Medical Practice Administrator/Bank Manager/Consumer Loan Underwriter

Vanessa Bean

***** ***** ******* ****, **** Lake, FL - Florida 32159 ********@*****.*** 352-***-****

PROFESSIONAL SUMMARY

Highly accomplished business professional with over 15 years of financial management and fiscal operations, seeks to take next career step with a respected organization that values hard work, talent, and demonstrated success in management and business development. Proven success in effective communication, employee relations management, customer service, and team leadership.

EMPLOYMENT HISTORY

Practice Administrator/CFO, Tri-County Orthopaedic Center, P.A., Leesburg

Dec. 2014 – Aug. 2017

Conduct and administer fiscal operations, including accounting, planning budgets, authorizing expenditures, establishing rates for services, and coordinating financial reporting.

Direct, supervise and evaluate work activities of medical, nursing, technical, clerical, service, maintenance, and other personnel.

Review and analyze facility activities and data to aid planning and cash and risk management to improve service utilization.

Maintain awareness of advances in medicine, computerized diagnostic and treatment equipment, data processing technology, government regulations, health insurance changes, and financing options.

Implemented and maintain computerized record management systems to store and process data such as personnel activities and information, and to produce reports.

Prepare activity reports to inform management of the status and implementation plans of programs, services, and quality initiatives.

Administrator of EHR system including the set and monitoring of MIPS/MACRA, patient portal, security settings, and compliance

Inspect facilities and recommend building or equipment modifications to ensure emergency readiness and compliance to access, safety, and sanitation regulations

Oversee the flow and collection of co-pays, deductibles, and co-insurance payments.

Prepare and pay company bills.

Maintain integrity of general ledger, including the chart of accounts.

File tax returns and prepared governmental reports in compliance with strict standards.

Generate financial statements and facilitated account closing procedures each month.

Organize monthly board meetings, agendas, and minutes.

Develop and implement company organizational policies and procedures.

Identify, develop, or evaluate marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost.

Analyze and modify compensation and benefits policies to establish competitive programs and ensure compliance with legal requirements.

Direct or conduct recruitment, hiring and training of personnel.

Establish work schedules and assignments for staff.

Serve as a link between management and employees by handling questions, interpreting and administering contracts and helping resolve work-related problems.

Perform difficult staffing duties, including dealing with understanding, refereeing disputes, terminating employees, and administering disciplinary procedures.

Identify staff vacancies and recruit, interview and select applicants.

Designed employee handbook and implement approved policies and procedures.

Plan and conduct new employee orientation to foster positive attitude toward organizational objectives.

Prepare and follow budgets for personnel operations.

Maintain current knowledge of Equal Employment Opportunity (EEO) and affirmative action guidelines and laws, such as the Americans with Disabilities Act (ADA).

Maintain and update human resources documents, such as organizational charts, employee handbooks or directories, or performance evaluation forms.

Order medical and clerical supplies

Negotiate pricing of medical supplies and durable medical equipment

Credential providers with insurance companies, hospitals, and surgery centers.

Keep office in compliance with government and health regulations (OSHA, HIPAA, Bloodborne pathogens, Biomedical waste)

Commercial Lending Assistant/Office Manager, First Green Bank, Mount Dora

Mar. 2012 – Nov. 2014

Establish and maintain relationships with individual or business customers or provide assistance with problems the customers may encounter.

Examine, evaluate, or process loan applications.

Network within communities to find and attract new business.

Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.

Plan, direct, or coordinate the activities of workers in branches.

Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.

Oversee the flow of cash or financial instruments.

Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.

Recruit staff members and oversee training programs.

Submit delinquent accounts to attorneys or outside agencies for collection.

Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

Examine, evaluate, or process loan applications.

Network within communities to find and attract new business.

Answer customers' questions, and provide information on procedures or policies.

Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.

Handle customer complaints and take appropriate action to resolve them.

Set credit policies, credit lines, procedures and standards in conjunction with senior managers.

Interview, hire, and train new employees.

Develop and train personnel on consumer lending policies and procedures.

Administrator over the online mortgage and consumer lending application process.

Branch Manager II, AVP, Regions Bank, Ocala

Jul. 2010 – Nov. 2011

Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

Examine, evaluate, or process loan applications.

Network within communities to find and attract new business.

Plan, direct, or coordinate the activities of workers in branch.

Assist customers by providing information and resolving their complaints.

Solicit sales of new or additional services or products.

Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.

Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.

Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.

Develop business relationships through new accounts, profiling, and business calls.

Attract new relationships while expanding and retaining existing ones.

Owner/business operator, Nicole's Silk Threads & Keepsakes, Leesburg

Dec. 2006 – Jul. 2010

Operate cash registers to receive payments from patrons.

Mend and sew articles, using hand stitching, adhesive patches, or sewing machines.

Fit and study garments on customers to determine required alterations.

Sew garments, using needles and thread or sewing machines.

Measure parts such as sleeves or pant legs, and mark or pin-fold alteration lines.

Let out or take in seams in suits and other garments to improve fit.

Take up or let down hems to shorten or lengthen garment parts such as sleeves.

Press garments, using hand irons or pressing machines.

Make garment style changes, such as tapering pant legs, narrowing lapels, and adding or removing padding.

Measure customers, using tape measures, and record measurements.

Embroider garments such as hats, blankets, shirts, and wedding apparel.

Executive Director/CEO, Community Development Corporation of Leesburg and Vicinity,

Leesburg

Apr. 2000 – Nov. 2006

Supervise employees

Maintain integrity of general ledger, including the chart of accounts.

Paid monthly company bills.

Organize monthly board meetings, agendas, and minutes.

Administer, implement, and budget Community Reinvestment Agency (CRA) funds within the CRA designated area supporting infrastructure, housing, and business and economic development.

Manage commercial leases, home purchases, and home maintenance program.

Monitor installation of plumbing, wiring, equipment, or appliances to ensure that installation is performed properly and in compliance with building code regulations.

Oversee construction and repair projects of commercial and residential properties

Review and interpret plans, blueprints, site layouts, specifications, or construction methods to ensure compliance to legal requirements and safety regulations.

Inspect and monitor construction sites to ensure adherence to safety standards, building codes, or specifications.

Compute estimates of work completed or of needed renovations or upgrades, and approve payment for contractors.

Arrange for subcontractors to deal with special areas, such as heating or electrical wiring work.

Branch Manager, VP/Loan Officer/Security Officer, Citizens First Bank, The Villages

July 2002 – April 2005

Managing a $131M dollar office

Coaching, training, and development of a twelve-member team

Completing Human Resource activities for employees to include, but not limited to, hiring, terminations, employee evaluations and performance management.

Attracting new personal and business relationships while expanding and retaining existing ones

Business Development – cold calling on potential business clients

Underwriting of consumer loans while adhering to the loan policy guidelines ($75K secured, $100K real estate secured, $25K unsecured)

Maintaining a positive balance sheet and revenue growth

Play an active role in major decision changes or improvements within the bank

Ensure office adheres to bank compliance and operational guidelines

New employee training office for the company

Direct and administer a security program in compliance with the Bank Secrecy Act which included money laundering, suspicious activity, fraud, and other regulatory requirements

Train personnel in bank security policies and procedures

Establish policies for assuring safe opening and closing procedures for each location

Liaison with local, state, and federal law enforcement agencies; coordinate investigative efforts with the same

Maintain records on the inspection, testing, and servicing of security devices

Initiate new security measures to ensure the safety of the bank personnel and to protect the assets of the bank

Negotiate security contracts for bank surveillance with various security companies

Investigate fraudulent banking activity and prepare reports for law enforcement and the Board of Directors

Hub Banking Office Manager, AVP/Investment-Insurance Officer, Huntington National Bank/SunTrust Bank, Leesburg

April 1998 – July 2002

Simultaneously managed three banking office locations with 30 team members

Managed goals for ten product lines per branch

Development of business relationships through new accounts, profiling, business calling, and mapping potential prospects

Coaching and development of office staff in a sales environment

Preparing and monitoring daily sales reports

Attracting new relationships while expanding and retaining existing ones

Maintaining a positive balance sheet and revenue growth

Managing investment portfolio containing NASD Securities, Life, and Variable Annuity Policies

Completing Human Resource activities for employees to include, but not limited to, hiring, terminations, employee evaluations and performance management

Sales and Service Associate/Teller, Barnett Bank of Lake County, Leesburg

November 1995 – April 1998

Assume managerial duties in the absence of office manager

Loan preparation and closings

Assisting customers with account deposits, withdrawals, and payments

Providing professional advice and tailoring the needs of the customer through profiling

Exceeding monthly sales goals

Creating an atmosphere of financial security through product knowledge and personal interactions

Homemaker/Stay at Home Mother

December 1991-November 1995

Insurance Biller/Collector, Leesburg Regional Medical Center, Leesburg

November 1989 – December 1991

Billing of Medicare Part A, Medicare Part B, Medicaid, and Blue Cross/Blue Shield medical claims

Billing of inpatient and outpatient insurance claims

Follow-up on unpaid claims and correcting claims for payment

EDUCATION

Lake-Sumter State College, Leesburg, Florida

Business Administration

Edwards Water College, Jacksonville, Florida

Bachelor of Arts, Business Administration, May. 2003

SKILLS

EHR Systems (Eclinicalworks 10; 10e, Greenway Intergy) Microsoft Office

Quality Physician Reporting (MIPS, Meaningful Use) Management Skills (coaching, leadership)

Quickbooks Payroll (ADP, Quickbooks, Taxes)

Credentialing Human Resource Management

Credit Underwriting Financial Reports (P&L, General Ledgers)

Team Development Microsoft Office

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