Loan Officer/Office Manager Resume

Qualifications

Efficient in Microsoft Application: Word; Excel; Power Point; and Outlook.
Excellent phone and verbal communication skills.
Quick Books and Appointment Scheduling.
Proficient skills with Internet Browser, Multi-line phone system and 10-key touch.
7 years management, 9 years customer service, 11 years data entry, 9 years 10 key touch and 2 years Quick Books experience.

Work Experience

08/08 – Present Confidential Sugar land, TX
Medical Office Manager

Responsible for interacting with internal and external patients via phone or in person answering or referring inquiries about appointment, intakes or insurance related questions.
Responsible for Medical Billing and Collections including (but not limited to) Insurance follow up and coding, collections from Insurance Payors and or patients for estimated co-pay or Deductible.
Correct and select unbilled claims accurately and reduce the dollar amount of unbilled revenue.
Verify details of insurance coverage with private or governmental carriers based on CPT and ICD9 codes.
Ensure appointment scheduling and confirmation of appointments using practice management software EMR.
Verify and call in prescriptions written by doctor to patient pharmacy.
Update all appropriate Dr’s information with insurance payors to ensure correct contract rates.
Document Patients’ charts while protecting patient information and staying within compliance of HIPPA laws.
Performs daily administrative duties including (but not limited to) maintaining Productivity, maintaining several reports as needed by Department Management, and/or etc.

11/05- 06/08 Confidential Houston, TX
Loan Officer/Office Manager

Assisted clients in purchasing or refinancing home loan. .
Field client questions & coach clients though every step of mortgage loans application process.
Review and made logical finding in approval or denial of home loan.
Had to act as Liaison between the lenders and the clients.
Pre-screen job applicants
Assist in opening and/or closing of the facility at the beginning and/or ending of each day as needed.
Organize, publicize, and register staff for workshops, staff development.
Ability to effectively assist clients with purchasing or refinancing home loans by coaching them trough the mortgage loan process step by step.
Accurately review and make logical findings in approval or denial of home loan, using sound analytical skills and liaison between lenders and clients.
Able to work effectively with multiple loan officers, title companies, balance and prioritize multiple requests.

02/06- 11/06 Confidential Sugar land, TX
Sr. Customer Service Representative

Ability to handle conflict over the phone with a win/win attitude and able to develop friendly rapport with the customer, and demonstrate empathy for the customer’s situation.
Act as single point of contact for assigned GEXA customers in order to facilitate and/or expedite interactions within the company.
Initiate customer contact to ensure satisfaction with services provided.
Perform extensive research and root cause analysis on accounts to determine the origin of customer issues, system and process errors.
Prepare and/or secures requested documentation such as Certificates of Disposal, manifests, waste profiles and site specific forms.
Update customers regarding changes in regulatory statutes and potential impacts to their service. Enter service requests and transactional data into Streamline to support assigned customers business.
Act as a mentor or coach to teammates.
Assisting management on special projects.
Act as a point of contact for customer escalation issues.
Pursue and close new business opportunities with assigned customers.

06/04-10/05 Confidential Houston, TX
Insurance Verification Clerk

Responsible for the pre-verification of insurance for patients being admitted into the hospital for care.
Ensures insurance coverage by telephone, resolves any issues with coverage and escalates complicated issues to a supervisor or manager.
Interviews patients and completes all paperwork necessary to ensure the admitting process is efficient and all hospital and regulatory policies are in compliance.
Resolve and troubleshoot service problems and complaints within specified areas of responsibility.
Review all customer activity to determine the requirements of the document received for validation by using various software provided and determine the next step in the document retrieval process.
Obtaining payment in full on balances due, hardship waiver discussions and/or establishing payment plans where applicable.