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Loan opener

Location:
Mooresville, NC
Posted:
July 29, 2023

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Resume:

JW

Jeanne Willis

954-***-****

*** ******** ** ***********, ** 28117

adylbz@r.postjobfree.com

Professional Summary

Able to manage high volumes of loan paperwork in dynamic environments with high production, approval, and customer relations targets. Self-motivated and reliable with excellent teamwork, problem solving and organizational skills. Strong communication skills with the ability to be a strong member of any team.

Work History

CrossCountry Mortgage, LLC

Loan Opener/front end Processor

Remote

2/2021-present

● FHA, VA, Conventional

● Communicate with Loan Officers, loan partners and clients on progress of loan process.

● Order and review appraisals, surveys, water tests and home inspections

● Develop relationships with Realtors,

Builders and Borrowers for referrals

● Order and review title, Hazard and Flood Insurance

● Knowledge of FNMA CPM system and codes

● Condo Review knowledge of FHA, FNMA, Freddie, and VA

● Verification of employment

● Verification of Rent, Mortgage

● Order condo questionnaires

• Internal condo reviews

• Order and review master insurance policies

• Research of FNMA, VA and FHA guidelines

• File contacts

• Order Payoff Statements

• Submit reconsideration of Value requests

• FHA case assignments

• Help Processor clear conditions about appraisals, Income and title

Charlotte Motor Speedway: Concord, NC 28027

January 2020 – March 2020 – Furloughed due to COVID-19 Reservations and scheduling

• Taking reservations for customers over the phone and in person for campgrounds.

• Maintained positive guest relations at all times.

• Resolved guest complaints and ensured guest satisfaction.

• Input all customer data into company system.

• Scheduling and coordinating events

• Coordinating campers in correct sites for events and non- event camping.

NC Acupuncture & Wellness Clinic: Huntersville, NC 28078

February 2018 – January 2020

Front office

• Answering phone calls and questions about our program both during working hours and after

• Charging patients for treatments

• Getting rooms ready for Acupuncturist with the correct tools for treatment

• Keeping a sterile environment in treatment rooms

• Calling to verify insurance coverage for acupuncture

• Making sure that specific ICD-10 codes are covered.

• Applying for Veterans continuing care with facility.

• Filling out Secondary authorization requests.

• Making sure third-party VA insurance and VA facility have the same authorization code and validity Dates.

• Creating SOP for daily functions of the office

• Typing up a summary of patient medical history, medications and what patient is seeking treatment for.

• Handled proprietary and confidential information with care and according to all policies and procedures.

South Florida Detox Centers: Sunrise, FL 2005-2012 Promoted to district manager after 24 months of employment. Made strong connections with surrounding detox and rehab facilities. Maintained great relationships with all past coworkers and owners.

District Manager/Detox liaison

• Managed employee schedule

• Billing and coding

• Constant contact with in-patient rehab centers to check patient’s well-being.

• Collecting urine specimens and testing using 10 panel dip tests

• Building a strong recovery program for each individual patient alongside the physician.

• Keeping communication lines open between doctors and therapist

• Dispensing of detox medications

• Setting up group meetings for patients

• Inventory of detox medication

• Scheduling OSHA meetings once a year

• Answering after hour phone calls from future patients and current patients

• Setting up continuing education for staff on detox meds and procedures

• Verifying all notes in chart are up to date.

• Setting up payment plans for patients.

• Helping patients find 30/60/90 day programs that work with the patients insurance or that have affordable payment plans.

• Completing prior authorization forms

• Cross referencing medications between pharmacies to make sure patients were treated to the best of our abilities.

• Responsible for keeping Dr. License up to date

• Payroll

• Creating SOPs for current and future employees on Procedure and how to stay in compliance

References

Mari Doval: CrossCountry Mortgage 954-***-****

Alex Levy: CrossCountry Mortgage 516-***-****

Dr. Vivian Perez South FL Detox 954-***-****



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