for payment status, AITNO notes, hold requirements, and effective communication for successful account movement through the pipeline
- Collaborated with cross functional teams to seek creative ideas and provide input
- Prepare, serve, and arrange publication of trustee's notice of sale on grantor's, occupants, and lien creditors
- Managed foreclosure proceedings on assigned files by providing clear and concise instructions throughout the foreclosure process
- Reviewed loan/pre-foreclosure documents (Mortgage, Note, Deed, Title, Breach Letter) to initiate foreclosure action.
OCC Compliance Auditor (Government Contract)
WELLS FARGO
01.2012 - 01.2013
- Performed 2nd level Compliance Audits on mortgage servicing activities for different portfolios, by conducting audits accurately and in accordance with established audit timelines and standards
- Analyzed demand letters to determine and calculate total debts and losses
- Reviewed loan documentation, exceptions, and files-individually or in aggregate, to determine if programs, processes, and documentation were in compliance with internal company requirements, insurer guidelines, investor requirements, and/or government regulations for Loss Control
- Responsible for the performance of quantitative and qualitative research to further support audit findings and process improvement activities, determining if harm to borrower occurred
- Provided feedback to marketing strategists regarding issues and improvements
- Provided decision support requirements to support data and reporting needs for the company
- Compiled data for weekly meetings to efficiently adjust workflow management.
Bankruptcy/Probate Specialist
BBVA USA
01.2010 - 01.2012
- Drafted foreclosure complaints, motions, orders for default, notice of sale, and proof of claims in accordance with bankruptcy standards
- Created written and verbal communications with 3rd party vendors in state and offshore to ensure all SOPs were in compliance with state and federal laws
- Reviewed closing requirements for discharged, dismissed, or OFR cases
- Communicated with all borrowers and customers from beginning to ending resolution of bankruptcy cases
- Handled customer disputes on monies owed, title and lien releases, and property retrieval
- Directed and trained other team members to efficiently organize and expedite all Bankruptcy filings.
Education
Bachelor of Science - Accounting Coursework
Columbia Southern University
Orange Beach, AL12.2026
Skills
- Regulatory Compliance
- Patient Confidentiality and Data Security
- Health Information Access Management
- Quality Assurance
- Database Coordination
- Patient Assessment
- HIPAA Compliance
- Customer Service
- MHS Genesis
- Microsoft Office
- Data Entry
- Case Management
Timeline
Patient Care Coordinator
OPTUM (UNITED HEALTHCARE)
10.2021 - Current
Financial Aid Leader/Title IX Coordinator
PAUL MITCHELL, THE SCHOOL
01.2019 - 01.2020
Team Lead, New Jersey Foreclosure
PHELAN HALLINAN
01.2013 - 01.2018
OCC Compliance Auditor (Government Contract)
WELLS FARGO
01.2012 - 01.2013
Bankruptcy/Probate Specialist
BBVA USA
01.2010 - 01.2012
Bachelor of Science - Accounting Coursework
Columbia Southern University