Amy Gregory

Summary:

Over ** years’ experience providing direct support for internal and external customers and stakeholders

Extensive experience with data and word entry in fast-paced, accuracy-driven environments

Familiar with medical terminology as it relates to insurance

Heavy MS Office use including Word, Excel, and Outlook

Able to quickly organize multiple priorities leading to successful completion

Extensive experience communicating over phone, email, fax, and virtual meeting programs

Quick learner with a can-do attitude

Education:

University of Phoenix Medical Billing and coding, Diploma

High School Diploma, Marion High School, Marion, Iowa

Professional Experience:

Dearborn Group Apr 2023 – Present

Provider Advocate Technician (Contract through Dexian)

Contact care providers to update the DenteMax Directory utilizing spreadsheets.

Reach out to Dental Providers to update the Dental Network of America Directory and input data into the DNoA platform.

Offer technical support to providers/staff utilizing the website.

Update care provider information in iNetwork and DenteMax platforms.

Monitor the DenteMax Dashboard for care provider change requests.

Flanagan State Bank Aug 2016 – Jul 2022

Underwriter Compliance Analyst Sep 2018 – Jul 2022

Responsible for verification of borrower information as provided by Loan Officers and processors.

Utilized mortgage-handling platform, MortgageBot, to verify borrower information within their individual file.

Verified borrower documents by reviewing for accuracy; Driver’s License, Credit Report, Property address, Social Security Numbers (through SSA).

Ran Flood Certification reports to verify that the property was not in a flood zone

Split out documents that were uploaded to the file; Tax returns, pay stubs, divorce decrees, Title Commitments, Deeds, Chain of Title, Closing Protection Letters & Bankruptcy information.

Manage borrowers’ files watching and reviewing any updates. i.e: loan amount changes, program changes, removal or addition of borrowers, funding fee or origination fee changes, new Loan Estimates.

Responsible for understanding the entire loan/mortgage life cycle open to close.

Scheduler Aug 2016 – Sep 2018

Upon clear to close by the Underwriter, confirm documents were signed 3 days prior to the requested closing date and that the final ICD was signed by all parties

Initiate soft pulls through DataVerify within 10 days of closing

Correspondence with the Loan Officers and the Closing Department regarding these closings

First America Title Jan 2010 – Jul 2016

Sales Assistant Jun 2014 – Jul 2016

Prepared product folders for the Sales Team

Set up for product training sessions for the Sales Team

Extensive filing for approved attorney’s signed documentation

Prepared product folders for TRID training and refresher courses for the Attorneys

Entered in monthly expenses for the Regional Manager and my manager

Scheduling Department Feb 2011 – Jun 2014

Scheduled closings for the Attorneys

Inquired on the status of ordered Title Commitments, Closing Protection Letters, Chain of Title, and other searches; correcting borrowers names and Mortgagee Clauses on the Closing Protection Letters also requesting vesting, loan amount changes and property address information on the Title Commitments

Monitored a shared email for requested documents from the Attorneys

Took in bound calls in call center

HUD Specialist Jan 2010 – Feb 2011

Prepared, built, and delivered HUD-1 Statements

Examined Lender and seller financials

Balanced HUD-1 statements to lender requirements

Examined Title for liens, judgements, taxes, and mortgages

Calculated tax prorations

Additional relevant roles held:

The Beltmann Group Jan 2006 – Oct 2007

Customer Care Coordinator

Management of high-profile accounts

Heavy, high paced environment inbound and outbound calls

Provided shipping quotes to established customers as well as random end users

Maintained weekly spreadsheets for pick-ups and delivery dates

Communicated with agents nationwide daily via phone and computer to track and trace moves; resolved delivery issues

Responsible for re-establishing contact with past customers to generate new business

Maintained monthly spreadsheets for storage fees; including dates products and locations

Issued claims information to the customers for damaged or lost shipments

Lead biweekly conference calls to assure customer satisfaction

SMC Pneumatics Feb 2003 – Dec 2004

Customer Service Representative

Primary account management for assigned target account

Fielded 50 + calls per day, up to 100 emails per day

Completed orders and price and delivery quotes converting Yen to American dollars

Communicated delivery issues to the factory and salesmen while providing resolutions for the customer

Provided technical support to the customer utilizing an extensive catalog library

Supplied timely Corrective Action Report forms for delinquent orders

Processed claims quickly, working with accounting for credits and debits

Generated monthly billing report

Education:

University of Phoenix Medical Billing and coding, Diploma

High School Diploma, Marion High School, Marion, Iowa

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