Zephyr Felton
Columbus,OH
Summary
Talented professional considered knowledgeable leader and dedicated problem solver. Brings 10+ years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements.
Overview
7
7
years of professional experience
Work History
Patient Services Representative
Quantum Health
01.2023 - Current
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Reviewed and corrected claim errors to facilitate smooth processing.
- Obtained patient's insurance information and determined eligibility for benefits for specific services rendered.
- Utilized knowledge of electronic medical record systems and medical terminology to perform diverse data entry tasks.
- Received patient deductibles and co-pay amounts and discussed options to satisfy remainder of patient financial obligations.
- Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
Home Lending Advisor
JP Morgan Chase
04.2019 - 08.2022
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Maintained strict confidentiality of bank records and client information.
- Monitored performance of existing loan portfolios to identify and address any issues.
- Advised clients on mortgage, education and personal loans.
- Collaborated with other departments to promptly process loan applications.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
Proximity Marketer
Renewal By Anderson
12.2018 - 04.2019
- Developed questionnaires and facilitated focus group discussions.
- Created customized marketing materials to increase product awareness.
- Generated reports to support development and implementation of marketing plans.
- Identified appropriate marketing channels and target customers for campaigns.
- Utilized specialized software to capture and process data.
- Used various market research tools and techniques to gather, analyze and interpret data.
- Tracked key metrics and developed spreadsheets and data models.
- Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
Project Manager, Client Services
Restoration Hardware
05.2017 - 12.2018
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Established performance and service goals and held associates accountable for individual performance.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Encouraged creative thinking, problem solving and empowerment as part of facility management group to improve morale and teamwork.
- Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
- Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
- Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.
Education
Associate of Arts -
Columbus State Community College
Columbus, OHBachelor of Science - Web Design And Interactive Media
Art Institute of Las Vegas
Henderson, NVBachelor of Arts - Spanish Translation
Kent State University
Kent, OHCertificate of Completion - IT: Multimedia Design
Delaware Area Career Center
Delaware, OHHigh School Diploma -
Rutherford B Hayes High School
Delaware, OH05.2008
Skills
- Project Scheduling
- Financial Forecasting
- Scope control
- Project Scoping
- Technical understanding
- Deadline Management
- Client Relationships
- Team Development
- Project Oversight
- Report Generation
- Sales Support
- Business Analysis
Timeline
Patient Services Representative
Quantum Health
01.2023 - Current
Home Lending Advisor
JP Morgan Chase
04.2019 - 08.2022
Proximity Marketer
Renewal By Anderson
12.2018 - 04.2019
Project Manager, Client Services
Restoration Hardware
05.2017 - 12.2018
Associate of Arts -
Columbus State Community College
Bachelor of Science - Web Design And Interactive Media
Art Institute of Las Vegas
Bachelor of Arts - Spanish Translation
Kent State University
Certificate of Completion - IT: Multimedia Design
Delaware Area Career Center
High School Diploma -
Rutherford B Hayes High School
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