Taylor Lewis
4456 Coltwood. Dr, Lakeland,TN
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
5
5
years of professional experience
Work History
Medical Receptionist
Comprehensive Pediatrics
Memphis, TN
01.2024 - Current
- Greet and check-in patients, update patient information in computer system.
- Verify insurance coverage for appointments and collect co-payments as required.
- Prepare charts for new patients, ensuring all necessary forms are completed correctly.
- Assist with filing of medical records and documents, maintaining accurate electronic files.
Senior Client Services Onboarding Specialist
Western Alliance Bank
Phoenix, AZ
09.2022 - 11.2023
- Setup application and client access for Treasury Management and other banking products for business and consumer clients within SLA times.
- Played a crucial role in supporting the operations of two specialized teams dedicated to handling high-risk service requests and financial transactions.
- Supervised and trained a three-person team dedicated to handling Sweeps service requests.
- Efficiently resolved complex issues for various banking services including Lockbox processing, Direct Connect, Remote Deposit Capture, while also addressing concerns regarding ACH transactions and Positive Pay.
Home Lending Client Care Specialist
Chase Bank
Phoenix, AZ
11.2021 - 05.2022
- Processed FHA, Conventional, VA, and USDA purchase and refinance loans.
- Maintained high level of accuracy in new loan data through careful verification and correction of various elements such as verifications, title work, tax and income documentation, closing disclosures, condo questionnaires, and appraisal reports.
- Served as the main point of contact for all parties involved in the loan closing process including title companies, realtors, mortgage officers/originators, borrowers, and underwriters resulting in on-time closings.
- Maintained a Customer Satisfaction Score of 90% or higher while surpassing monthly funding goals.
Mortgage Loan Processor (Temporary)
Intercontinental Capital Group
Scottsdale, AZ
11.2020 - 05.2021
- Managed a pipeline of 40-45 loans, consistently closing 30 loans monthly.
- Served as a central liaison between title companies, real estate agents, borrowers, and mortgage underwriters to ensure timely loan closing.
- Assessed loan eligibility and approval conditions through the use of automated underwriting systems (DU and LP).
- Utilized Encompass to manage and assess various documents such as income and asset verifications, credit report updates, title work, appraisal reports, hazard insurance documentation, fraud reports, and flood certifications.
Financial Processing Associate (Temporary)
Vanguard
Scottsdale, AZ
09.2019 - 02.2020
- Partnered with our clients via phone to assist them with a wide range of inquiries including opening an account and transferring assets.
- Leveraged NWoW tools to document and take action on client and team feedback in support of process and service improvements.
- Developed and maintained proficient knowledge of transfer-related items (necessary documentation, fees, etc.).
Education
Bachelor of Arts - Psychology
University of Memphis
Memphis, TN05-2016
Skills
- Customer Support
- Financial Services
- MS Office Suite
- SharePoint
- CRM Software
- Digital Banking Knowledge
- Team Supervision
- Workflow Optimization
Timeline
Medical Receptionist
Comprehensive Pediatrics
01.2024 - Current
Senior Client Services Onboarding Specialist
Western Alliance Bank
09.2022 - 11.2023
Home Lending Client Care Specialist
Chase Bank
11.2021 - 05.2022
Mortgage Loan Processor (Temporary)
Intercontinental Capital Group
11.2020 - 05.2021
Financial Processing Associate (Temporary)
Vanguard
09.2019 - 02.2020
Bachelor of Arts - Psychology
University of Memphis
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