Customer Service Medical Assistant

Krista Pace

480-***-****

**** * ***** **.

Mesa, AZ. 85204

Profile:

Work Experience:

● Highly capable and well-spoken professional with experience in a variety of settings which include medical, office, and customer service. Organized, focused, goal driven, and results oriented.

Post Closing Shipping 1 1/2017-Current; OnQ Financial

» R esponsible for tracking, receipt, and review of the final signed loan documents from the title companies / escrow / closing agents.

» A udit closed loan packages including collateral and order required corrections, provide completed package to post-closing for delivery to investors.

» Enter and update Encompass to monitor pipeline. Scan and upload documentation as needed.

» I review loans in my pipeline for any errors and communicate with each title and escrow company, closing agent, or mortgage closer to resolve issues prior to delivery to investors.

» Update Encompass to reflect post closing review and closing documentation completed.

» T ransfer to post closing for delivery to investors

» Occasionally process trailing documents.

» R eceives loans to Pre- Post Closing to alleviate other department workload

» I provide quality, accurate, and timely customer service regarding the review of closing documentation on each mortgage loan.

Leasing C onsultant 0 6/2017- 11/2017; Bassham Properties

» M aintained all communication and records will all potential clients.

» G ave potential residents our property information such as amenities, availability, and pricing while I show apartment model or other currently available floorplans.

» R esponded to internet leads, answer prospect calls, schedule appointments, conduct property tours and promote attractive community features.

» G reeted visitors (residents, future residents, and internal team members).

» P repared refreshments.

» M aintained accurate product knowledge of the property.

» Prepared and had a thorough knowledge of all lease-related competition.

» I nspected units for move-ins to ensure units are ready.

» A ssisted with planning and hosting resident functions.

» C ollected application fees, deposits and rent.

» P repared and submitted application materials for approval.

» F ollowed up with future residents after viewing homes or submitting applications.

» P repared service requests.

Education and

Certifications:

Administrative Assistant 0 8/2014-02/2015; M ilestone Retirement Communities

» R outinely reviewed patient charts and key systems assigned by the administrator to ensure compliance in Nursing Services

» C oordinated all contracted services

» C onducted routine health center environmental and physical inspections to monitor maintenance and safety

» M aintained an active relationship with residents through individual and group interaction.

» M et regularly with company owner in order to report and operational issues Mortgage Closer / Funder 0 7/2012-06/2013; Freedom Mortgage

» R eviewed and input information in EDMS. Requested any information needed from Title or Broker.

» I mported information from EDMS, where all information needed was indexed, to

“Lakewood”, which is the system funders use to fund loans.

» A llocated all fees, sent closing instructions, sample HUD, GFE, and invoices, as well as other necessary information to Title.

» R eviewed HUD-1 for accuracy and RESPA compliance.

» S ent approval of HUD-1 to Title.

» S ent Borrower Signature, or Closing, Documents.

» P ersonally closed 100+ loans a month.

Medical Assistant 1 0/2010-07/2011; Century Care, Inc.

» S et Up office as needed and prepared patient charts.

» L ooked for any patient records of recent hospital visits.

» F iled pharmacy orders and faxed new patient information to billing company.

» F iled all necessary paperwork.

» Recorded patients’ vitals

Receptionist 0 5/2009-09/2009; Guaranteed Home Saver.

» A nswered and screened incoming calls, then forwarded them to the correct agent.

» S ent, received, and distributed faxes from clients as well as any mortgage lenders.

» A dded new files to “Point” as well as into the company’s Google file pipeline.

» C alled clients daily with updates on their files.

» C hecked and distributed mail daily as well as sent out any outgoing mail. High School Diploma 0 6/2004; Saint Helens High

» S tate Curriculum Standard Diploma

Certificate of Completion 0 7/2018; Arizona School of Real Estate and Business

» L oan Processing Program

Certificate of Educational Session Attendance 0 7/2018; Arizona School of Real Estate and Business.

» T itle, Closing, and Funding

Contact this candidate