Strong analytical skills used to identify complex situations with all type of work assignments. Self-motivated and a quick learner who requires minimum supervision. Ability to multi-task and work in a fast-paced environment while meeting established deadlines.
Hi, I’m
Ophelia Sanchez
Case Manager
Dallas,TX
Summary
Overview
4
years of professional experience
2
years of post-secondary education
Work History
Witherite Law Group
Case Manger
07.2022 - Current
Job overview
- Effectively manage case load of 115-135 cases
- Delivers client service while maintaining strong focus on client medical treatment to ensure clients are compliant with plan prescribed by treating doctors,
- Take ownership over client files for review with Attorney
- Develop cases according to policy; work diligently and proactively to address liability issues; draft liability, personal injury protection and uninsured motorist demand letters
- Acquire and review medical and billing records throughout treatment phase of each case
- Developed and implemented comprehensive case management plans to address client needs and goals
- Developed comprehensive discharge plans to transition clients to appropriate service providers in community
- Identified care needs of individual patients and coordinated responses based on physician advice, insurance limitations, and procedural costs
- Evaluated treatment plans against individual goals and healthcare standards
- Researched best practices and developed strategies to improve program outcomes
- Analyzed trends and data to inform decision-making and program development
Town Square Mortgage & Investment, LLC
Retail Mortgage Funder
10.2020 - 04.2022
Job overview
- Responsible for building rapport with Title companies to ensure requested documents are received within timely manner
- Process and request wires through WLS portal from warehouse banks
- Responsible for following up with Title companies on Notes and closing packages
- Thoroughly review executed closing package prior to release of file to post-Closing
- Communicate with internal and external associates to clear conditions prior to funding
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
Vylla Title
Post-Closing Specialist
11.2019 - 09.2020
Job overview
- Receive Refinance/Purchase closing packages and extract documents for preparation and scanning for upload to client database
- Prepare documents by checking quality of notary stamp, signatures for both notary and Customer
- Responsible for working with client Mr. Cooper
- Work with internal departments, third parties and title companies to clear conditions to meet investor guidelines
- Prepared collateral documents like Alta, CD, Note and Mortgage for recording
Education
Dallas CollegeDallas
Associate of Arts from Criminal Justice
01.2021 - 05.2023
University Overview
Texas A&M University - CommerceCommerce, TX
Bachelor of Arts from Paralegal Studies
01.2024 - Current
University Overview
Skills
- Case support abilities
- Business case management
- Case support
- Large caseload management
- Case summaries understanding
- Case file preparation
- Case planning
- Managing cases
- Case planning and management
Timeline
Texas A&M University - Commerce
Bachelor of Arts from Paralegal Studies
01.2024 - Current
Case Manger
Witherite Law Group
07.2022 - Current
Dallas College
Associate of Arts from Criminal Justice
01.2021 - 05.2023
Retail Mortgage Funder
Town Square Mortgage & Investment, LLC
10.2020 - 04.2022
Post-Closing Specialist
Vylla Title
11.2019 - 09.2020