Summary
Overview
Work History
Education
Skills
Certification
Timeline
Personal Information

Nicole Castillo

Kipton,USA

Summary

Dynamic professional with a proven track record, excelling in client relationship management and financial accuracy. Adept at documentation review and ensuring accuracy in financial transactions, Committed to fostering positive client experiences. Skilled in bookkeeping, accounting, and auditing with background in managing accurate financial records and preparing reports. Demonstrated success in reconciling accounts and ensuring compliance with financial policies. Committed to maintaining confidentiality of financial data and contributing to team success through hard work and attention to detail.

Overview

22
22
years of professional experience
1
1
Certificate

Work History

Claims Customer Care Associate

Medical Mutual Of Ohio And Its Family Of Companies
Cleveland, OH
08.2024 - Current
  • Coordinated communication between clients and medical providers regarding claim statuses.
  • Resolved customer issues by investigating claims discrepancies thoroughly.
  • Collaborated with team members to resolve customer issues effectively.
  • Educated customers on policy details and claim procedures clearly.
  • Managed customer inquiries related to claims processing and benefits coverage.

Mortgage Closer

Sirva Inc
Cleveland, OH
03.2022 - 01.2024
  • Prepared closing documents with accurate financial details.
  • Transferred relocation funds from employers and escrows and wiring funds
  • Ensured data accuracy by identifying and resolving missing information.
  • Verified completeness, accuracy and integrity of loan agreements.
  • Researched and prepared Cost Estimates for the relocation of employees of major companies.

Achieved 4.8 stars out of five on customer satisfaction

Mortgage Closer

Union Home Mortgage
02.2021 - 03.2022
  • Experienced with Document verification, Creating Disclosures, VOE's, TRID and RESPA and TILA
  • Utilized resources to ensure on time closing
  • Versed in VA, FHA, USDA and Conventional Mortgages.
  • Knowledgeable with Encompass and Microsoft Products

Bookkeeper Office Manager

Northeast Plumbing and Mechanical
Lakewood, OH
12.2017 - 04.2021
  • Implemented new in field invoice management with tablets
  • Negotiated with Unemployment and workman's compensation
  • Collaborated with administrative staff on billing, accounts payable and other financial tasks.
  • Managed daily financial transactions and recorded entries in accounting software.
  • Processed payroll for employees, including deductions and benefits calculations.
  • Maintained organized records of invoices, receipts, and expense reports.

Realtor

Howard Hanna
Lakewood, OH
04.2004 - 12.2014
  • Develop positive relationships with clients by staying up-to-date on individual needs, market trends and contract negotiations to carefully answer questions also negotiated final price and sales contracts and documentation to comply with current regulations.

Education

Associates of Science - Information Technology

Cuyahoga Community College, Cleveland, OH
04.2021

Skills

  • Client relationship management
  • Documentation review
  • Problem solving
  • Attention to detail
  • Customer sensitivity
  • Document verification
  • Microsoft product proficiency
  • QuickBooks certification

Certification

  • Intuit Quickbooks Certified

Timeline

Claims Customer Care Associate - Medical Mutual Of Ohio And Its Family Of Companies
08.2024 - Current
Mortgage Closer - Sirva Inc
03.2022 - 01.2024
Mortgage Closer - Union Home Mortgage
02.2021 - 03.2022
Bookkeeper Office Manager - Northeast Plumbing and Mechanical
12.2017 - 04.2021
Realtor - Howard Hanna
04.2004 - 12.2014
Cuyahoga Community College - Associates of Science, Information Technology

Personal Information

Willing To Relocate: Anywhere