LiveCareer-Resume

mortgage loan processor resume example with 16+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Skills
  • Appraisal compilation
  • Application preparation
  • Processing documents
  • Information verification
  • Complying with legal statutes
  • Gathering appraisals
  • Proficient in Microsoft Word-Office-Excel
  • Finalizing contracts
  • Generating reports
  • Reviewing financial paperwork
  • Verifying information
  • Preparing applications
  • Process improvement
  • Business operations
  • Inventory management
  • First Aid/CPR
  • Operational improvement
  • Team management
  • Security systems
  • Invoice generation
  • Administrative support
  • Organization
  • Problem resolution
  • Planning and coordination
  • Project organization
  • MS Office
  • Supervision
  • Team building
  • Communications
  • Customer service
  • Relationship development
Experience
Mortgage Loan Processor, 04/2017 - Current
Ballston Spa National Bank Guilderland, NY,
  • Created and completed loan submission packages.
  • Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
  • Checked approvals against established bank and government lending standards.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Managed any conditions sent from underwriting departments.
  • Maintained complete confidentiality of all submitted information according to release guidelines.
  • Completed closing process by collaborating with attorneys, title companies and government clerks.
  • Filed completed packages quickly and efficiently.
  • Checked applicant credit, personal references and employment histories.
  • Prepared and delivered loan documents to title and escrow teams.
  • Conveyed acceptance or rejection to customers by mail, telephone or in person.
  • Worked with third-party vendors to address and clear loan closing requirements.
  • Examined and verified information in loan application and closing documents.
  • Reviewed historical customer accounts to assess payment compliance and adherence to loan terms.
  • Submitted completed loan applications, including recommendations for underwriting approval or denial.
  • Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
  • Organized, filed and maintained customer, department and regulatory loan records.
Safety Assistant, 06/2015 - 04/2018
Owensboro Medical Health System Madisonville, KY,
  • Conducted patient interviews to gather health history, vital signs and information about current medical issues.
  • Furnished necessary supplies, support and assistance to medical staff and patients for unit specific procedures.
  • Improved patient care and daily task efficiency resulting in smoother operations.
  • Performed front desk duties, including answering phones, scheduling appointments, greeting patients and ordering supplies.
  • Interviewed patients to verify information, record medical history and confirm purpose of visit.
  • Troubleshot malfunctioning equipment and test systems.
  • Evaluated and reported current equipment inventory to appropriate sources.
  • Measured patient peak flows.
  • Batch-scanned and indexed patient charts.
  • Completed clinical procedures and gathered patient data for interpretation by physician.
  • Promoted continuity of care by accurately and completely communicating patient status to fellow caregivers.
  • Experienced in front and back offices, controlling patient flow, collecting payments and assisting in delivery of quality healthcare.
  • Prepared patients for examinations, taking vital signs and updating medical histories.
  • Contacted pharmacies to submit and refill patients' prescriptions.
  • Recorded patient histories and filed supporting clinical data and diagnosis.
  • Initiated dialysis treatment according to prescribed orders.
  • Partnered with healthcare and administrative staff to create patient-centered, inviting and supportive environment for patients and families.
  • Coordinated services with medical and office staff to improve patient satisfaction, engagement and compassionate care.
  • Obtained and recorded patient vital signs; escorted patients to examination rooms and documented medical histories.
  • Acted as liaison between physician and patient, answering questions and delivering test results.
  • Coordinated and executed proper medical waste disposal.
  • Completed preventative maintenance, inspections and electrical safety testing.
  • Completed clinical documentation in accordance with agency guidelines.
  • Reviewed treatment sheets for completeness and accuracy.
  • Monitored patient stability by checking vital signs and weight.
  • Tested and repaired dialysis and medical testing equipment.
  • Communicated with medical transcriptionists regarding patient medical records.
  • Performed preliminary physical tests, such as taking blood pressure, weight and temperature, accurately recording results in patient history summary.
  • Produced ER, OR and portable x-rays.
  • Maintained working condition of equipment by closely following operating instructions, troubleshooting breakdowns, performing preventive maintenance and calling for repairs.
  • Prepared prescription refill requests on behalf of physician to prevent lags.
  • Maintained and calibrated lab instruments and equipment.
  • Sterilized medical instruments as needed.
  • Maintained and calibrated lab instruments and equipment.
  • Completed and submitted clinical documentation in accordance with agency guidelines.
  • Verified type of radiology procedure prior to exams using HIPAA guidelines for two identifiers.
  • Performed, validated and reported laboratory tests for prognosis, diagnosis, treatment and research.
  • Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate effective treatment.
  • Scheduled surgeries by making arrangements with surgical center and verifying times with patients, preparing charts, pre-admission and consent forms.
  • Checked patients in, collected and verified insurance information, compiled new patient forms, scheduled appointments and updated patient files.
  • Ordered and received disposable supplies and created SAP purchase orders.
  • Took messages using Allscripts Touchworks.
  • Carefully prepared, reviewed and submitted patient statements.
  • Assisted physicians by preparing patients for procedures, including but not limited to EKGs, phlebotomy, glucose testing and pulmonary function tests.
  • Resolved and clarified issues with patient medications and collaborated with local pharmacies.
  • Efficiently performed insurance verification and pre-certification and pre-authorization functions.
  • Monitored medical supply levels to confirm sufficient stock, promptly placing replenishment orders before depletion.
  • Assisted patients in preparation for examinations, assessing and recording vital signs.
  • Educated patients about medications, procedures and physician's instructions.
  • Communicated with patients by phone and via written correspondence.
  • Followed all principles of asepsis and infection control.
  • Worked in collaboration with radiologists, sonographers and other healthcare team members.
  • Led patients to exam rooms, answered general questions and prepared patients for physician by explaining process.
  • Assisted companies with rectifying safety and hazard issues.
  • Worked effectively with multiple contractors at various sites providing safety training for employees.
  • Oversaw safety monitoring and risk management strategies for multiple construction and industrial job sites.
  • Provided daily updates to project managers, foremen and contractors on safety behaviors and operational enhancements.
  • Managed OSHA-mandated recordkeeping and accident analysis paperwork.
  • Reviewed compliance of paperwork, display and operational procedures to promote transparency.
  • Interviewed, oriented, trained and evaluated employees to optimize procedures from day one.
  • Analyzed job and worksites and reported on hazards, recommendations and successful corrections.
  • Completed permit and safety inspections for workplaces on strict timelines.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Recognized by management for providing exceptional customer service.
  • Performed site evaluations, customer surveys and team audits.
  • Earned reputation for good attendance and hard work.
  • Improved operations by working with team members and customers to find workable solutions.
  • Improved customer satisfaction by finding creative solutions to problems.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Improved profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
Med Tech Manager , 02/2005 - 06/2017
Vitalant Folsom, CA,
  • Conducted patient interviews to gather health history, vital signs and information about current medical issues.
  • Efficiently performed insurance verification and pre-certification and pre-authorization functions.
  • Transmitted physician's orders to patients, counseling on execution and addressing follow-up questions.
  • Monitored patient stability by checking vital signs and weight.
  • Secured patient information and maintained patient confidence by completing and safeguarding medical records.
  • Partnered with healthcare and administrative staff to create patient-centered, inviting and supportive environment for patients and families.
  • Furnished necessary supplies, support and assistance to medical staff and patients for unit specific procedures.
  • Prepared, stained, cover slipped and catalogued cytology specimens.
  • Checked patients in, collected and verified insurance information, compiled new patient forms, scheduled appointments and updated patient files.
  • Performed front desk duties, including answering phones, scheduling appointments, greeting patients and ordering supplies.
  • Worked in collaboration with radiologists, sonographers and other healthcare team members.
  • Prepared treatment rooms for patients, including cleaning surfaces and restocking supplies.
  • Monitored patient hemodynamic status during procedures using electrocardiograms.
  • Recorded patient histories and filed supporting clinical data and diagnosis.
  • Acted as liaison between physician and patient, answering questions and delivering test results.
  • Assisted with diagnostic testing by collecting and packaging biological specimens for internal and laboratory analyses.
  • Supported functions for diagnostic and technical treatment procedures, including setting up and operating special medical equipment and apparatuses.
  • Installed and precisely calibrated biomedical equipment.
  • Administered rapid tests to help clinical staff assess conditions.
  • Followed all principles of asepsis and infection control.
  • Completed clinical documentation in accordance with agency guidelines.
  • Sterilized medical equipment after each procedure.
  • Selected equipment for use in ultrasound setup according to specifications of examination.
  • Prepared prescription refill requests on behalf of physician to prevent lags.
  • Took messages using Allscripts Touchworks.
  • Discontinued dialysis treatment according to established procedures.
  • Recorded vital signs and medical history for each patients
  • Tested and repaired dialysis and medical testing equipment.
  • Contributed to efficient office operations by triaging patients by severity of medical complaint.
  • Ordered and received disposable supplies and created SAP purchase orders.
  • Produced ER, OR and portable x-rays.
  • Prepared patients for examinations, taking vital signs and updating medical histories.
  • Assisted physicians by preparing patients for procedures, including but not limited to EKGs, phlebotomy, glucose testing and pulmonary function tests.
  • Troubleshot malfunctioning equipment and test systems.
  • Reviewed treatment sheets for completeness and accuracy.
  • Observed and documented patient status and reported patient complaints to case manager for resolution.
  • Assisted cardiologists in special and complex cardiovascular procedures.
  • Performed, validated and reported laboratory tests for prognosis, diagnosis, treatment and research.
  • Reduced patient wait time.
  • Measured patient peak flows.
  • Experienced in front and back offices, controlling patient flow, collecting payments and assisting in delivery of quality healthcare.
  • Coordinated services with medical and office staff to improve patient satisfaction, engagement and compassionate care.
  • Educated patients about medications, procedures and physician's instructions.
  • Improved patient care and daily task efficiency resulting in smoother operations.
  • Improved patient care and daily task efficiency resulting in smoother operations.
  • Performed wide range of clerical tasks, including imaging, transcription and verifying work to keep office workflows running smoothly.
  • Completed and submitted clinical documentation in accordance with agency guidelines.
  • Prepared equipment and positioned patients for cardiac catheterization and other invasive procedures.
  • Scheduled surgeries by making arrangements with surgical center and verifying times with patients, preparing charts, pre-admission and consent forms.
  • Collected forms, copied insurance cards and to coordinate patient information for billing and insurance processing.
  • Collected forms, copied insurance cards and to coordinate patient information for billing and insurance processing.
  • Assisted patients in preparation for examinations, assessing and recording vital signs.
  • Communicated with medical transcriptionists regarding patient medical records.
  • Positioned patients for optimal comfort before procedures.
  • Communicated with patients by phone and via written correspondence.
  • Organized charts, documents and supplies to maintain team efficiency.
  • Interviewed patients to verify information, record medical history and confirm purpose of visit.
  • Assisted with technical treatments and entered information in patient records and charts.
  • Monitored medical supply levels to confirm sufficient stock, promptly placing replenishment orders before depletion.
  • Batch-scanned and indexed patient charts.
  • Removed strip printout from equipment to obtain permanent record of internal examination.
  • Trained patients on how to properly operate medical equipment.
  • Kept facility stocked with necessary supplies, equipment and instruments.
  • Earned reputation for good attendance and hard work.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Performed site evaluations, customer surveys and team audits.
  • Improved profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Improved operations by working with team members and customers to find workable solutions.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.
  • Recognized by management for providing exceptional customer service.
  • Improved customer satisfaction by finding creative solutions to problems.
Education and Training
Associate of Arts: Communication Disorder Services, Expected in 05/2014
-
Owensboro Community And Technical College - Owensboro, KY
GPA:
Status -
Bachelor of Science: , Expected in
-
Brescia University - Owensboro, KY
GPA:
Status -

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Resume Overview

School Attended

  • Owensboro Community And Technical College
  • Brescia University

Job Titles Held:

  • Mortgage Loan Processor
  • Safety Assistant
  • Med Tech Manager

Degrees

  • Associate of Arts
  • Bachelor of Science

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