Victoria Guess

ady33f@r.postjobfree.com 931-***-****

Professional Experience

United Health Group November 2022- Present

Pre-Visit HouseCalls Care Coordinator (Remote)

In this position we use a clear, empathetic communication style to establish a rapport with members in order to acquire a health history in advance for an Advance Practice Clinician visit in the Pre-Visit role and to assist members with gaining access to community resources.

Accurate documentation of obtained history in an Electronic Medical Record.

Maintained confidential health information according to state and federal regulations for all calls.

Managed calls on Interaction Connect (phone system) daily for inbound and outbound.

InQlusion Mortgage Team/FirstBank Mortgage December 2020-September 2022

Processor, “Production Specialist”, June 2021 – September 2022

The Production Specialist takes ownership of residential mortgage loan files after Origination and works to fulfill the requirements to advance them to Closing. This includes obtaining, reviewing, and assembling documentation, along with preparing and submitting files. Production Specialists work closely with Customers, Loan Officers, and both internal and external partners providing a high level of service in a professional manner.

Review new files within 48 hours of receipt and verify that compliance documents were issued within proper time frame. Request documentation or information from borrower or relevant parties as needed.

Review and confirm program eligibility as submitted, assist LO with necessary updates or changes

Maintain a minimum pipeline of 25 loan files

Order all necessary documents to satisfy AUS findings, investor, and agency requirements.

Verify, review, and track all requested documents in Encompass.

Review documentation received within 24 hours of receipt and follow up in the event of discrepancies or omitted data. During documentation review, if any discrepancies are identified immediately notify Loan Originator or appropriate team member.

Use documentation to perform functions, such as calculating verified income or verifying assets, and update Encompass accordingly.

Review, organize and prepare loan for underwriting submission.

Clear any approval or suspense conditions as outlined by the underwriter, or closer.

Work with Setup/PreClose team to ensure that all appropriate closing documentation is in the loan file (i.e., title documentation, homeowners’ insurance & third-party invoices). Documents are to be reviewed within 24 hours of receipt and communicated with Loan Originators.

Loans are to be processed to meet purchase contract deadlines and rate lock expiration dates.

File submitted to closing department upon obtaining CTC – approval milestone.

Assist with the clearing of post-closing conditions received to avoid any financial loss.

Knowledge of government sites for VA and FHA files to place orders and obtain case numbers.

Maintain a focus on enhancing customer service skills and knowledge.

Ensure KPI’s are met set forth by the branch manager or corporate processing manager.

Maintain quality and data integrity of all loan files.

Loan Officer Assistant/Production Specialist “Processor”, December 2020 – June 2021

Review new files within 48 hours of receipt and verify that compliance documents were issued within proper time frame. Notify the appropriate staff member if additional documentation or information is needed.

Setup/PreClose for all files

Order all necessary documents to satisfy AUS findings, investor, and agency requirements.

Verify, Review and track all requested documents in Encompass.

Maintain quality and data integrity of all loan files.

Perform other duties as assigned.

Visiting Angels November 2016-December 2020

Client Care Manager, 2017-Present

Responsible for coordinating home health care services with clients and staff

Function as both a health care provider and staff supervisor

Work with clients and staff daily to match patient needs with services

Responsible for screening candidates, hiring, and training new staff in client care

Client caregiver as needed

Maintain and update patient and staff records

Proficient in most computer programs including Office, Word, Excel, Axiscare, etc.

Client Caregiver, November 2016 – 2017

Responsible for all aspects of in person client care and planning

Manage medical equipment use and maintenance

Provide services such as medication maintenance, appointment scheduling, transportation, client hygiene, and bathing.

Ensure client is eating well, has a clean & organized living environment, as well as appropriate dressing needs

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