Summary
Overview
Work History
Education
Skills
Languages
References
Technical Experience
Certification
Languages
References
Timeline
Generic

Nancy Rodriguez

Deltona,FL

Summary

Certified Six Sigma Green Belt with a decade of proven success in analysis, project scoping, and strategic planning for clinical teams. Demonstrates expertise in process improvement, risk assessments, and cross-functional collaboration, leading to enhanced operational efficiencies and revenue growth. Recognized for effective communication and mentorship, fostering a results-driven environment. Committed to driving cost reductions and optimizing business models.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Loan Officer Assistant

Priority Financial Services
07.2024 - 06.2025
  • Input data into loan origination system accurately and timely.
  • Provided support services to Loan Officers during client meetings as needed.
  • Analyzed financial information provided by applicants in order to determine eligibility for specific types of loans.
  • Assisted loan officers with the preparation of loan documents and closing packages.
  • Developed relationships with local real estate agents in order to generate referrals.
  • Answered questions regarding loan status and process from customers, real estate agents, title companies.
  • Assisted in the development of marketing materials such as brochures and flyers for potential clients.
  • Maintained a database of current lenders' products and services in order to best meet customer needs.
  • Attended training sessions as needed in order to stay abreast of industry regulations and standards.
  • Monitored loan applications for completeness and accuracy prior to submission to underwriting department.
  • Ordered, prepared and verified documents necessary for loan to close in compliance, on time and without last-minute surprises.
  • Responded to inquiries from clients and lenders regarding loan status.
  • Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
  • Managed and updated client databases to ensure accuracy of contact and loan information.
  • Maintained client files and ensured compliance with lending regulations.
  • Managed loan application pipeline to ensure timely processing of all loans.
  • Created, updated and maintained social media and website pages, maintained marketing databases and introduced computerized process to keep in regular contact with borrowers.
  • Contacted previous clients to verify satisfaction with process and service and to offer additional support and wrote personal thank you notes to clients and listing agents.

Director of Operations

Behavioral Services Network
11.2021 - 06.2024
  • Senior Enterprise Director of Operations creating a consultative partnership with the business owner to define, plan, and execute deliverables throughout the project life cycle to meet agreed acceptance criteria.
  • Lead Credential Committee, Vendors, JOC, Reporting.
  • Engage with delivery partners within information technology, architecture, analytics, and enterprise security areas for software development projects.
  • Controlled developing, refining, and monitoring the project budgets.
  • Manage the execution of contracted work to ensure contract compliance as well as timely receipt of deliverables and funds.

Senior Project Manager

Magellan/Molina Healthcare
08.2020 - 08.2021
  • M&A PM Leader integrating clinical systems & processes between acquisition of Magellan Healthcare by Molina Q1/2021.
  • Leading IT & Clinical Operations with integration and oversight of all Compliance & Policy requirements for Case Management.
  • Supports day-to-day IT operations, network and computer systems support requests, documents and leads Data Governance Committees.
  • Provides Weekly UTD status reports and escalates items of concern.
  • Actively working with CMO, CNO and CIO to implement and integrate clinical & IT readiness data.

Clinical Operations Project Manager

Health Management Systems
08.2018 - 07.2020
  • Appeals and Hearing’s documentation support.
  • Educational Administrator.
  • Contract reporting usage.
  • Oversee all major State and Vendor contracts and focus on cost reduction.
  • Streamline logistics of Demand Management tickets.
  • Successfully migrating Connect Us and Service Now tickets for the Clinical team.
  • Implementing a highly successful nThrive Training Project Plan.
  • Responsible for creating, improving and developing reporting strategies.
  • Implementing a new tracking dashboard, cutting manual data.
  • Colorado State RAC Project Plan.
  • Focused on Quality Improvement Program.
  • MassHealth Acute Hospital Utilization Management Program study.

Clinical Analyst

UnitedHealthcare
01.2016 - 12.2018
  • Analyze, review data for Healthy First Steps operational and fulfillment.
  • Created a process to monitor and report on key performance indicators produce, publish and distribute scheduled and ad-hoc operational reports.
  • Developed, support and continually review and optimize TeamMD procedures and processes to support strategic direction, grow the business, recognize efficiencies, and lower marketing costs.
  • Collaborate with all UHG employees and vendors, including internal business partners and communication specialists, to manage the day-to-day, departmental workflow.
  • Excellent communication and listening skills and the ability to work with all levels of the organization.
  • Organizational, analytical, critical thinking, time management, and communication skills.
  • Ability to work in fast-paced, cross-functional matrixed environment, maintaining a flexible approach to change and balancing multiple priorities.
  • Create and maintain project timelines, project documentation on SharePoint.
  • Own all aspects of the National Clinical Team and Integrated Health and Social Services SharePoint and eGRC - Enterprise Governance, Risk & Compliance, DRG – Data Release Governance, including modify and updating.

Senior Administrative Assistant to the National VP of Clinical Services

01.2011 - 12.2016
  • Provide dedicated administrative support for senior level executives managing calendars, coordinating travel, preparing expense reports, etc.
  • Proofread and process highly confidential reports, letters, emails and memorandums.
  • Coordinate project plan and deliverables for initiatives to ensure appropriate resources are engaged, project milestones are met to achieve objectives and follow-up is conducted with involved stakeholders (internal and external) for the Implementation Business Alignment and Operations Teams.
  • Ensured flawless execution of organizational events.
  • Research and update all Policies and Procedures.
  • Create, transcribe, and distribute meeting minutes to the Regional Clinical Executive Leadership.
  • Compile and submit state files.
  • Business Segment Liaison.
  • Data Release and Governance Certified requestor, approver, reviewer, information, and quality owner.

Executive Assistant

Sunrise, Florida
01.2008 - 12.2011
  • Assistant to the CEO/Plan President for Government Programs (Medicaid, CHIP, Long Term Care and Special Needs Plan).
  • Coordinate and manage the daily functions (calendar, meeting/conference set-up, travel and filing/document control) of CEO/Plan President, COO and CFO.
  • Creating, preparing, and processing expense invoices, reports, memos, formal letters, financial statements and other documents, using Microsoft Office and other system databases/software.
  • Conduct research, compile data, and prepare papers for consideration and presentation by Executives for Committee and Boards of Directors’ meetings.
  • Coordinate production activities for state reporting and audits.
  • Manage and organize documentation for our external clients, such as State Agencies and Regulators (AHCA, FHKC, DOEA, and FAHP).
  • Coordinate the managed care attestation activities between internal and external stakeholders.
  • Coordinate, and set-up all executive leadership meetings/conferences/functions, and other recordkeeping duties such as creating/mailing clinical denial letters.
  • Perform general office duties, such as ordering supplies, open/sort/distribute incoming correspondence/mail, including faxes and email.
  • Answer and handle Executive Leadership internal/external phone calls.
  • Proficient and operate office equipment, such as: fax machines, copiers, phone systems, database management, and other applications.
  • Handled, set-up and coordinated internal visitors’ meetings, activities, and any other needs upon request.
  • Set up and maintain SharePoint for a paper/electronic filing system of records, correspondence, and other materials.
  • Prepare and handle all executive travel plans, as well as including not limited to schedule/execute/arrange the meeting/conference agenda(s) if applicable/necessary.
  • Train and supervise Administrative Assistant staff for the Executive Leadership Team.
  • Business Segment Liaison changes with affected functional units (Enrollment, Information Systems, etc.).
  • Composes/updates departmental policies and procedures.
  • Represented the department at meetings with other functional units; communicated regularly with Customer Service, Pharmacy, Enrollment, Finance and IT.
  • Attended company sponsored in-services and/or continuing outreach education.

Education

High School Diploma -

Mabel Dean Bacon Vocational
New York, NY
06-1975

Skills

  • Project management
  • Loan processing
  • Data entry
  • Regulatory compliance
  • Strong interpersonal skills
  • Market research
  • Data organization and maintenance
  • Effective time management
  • Effective problem resolution
  • Proficient in Microsoft Office
  • Collaborative teamwork skills
  • Trustworthy execution
  • Clear and concise communication
  • Proficient in lending software
  • Bilingual communication skills
  • Instructional program development
  • Workflow optimization
  • Budget containment measures
  • Customer relations
  • Agile methodology
  • Project regulations
  • Project scope analysis

Languages

  • Fluent in English
  • Fluent in Spanish

References

Upon request

Technical Experience

  • Proficient and advanced computer skills in Microsoft office (MS Project, Word, Excel, PowerPoint, Visio, Publisher, Access, Outlook, Teams)
  • SharePoint, Snag it MACESS, SEFF, CAREONE, CSP, Facets, COSMOS, Tableau, Citrix, MERE
  • Bytes, nCinco

Certification

Florida State Notary

  • Remote Online Notary (RON)
  • Notary Signing Agent (NSA)

Languages

Spanish
Professional

References

References available upon request.

Timeline

Loan Officer Assistant

Priority Financial Services
07.2024 - 06.2025

Director of Operations

Behavioral Services Network
11.2021 - 06.2024

Senior Project Manager

Magellan/Molina Healthcare
08.2020 - 08.2021

Clinical Operations Project Manager

Health Management Systems
08.2018 - 07.2020

Clinical Analyst

UnitedHealthcare
01.2016 - 12.2018

Senior Administrative Assistant to the National VP of Clinical Services

01.2011 - 12.2016

Executive Assistant

01.2008 - 12.2011

High School Diploma -

Mabel Dean Bacon Vocational

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