Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Dedicated and empathetic Medical Assistant offering 17 years in direct patient care and medical office management experience. Committed to obtaining highest level of patient satisfaction by ensuring regulatory compliance and adherence to practice standards. Documented ability to cultivate trust and rapport with patients and maintain strong relationships. Excellent communication and interpersonal skills with patients, families and other healthcare professionals.

  • Inventory and supply management
  • Fluent in English and Spanish
  • Calm and level-headed under duress
  • Detail-oriented
  • Resourcefulness
  • MS Office proficient
  • Practiced knowledge of bank security systems
  • Excellent communication skills
  • Organized
  • Strong work ethic
  • Decision-making ability
  • Friendly
  • Hardworking mentality
Loan Processor, 10/2018 to Current
Partner Colorado Credit UnionArvada, CO,
  • Conducted site visits and issued reports for closed and originating loans.
  • Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting.
  • Upheld compliance with privacy and security requirements, as well as federal statutes covering FHA, Conventional and VA loans.
  • Followed up with appropriate stakeholders for guaranty approval, charge off and maturity extension.
  • Checked approvals against established bank and government lending standards.
  • Maintained complete confidentiality of all submitted information according to release guidelines.
  • Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
  • Managed any conditions sent from underwriting departments.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Created and completed loan submission packages.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Ensured compliance with company policies, underwriting guidelines and lending program requirements.
  • Filed completed packages quickly and efficiently.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
Loan Officer Assistant , 09/2017 to 10/2018
Freedom MortgageRichmond, VA,
  • Organized, filed and maintained customer, department and regulatory loan records.
  • Checked applicant credit, personal references and employment histories.
  • Conveyed acceptance or rejection to customers by mail, telephone or in person.
  • Submitted completed loan applications, including recommendations for underwriting approval or denial.
  • Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Entered member transaction data into the online banking software.
  • Maintained confidentiality of bank records and client information.
  • Delivered prompt, accurate and excellent customer service.
Medical Assistant, 03/2007 to 07/2017
Lee HealthSanibel, FL,
  • Cleaned and disinfected chairs and equipment according to facility policy.
  • Tracked and managed inventory for exam rooms and maintained vaccine and expiration logs.
  • Recorded patient histories and filed supporting clinical data and diagnosis.
  • Sterilized medical instruments as needed.
  • Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate effective treatment.
  • Organized charts, documents and supplies to maintain team efficiency.
  • Prepared patients for examinations, taking vital signs and updating medical histories.
  • Partnered with healthcare and administrative staff to create patient-centered, inviting and supportive environment for patients and families.
  • Performed front desk duties, including answering phones, scheduling appointments, greeting patients and ordering supplies.
  • Coordinated services with medical and office staff to ensure patient satisfaction, engagement and compassionate care.
  • Collected forms, copied insurance cards and identification to coordinate patient information for billing and insurance processing.
  • Prepared treatment rooms for patients, including cleaning surfaces and restocking supplies.
  • Prepared prescription refill requests on behalf of physician to prevent lags.
  • Reduced patient wait time by 35%.
  • Secured patient information and maintained patient confidence by completing and safeguarding medical records.
Education and Training
Medical Assistant Diploma: Medical Assisting, Expected in
Health And Travel Institute - Brooklyn, NY,
: Respiratory Therapy, Expected in
Long Island University - Brooklyn, NY ,

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School Attended

  • Health And Travel Institute
  • Long Island University

Job Titles Held:

  • Loan Processor
  • Loan Officer Assistant
  • Medical Assistant


  • Medical Assistant Diploma
  • Some College (No Degree)

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