Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
Loan Document Specialist
Iron Mountain
07.2021 - Current
Scanned, filed and transmitted various documents and adhered to digital filing procedures.
Monitored due dates and deadlines and worked to submit all documents on time or early.
Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
Maintained document archive and file server of approved documents and drawings to provide easy traceability and retrievability.
Coordinated document exchange between departments, contractors, suppliers and customers.
Provided support for document controls and worked with contract documents.
Enforced use of standardized forms and templates to achieve uniformity of communications across departments and functions.
Evaluated current document processes, suggested methods for change and implemented successful improvements.
Liaised with project teams, vendors and third parties on documentation flow, handover and project close-out.
Established and managed document distribution matrix and document control register.
Allocated unique document numbers to internal documents and incoming external documents and tracked in database.
Reviewed and validated details of loan applications and closing documentation.
Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
Verified credit histories, personal references and employment backgrounds for each applicant.
Calculated, reviewed and corrected errors on interest, principal and closing costs.
Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
Medical Office Assistant
Arch Physician Solutions
07.2017 - 07.2021
Adhered to strict HIPAA guidelines to protect patient privacy.
Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Provided prompt, polite and professional in-person and telephone customer service.
Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Updated patient information and insurance details for accurate electronic medical records.
Coordinated patient scheduling, check-in, check-out and payments for billing.
Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
Obtained pre-authorization from insurance companies ahead of medical services.
Received, recorded and filed medical payments by check, cash, and credit card.
Performed various administrative tasks by filing, copying and faxing documents.
Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
Placed new supply orders, managed inventory and restocked clerical spaces.
Education
Bachelor of Science - Criminal Justice
Prairie View A & M University
Prairie View, TX
Skills
Electronic Document Preparation
Process Improvement
File Indexing
Information Retrieval
Financial Information Monitoring
Project Support
Customer Accounts Management
Microsoft Office
Loan Records Filing and Maintenance
Administrative Procedures
Data Collections
Adobe Acrobat
Complex Problem-Solving
Critical Thinking
Timeline
Loan Document Specialist
Iron Mountain
07.2021 - Current
Medical Office Assistant
Arch Physician Solutions
07.2017 - 07.2021
Bachelor of Science - Criminal Justice
Prairie View A & M University
Similar Profiles
Haliyah RhodesHaliyah Rhodes
Warehouse Lead at IRON MOUNTAINWarehouse Lead at IRON MOUNTAIN