To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Hardworking and passionate job seeker with strong organizational skills eager to learn different positions and job duties. Ready to help team achieve company goals.
Overview
19
19
years of professional experience
Work History
Front Desk/Call Center Float Team
UC San Diego Health
07.2023 - 01.2025
Entered patient demographic and insurance data into electronic medical record system.
Verified insurance eligibility and coverage for patients.
Built and maintained positive working relationships with patients and staff.
Used EPIC to schedule appointments.
Developed and implemented customer service policies and procedures.
Answered incoming calls, in-basket messages and filed medical records.
Provided excellent customer service to patients and medical staff.
Processed payments using cash and credit cards, maintaining accurate records of transactions.
Adhered to strict HIPAA guidelines to protect patient privacy.
Checked patient insurance, demographic, and health history to keep information current.
Helped patients complete necessary medical forms and documentation.
Coordinated patient scheduling, check-in, check-out and payments for billing.
Kept waiting room neat and organized by stacking magazines, removing trash, and cleaning glass.
Transcribed phone messages and relayed to appropriate personnel.
Supported office staff and operational requirements with administrative tasks.
Printed prescription requests and queries in compliance with practice protocol.
Performed various administrative tasks by filing, copying and faxing documents.
Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
Received and routed laboratory results to correct clinical staff members.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Human Services Specialist
County Of San Diego Health & Human Services Agency
03.2023 - 07.2023
Adhered to strict client confidentiality laws and site-specific procedures to uphold privacy and provide best experience possible.
Described procedures, requirements and benefits to clients and interested parties.
Prepared documents for review and completion by service applicants, supporting completion and responding to questions.
Kept and established comprehensive case files to support proper documentation and record retention.
Maintained heavy caseload of approximately 20 cases by utilizing effective time management and organizational skills.
Account Manager
Amerisave Mortgage
04.2022 - 07.2022
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Built relationships with customers and community to promote long term business growth.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Developed and maintained strong working relationships with professionals within assigned territory.
Contributed to team objectives in fast-paced environment.
Maintained current knowledge of evolving changes in marketplace.
Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Ran credit reports.
Calculated income
Manage pipeline of 100+ loans
Account Manager
Stearns Lending, LLC
06.2020 - 03.2022
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Answered constant flow of customer calls with minimal wait times.
Answered customer telephone calls promptly to avoid on-hold wait times.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Updated account information to maintain customer records.
Investigated and resolved customer inquiries and complaints quickly.
Exhibited high energy and professionalism when dealing with clients and staff.
Liaison between mortgage broker, Account Executive, underwriter and closing department.
Ran credit reports
Calculated income
Worked with underwriters to fix application problems and resolve issues
Followed up with clients on missing loan documents, providing guidance on best way to complete application process
Analyzed loan applications and credit reports to determine loan eligibility and risk level
Checked loan documents for accuracy prior to closing
Loan Registration/ Document Specialist
FundLoans
06.2019 - 06.2020
Carefully reviewed all documents and reports for completeness and accuracy.
Monitored due dates and deadlines and worked to submit all documents on time or early.
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.
Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
Verified credit histories, personal references and employment backgrounds for each applicant.
Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
Drew TRID compliant initial disclosures for all conventional, FHA, VA, jumbo and non-qualified mortgage programs
Run credit reports.
Ordered IRS transcripts.
Order SSA-89 for all borrowers
Float Pool Certified Nursing Assistant
Sharp Hospitals
09.2019 - 03.2020
Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
Completed activities of daily living for patients unable to self-care, and assisted those with limited mobility in completing tasks.
Changed linens in rooms, keeping spaces fresh and clean for patient health and satisfaction.
Documented patient information and care activities in electronic health record.
Assisted nursing staff with completing daily rounds, documenting vital signs and answering calls.
Helped patients with self-feeding and assisted feeding, based on individual needs.
Utilized therapeutic communication, empathy and active listening skills to encourage and develop positive relationships with patients.
Delivered individualized patient care by recording vital signs, documenting observations, administering treatments, and evaluating patient needs.
Cared for residents in assisted living facility and delivered high-quality support to meet needs.
Responded to patient requests for supplies and personal comfort items such as extra blankets.
Transported patients between rooms and appointments or testing locations.
Evaluated patients to identify and address wounds, behavioral concerns, and medically relevant symptoms.
Patient Service Representative Float Pool
Sharp Rees-Stealy
12.2018 - 06.2019
Answered incoming calls, scheduled appointments and filed medical records.
Floated between locations and departments such as General Surgery, Podiatry, Cardiology, Dermatology, Endocrinology, cardiovascular, Urology, Primary Care,
Provided exceptional customer service to patients, answering questions and addressing concerns.
Verified insurance eligibility and coverage for patients.
Entered patient demographic and insurance data into electronic medical record system.
Filed and maintained patient records in accordance with HIPAA regulations.
Verified patient insurance eligibility and entered patient information into system.
Provided excellent customer service to patients and medical staff.
Greeted and assisted patients with check-in procedures.
Processed payments using cash and credit cards, maintaining accurate records of transactions.
Managed patient registration process, confirming data accuracy and completeness.
Built and maintained positive working relationships with patients and staff.
Took copayments and compiled daily financial records.
Assisted patients in filling out check-in and payment paperwork.
Followed document protocols to safeguard confidentiality of patient records.
Facilitated communication between patients and various departments and staff.
Handled customer service inquiries in person, via telephone and through email.
Responded to inquiries by directing calls to appropriate personnel.
Delivered support to medical staff in completion of patient paperwork.
Certified Nursing Assistant Student
Sharp Chula Vista Medical Center
03.2019 - 05.2019
Assisted nursing staff with completing daily rounds, documenting vital signs and answering calls.
Helped patients with self-feeding and assisted feeding, based on individual needs.
Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
Changed linens in rooms, keeping spaces fresh and clean for patient health and satisfaction.
Followed directions of licensed nurses to administer medications and treatments.
Observed patients under care conditions to help identify symptoms, responses to treatments and progress with goals.
Helped patients complete range of motion exercises to prevent loss of function during care.
Reported unusual or urgent circumstances in patients' condition or environment immediately to nurse supervisor.
Monitored patient specimen samples and test results to effectively alert supervisors of potentially unhealthy changes.
Sales Associate
Target
09.2018 - 03.2019
Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Helped customers locate products and checked store system for merchandise at other sites.
Prepared merchandise for sales floor by pricing or tagging.
Answered customer questions about sizing, accessories, and merchandise care.
Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Provided positive first impressions to welcome existing, new, and potential customers.
Solved customer challenges by offering relevant products and services.
Engaged with customers to effectively build rapport and lasting relationships.
Set and achieved company defined sales goals.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Certified Nursing Assistant Student
Villa Las Palmas
10.2018 - 12.2018
Assisted nursing staff with completing daily rounds, documenting vital signs and answering calls.
Helped patients with self-feeding and assisted feeding, based on individual needs.
Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
Changed linens in rooms, keeping spaces fresh and clean for patient health and satisfaction.
Completed activities of daily living for patients unable to self-care, and assisted those with limited mobility in completing tasks.
Cared with empathy and compassion to build positive patient and family relationships.
Created positive patient experience by assisting patients with bathing, ambulating, feeding and personal and oral hygiene care.
Measured and recorded food and liquid intake and output to report changes to medical and nursing staff.
Cared for clients with diagnoses such as respiratory failure, diabetes, Parkinson's disease and muscular dystrophy.
Reduced risks of patient infection and cross-contamination by cleaning and sterilizing equipment.
Escalated changes in patient behavior, condition and vital signs for prompt assessment.
Monitored patient specimen samples and test results to effectively alert supervisors of potentially unhealthy changes.
Documented patient information and care activities in electronic health record.
Transported patients between rooms and appointments or testing locations.
Followed directions of licensed nurses to administer medications and treatments.
Supported needs of 70+ residents under long-term care
Sales Assistant
Plaza Home Mortgage- Reverse Mortgage
03.2017 - 07.2018
Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Prepared documents for underwriting by verifying client income, credit reports, and other information.
Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Evaluated loan requests and documents to verify accuracy and completeness.
Set up and completed loan submission packages.
Monitored pipelines to track and log status of loans.
Developed and maintained relationships with customers and loan officers to establish smooth loan process.
Utilized loan origination software to process and track loan applications.
Explained very technical financial information to applicants in easy to understand language.
Provided quick turnaround times to maintain fast-past schedule.
Developed and maintained relationships with customers, lenders and other third parties.
Loan Registration/ Document Specialist
Plaza Home Mortgage
06.2012 - 03.2017
Carefully reviewed all documents and reports for completeness and accuracy.
Scanned, filed and transmitted various documents and adhered to digital filing procedures.
Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Monitored due dates and deadlines and worked to submit all documents on time or early.
Setup and input all new loan files into DataTrac system and prepared closing disclosures.
Reception duties, all incoming calls using a multiline system, order supplies, & greet customers.
Document Specialist: Responsible for processing all loan documents for borrowers to sign, prepared final CD's, worked with escrow in reviewing settlement statements, ensuring quick turn times to keep our customers satisfied.
Used multiple digital platforms to maintain documentation.
Implemented document workflow process, monitored daily activity and implemented modifications.
Worked with project department lead to drive timely documentation.
Beauty Advisor
CVS Pharmacy
07.2010 - 07.2012
Engaged in friendly conversation with customer to better uncover individual needs.
Built customer loyalty and retention by delivering excellent shopping experiences.
Stocked merchandise, clearly labeling items, and arranging according to size or color.
Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Specialized in cosmetics and skin care
Met sales goals while offering personalized customer service and maintaining long lasting relationships with customers
Managed inventory reports, ensured all products were stocked and prepare department for sale events.
Receptionist Clerk
Bellus Academy
02.2012 - 06.2012
Kept reception area clean and neat to give visitors positive first impression.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Responded to inquiries from callers seeking information.
Answered large volume of incoming calls daily to resolve customer issues and schedule appointments.
Managed multiple tasks and met time-sensitive deadlines.
Confirmed appointments, communicated with clients, and updated client records.
Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
Operated multi-line telephone system to answer and direct high volume of calls.
Handled cash transactions and maintained sales and payments records accurately.
Organized, maintained and updated information in computer databases.
Resolved customer problems and complaints.
Restocked supplies and submitted purchase orders to maintain stock levels.
Provided clerical support to company employees by copying, faxing, and filing documents.
Office Manager/ Administrator Assistant
Osiris
12.2005 - 04.2009
Maintained electronic and paper filing systems for easy retrieval of information.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
Tracked office supplies and restocked low items to keep team members on-task and productive.
Interacted with customers by phone, email, or in-person to provide information.
Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Scheduled conference rooms, prepared agendas, and maintained calendars to prepare for meetings and events.
Education
Some College (No Degree) - Certified Nursing Assistant
Southwester Community College
12.2018
Cosmetology License - Cosmetology
Merienello Cosmetology School
02.2004
High School Diploma -
Hilltop Senior High School
06.2002
Skills
Health and Safety Regulations
Proficient Customer Service Skills
Appointment Scheduling
Medical Insurance
Office Administration
Insurance Verification
Payment Collection
Healthcare Industry Understanding
Excellent Communication
Telephone Etiquette
Call Centers Skills
Customer Relationship Management
Data Entry Documentation
Back Office Operations
Timeline
Front Desk/Call Center Float Team
UC San Diego Health
07.2023 - 01.2025
Human Services Specialist
County Of San Diego Health & Human Services Agency
03.2023 - 07.2023
Account Manager
Amerisave Mortgage
04.2022 - 07.2022
Account Manager
Stearns Lending, LLC
06.2020 - 03.2022
Float Pool Certified Nursing Assistant
Sharp Hospitals
09.2019 - 03.2020
Loan Registration/ Document Specialist
FundLoans
06.2019 - 06.2020
Certified Nursing Assistant Student
Sharp Chula Vista Medical Center
03.2019 - 05.2019
Patient Service Representative Float Pool
Sharp Rees-Stealy
12.2018 - 06.2019
Certified Nursing Assistant Student
Villa Las Palmas
10.2018 - 12.2018
Sales Associate
Target
09.2018 - 03.2019
Sales Assistant
Plaza Home Mortgage- Reverse Mortgage
03.2017 - 07.2018
Loan Registration/ Document Specialist
Plaza Home Mortgage
06.2012 - 03.2017
Receptionist Clerk
Bellus Academy
02.2012 - 06.2012
Beauty Advisor
CVS Pharmacy
07.2010 - 07.2012
Office Manager/ Administrator Assistant
Osiris
12.2005 - 04.2009
Cosmetology License - Cosmetology
Merienello Cosmetology School
High School Diploma -
Hilltop Senior High School
Some College (No Degree) - Certified Nursing Assistant