Loan Assistant Business Associate

MARJORIE M. EDMOND

Miami, FL - 305-***-**** - ******@***.***

PROFILE

Highly organized i with over 10 years of measurable achievements building and leading operations through steady growth. Consistently recognized for delivering continued quality service, improved productivity and increased profitability. Visionary leader with ability to build cohesive teams, maximize revenue growth and exceed corporate goals and objectives.

HIGHLIGHT OF QUALIFICATIONS

Received highest possible rating in all categories on new-employee 60-day evaluation

Recognized for determination in setting and achieving goals and exceeding targets

Exceptional communicator with strong negotiation, problem resolution and client need assessment aptitude

Excellent relationship building, and presentation skills

Highly motivated, goal oriented and skillful negotiator

PROFESSIONAL EXPERIENCE

DentaQuest - Doral, FL 2017 – Current

Claims Specialist

Educate customers and dental professionals on eligibility, benefits, claims payment, and authorizations.

Provides direction on the usage and benefits of self-service tools.

Assist members on gaining access to care by locating a network dentist or assignment to a primary care dentist.

Ensures legal compliance by following company policies, procedures, and guidelines, as well as state and federal insurance regulations.

Work closely with providers, members, and clients to properly resolve claim issues.

Work with management to increase auto adjudication rates and self-service utilization.

Process map workflow and lead resolution of ad hoc scenarios.

Performed all work in accordance with customer and company standards.

DentaQuest - Doral, FL 2013 – 2017

Customer Service Rep

Responded to and resolve internal and external general customer inquiries via verbal and written communications through all channels including phone, email, web portal, and chat interactions.

Educate customers and dental professionals on eligibility, benefits, claims payment, and authorizations.

Assist members on gaining access to care by locating a network dentist or assignment to a primary care dentist.

Document all customer interaction.

Understand and adhere to all of DentaQuest’s administrative and contractual policies and procedures.

Understand and adhere to all of DentaQuest’s administrative and contractual policies and procedures.

Interpret and communicate accurate insurance coverage by having a comprehensive understanding of the process.

American Senior Advisors – Miami, FL 2010 - 2013

Loan Originator

Generated sales calls, contacted existing and potential clients to develop new business

Met with prospective clients, explained the different types of loans and credit options available, as well as the terms of those services; analyzed applicant’s financial status, credit, and property evaluations

Developed and implemented marketing strategies to establish new client base

Acted as liaison between lender and clients including application processing, pre-qualification and evaluation of purchase contracts.

Florida Transportation Credit Union – Miami, FL 2007 - 2010

Member Service Representative

Exceeded monthly referral goal (quota) by 60% for bank’s products and services

Assisted existing and potential members by explaining specific products, services and policies including membership eligibility requirements and identifying specific needs as well as cross selling products and services

Provided information regarding new and ongoing marketing promotions

Balanced the ATM, the vault, and the office at the end of each day

Power Financial Credit Union – Miami, FL 2004 - 2006

Member Service Representative

Awarded and maintained excellent scores for “anonymous” Customer Service program

Gathered needed information from members to opened new accounts explaining options such as single joint ownership, savings shared drafts, certificates and retirement programs

Opened new accounts / Processed loan applications

Union Planters Bank – Miami, FL 1999 - 2003

Commercial Loan Assistant

Contributed to the increase of the branch’s overall customer service ratings by 35%

Prepared and processed commercial accounts; Assisted in closing of loans

Examined and reviewed loan documentation for accuracy, timeliness and completeness

Analyzed and verified applications to determine client’s creditworthiness

EDUCATION

Miami Dade College – Business Associate Degree

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