SHERRILL EVANS
Melbourne,FL
Summary
Dynamic Commercial Loan Consultant at Semaj Financial Services with expertise in consumer lending and relationship management. Successfully facilitated over 370 loans monthly, leveraging strong documentation review skills and exceptional communication to enhance client satisfaction. Proven ability to navigate complex financial needs while delivering tailored solutions and fostering enduring client relationships. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
32
32
years of professional experience
Work History
Commercial Loan Consultant
Semaj Financial Services
05.2017 - Current
- Facilitate connections between businesses and lenders, offering financing options such as SBA loans, term loans, and equipment financing.
- Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
- Compiled documentation necessary to successfully fund over 370 loans per month.
- Optimized the use of CRM tools for efficient tracking of client interactions and loan pipeline management.
- Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
- Handled paperwork and moved between customers and lending institutions to smoothly resolve any concerns.
Intake Specialist
Single Parents In Need of Florida
10.2008 - 11.2012
- Answered 180-260 incoming phone calls daily and provided an average of 40 new walk-in clients with required paperwork to initiate service.
- Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
- Completed intake assessment forms and filed clients' charts.
- Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
- Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
- Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
- Managed multi-channel communications (telephonic, email, in-person) with patients and partners to address inquiries and facilitate service delivery.
Centralized Scheduling Coordinator
Holy Cross Hospital
07.1995 - 03.2009
- Scheduled 150 -305 diagnostic appointments via incoming calls and 40-70 via fax. Provided patients with test prep information and assigned diagnostic location.
- Verified insurance eligibility and managed pre-authorizations through EHR and payer systems.
- Communicates changes to schedule and rescheduling of patients appointments to providers and departments.
- Ensured compliance with HIPAA regulations when handling sensitive patient information, protecting client privacy at all times.
- Expanded knowledge on medical terminology and insurance policies through continuous learning initiatives, enhancing accuracy in communication with clients.
- Gathered information, assessed and fulfilled callers' needs and educated on important policies and procedures.
- Facilitated smooth communication between patients, insurance companies, and medical staff for seamless coordination of care.
- Delivered exceptional support during high call volume periods by maintaining composure and professionalism under pressure.
Admitting Registrar
Holy Cross Hospital
07.1993 - 07.1995
- Registered outpatient and ER patients; supported billing accuracy and co-pay collection.
- Served as a liaison between patients, families, physicians, nurses, social workers during the admission process.
- Verified 60-120 patient details and insurance coverage and collected co-pays.
- Registered patients for labs, surgeries and radiology.
- Handled admission processes and discharge procedures to transfer patients from hospital to home care, extended facility and self-care plans.
- Delivered strong customer service in a fast-paced healthcare environment.
- Ensured HIPAA compliance during all patient interactions.
- Demonstrated strong multitasking skills by balancing multiple responsibilities and effectively prioritizing tasks.
- Increased efficiency within the department by identifying areas for improvement in processes or systems.
- Collaborated with medical staff to ensure timely and accurate completion of admission forms and documentation.
Education
Bachelor of Science - Criminal Justice
University of Phoenix
Fort Lauderdale, FLAssociate of Arts - Human Services
University of Phoenix
Fort Lauderdale, FLSkills
- Document analysis
- Accurate data entry
- Familiarity with SaaS collaboration tools
- Client pre-qualification
- Risk assessment analysis
- Customer service orientation
- Relationship management
- Collaborative team member
- High-volume call management
- Proficient in CRM tools
- Critical thinking skills
- Strong written and oral communication abilities
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Collaborated with team of 8in the development of Meditech scheduling system build.
- Received “Employee of the Quarter” service award in June 2022 and September 2023.
- Repeatedly commended by superiors for excellent customer service and highest revenue generated.
- Supervised team of 15 staff members.
Work Preference
Work Type
Full TimePart TimeWork Location
RemoteImportant To Me
Work from home optionHealthcare benefitsTeam Building / Company RetreatsCompany Culture401k matchWork-life balanceQuote
You only have to do a few things right in your life so long as you don’t do too many things wrong.
Warren Buffett
Languages
English
Native or Bilingual
Interests
Photography
Cooking
Gardening
Comedy Movies
A Good Book
Timeline
Commercial Loan Consultant
Semaj Financial Services
05.2017 - Current
Intake Specialist
Single Parents In Need of Florida
10.2008 - 11.2012
Centralized Scheduling Coordinator
Holy Cross Hospital
07.1995 - 03.2009
Admitting Registrar
Holy Cross Hospital
07.1993 - 07.1995
Bachelor of Science - Criminal Justice
University of Phoenix
Associate of Arts - Human Services
University of Phoenix
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