Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
16
16
years of professional experience
Work History
Patient Access Representative
ProHealth Care (Waukesha Memorial Hospital)
Waukesha, Wisconsin
02.2023 - Current
Processed patient admissions, registrations, transfers, and discharges according to established procedures.
Verified insurance coverage for services provided by the facility.
Greeted patients and visitors courteously and professionally.
Responded to patient inquiries regarding billing or financial matters.
Assisted with scheduling outpatient appointments.
Mortgage Loan Processor
UW Credit Union
Waukesha, WI
08.2021 - 05.2023
Reviewing information to determine which income documents need to be requested.
Processed loan documents and ensured compliance with federal regulations.
Provided customer service by responding to inquiries regarding loan status.
Submitted completed loan packages to the underwriting department for approval or denial decisions.
Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
Senior Mortgage Loan Processor
Dovenmuehle
Brookfield, WI
08.2020 - 06.2021
Reviewed and verified loan documents to ensure accuracy and compliance with company policies and procedures.
Analyzed applicant's financial status, credit history, and property appraisal to determine the feasibility of granting loans.
Provided guidance to Loan Officers on complex loan products or processes.
Prepared loan packages for underwriting, including ordering title reports, credit reports, appraisals, verifications of employment, and other documentation as required.
Interpreted mortgage regulations regarding income calculations, debt-to-income ratios, and other lending criteria.
Loan Coordinator
BMO Harris Bank
Brookfield, WI
09.2016 - 08.2020
Coordinated loan closings by verifying documentation and scheduling closing dates.
Developed and maintained relationships with customers, lenders, and other stakeholders.
Processed loan payments, interest charges, fees, and principal balances as needed.
Conducted follow-up calls to confirm receipt of application materials from customers.
Issued final loan approval after verifying all required documents were received.
Application Specialist
Northwestern Mutual Life
Milwaukee, WI
03.2016 - 09.2016
Organize and work with detailed office records, maintaining files for each policyholder, including policies that are to be reinstated or canceled
Drafted and edited reports, memos, letters, and other documents for internal and external stakeholders.
Analyzed legislative and regulatory changes that could impact existing policies.
Provided customer service to policyholders, responding to inquiries regarding billing and coverage information.
Developed relationships with insurance providers to ensure accurate and timely processing of claims.
Administrative Coordinator
Captel
Milwaukee, WI
03.2015 - 02.2016
Scheduled and coordinated meetings, appointments, and travel arrangements for managers and crews.
Developed a successful filing system to increase the ability to retain and recover documents, reports, and records.
Calculated and processed payroll, monthly billing, and invoices for large corporate accounts.
Implemented departmental policies and standards in conjunction with management to streamline internal processes.
Courteously greeted visitors and directed them to the appropriate office or person.
Cleaning Supervisor
Clean Power
Milwaukee, WI
08.2012 - 11.2013
Established a hands-on, proactive management style to facilitate improvements to workflow and room turnover.
Adhered to company policies and procedures while upholding safety standards by OSHA regulations.
Prepared rooms for meetings and arranged decorations, media equipment, and furniture for social or business functions.
Practiced safe work habits and wore protective safety equipment.
Coached staff on strategies to enhance performance and improve customer relations.
Accounting Assistant
Coleman & Williams Accounting Firm
Milwaukee, WI
06.2008 - 08.2008
Developed procedures for more efficient workflow in the accounting department.
Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Implemented a program to create daily spreadsheets and streamline financial reporting.
Prepared and processed payrolls.
Assisted with payroll processing by entering employee hours into the system.
Education
BBA - Criminal Justice
University of Wisconsin
Milwaukee
06-2027
Skills
Training Coordination
Registration and Admissions
Quality Assurance
Appointment Scheduling
Insurance Verification
Multitasking and Organization
HIPAA Compliance
Insurance Company Knowledgeable
Relationship Building
Team Leadership
Timeline
Patient Access Representative
ProHealth Care (Waukesha Memorial Hospital)
02.2023 - Current
Mortgage Loan Processor
UW Credit Union
08.2021 - 05.2023
Senior Mortgage Loan Processor
Dovenmuehle
08.2020 - 06.2021
Loan Coordinator
BMO Harris Bank
09.2016 - 08.2020
Application Specialist
Northwestern Mutual Life
03.2016 - 09.2016
Administrative Coordinator
Captel
03.2015 - 02.2016
Cleaning Supervisor
Clean Power
08.2012 - 11.2013
Accounting Assistant
Coleman & Williams Accounting Firm
06.2008 - 08.2008
BBA - Criminal Justice
University of Wisconsin
Similar Profiles
Natalie KavemeierNatalie Kavemeier
Certified Surgical First Assistant at ProHealth Care Oconomowoc Memorial HospitalCertified Surgical First Assistant at ProHealth Care Oconomowoc Memorial Hospital