Pawandeep Kaur

Clinical Medical Assistant Duties:
• Record and document patient vitals and exam preparation data, including chief complaints, blood pressure, temperature, height, weight, respirations, and pulse.
• Obtain and document comprehensive patient histories (medical, surgical, allergies, and medications).
• Assist providers with in-office procedures such as:
• Suturing, incision and drainage
• Wound care, pap smears
• Dressing changes
• Assisting casts on broken arms, wrists, ankles, and legs
• Perform post-procedure patient education and discharge instructions.
• Conduct lab collections and testing: urine collection, throat/wound/herpes cultures, GC/CT, and Nuswab.
• Follow up on lab and X-ray results; relay messages to patients and coordinate follow-up appointments.
• Conduct diagnostic testing, including EKG/ECG, foot exams, retinopathy screenings, and A1c for diabetic care.
• Administer medications and vaccines per physician’s orders.
• Report to public health departments: CMRs to Fresno County, dog bite incidents to Rabies Control.
• Perform annual physical and vision screenings (Snellen) for school and sports physicals.
• Manage oxygen cylinder and emergency kit quality control checks.
• Conduct beginning/end-of-shift quality control (e.g., glucose meter, urinalysis, hemoglobin A1c, refrigerator temperatures, and hemoccult tests).
• Maintain medical inventory, order DME and medications weekly through Cardinal and McKesson.

Medical Administrative/Receptionist Duties:
• Welcome and check in patients, verify insurance, update demographic data.
• Schedule appointments for follow-up, imaging, ultrasound, optometry, and podiatry.
• Work closely with other MRs to complete pre-registrations and confirm appointments to reduce no-shows.
• Process insurance claims, collect copays, and handle front-desk operations.
• Answer phones and assist with general inquiries.

• Collaborated with medical and administrative personnel to maintain patient-focused, engaging, and compassionate environment.
• Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
• Promoted office efficiency, coordinating charts, completing insurance forms, and helping patients with diverse needs.

• Taking patient histories and vital signs (blood pressure, pulse, respiration, temperature)
• Administering injections and immunizations (IM, SC)
• Performing collecting specimens (urine, A1c, Hgb, Nuswab etc.)
• Assisting with minor surgical procedures
• Sterilizing and disinfecting instruments
• Providing patient education and instruction on pre- and post-operative care, medications, and healthy lifestyle choices
• Preparing exam rooms and patients for examinations
• Assisting physicians during examinations and procedures
• Performing basic laboratory tests (e.g., urine analysis, strep tests)
• Documenting patient information in medical records (accurate charting)
• Managing emergency situations and providing basic first aid

• Analyzed the 1003 Application and Fannie Mae & Freddie Mae Guidelines of FHA, Conventional, VA, Calhfa and Jumbo Loans.
• Ordered Credit Reports, Appraisals, Escrow items such as Preliminary Reports, CPL, Wire Instructions, E&O.
• Obtain Verification of Employments.
• Obtain Bank statements and verify deposits.
• Calculate Self Employment and W2 income.
• Examines loan applications for completeness, accuracy (loan amount, interest rate, correct property address, legal description, etc.)
• Disclosed the files.
• Submit to UW for initial Approval. Upon Approval, Notify Borrowers including additional parties to provide additional documents.

• Assist with reviewing mortgage loan applications and documentation.
• Reviewed mortgage loan disclosure packages and delivered them to the borrower.
• Reviewed documents and entire loan files and worked to prevent problems by highlighting deficiencies and then notifying the mortgage loan officer.
• Obtained additional information, as necessary, via phone, email, etc.
• General clerical and phone support to loan officers and/or loan processors, as needed.
• Work with management to provide support in various stages and areas of lending and processing as needed.
• Assist in managing a pipeline consisting of conventional, FHA, mortgage products.
• Deliver appraisals and/or property valuations to the borrower and retrieve proof of receipt.
• Track outstanding items on all loan files and follow up with customers to ensure timely receipt of necessary documentation.
• Facilitate timely loan closings by working directly with the Title Company and customer to schedule.