Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
Work History
Loan Processor
Hancock Processing
Fort Collins, CO
05.2024 - Current
Reviewed loan applications for accuracy and completeness, ensuring compliance with regulatory standards.
Coordinated documentation processes between clients, underwriters, and lenders to facilitate timely loan approvals.
Streamlined workflow by implementing process improvements that enhanced loan processing efficiency.
Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Scheduling Coordinator
Banner Healthcare
Fort Collins, CO
11.2023 - 05.2024
Coordinated patient appointments and managed scheduling conflicts to optimize clinic workflow.
Implemented electronic scheduling system, enhancing appointment tracking and communication efficiency.
Collaborated with medical staff to ensure accurate patient information and appointment availability.
Monitored daily schedule for cancellations and reschedules, maintaining optimal patient flow.
LOAN OFFICER
Academy Mortgage
Fort Collins, CO
08.2020 - Current
Develop strong relationships with customers through high levels of customer service.
Assist customers in understanding loan terms and conditions to make informed decisions.
Originate, review, process closed and administer customer loan proposals.
Submit loan applications to underwriter for verification and recommendations.
Maintain strict confidentiality of bank records and client information.
Explain very technical financial information to applicants in easy to understand language.
TREATMENT COORDINATOR
Holling And Riggs Periodontics
Loveland, CO
03.2017 - 07.2020
Laid out potential payment plans for patients.
Researched billing issues, scheduled appointments and verified insurance coverage.
Educated patients on dental benefits and coordinated proper payment with insurance companies.
Explained treatment choices to patients and helped determine best options.
Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
Worked closely with patients to deliver excellent and direct individualized patient care.
Maintained confidentiality of patient data and condition to safeguard health information.
SCHEDULING COORDINATOR
Dr. James K Richards
Loveland, CO
07.2013 - 09.2016
Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Verified insurance coverage and obtained pre-authorizations.
Managed multiple schedules and prioritized tasks to meet demands of fast-paced work environment.
Maintained confidentiality of patient information to comply with HIPAA regulations and protect patient privacy.
Confirmed appointments one day prior to minimize missed appointments and maximize clinic utilization.
Managed patient flow and triage calls to prioritize patient needs and put efficient use of clinic resources.
Processed payments and managed financial records to facilitate proper billing and tracking of payment history.
Education
Associate of Arts -
Maricopa Community Colleges - Estrella Mountain Community College
Avondale, AZ
05-2011
High School Diploma - undefined
Platte Valley Jr/Sr High School
Kersey, CO
05-1997
Skills
Customer Service-Focused
Financial Services
Relationship Building and Management
Document Analysis
Timeline
Loan Processor
Hancock Processing
05.2024 - Current
Scheduling Coordinator
Banner Healthcare
11.2023 - 05.2024
LOAN OFFICER
Academy Mortgage
08.2020 - Current
TREATMENT COORDINATOR
Holling And Riggs Periodontics
03.2017 - 07.2020
SCHEDULING COORDINATOR
Dr. James K Richards
07.2013 - 09.2016
High School Diploma - undefined
Platte Valley Jr/Sr High School
Associate of Arts -
Maricopa Community Colleges - Estrella Mountain Community College