Trustin Irby

• Assisted families in achieving homeownership by securing mortgage loans through detailed financial evaluations.
• Enhanced operational efficiency by leveraging CRM automation for task management.
• Conducted financial, credit, and property analyses to determine loan eligibility and feasibility, advising applicants on outcomes.
• Ensured accurate and compliant application processing throughout the escrow process.
• Stayed informed on lending regulations, industry trends, market rates, and regulatory changes to provide informed guidance.
• Built and maintained partnerships with local real estate agents and developed referral networks to generate new loan prospects.
• Managed client interactions, including cold-calling leads and identifying suitable loan options.

• Performed audits in line with CMS standards, supporting internal reporting efforts.
• Performed chart corrections and audits within the Epic EMR system.
• Created, reviewed, and updated departmental policies and procedures to maintain compliance.
• Validated physician board affidavits and conducted employee audit checks.
• Designed and analyzed departmental surveys to assess and improve patient chart security and privacy practices.

Health Information Specialist 02/2020 to 12/2021

• Optimized document management for electronic health records, improving workflow efficiency.
• Scanned, indexed, and organized patient records for quick and accurate reference.
• Responded promptly and courteously to information requests while maintaining confidentiality.
• Transferred patient records to appropriate parties and identified opportunities to improve inquiry processes.

Electronic Document Associate 12/2018 to 02/2020

• Created a new scheduling format used to assign shift duties to fellow employees.
• Prepared, scanned, and indexed external records and other non-electronic components of the medical records into the electronic medical record.
• Performed On-Call duties for the OB specialty when prenatal records were requested.

• Met sales KPIs while performing duties at a high level.

• Chosen for paid internship with the information services team.
• Earned Proficiency in EpicCare Ambulatory as part of the internship.
• Observed daily activities including preparation for the Epic 2018 upgrade, Nova note builds, team meetings, and handling of tickets from end-users.

• Shadowed the Performance Excellence department and observed all relevant duties such as shadowing meetings run by the department, collecting and analyzing data on department initiatives, and learning implementation of Six Sigma process improvement.
• Supported an OB/GYN clinic Cerner Go-Live.
• Trained medical students and residents, under the clinical informatics department, on how to properly use Cerner (the electronic medical records system) for their daily charting and daily tasks.

• Observed the many functions within the medical records department.