Administrative Customer Service Walnut Creek

LISSA HUBBARD

WALNUT CREEK, CA ***** • 925-***-**** • **********@*******.***

Office Administrator

High-energy, organized, resourceful support professional with extensive experience in office environment. Administrative skills include coordination, phones and customer service. Office skills include client needs assessment, contact management and follow-through. Experience generating customized solutions for clients. Strong aptitude for math, systems and transactions. Able to learn new software quickly and manage databases; proficient user of MS Office, Encompass, Citrix, Salesforce, and other proprietary or cloud-based platforms. Excellent communicator with interpersonal, consulting and project management skills. Detailed, collaborative and ethical. Accounts Receivable. Data analysis. Run and distribute various reports. Date Entry. SVP administrative support.

WORK HISTORY

Loan Administrator 2022 Bank, Walnut Creek, CA

Maintain customer records. Respond to information inquiries. Review files to ensure complete. Analysis reports. Move files through processing. Respond to client questions. Clerical support. Registrations and enrollments. Prepares and distributes departmental reports related to client accounts. Evaluate data. Correspondence. Excellent customer service on the phone and during client visits; communicates policies and benefit information; processes applications and documents; and responds to client inquiries. Payments and billing follow-up. Provide information to clients regarding accounts. Identifies problem accounts. Maintains files on all documentation. Performs other related duties as assigned. Compliance process. Manage calendars, expense reports, invoices.

Loan Analyst 2020 – 2022

Walnut Creek, CA

Work closely with loan applicants, evaluating loan applications in accordance with company policy, industry standards, guidelines and compliance requirements. Gather docs to clear conditions. Review files to ensure complete. Move application through processing. Respond to client questions. Review credit history. Calculate income. Submit files to DU/LP. Facilitate loan closing with Title company. Order VOE’s, 4506, flood cert, Homeowner’s insurance. HOA follow-up. Evaluate asset & income data. Ordering and obtaining final evidence of insurance and other conditions as necessary. Preparing and submitting files for funding approvals. Review loan disclosures to ensure compliance with federal and state regulations.

Research, resolve and respond to complaints received by phone, mail, email, fax.

Inside Sales & Service Representative 2008 – 2009

Wellpoint (Blue Cross), San Ramon, CA

Explained and advised potential clients on health & dental insurance products. PPO plans. Provide benefits & eligibility information. Open enrollment. Conduct intake questions by phone to determine whether clients’ application is within company guidelines. Enter and update potential client information into CRM. Claim follow-up. Follows up on accounts receivables with clients. Assists clients with billing questions. Review EOB with clients.

Health Sales & Service 2008-2008

State Farm Insurance, Concord CA

Sold health insurance policies and cross-sold products, such as long-term care providing 30% to 50% sales increases. Assisted as Sales Associate with health product knowledge. Called prospective clients offering health insurance. Resolve billing and claims issues. Process forms of payments, including cash, checks and credit cards. Mail client statements. Follows up on accounts receivables with clients and third-party payors, re-bills claims initiates account correspondence or phone calls to clients. Reviews explanations of benefits.

Health Insurance Sales & Service 2007 2008

Lee Insurance Services, Lafayette, CA

Followed up with clients, prepare proposals and provide information on plans. PPO, HMO. Provide ID cards. Determine eligibility. Conduct basic intake questions by phone to determine whether potential clients’ application is within company guidelines. Enter and update client information into CRM. Claim follow-up. Follows up on accounts receivables with clients. Assists clients with billing questions. Provide information to insurance carriers or clients regarding accounts. Advise and give assistance to patients regarding medical bills. Liaison between patients and their insurance companies.

Sr Loan Analyst 2003 – 2005

Ameritech Mortgage, Walnut Creek, CA

Closed company leads and prepared estimates. Loan application processing. Gather documentation. Conduct intake questions by phone to determine whether clients’ cases are within company guidelines. Recruitment.

Senior Loan Analyst 2001 – 2003

Innovative Mortgage Solutions, Danville, CA

Increased closing ratios and productivity via tele sales. Loan processing. DU/LP submissions. Review AUS finding.

Loan Officer 1997 – 2000

Wells Fargo Home Mortgage, Concord, CA

Originated first mortgages from bank referrals. Satisfy conditions. Analyze credit reports.

EDUCATION

B.A., Psychology California State University East Bay

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