ZIMMERI BEATTY
Wichita Falls,Texas
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude and willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills, seeking a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Epic Application Analyst
United Regional Health Care System
03.2023 - Current
- Improved end-user experience by streamlining Epic application workflows and processes
- Enhanced system functionality by performing regular maintenance and updates on Epic applications
- Collaborated with cross-functional teams to implement seamless integration of Epic applications within existing systems
- Optimized patient care processes by customizing Epic modules according to specific departmental needs
- Increased staff proficiency through conducting comprehensive training sessions on the use of Epic applications
- Boosted efficiency with thorough analysis of user requirements, translating them into functional specifications for the development team
- Ensured accurate documentation by maintaining up-to-date records of system configurations, changes, and enhancements
- Contributed to successful project completion with rigorous testing and validation procedures for new or updated Epic features
- Provided consistent support for end-users, addressing their concerns and resolving issues in a timely manner
- OnBase System Administrator
- MANAGEMENT: Louis Gregio III, 940-764-5649
Mortgage Loan Processor
First Bank
07.2021 - 03.2023
- Create commercial real estate and lines of credit loans
- Receive verbal or written notice of borrower request for funds for commercial properties and lines of credit
- Pull flood certifications, certificates of good standing, OFACs, credit reports and Verafins
- File UCCs, Deeds of Trust and Releases of Lien with county tax offices
- Contact title companies and coordinate closings
- Prepare Deeds of Trust, Authorizations, Guaranties, advances, Beneficial Ownership Certifications, loan applications and loan information reports
- Fix rejected payments
- Put documents together for title companies for borrowers to sign
- Contact borrowers, work with loan officers, credit analysts and loan servicing to ensure all CRA loan terms are met
- Texas Public Notary
- Work documentation exception reports
- Approve funding, write cashier checks, send wires
- Assist tellers with applying payments correctly
- MANAGEMENT: Jamie Gafford, 940-691-0000
Lead Mortgage Balancer
First Bank
02.2021 - 07.2021
- Balance bank mortgage related general ledgers
- Create/Balance First Payments of Sold Out Loans general ledger, balance Loans in Process general ledger, balance mass mortgage loans general ledger
- Prepare 1098's for borrowers
- Prepare/fix/work beginning of month work queues
- Coordinate payments with borrowers
- Create notices for new mortgages
- MANAGEMENT: Lorraine England, 940-687-2265
Mortgage Loan Servicer
First Bank
07.2020 - 02.2021
- Maintained compliance with federal and state lending regulations by conducting thorough audits of loan files
- Enhanced customer satisfaction levels by providing timely updates on loan status and addressing concerns promptly
- Collaborated with underwriters, processors, and closing agents to ensure a seamless mortgage process for clients
- Assisted borrowers in understanding complex mortgage terms, leading to a more informed decision-making process
- Managed a diverse portfolio of loans, ensuring all payments were processed accurately and on time
- Conducted comprehensive reviews of escrow accounts to ensure accurate disbursements for taxes and insurance premiums
- Provided exceptional customer service while addressing inquiries regarding interest rate adjustments, payment options, and loan modifications
- Maintained up-to-date knowledge on industry trends and regulatory changes to effectively advise clients on their mortgage needs
- Prepared regular reports on transaction data for management review, assisting in the identification of potential areas for improvement
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates
- Provided customer records, account statements and copies of checks
- MANAGEMENT: Lorraine England, 940-687-2265
Case Management Assistant
United Regional Health Care System
12.2019 - 03.2023
- Developed strong relationships with patients and families, providing emotional support throughout their medical journey
- Supported interdisciplinary team meetings to create comprehensive case plans tailored to individual needs
- Ensured timely communication between healthcare providers, fostering a collaborative care environment for patients
- Increased access to resources for clients by actively researching available community programs and services
- Contributed to efficient discharge planning, working closely with social workers and other team members to secure appropriate post-hospital care arrangements
- Safeguarded patient privacy by adhering to HIPAA regulations during all aspects of case management activities
- Facilitated smooth transitions between care settings by arranging necessary transportation and communicating relevant information to receiving facilities
- Maintained detailed case notes documenting each interaction with clients, ensuring a consistent approach across the care continuum
- Conducted regular follow-up calls with clients after discharge, ensuring they were well-supported in their recovery process
- Assisted in conducting needs assessments to identify key areas of service needs
- Completed clerical tasks such as filing, copying, and faxing
- MANAGEMENT: Marisa Conville, 940-764-3258
Patient Access Representative
United Regional Health Care System
07.2018 - 12.2019
- Streamlined patient registration processes by implementing efficient data collection methods and reducing wait times
- Maintained accurate patient records, contributing to a well-organized database for seamless information access across departments
- Collaborated with healthcare providers to ensure timely appointment scheduling and coordinated follow-up care for patients needs
- Facilitated smooth billing processes by verifying insurance eligibility, obtaining authorizations, and accurately entering claim details into the system
- Trained new hires on department procedures, policies, and software systems, ensuring consistent quality service delivery from all team members
- Assisted with administrative tasks such as filing, data entry, and report generation to support streamlined office operations
- Provided excellent customer service through active listening skills, understanding patient needs, and offering tailored solutions where applicable
- Supported medical staff by coordinating diagnostic testing appointments, lab results retrieval, and necessary referrals in a timely manner
- Ensured compliance with HIPAA regulations to maintain confidentiality of sensitive patient information during all interactions
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift
- Collaborated with team members to resolve discrepancies in insurance verification, ensuring proper billing practices
- Expedited patient registration process by efficiently validating eligibility for various insurance plans
- MANAGEMENT: Katherine Mullins, 940-764-6089
Patient Care Associate
United Regional Health Care System
05.2017 - 07.2018
- Assisted nurses in administering medications, monitoring vital signs, and recording medical histories for accurate patient records
- Improved patient mobility by assisting with transfers, ambulation, and range-of-motion exercises under the guidance of physical therapists
- Promoted a safe and clean environment through strict adherence to infection control protocols and regular room sanitation
- Increased staff efficiency by training new Patient Care Associates on best practices, policies, and procedures within the unit
- Demonstrated proficiency in various medical equipment usage such as EKG machines, blood glucose monitors, and IV pumps as required for specific patient treatments
- Maintained confidentiality of sensitive information following HIPAA guidelines while discussing cases with healthcare professionals or family members involved in the treatment plan
- Optimized patient outcomes by working closely with registered nurses, physicians, and other healthcare providers to ensure comprehensive care delivery
- Assisted with various diagnostic procedures such as drawing blood samples, obtaining EKG readings, and collecting urine specimens for laboratory testing
- MANAGEMENT: Amanda Seward, 764-3400
Personal Care Attendant
CareTeam Home Health
02.2017 - 12.2018
- Enhanced client satisfaction by providing attentive and personalized care tailored to individual needs
- Ensured safety and comfort of clients through diligent monitoring and timely assistance with daily activities
- Assisted clients in maintaining personal hygiene, including bathing, grooming, and dressing, while preserving their dignity and privacy
- Administered medications as prescribed by healthcare providers, ensuring proper dosage and adherence to schedules
- Managed household tasks for clients, such as cleaning, laundry, meal preparation, and errands, creating a comfortable living environment
- Developed strong rapport with clients' families, providing regular updates on their loved one''s wellbeing and progress toward goals
- Coordinated transportation for appointments or outings to promote social engagement and access to necessary services
- MANAGEMENT: Leticia Hernandez, 940-723-5275
Psychiatric Nursing Assistant
North Texas State Hospital
09.2014 - 02.2017
- Direct staff and assist patients with activities of daily living
- Create a daily schedule for staff members to follow
- Ensure staff members are following proper protocols
- Monitor patients for personal and peer safety
- Provided crisis intervention services when necessary, de-escalating volatile situations while prioritizing patient safety at all times
- Accompany patients to hospital functions and monitor
- Collaborated closely with psychiatrists, therapists, social workers, and other healthcare professionals for comprehensive patient care planning and execution
- Reduced the risk of self-harm or injury to patients by implementing appropriate safety measures and close monitoring
- Documented patient progress meticulously in electronic medical records, maintaining accuracy and confidentiality as required by HIPAA regulations
- MANAGEMENT: Samuel Berry, 940-692-1220
Pharmacy Inventory Specialist
CVS Pharmacy
10.2013 - 09.2015
- Manage patient prescriptions
- Receive prescriptions from patients and input them into computer
- Evaluate prescriptions for accuracy in prescribing
- Apply insurance to patient accounts
- Receive payment for patient prescriptions
- Order medications and supplies from McKesson vendor
- Pull expired medications from shelves and safe pack them for destruction
- Enhanced inventory accuracy by conducting regular audits and updating the pharmacy management system accordingly
- Streamlined medication ordering process, ensuring timely delivery of essential medications to patients
- Reduced expired or damaged medications waste by closely monitoring expiration dates and promptly removing items as needed
- Supported patient care by maintaining adequate stock levels of critical medications, avoiding potential shortages or delays in treatment
- Coordinated with suppliers to resolve any discrepancies between purchase orders and delivered products, ensuring smooth operations within the pharmacy department
- MANAGEMENT: Aboula Champ, 940-766-0174
Customer Service Representative
Braum's Ice Cream & Burger Restaurant
06.2011 - 10.2013
- Operated dishwashing and sanitizing equipment according to manufacturer instructions
- Prepared and served various food and drink items to customer specifications in fast-paced environments
- Cleaned and organized kitchen, dining and service areas
- Enhanced customer satisfaction by maintaining a clean and organized dining area
- Collaborated with kitchen staff to ensure timely and accurate order fulfillment
- Maintained safety standards by properly handling food and adhering to sanitation guidelines
- Operated cash register accurately, managing transactions efficiently while providing excellent customer service
- Utilized strong multitasking skills to manage multiple orders simultaneously without compromising quality or accuracy
- MANAGEMENT: Rita Garza, 940-766-0789
Education
Master of Science - Management Information Systems
Western Governors University
Salt Lake City, UT07.2022
Bachelor of Science - Business Administration
Western Governors University
Salt Lake City, UT06.2020
Associate of Science - General Science
Vernon College
Vernon, TX07.2017
High school Diploma - General Studies
S.H. RIDER HIGH
Wichita Falls, TX05.2013
Skills
- Microsoft Office Experience
- Epic Systems
- Office Clerical Experience
- Medical Terminology Understanding
- HIPAA Regulations
- Written and Verbal Communication
- Insurance Verification
- Personalized Client Care
- System Configuration
- Customer Service
- Teamwork and Collaboration
- End-User Training
- Time Management
- Multitasking
- Task Prioritization
- Goal Setting
- Adaptability and Flexibility
- Active Listening
- Analytical Skills
- Project Documentation
- Organizational Skills
- Inventory Management
Certification
Grand Central/ADT Epic Certified - 2023
Hyland OnBase Workflow Administrator Professional Certified - 2023
Hyland OnBase System Administration Healthcare Certified - 2023
TEXAS PUBLIC NOTARY, 08/18/2021 - 08/18/2025, #133275132, Wichita, Boley Featherston Insurance, Rli Insurance Company
References
- Samuel Berry III, North Texas State Hospital, 940-689-5575
- Olga Comer BSN, RN, North Texas State Hospital, 940-257-8085
- Lacey Morgan, Care Team President, 940-723-5273
- Bobbie Page, RN, United Regional Hospital, 940-337-4673
- Jim Johnson, Chief Loan Officer, 940-691-0000
Timeline
Epic Application Analyst
United Regional Health Care System
03.2023 - Current
Mortgage Loan Processor
First Bank
07.2021 - 03.2023
Lead Mortgage Balancer
First Bank
02.2021 - 07.2021
Mortgage Loan Servicer
First Bank
07.2020 - 02.2021
Case Management Assistant
United Regional Health Care System
12.2019 - 03.2023
Patient Access Representative
United Regional Health Care System
07.2018 - 12.2019
Patient Care Associate
United Regional Health Care System
05.2017 - 07.2018
Personal Care Attendant
CareTeam Home Health
02.2017 - 12.2018
Psychiatric Nursing Assistant
North Texas State Hospital
09.2014 - 02.2017
Pharmacy Inventory Specialist
CVS Pharmacy
10.2013 - 09.2015
Customer Service Representative
Braum's Ice Cream & Burger Restaurant
06.2011 - 10.2013
Master of Science - Management Information Systems
Western Governors University
Bachelor of Science - Business Administration
Western Governors University
Associate of Science - General Science
Vernon College
High school Diploma - General Studies
S.H. RIDER HIGH
Grand Central/ADT Epic Certified - 2023
Hyland OnBase Workflow Administrator Professional Certified - 2023
Hyland OnBase System Administration Healthcare Certified - 2023
TEXAS PUBLIC NOTARY, 08/18/2021 - 08/18/2025, #133275132, Wichita, Boley Featherston Insurance, Rli Insurance Company
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