Summary
Overview
Work History
Education
Skills
Timeline
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Taylor Washington

Lancaster

Summary

Personable and dedicated professional with extensive experience. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships,cultivating partnerships and growing businesses. Reliable Medical Records Clerk with 2 years of experience receiving, routing, filing and delivering wide range of medical documentation in a Legal environment that is fast-paced. Energetic and focused with strong organizational skills.

Overview

7
7
years of professional experience

Work History

MEDICAL RECORDS CLERK/CUSTOMER SERVICE

THE BONNEAU LAW FIRM
10.2021 - Current
  • Contacted patient's insurance company to verify coverage levels and work with individuals to educate them on their benefits information while still performing other duties requested or assigned.
  • Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
  • Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
  • Scanned medical records in digital format for easy retrieval and accessibility.
  • Assisted in preparation of medical records to release to other medical facilities requesting for patient history and information.

Mortgage Loan Processor Assistant

PenFed Credit Union
07.2018 - 10.2021
  • Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Communicated with originator and applicant concerning progress of loan file.
  • Maintained accurate records of loan processing activities and documents in CRM system.
  • Set up and completed loan submission packages.
  • Administered a pipeline of 45-85 loans.
  • Met and outperformed monthly quota averaging 25 loans per month and maintained a QC score of 94.3%.

Mortgage Loan Processor Assistant

Alluvion
10.2016 - 07.2018
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Communicated with originator and applicant concerning progress of loan file.
  • Upheld complete confidentiality of all submitted information according to release guidelines.
  • Handled any conditions sent from underwriting departments.
  • Prepared file for final clear-to-close by branch management.

Education

Associate of Arts - Business Administration

Cedar Valley Community College
Lancaster, TX
05.2017

Skills

  • Paperwork Processing
  • Data Communications
  • Customer Service-Oriented
  • Multitasking & Prioritizing
  • Data Entry and Database Software
  • Accounts Payable and Accounts Receivable
  • Records Accuracy
  • Administrative Duties
  • Prepare Reports
  • HIPAA Compliance
  • Record Retention Guidelines
  • Data Integrity

Timeline

MEDICAL RECORDS CLERK/CUSTOMER SERVICE

THE BONNEAU LAW FIRM
10.2021 - Current

Mortgage Loan Processor Assistant

PenFed Credit Union
07.2018 - 10.2021

Mortgage Loan Processor Assistant

Alluvion
10.2016 - 07.2018

Associate of Arts - Business Administration

Cedar Valley Community College
Taylor Washington