Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
25
25
years of professional experience
Work History
Loan Processor
CMG Financial
Pensacola, FL
12.2023 - Current
Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
Analyzed loan applications and supporting documents to determine eligibility for approval.
Submitted loan applications to underwriting department for review and approval process.
Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
Monitored progress of each loan application from start to finish ensuring timely completion.
Loan Officer Assistant
Union Home Mortgage
Pace, FL
05.2023 - 12.2024
Liaised between borrowers and realtors, title companies and loan company management.
Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues..
Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
Reviewed initial client documentation to structure and submit loan package.
Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
Managed conditions sent from underwriting departments.
Loan Officer Assistant
American Mortgage
Milton, FL
08.2020 - 05.2023
Liaised between borrowers and realtors, title companies and loan company management.
Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues..
Reviewed and verified borrowers' income, credit reports and property appraisals to prepare documents for underwriting.
Reviewed initial client documentation to structure and submit loan package.
Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
Managed conditions sent from underwriting departments.
Business Assistant
Heartland Dental
Jacksonville, FL
08.2016 - 03.2020
Managed front desk operations including scheduling appointments, collecting payments.
Verified patient's eligibility for benefits under various insurance plans.
Assisted physicians with finalizing reports, speeches or presentations.
Ensured that all HIPAA regulations were followed while handling confidential patient information.
Provided support with front office duties such as photocopying documents or scanning files.
Prepared reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
Ordered and maintained supply inventory for medical office.
Processed referrals to specialists when required by the dentist.
Court Record Clerk
Duval County Courthouse
Jacksonville, FL
03.2010 - 07.2016
Monitored compliance with applicable laws and regulations related to recordkeeping.
Maintained up-to-date records of courtroom proceedings including transcripts, exhibits, rulings and judgments.
Updated the electronic records system with information on new cases or changes in existing ones.
Monitored compliance with court orders issued by judges.
Ensured that all necessary forms were completed accurately before being submitted to the appropriate authorities.
Tracked cases and managed electronic and physical records, creating new case files, entering filings, hearings, trials and judgments and closing cases when complete.
Medical Receptionist
Sacred Heart Health System
Pensacola, FL
08.1999 - 05.2007
Greeted and checked in patients, updating patient information in computer system.
Answered incoming calls, responding to inquiries from patients and other medical offices.
Prepared charts for new patients, ensuring all necessary forms were completed correctly.
Performed data entry tasks related to billing and collections procedures.
Processed referrals for specialist care when requested by physicians or patients.
Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
Applied knowledge of medical terminology and insurance processes to support office administration productivity.