Susan Treece
Findlay,OH
Summary
Dynamic administrative professional with extensive experience at Helms & Sons Excavating and American Dream Home Mortgage. Expert in database management and mortgage compliance, I excel in enhancing communication and streamlining processes. Proven ability to manage client relationships and deliver exceptional service, ensuring timely and accurate documentation in fast-paced environments.
Overview
14
14
years of professional experience
Work History
Administrative Assistant
Helms & Sons Excavating
11.2022 - Current
- Responded to phone calls and emails, providing information that facilitated effective communication within the organization.
- Managed incoming correspondence, directing inquiries to appropriate departments to ensure timely responses.
- Processed invoices for payment, ensuring accurate records in accounting software applications.
- Managed database systems containing customer contact information.
Administrative Assistant/ Loan Processor
American Dream Home Mortgage
12.2020 - 01.2022
- Managed mortgage loan processing by verifying legal compliance and coordinating with clients and underwriters to collect required documents for loan qualification.
- Assisted in preparing loan documents and ensuring compliance with regulations.
- Organized client files and maintained accurate documentation for records.
- Managed scheduling and appointment coordination for mortgage professionals.
Pre-Patient Access /Care Coordinator
Blanchard Valley Health System
02.2014 - 05.2020
- Coordinated patient care plans with multidisciplinary teams to ensure comprehensive and timely service delivery.
- Managed patient referrals and scheduling to enhance access to care and streamline service delivery.
- Scheduled patients using Cerner (now Oracle Health) EHR system, coordinating schedules and maintaining patient records per HIPAA compliance, while facilitating care coordination and addressing patient concerns.
Patient Access
Blanchard Valley Hospital
06.2013 - 02.2014
- Greet patients and register for procedures, maintaining patient records in accordance with industry standards including HIPAA compliance. Knowledge of Medical Insurance and communication with companies to facilitate coordination of care and initiate explanation of benefits. Work with patients with concerns and questions to offer solutions.
- Facilitated daily operations by managing and prioritizing tasks to support seamless patient access.
- Collaborated with a diverse team to meet objectives and address product-related challenges, ensuring high-quality patient care.
- Proposed innovative strategies that enhanced team efficiency and streamlined processes.
City/Rural Carrier
United States Postal Service
01.2012 - 05.2013
- Delivered mail and packages to rural customers, ensuring timely access to important correspondence and goods.
- Operated postal vehicles safely in various weather conditions.
- Checked all outgoing mail pieces for accuracy before loading onto truck for delivery.
- Sorted and organized incoming mail to streamline delivery routes and enhance overall delivery accuracy.
Education
Bachelor’s Degree - Human Resource Management
Western Governors University
Millcreek, UT01-2020
Skills
- Office administration
- Scheduling coordination
- Calendar management
- Document preparation
- Customer relationship management
- Invoice processing
- Database management
Volunteer Experience
Treasurer, Hancock County Religious Education Association, Currently serving
Timeline
Administrative Assistant
Helms & Sons Excavating
11.2022 - Current
Administrative Assistant/ Loan Processor
American Dream Home Mortgage
12.2020 - 01.2022
Pre-Patient Access /Care Coordinator
Blanchard Valley Health System
02.2014 - 05.2020
Patient Access
Blanchard Valley Hospital
06.2013 - 02.2014
City/Rural Carrier
United States Postal Service
01.2012 - 05.2013
Bachelor’s Degree - Human Resource Management
Western Governors University