Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Highly skilled and enthusiastic professional with more than 20 years of experience managing operations in both mortgage and medical offices. Successfully oversee human resources, budgeting, staff management and client services. Develop and lead productive and efficient office staff. Contribute to high-volume medical practices growth over the past 8 years. Excellent customer service and ability to build relationships has contributed to success in both the medical and mortgage industries.

  • Patient education and counseling
  • Proficient in Medical terminology
  • Staff Management
  • Loss prevention management
  • Profit improvements
  • Relationship building and retention
  • Hiring and recruitment
  • Training and development
  • Superior Organization Skills
  • Loans
  • Excellent Time Management
  • Deep knowledge of bankruptcy processes
  • Credit
  • Relationship building and management
  • Sales expertise
  • Team Player
  • Recommending mortgage programs
  • Mortgage Refinancing
  • Goal Driven
Work History
Practice Administrator, 02/2012 to Current
Cone HealthGreensboro, NC,
  • Recruited, hired and trained front office staff, providing direct supervision, ongoing staff development and continuing education to employees.
  • Implemented best practice standards for billing resulting in substantial reduction of accounts receivable delays.
  • Produced monthly financial reports like income statements, balance sheets and cash flow statements for presentation to CEO.
  • Oversaw transition of company going from paper charts to utilizing EMR system and Electronic billing.
  • Submitted electronic and paper claims to insurance companies including Medicare and Medicaid to collect medical payments.
  • Collected payments and applied to patient accounts.
  • Processed insurance company denials by auditing patient files, researching procedures and diagnostic codes to determine proper reimbursement.
  • Maintained current accounts through aged revenue reporting.
  • Liaised between patients, insurance companies and billing office.
  • Prevented financial delinquencies by working closely with managers to resolve billing issues before becoming unmanageable.
  • Researched and followed up on denied insurance claims.
  • Communicated with insurance providers to resolve any denied claims and resubmit.
  • Prepared billing statements for patients and ensured correct diagnostic coding.
  • Complied with all HIPAA Privacy and Security Regulations to protect patients' medical records and information.
  • Performed credentialing for all new therapists.
  • HR duties including payroll, benefits management, on boarding of new employees, profit sharing management, employee reviews.
  • Book keeping utilizing Quickbooks.
  • Creating monthly, quarterly, and yearly reports for budget and revenue management.
  • Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
  • Compiled budget figures by reviewing past budgets, evaluating estimated income and assessing expenses.
Partner/CFO, 01/2003 to 01/2008
CelesticaRemote Employee Us, NH,
  • Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Established, optimized and enforced business policies to maintain consistency and high-quality standards across mortgage lending operations.
  • Reduced personnel turnover and promoted employee development by recruiting team-oriented candidates and implementing new training practices.
  • Managed day-to-day business operations, including accounting, finance, HR, marketing and public relations.
  • Enhanced operational efficiency and productivity by managing budgets for company and overseeing operations staff.
  • Trained and motivated 25 employees to perform daily business functions, including loan origination and processing turn times to exceed client expectations.
Sales Manager, 03/2000 to 12/2002
NewrezRemote, NJ,
  • Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
  • Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
  • Held weekly meetings with loan officers and co-managers to identify techniques to overcome sales obstacles.
  • Developed and implemented comprehensive salesperson training program.
  • Made President's Club in first year of management
Loan Officer, 09/1999 to 03/2000
Champion MortgageCity, STATE,
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Promoted to Sales Manager after 6 months.
Associate of Science: Physical Therapy, Expected in
Frederick Community College - Frederick, MD
Associate of Science: Physical Therapist Assistant, Expected in
Carroll Community College - Westminster, MD

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School Attended

  • Frederick Community College
  • Carroll Community College

Job Titles Held:

  • Practice Administrator
  • Partner/CFO
  • Sales Manager
  • Loan Officer


  • Associate of Science
  • Associate of Science

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