Sign in

Medical Administrative Clerical/Healthcare

United States
December 19, 2019

Contact this candidate



**** ********* **

DeSoto, TX *****

Direct: 214-***-****


JP MORGAN CHASE – Lewisville, Texas

Operations Sr. Specialist 1 - January 2012 – August 30, 2019

Review and analyze customer financial documentation and propose solutions to assist customers

Review and prioritize workflow for completeness, accuracy and compliance:

Analyze financial information including calculation of income and debt ratios in Agent Desktop; verification of assets, collateral review and credit review to determine correct account disposition

Analyze problems and/or fraud through Data Verify; identify potential solutions, and document deficiencies within the review; escalate issues to manager.

Initiate appropriate form letters sent to customer to request required documents;

Research and respond to internal inquiries from CA Specialists or other business partners regarding issues such as missing documents, ordering third party services, and review specialty flags; perform root cause analysis to ensure quality and accuracy.

Achieve work goals for productivity, quality and turn time.

Ensure all documents received are compliant according to investor guidelines

Effectively partner with internal and external parties.

Display customer service excellence

JP MORGAN CHASE - Fort Worth, Texas

Underwriter I - July 2011- Dec 2011 (Department transition)

Review and analyze files with attention to detail and accuracy to determine compliance according to applicable guidelines

Analyze documentation problems and/or fraud and resolve and escalate issues

Calculate income variance test with accuracy and ensure within guidelines

Review and analyze credit reports, verify assets to ensure compliance completeness and accuracy according to guidelines

Display customer service excellence

Processor - Jan 2011-July 2011 (Dept. transition)

Verify and process document files for compliance

Review customer income documents and identification information with accuracy and attention to detail

Resolve document issues; contact customer and third parties regarding status of file

Close approved files according to policies & procedures.

Solicitor 1 – (May 2009-June 2010-Irving, Texas)

Communicate with customers and evaluate customer financial ability

Recommend and negotiate payment options

Collect financial documents with attention to quality, accuracy according to policies and procedure guidelines

Coordinate with attorneys


Medical Transcriptionist - October 1, 1985 –August 17, 2009

Health Information Management Department, listen to recorded dictation of doctors or other healthcare professionals; transcribe and convert the dictation into written reports, i.e., operative reports, medical history, referral letters, and other documents with attention to spelling, and use of correct medical terminology with attention to speed, accuracy and detail; provide telephone support, take calls and deliver messages in a timely and appropriate manner.


Microsoft Office: Outlook, Excel, Word

Systems: MSP, LenderLive, Default Workflow, Agent Desktop, Data Verify, Infosource, Federated, I-Vault, Kroll, Collateral Management System (CMS), Equator


Five Keys

Top Performer


Subject Matter Expert

Health Information Management

Medical Records

Financial Services

Contact this candidate