Rachel Treviño
Weatherford,TX
Overview
7
7
years of professional experience
Work History
Mortgage Consultant
IKON Mortgage, Inc
06.2022 - 06.2023
- Developed extensive network of referral partners to source new mortgage loan opportunities
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Build rapport with clients and educate them in the mortgage process
- Analyzed loan applications and credit reports to determine loan eligibility and risk level
- Facilitate funding and closing of mortgage loans by partnering with realtors, title, appraisers, and attorneys
Hospital Auditor
TMHP - Accenture
07.2018 - 06.2022
- Review Managed Care Organization’s cost settlement data to reconcile claims and produce quarterly reports for the State
- Audit financial and statistical data to verify and monitor accuracy with government procedures
- Prepare and process Medicaid wrap payment reconciliations for Rural Health Clinics and Federally Qualified Health Clinics
- Record financial data using SAP / Business Objects
- Utilize knowledge of Texas Administration Codes to ensure that hospitals and clinics meet all eligibility requirements for claims reimbursement
- Analyze the hospital’s financial settlements to determine the claims rate
- Process NMU (No Medicaid Utilization) settlements
- Adhere to HIPPA guidelines to protect all data sensitive material
Assistant Store Manager – Operations Manager
Ross Dress for Less
10.2016 - 02.2018
- Managed the daily operations of a $10 million dollar store and supervised a team of 60 associates
- Consistently exceeded quarterly sales goals and reduced inventory loss
- Managed a high volume of daily inventory processing to meet critical timelines
- Analyzed store reports to evaluate controllable expenses and overall store performance
- Responsible for payroll administration
- Recruit, hire, and train new associates to meet staffing goals
- Report on buying trends and customer needs
- Facilitated monthly safety meetings and daily performance meetings
- Accepted an out-of-state stretch assignment as Store Manager to re-train and staff a high-performing store
Account Manager
Rycon E&C LLC
05.2016 - 10.2016
- Created and implemented a system to organize and reconcile financial data and produce reports to assist senior management with decision-making
- Reconciled bank statements utilizing Quickbooks
- Responsible for payroll administration
- Drafted contracts and bids for construction projects
- Developed monthly reports with key metrics including financial results and variance reporting
Education
BACHELOR’S DEGREE - Business Management
University of Mary Hardin-Baylor
Belton, TXSkills
- Communication
- Leadership
- Sales
- Hiring
- Training
- Conflict Management
- MS Office
- CRM Software
Volunteer
Center of Hope - January 2023 - Present
Ft. Worth Chamber of Commerce - December 2022 - Present
Timeline
Mortgage Consultant
IKON Mortgage, Inc
06.2022 - 06.2023
Hospital Auditor
TMHP - Accenture
07.2018 - 06.2022
Assistant Store Manager – Operations Manager
Ross Dress for Less
10.2016 - 02.2018
Account Manager
Rycon E&C LLC
05.2016 - 10.2016
BACHELOR’S DEGREE - Business Management
University of Mary Hardin-Baylor