Sarah Straughn
Yukon,OK
Summary
Organized and dependable candidate with over 25 years of financial institution experience including success at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Here are some of the top programs I have experience in: Byte (Real Estate), Streamlend/Velocity, IRA direct, DocuSign, DocMagic, Transfund/FIS, and Engagewear.
Awards:
•2013 FSR of the year (OKCU)
•2017 Branch of the year (OKCU)
•2020 Q2 implementation team (OKCU)
Overview
16
16
years of professional experience
Work History
Patient Services Representative
Integris Breast Surgery Clinic
08.2023 - Current
- Use EPIC to schedule appointments, notate patient charts, etc.
- Manage anywhere from 50-100 calls per day
- Assist patients in filling out check-in and payment paperwork.
- Balance deposits and credit card payments each day.
- Apply administrative knowledge and courtesy to explain procedures and services to patients.
- Verify insurance eligibility and benefits and record information in medical record.
- Organize workflow to meet patient needs in timely manner
- Assist in getting patients scheduled when they have incoming referral
- Manage patient registration process, confirming data accuracy and completeness.
- Submit and implement ideas that help with efficiency and productivity of clinic.
Real Estate Loan Officer/CU Operations
Oklahoma’s Credit Union
09.2021 - 04.2023
- Managed real estate closing process in compliance with applicable standards and legal requirements.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Handled member complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
- Proactively identified solutions for members experiencing credit issues.
- Explained very technical financial information to applicants in easy to understand language.
- Assisted members with improving financial health by counseling on issues such as excessive spending and borrowing.
- Motivated and trained employees to maximize team productivity.
- Handled problematic members to assist lower-level employees and maintain excellent customer service.
- Supervised Loan Officers & Tellers; scheduling, reviewing check holds, etc.
Operations Supervisor
Oklahoma’s Credit Union
12.2007 - 09.2021
- Motivated and trained employees to maximize team productivity.
- Encouraged and promoted ideas aligned to business needs and benefits.
- Trained and guided team members to maintain high productivity and performance metrics.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Worked assigned collections/delinquency queues effectively and thoroughly
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Handled problematic members to assist lower-level employees and maintain excellent customer service.
- Developed and implemented high-quality work environment as measured through employee satisfaction ratings.
- Managed, trained and motivated tellers and loan officers to continuously improve knowledge and abilities in financial institution industry.
- Supervised loan officers and motivated to maintain customer service and performance standards.
Education
Some College (No Degree) - Finance
University of Central Oklahoma
EdmondSome College (No Degree) - Finance
Southern Nazarene University
BethanySkills
- Lender Relationship Management
- Reading Comprehension
- Complex Problem-Solving
- Customer Satisfaction
- Time Management
- Active Listening and Learning
- Financial History Reviews
- Analytical and Critical Thinking
- Efficient Service
- Financial Advisement
Timeline
Patient Services Representative
Integris Breast Surgery Clinic
08.2023 - Current
Real Estate Loan Officer/CU Operations
Oklahoma’s Credit Union
09.2021 - 04.2023
Operations Supervisor
Oklahoma’s Credit Union
12.2007 - 09.2021
Some College (No Degree) - Finance
University of Central Oklahoma
Some College (No Degree) - Finance
Southern Nazarene University
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